Showing posts from April, 2020

Data Migration (Integration) principles in Microsoft Dynamics 365 Deliveries

Hello, As COVID-19 epidemic is ongoing and keeping us at home, I would like to share my thoughts and experiences about the position of "Data" during Dynamics 365 deliveries. Information is regularly generated by the daily business activities through multiple channels. It is vital to track the information with necessary applications by converting it into data then storing data among systems for an organization so we should consider data in legacy systems for most Dynamics 365 deliveries. Since data might be distributed in the systems, It is challenging to consolidate business information that is coming from legacy systems, in the new delivery. I do not remember any CRM projects that were not asked to skip existing customer details in Microsoft CRM :) Data are mostly considered very late, last quarter of the project life-cycle. I think, It must be taken care early phase of any deliveries and project teams should discuss data migration as well as data integration while

accessing wcf-web service from PlugIns or Custom Workflows under Sandbox Isolation Mode at Dynamics CRM

If you want to make an external web service call inside PlugIn or Workflow in dynamics CRM (even under sandbox) , Use following code at your PlugIn or Custom Workflows; edwed wedwed                          try                         {                             BasicHttpBinding httpbinding = new BasicHttpBinding(BasicHttpSecurityMode.None);                             httpbinding.Security.Transport.ClientCredentialType = HttpClientCredentialType.None;                             httpbinding.Security.Transport.ProxyCredentialType = HttpProxyCredentialType.None;                             httpbinding.CloseTimeout = new TimeSpan(0, 5, 0);                             System.ServiceModel.Channels.Binding binding = httpbinding;                             System.ServiceModel.EndpointAddress remoteAddress = new EndpointAddress("");                             xyzServiceClient client = new xyzServiceClient(binding, remoteAdd

sharing a practice about massive changes on field appearance (visible, editable, mandatory) based on given rule(s) in Dynamics CRM

Hello, I needed to implement complex rules for the fields on a form by actors,stages and status for one of my Dynamics CRM delivery. for example; "Actor (User) A" should be able to change Field1,Field2,Field3...FieldN but not see Section1, Section2, Section3... SectionN and maybe Tab1, Tab2, Tab3 ... TabN must be readonly for Actor (User) A as long as the form is under Stage X with Status C. First of all, I define unique JSON object to cover fields rule which is going to be implemented in CRM Form. When a form is loaded, A client-side scripts will collect fields and rules than generate JSON object to push to the proper javascript method for making them visible, readonly or mandatory. Here is the structure of  the JSON object; {  *      "requiredfields": {  *              "controls": {  *                  "name": [  *                      // can be fields  *                     "Field_1",  *                     "Fie

How To add Autocomplete to a Text Field in Dynamics CRM

Scenario: It might be requested you: when user types texts to a textbox, System helps to user with suggesting some values from couple entities in Dynamics CRM or maybe fetching records from any other resources. Solution; It is very simple, just register your code to the key press event for the object and fill the object with suggested values . There is supported event for MSCRM engine (it has been so long since i do not call MSCRM :) ) calls : addOnKeyPress - when user presses a key over the object, the event is called for given delegated method please consider performance and load on the network so; 1- do not fetch data from external resources each time user clicks the key - you can wait for the first 3 or 4 letters from the user 2- never fetch all matching records what user types so far, add "top 20 records" to your fetch method  Implementation: first of all register the method while loading the form in Dynamics CRM: <Practice>   Create a javasc