It doesn’t happen that often, but it can, if you’re not careful… You need to be aware when you create your Business Rules that if the logic relies on a field value and the field is NOT available on the form, the business rule will NOT work. The solution is to make sure in the […]
All posts by CRM Master Developer
How to register a new plugin in an existing assembly
In this article, I will focus on how to register new plugins in an existing assembly. If you have just written the first plugin in a new assembly, please follow the instructions from step 4 in this post instead. So to register a new plugin you’ve written in your existing assembly (which I assume has […]
How do I batch upload document templates?
I have lots of Quote template files in different languages etc, and once in a while, I update them all with one or more new fields. When the changes are done, I would like to upload all of the templates in one go. Unfortunately, the Dynamics 365 CRM user interface doesn’t have any functionality for […]
How do I change the header color of my CRM environment and add a logo image? [NEW LOOK]
Microsoft has started to introduce a new look, called Modern Themes for model-driven apps, including Dynamics 365 CRM apps. That means that there is a new way of changing the theme colors. Step one – Create an XML tag containing your color settings To customize the colors it is now necessary to create an XML […]
How do I change the header color of my CRM environment and add a logo image? [OLD LOOK]
It’s normal to have more than one CRM environment, e.g. Development, Test, UAT, SAT and/or Production. In that case, you will probably want to customize every environment so it’s easy to see and know in what environment you’re working. You may want to change the header color or add a logo image. If you want […]
Creating and registering your first plugin
Plugins are the most common way of running custom code in the Microsoft Dynamics 365 CRM system. If you start working on an existing system, the company will often have a plugin solution already that you can work in. If not, you have to create one from scratch following this guide. One plugin solution can […]
How to send an email using a mail template and connect it to a system entity, e. g. an Incident
First you need to create an email template. Go to Settings | Templates | Email Templates: Then click the New button and select the desired entity. If the entity you want to connect the email template to is not shown in the list, just select Global. It is not possible to extend the list of […]
How to send an email with attachment and connect it to a system entity, e. g. an Incident
Sample code to send an email with custom attachement, connected to an Incident entity: Once the email has been sent, it should be visible as an email activity in the selected incident entity’s timeline.Observe: The sample supplied requires early bound entity classes for ActivityParty, Email, ActivityMimeAttachment, SendEmailRequest and SendEmailResponse!
How to send a simple email and connect it to a system entity, e. g. an Incident
Sample code to send a simple email connected to an Incident entity: Once the email has been sent, it should be visible as an email activity in the selected incident entity’s timeline.Observe: The sample supplied requires early bound entity classes for ActivityParty, Email, SendEmailRequest and SendEmailResponse!
Two ways to change the default “From” email address to a Queue for Case/Incident emails
A common scenario in Dynamics 365 CRM is that you have a mail queue where the customers can send support requests. When a mail is received in the queue, a Case/Incident is automatically created and the mail attached. When your support staff replies to that mail, it will be from their personal mail address. So […]