• Programmatically Setting the Active Stage of Business Process Flows via Plugin

      Isaac Stephens, 15 February 2016

      Interacting with business process flows programmatically in Dynamics CRM can get a little tricky, due to some unexpected behaviour that still exists within CRM 2015. There are plenty of online resources which cover clientside programming for business process flows using javascript, which typically p

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    • Handling SDK Errors Conditionally via HResult Codes in CRM 2015

      Isaac Stephens, 28 January 2016

      While developing plugins or console apps for Dynamics CRM that leverage the XRM SDK, you might find yourself wanting to handle specific errors, such as missing permissions, inserting duplicate keys, or any of the 2681 different web service error codes documented on MSDN and within the SDK (you can f

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    • Dynamics CRM 2016 Adding Entity Components to a Solution

      Isaac Stephens, 26 January 2016

      In Dynamics 2016, you now have the option of selectively adding only certain views, charts, fields, keys, relationships, or messages to your solutions as opposed to entire entities. You don't have to do anything special to use this functionality; you're given a dialog prompt to select specific enti

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    • Dynamics CRM 2016 Cloning Solutions & Patches

      Isaac Stephens, 17 December 2015

      In Dynamics CRM 2016 you’ll see changes to the way CRM handles solutions, encouraging developers and customizers to track the changes to a solution over time more diligently than perhaps we’ve done in the past. On the Solutions page, you can now see the Clone a Patch and Clone Solution buttons, whic

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    • Dynamics CRM 2016 Excel Templates

      Isaac Stephens, 14 December 2015

      A new feature added in Dynamics CRM 2016 is the ‘Excel Templates’ dropdown button. From here you can create a template and export data from Dynamics CRM based off an existing entity view. This functionality and the easy availability of the button from the command bar is a good improvement from past

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    • Workaround for Deleting Option Descriptions in Option Sets

      Isaac Stephens, 14 October 2015

      When editing option descriptions in an option set field, sometimes Dynamics CRM won’t let you delete the description if it already has contents. This can be problematic if you’ve mistakenly entered something into the description of an option and then need to remove it, as happened to me recently.

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