As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions: How can I number existing records?How can I add dynamic content to the numbers? In a previous article I gave my solution to the first question. I will now dive into the second one and show a … Continue reading Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM
The community of developers for Microsoft Dynamics 365 / CRM in general and for XrmToolBox in particular is a great bunch of people. But I wish there were more of us - the more the merrier 😊 The D365 Saturday phenomenon with pro bono speakers at a full day event, free of charge for participants, … Continue reading We create XrmToolBox tools at Dynamics 365 Saturdays!
As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions: How can I number existing records?How can I add dynamic content to the numbers? To answer these questions once and for all, I will post my suggestions in two articles. I will step way outside … Continue reading Auto Numbering existing records in Microsoft Dynamics 365 / CRM
Last Saturday some 100+ experts, partners and user of Microsoft Dynamics 365 met up at the Microsoft offices in Stockholm, Sweden for a day packed with content at the Dynamics 365 Saturday event. I delivered two sessions at the event, and in one of them I took on a somewhat challenging session called Let's build … Continue reading We created an XrmToolBox tool at Dynamics 365 Saturday Stockholm!
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
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?
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 Azure DevOps to publish XrmToolBox plugins
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
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 is … Continue reading More Auto Numbering features
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