Managed or Unmanaged solutions – a hot case still slightly open

The case is obviously not entirely closed. My recent article Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM received a lot of attention, and sparked writers, podcasters, tweeters and commenters around the world to give feedback, yell at me, agree with me, or simply continue the discussion both publicly and privately. I … Continue reading Managed or Unmanaged solutions – a hot case still slightly open

Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM

If you have problems shifting gears in your car, you don't call Volvo to say "Hey, I don't like how this gear shifting thing works, so I'm just going to use reverse and drive backwards from now on." What you probably do is call them to say "I'm having trouble shifting, you need to fix … Continue reading Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM

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

Public Preview: Build and Deploy Microsoft Dynamics 365 projects using VSTS

Recently I posted a series of three articles describing our approach to DevOps for Microsoft Dynamics 365, and the technology behind it. After giving a session on this topic at CRM Saturday in Madrid, Spain, it is now time to announce “public preview” of our tools. If you want the full story – these are … Continue reading Public Preview: Build and Deploy Microsoft Dynamics 365 projects using VSTS

Build and Deploy Microsoft Dynamics 365 projects using VSTS – part III

This is the third and last article telling the tale of our own DevOps for Microsoft Dynamics 365, and the technology behind it. Part I – Background and how our DevOps tools evolved before we knew about itPart II – Automation of the build and deploy process using custom VSTS Build TasksPart III – Demo … Continue reading Build and Deploy Microsoft Dynamics 365 projects using VSTS – part III

Build and Deploy Microsoft Dynamics 365 projects using VSTS – part II

This is the second article of three telling the tale of our own DevOps for Microsoft Dynamics 365, and the technology behind it. Part I – Background and how our DevOps tools evolved before we knew about itPart II – Automation of the build and deploy process using custom VSTS Build TasksPart III – Demo … Continue reading Build and Deploy Microsoft Dynamics 365 projects using VSTS – part II

Build and Deploy Microsoft Dynamics 365 projects using VSTS – part I

During my eight years as a Microsoft Dynamics CRM / 365 developer, I have felt a strong pain every time it was time to package and distribute a customer or product implementation. Over the years our tools have evolved to now support a complete automated process; from source repository via compilation, updating dev environment, exporting … Continue reading Build and Deploy Microsoft Dynamics 365 projects using VSTS – part I

Show hierarchically related activities in subgrid

In this article I will demonstrate how to implement a plugin to extend the possibilities for showing activities that are related through account hierarchy in a subgrid on a Microsoft Dynamics CRM form. In my previous article I showed how to create a simple plugin to show all directly related activities in a subgrid, and … Continue reading Show hierarchically related activities in subgrid

Show ALL related activities in a subgrid

Microsoft Dynamics CRM offers great capabilities for activity entities, both out of the box and custom activities.This post will describe a way to extend those capabilities even more, using a quite simple plugin. During eXtremeCRM in Warsaw last week, a fellow CRMian and frequent user of FetchXML Builder approached me to ask if I knew … Continue reading Show ALL related activities in a subgrid