MSCRM Solution Come, Learn and Share

By: John CRM | October 02, 2017

When you deploy Managed solution which contains Reports to CRM, those reports will also deployed as Managed reports. Later, if you need to delete that report, you can't really delete that report because of managed property. There are two ways to hide/remove those reports:

  • Hide from Report Area and Set to Individual (Recommended): This is the recommended approach. To perform this, you need to follow below steps:
    • Go to Reports Area. Select "All Reports, including sub reports view
    • Select the report and Click on Edit.
    • Remove Report Area from the "Display In" field. Basically, nothing should be selected there.
    • Save the report.
    • From Actions menu, choose "Revert to Personal use".
  • Delete from Database (Unsupported, NOT Recommended...

By: John CRM | August 25, 2017

Microsoft recently releases source code for Dynamics 365 Portals (formerly known as ADX Studio Portal). follow below link to download:

https://www.microsoft.com/en-us/download/confirmation.aspx?id=55789

By: John CRM | August 22, 2017

In my previous blog posts about Business Process Flows, I discussed about how to Set Business Process flow dynamically and how to switch stages automatically by code. However, when you create a new record, it will set the first valid Business Process Flow defined for that entity as per user's security role. However, if there are multiple Business Process Flows for that entity, it would set the first Business Process Flow as default.


What if you want to set the specific Business Process Flow based upon some condition while creating the record?

Follow below steps to set the Business Process Flow while creating the record:

Step 1: Find the entity form ID from form URL. e.g.  c86fd132-dcac-4b44-bb4d-4e89c7fcc35f

Step 2: Find the Business Proc...

By: John CRM | July 31, 2017

Why do you need to know last login Date?

CRM uses Active Directory authentication. So if user left the company, user will be removed from Active Directory but in CRM, it is still an active user unless you have some automation running behind the scene to disable the user in CRM. Active User means he is using CRM license and hence unnecessary cost. Another scenario could be he is not using CRM at all. So one solution to above issue could be to identify when the user last logged in to CRM. If last login date is not in last certain number of days, you can disable the user.


How can I find the last access date and time for a User?

Well, there are various ways to find out.

Dynamics CRM 2016 or lower On Premise:

   You can execute be...

By: John CRM | July 27, 2017

While working with Dynamics CRM Plugins, the thumb rule for Plugin Registration is:

  • If you are working with CRM On-Premise, use Plugin isolation mode as None.
  • If you are working with CRM Online, use Plugin isolation mode as Sandbox.
So, now the scenario is you are working on big implementation for CRM On Premise. Now your organization decides to move to CRM Online. The first task comes to mind is to move all the Plugins to Sandbox mode and see if they are still working considering running Plugin in sandbox comes with some limitations (such as you cannot access file system/registries/external assemblies/protocols/IP Addresses etc).

To convert the Plugin assemblies to Sandbox mode, one option is to open Plugin Registration tool and convert the a...
next>>
Tags

MoCA

MoCA Offline

Unmapped profiles

CRM organization import

Input Parameters

CRM Plugin

Plugin context

Outlook Client

Outlook Client Statistics

Performance

Plugin execution time

Debug Javascript

Debug Javascript in MoCA

Optimistic Concurrency

RowVersion

IfRowVersionMatches

IsOptimisticConcurrencyEnabled

Dynamics CRM 2016

new capabilities in CRM 2016

CRM 2016 Release Preview

What's new in CRM 2016

What's coming in CRM 2016

CRM 2016 Release Notes

CRM Online

CRM On Premise

Online vs On Premise

Online and On Premise comparison

CRM 2015

Stored Procedure

Out of the Box Stored Procedure

OOTB Stored Procedure

OOTB

OOTB SP

SP

Xrm Snippets

CRM JavaScript

JavaScript

Full Text Search

FTS

CRM 2015 UR1

Everything about Full Text Search

Multi Entity Search Performance issue

Enable Full Text Search in CRM

InterviewQuestions

CRM Interview Question

Interview Question

Interview Questions

MSCRM Interview Question

Microsoft CRM Interview Question

Configure columns for Multi Entity Search

Multi Entity Search

Configure View Columns

View Columns for Multi Entity Search

Configure Global Search view

configure view Columns

Dynamics 365

Dynamics 365 Update 1

8 2 1

Data Import

Data Import permission

MSCRM Data Import

MSCRM

MSCRM Import

MSCRM Data Import privileges

MSCRM Data Import Security Role

Business Process Flow

Business Process Flow Enhancements

Business Process Flow with Dynamics 365

CRM 8 2 1 Business Process Flow

Dynamics 365 Business Process Flow

Concurrent Business Process Flow

WebApi

Generic WebApi library for CRM

WebApi for CRM

WebApi library for CRM

CRM

WebApi

Webpi for Dynamics CRM

WebApi for Dynamics 365

Generic library

generic Web Api

Business Process Flow issues

Business Process Flow issues and solution

Dynamics 365 Business Process Flow issues

Upgrade Plugin to Sandbox Mode

Sandboxed

Sandboxed Plugins

Move Plugins to Sandbox Mode

Move Plugins to Sandbox Mode Customization xml

Customization xml edit for Plugin

Move None to Sandbox

Move None to Sandbox CRM Plugin

last login date

last access date

last access time

user access

user access audit

last login time

CRM last login date

CRM last access date

CRM last access time

CRM user access

CRM user access audit

CRM last login time

User Access Online

Last Login CRM Online

Default Business Process Flow

Default Process Flow on Load

Default Business Process Flow On Load

Default Business Process Flow on Create

Default Process flow on Create

ADX Portal

ADX Portal Source code

Microsoft Dynamics 365 Portals

Dynamics 365 Portals

Portals

UnsupportedCode

Unsupported Code

Delete Reports

Delete Reports form CRM

Delete Managed Reports

Delete Out of the Box Reports

Delete CRM Reports

Unsupported CRM Code