Microsoft Dynamics 365 & Dynamics CRM Blogs by Paul Nieuwelaar | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch & Dunedin)

Basic HTML Rich Text Editor for Microsoft Dynamics CRM 2015

Paul Nieuwelaar, 25 August 2015

By default, CRM doesn’t allow us to create our own custom fields using rich text or HTML, similar to the email Description out of the box. However, if we’re building forms that push data to a website dynamically, we may need the ability to build some HTML in CRM. In the past there’s been a f
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Dynamics CRM 2015 JavaScript Form Notifications on Steroids

Paul Nieuwelaar, 12 August 2015

In a recent project I worked on, we needed to display a hyperlink in the form notification so that a user could click on it to open up an external webpage with parameters from the form. This proved to be a lot more difficult than initially anticipated, as CRM does not render any HTML tags that you
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Run Dialog in CRM 2015 Easily from JavaScript Library

Paul Nieuwelaar, 12 August 2015

A common requirement is to open a dialog process from JavaScript on click of a command bar button etc. This is quite easy to do, simply using window.open and passing in the right parameters to get the dialog working with the right record. The problem is that this doesn’t allow us to run code when th
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Call Action in CRM 2015 Easily from JavaScript Library

Paul Nieuwelaar, 12 August 2015

In my previous blog post I introduced a new JavaScript library for calling processes, and I showed the function for calling a workflow. In this blog post I’m going to look at the function for calling an action. Actions can be very useful when coupled with JavaScript, as it means we can execute compl
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Call Workflow in CRM 2015 Easily from JavaScript Library

Paul Nieuwelaar, 12 August 2015

In the past if you've needed to call a workflow from JavaScript, you need to build a massive XML SOAP request making sure to pass in the correct attributes and conditions to get the request working. This is tedious and messy, especially when there are many places you need to do this in a solution. I
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CRM 2015 Custom Alerts and Popup Dialogs in JavaScript

Paul Nieuwelaar, 10 August 2015

CRM 2013 introduced light-boxes for most popups to make the UI look cleaner with less browser alerts and popups. However, these internal functions were not included in the SDK, so as developers we couldn't access them for our custom code. Instead, we've been forced to use alertDialog and confirmDi
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CRM 2015 FetchXML Aggregates not working in Plugins Anymore

Paul Nieuwelaar, 28 May 2015

If you've started receiving random NullReferenceException errors when executing your plugins after upgrading to CRM 2015, this might be why. When performing SUM aggregates in plugins, for some reason now, if there are no records for that entity, instead of giving you no results like it used to, you
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Automatically add Resource to Resource Group in Dynamics CRM

Paul Nieuwelaar, 18 May 2015

One of the key pieces of Service Scheduling is resources and resource groups. If your resources are not in any resource groups, they won't be able to be scheduled for any services. To make sure this doesn't happen, we can automatically add resources into a default resource group when they are create
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Debug Multiple Projects at the Same Time in Visual Studio

Paul Nieuwelaar, 07 April 2015

Usually when we need to debug something in Visual Studio, it's one project that we're launching, so we can simply set our project as the startup project by right clicking the project, and selecting set as startup project. In some cases however, we need to be debugging 2 or more projects at the same
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Email Tracking Error with Dynamics CRM 2015 Outlook Client

Paul Nieuwelaar, 02 April 2015

Recently one of our customers upgraded from CRM 2011 to CRM 2015. During this process users were required to switch to the CRM 2015 Outlook Client. This meant uninstalling the 2011 connector and installing the 2015 connector. What we noticed however is that certain users were experiencing errors wh
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Error on Create of Appointment in CRM 2013 SP1 Rollup 2

Paul Nieuwelaar, 26 March 2015

After updating to CRM 2013 SP1 Rollup 2, we noticed an error on create of appointments in one of our clients systems. The error was a generic "Unexpected Error" which gave no indication of why it was happening The error in the log file was as follows: 430<s:Envelope xmlns:s="http://schema
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Sub-Reports in Dynamics CRM and SSRS Run on Multiple Records

Paul Nieuwelaar, 11 February 2015

In Dynamics CRM, when we create a report in SSRS we can choose to add filtering so it can be run on a single record, or multiple records from CRM. Say we want to create a custom invoice report, which contains our company logo, and some details about the invoice and line items. This will typically be
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Create New Records from Anywhere in CRM 2013 with Bookmarklet

Paul Nieuwelaar, 14 December 2014

In Dynamics CRM 2013, and even CRM 2015, finding the entity you’re looking for can be difficult using the Site Map. If you have a lot of entities in your sitemap, or if the entity you need to create isn’t even in the site map, it can be difficult to get to where you need to be to create
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How To Reopen Closed Activities in Microsoft Dynamics CRM 2013 with Bookmarklet

Paul Nieuwelaar, 18 November 2014

In Microsoft Dynamics CRM, once an activity has been closed, unlike most other entities, there’s no button to reactivate it. This means that if an activity is accidently closed, or if we want to modify some fields after it’s closed, we simply cannot. One way to reactivate the activity is
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Dynamics CRM 2013/2015 Open Lookup in New Window Bookmarklet

Paul Nieuwelaar, 13 November 2014

In Dynamics CRM 2013, and also CRM 2015, when we click on the link in a lookup field, the record opens. However, because of the flat UI introduced with CRM 2013, the record opens in the same window as the record you’re currently on. In other words, you’re forced to navigate away from the
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