The process of generating documents (Word or Excel) is made easy using One Click Document Generation released from Dynamics CRM 2016. And you want to make it even easier by implementing automation with SetWordTemplate action in Workflow. And you may encounter some errors while working with. I'll show you how to resolve them in this … Continue reading Using Document Generation with SetWordTemplate Action in Workflow in Dynamics 365
Recently, I had a requirement that in the Account form when a user clicks the Add button in the Child Accounts subgrid which has 1:N relationship, the user want to view and select accounts without parent in the lookup view. I know this is not possible to configure OOTB, and I once achieved similar functionality … Continue reading Filter 1:N Add Existing Lookup Dynamics
Following my previous post about the issue with CRM v9 connection, I will cover another issue in v9 that you may encounter which is downloading the new CRM SDK. Starting from version 9.0, the familiar CRM SDK is renamed to Developer Guide. There are a lot of updates to it also: New location: https://docs.microsoft.com/dynamics365/customer-engagement/developer/ New name: … Continue reading Download Developer Guide for Dynamics 365 Customer Engagement
Exception: Metadata contains a reference that cannot be resolved.
From time to time, as a developer, you want a clean and fresh environment to do a demo, or to try out new features by registering a trial. Then one day you find out the registering process has changed. This post will help you through the steps. Step 0: make sure you have signed out … Continue reading How to register a Dynamics CRM/Dynamics 365 Customer Engagement trial
It’s easier to localize front-end messages now!
Dynamics 365 9.0 introduces new Web Resource type – RESX. This is the very well known, plain old resources file, which we…
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It's been so busy for me recently, I managed to get another CRM certificate - MB2-706. I think I should take some notes about the exam. The exam has various questions on various topics as mentioned in the exam description: Exam MB2-706 It was really help to study based on the exam description. I tried to … Continue reading I passed MB2-706 Microsoft Dynamics CRM Online Deployment!
Can't upload reports to CRM Online
Dealing with case sensitivity when querying CRM data
I had a frustrating error