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Posts Tagged ‘CRM 2015’

We had a need to send custom workflow emails that included all attachments from the Notes section of Opportunities in Dynamics CRM 2015. This is not an out of the box functionality. It requires the development of a plugin that must be registered in CRM to achieve the desired results. I’ll try to be thorough in my explanation, because I know it can be tough to put together the bits of information that you will find on this topic if you’re just starting out developing for CRM. It is important that I note here that I obtained most of the information needed to create this from this article. It was written for doing similar functionality for a single attachment in the Accounts entity, but I needed a way to get every attachment from the Opportunity entity. One of the commenters posted what they had done unsuccessfully in the comments section and I merely combined the code from the two people and made a working Opportunity plugin that includes all attachments – instead of only the first one. You’ll notice that I didn’t even bother fixing the spelling error on “attachement”. Feel free to do so in your own project. You’ll need the Dynamics CRM 2015 Software Development Kit. You can download it here. Without this, you won’t have the required DLLs for adding as references to your project in Visual Studio and you won’t have the plugin registration tool (SDK folder\SDK\Tools\PluginRegistration). You will also need Visual Studio, obviously. You may also need to install .NET…

One of the things that is not very intuitive about CRM 2015 is how to create a dependent option set. There are many articles on the topic for CRM 2011 and 2013, but not many specific to CRM 2015 at this time. Not much has changed, but most articles you find won’t give you all the steps it takes to understand the process. For example, many articles won’t bring up the need for the Software Development Kit – which provides you with the example JavaScript code for this task. The following article is what I found to be a great example of the process of creating a dependent option set and it works in CRM 2015: http://crmorion.blogspot.com/2013/10/dependent-option-sets-in-crm-2013-or.html I won’t rewrite that article for 2015. What I want to point out is that you’ll need to tweak this process if you require a dependent option set in more than one form type. For example, if you need a different dependent option set in your Account and Opportunity forms, you cannot share both option sets within the same XML file. It kind of works, but you’ll be plagued by “Error on the page” messages in your browser with every refresh – referencing null values and line 68 of your JavaScript file. In order to make this work (error free), you’ll need to create an XML file with just the appropriate dependent option sets to each form type. The one exception seems to be if you’re using the exact same option sets between forms, using the same values….

In our old Microsoft Dynamics CRM 4 system, date formatting was done on the back-end, by utilizing workflows and added custom DLLs. This caused a lot of extra workflow rules to screen people by location, in order to ensure that European employees see proper date formatting. In Microsoft CRM 2015, everyone will be able to set their own date options easily. This translates to how users see dates on Opportunities, Contacts, Accounts, and even the emails they receive from the system. To set your date options, click on the gear icon in the upper right corner and click Options. In the Options window, click on the Formats tab and select the date formatting you would prefer. Click OK to store your selection.

One of the scenarios that I ran in to with configuring Microsoft CRM 2015 is changing then DNS and URL of the site. When I installed and configured it, I didn’t have a final idea planned for a URL. Development started to figure out if I could jump versions from Dynamics 4 all the way to CRM 2105 by rebuilding the needed fields and workflows, export the data from the old system and import desired data back in to the new system. I found that the process worked well for skipping the other versions, but I was further along than I wanted to be to restart. If I could change the information, I could save hours of reproduction. There wasn’t a lot of 2015 information available on this topic, but the process was possible in versions 2011/2013. Using that information ended up working well. You can see an example here Step 1: – Update the DNS entry that points to the server IP address. This may need to be done by your Infrastructure team. Step 2: – Update your IIS bindings for the site to utilize the new URL Open IIS Manager and select the existing Microsoft Dynamics CRM site Click the Bindings link in the Action Panel on the right Select the binding to modify and click on Edit Modify the host name and port to reflect the new values Close the IIS Manager Step 3: – Update the ServerURL registry entry with the new URL you want to use. Open Regedit and browse…