FetchXML Builder and Friends at D365UG Virtual Summer Camp

On August 7-9, the first ever Virtual Summer Camp for the Dynamics 365 platform will take place. During this free event the D365UG offer some 30+ sessions with focus on Customer Service and Field/Project Service. I will be doing one of a few cross vertical sessions, where I discuss and demonstrate some useful XrmToolBox tools that … Continue reading FetchXML Builder and Friends at D365UG Virtual Summer Camp

Relationship data analysis with XrmToolBox

Dynamics CRM entity model

Use XrmToolBox tool Related Records Analyzer to investigate relationships and related data in Microsoft Dynamics 365 / CRM. The tool will answer questions like: - If I delete A, what orphaned children will be left? - If I reassign B, what other records will follow? - Why can't I delete C?

Use VSTS to publish XrmToolBox plugins

Recently a fellow D365 developer, Lars Müller, wrote an article on how to Build a versioned XrmToolBox plugin. I am taking this one step further, to show you how to create a complete CI/CD pipeline for your XrmToolBox tools.   Of course, the primary reason for creating an automated pipeline for Continuous Integration / Continuous … Continue reading Use VSTS to publish XrmToolBox plugins

Five ways to improve Quality and Productivity of Dynamics 365 development

a.k.a - Once I did a session twice Just like last year in Lisbon, I did a developer focused session during eXtreme365 in Dubrovnik. Last year I had full focus on how to develop plugins for analysis, primarily using the Plug-in Trace Log in the code and how to best analyze the results of it. … Continue reading Five ways to improve Quality and Productivity of Dynamics 365 development

FetchXML Builder for Microsoft Dynamics 365/CRM got an extreme makeover

The first release of FetchXML Builder for XrmToolBox in 2018 contains a major face-lift. New year – new design! After more than three years since first release, the time has come to use all the feedback from issues on GitHub, comments on Twitter, and collected statistics to improve the UI. This article describes some of … Continue reading FetchXML Builder for Microsoft Dynamics 365/CRM got an extreme makeover

More Auto Numbering features

In my previous article I described the details of the new Auto Number attributes feature of Microsoft Dynamics 365, and how to manage them using Auto Number Manager for XrmToolBox. Since this article, a few new possibilities have been verified to be supported.   Adding Auto Numbering to existing attributes The most important new feature … Continue reading More Auto Numbering features

Auto Number attributes in Microsoft Dynamics 365

Auto Number Manager in XrmToolBox

With the release of Microsoft Dynamics 365 Customer Engagement October service update (v9.0), two of the most requested customization features were finally implemented in the platform: Multi-select optionsets Custom auto numbered attributes The first one has full customization features available in the UI out of the box, but to create and manage auto numbering attributes … Continue reading Auto Number attributes in Microsoft Dynamics 365

A canary in CRM

Have you ever faced a situation when you don’t know why your Microsoft Dynamics 365 Customer Engagement system behaves the way it does, or why your own plugins behave the way they do? If you have, this might be a good time to put a canary in your system. - A what? - A canary.  … Continue reading A canary in CRM

Developing plugins for analysis – part IV

At the eXtreme365 conference in Lisbon, Portugal I did a session on plugin development with focus on adapting your code to empower the tracing and investigation features available in the Microsoft Dynamics 365 platform.In this final article from that session I will dig deeper into how use the Correlation Id to trace plugin execution chains. … Continue reading Developing plugins for analysis – part IV

Developing plugins for analysis – part III

At the eXtreme365 conference in Lisbon, Portugal I did a session on plugin development with focus on adapting your code to empower the tracing and investigation features available in the Microsoft Dynamics 365 platform.This is the third article from that session where the Plugin Trace Viewer is explained. Missed the first articles? Read the first … Continue reading Developing plugins for analysis – part III