This article follows on from Getting optionset lists to use in a webresource HTML form and Creating an action to call from Javascript in a HTML form and will show how to actually call the action from javascript. In the previous articles we created a simple plugin, and then connected that to an action in Dynamics […]
Following on from my previous Dynamics 365 post about getting optionset data from CRM to use in drop down lists in HTML forms we can use the previous piece of code that created a small workflow plugin. To do this you will need to create an Action in CRM. An action is really just a […]
Sometimes when building a custom HTML form to embed in a CRM form it is a requirement to get one or more sets of optionset values to use in a drop down list. Probably the simplest way to do it is to create a small workflow plugin that will read the values and return them […]
This is not supported by Microsoft, it will work and would be useable as a last resort but I would strongly recommend that you migrate any code with the custom assemblies to the Azure service fabric instead. Sometimes a plugin turns out to be a little more complex and needs a third party assembly, or […]
I had a problem with a piece of software I wrote quite a long time ago, when it was first implemented and data volumes were low it worked fine, but as recently the volume of data it is expected to process has grown beyond all expectations, it was time to revisit the code to see […]
I had a client ring me in a bit of a panic as their CRM system had upgraded to V9 over the weekend and the forms integration I had built for them ages ago had stopped working. They kept getting a ‘Connection forcibly closed’ error every time they tried to submit a form. Fortunately I […]
With the release of the new version of the Crm2016/Dynamics365 SDK the recommended method to connect to CRM in code has changed. Originally it was (although other methods were available with connection strings) With the advent of the tooling connector dll and the other changes in the api this should now be changed to: The […]
Consider this scenario although I will stress that it is strictly hypothetical as it would be completely stupid to never take any backups, and everybody has a good backup strategy in place especially for portable devices. While you are configuring the CRM system you have a consultant who has a CRM virtual machine on his […]
Recently needing to provide the ability to create a N:N relationship in a workflow process provided an excuse to create a quick workflow plugin as unfortunately it isn’t currently possible to do it out-of-the-box if you have defined a relationship rather than using an intersect table. Fortunately a plugin to do this is a very […]
One of the things that often catch the unwary especially when they develop in the UK during the winter (i.e. not when daylight saving time is in operation) is that the dates look fine that the retrieve in code from CRM, but suddenly when the clocks go forward their users report issues that appointments are […]