How to create Announcements in Dynamics CRM?

Announcements in Dynamics CRM are used to broadcast the important news to all the system users in an Organization.

Continue reading

Advertisements

How to get Dynamics CRM Version number using CRM SDK and C# Console Application?

Use the below code to get the Dynamics CRM Version number using CRM SDK and Console Application C#.

RetrieveVersionRequest request = new RetrieveVersionRequest();

RetrieveVersionResponse response = (RetrieveVersionResponse)organizationService.Execute(request);
Version version = new Version(response.Version);
and include the above code to check the result.
Final code looks like the below.
Retrieve Version Request and Response
Output:
Retrieve Version Request and Response - Output
Note:
This feature was released in Microsoft Dynamics CRM 2015 Online Update 1
(v7.1) and will work perfectly in the below CRM versions
Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016,
Dynamics CRM Online

How to get users details under Teams using SQL query in CRM?

Run the below query to get all the users details under all the Teams available in CRMS.

Select
Team.name [Team Name],
SysUser.Fullname [User Name],
SysUser.mobilephone [Mobile Phone],
SysUser.internalemailaddress [Primary Email]
from
dbo.FilteredSystemUser SysUser
inner Join
dbo.FilteredTeamMembership TeamMem
on SysUser.Systemuserid = TeamMem.Systemuserid
Inner join dbo.FilteredTeam Team
on Team.TeamID = TeamMem.TeamID
–where Team.name in –Uncomment this where condition to specify the required Team names
–(
–Sales Person
–)
order by Team.NAME

Plug-in assembly does not contain the required types or assembly content cannot be updated.

Got the below error, while updating the Merged plugin dll in SIT environment.

Error Message - Detail

Started comparing the differences between Dev and SIT environments by navigating to

Microsoft Dynamics CRM -> Settings -> Customization -> Customize the System -> Plug-in Assemblies.

Clicked on the required Plug-in Assembly and started comparing the number of plug-in class files in it.

Plugin Assemblies

Found that, in the SIT environment have extra plug-in class files, which were imported in the beginning of the project and which were not present now in the updated Merged Plug-in Assembly Dll (Removed as per client requirement from the Dev code).

Finally, deleted those files manually in the SIT environment by connecting to the Plugin Registration tool and unregistered them.

Updated the required plugin assembly in SIT. It worked and issue resolved :):):)

Lock or Unlock Business process flow fields using JavaScript in CRM

Use the below syntax to lock or unlock the business process flow fields in a crm record using javascript,

Lock:

Xrm.Page.getControl(“header_process_FieldSchemaName”).setDisabled(true);

UnLock:

Xrm.Page.getControl(“header_process_FieldSchemaName”).setDisabled(false);

Email Signatures in Dynamics 365 9.X

It is an interesting feature to add your different Email Signatures for every email that you send, like the same we do for outlook.

Follow the below steps to create Email Signatures in Dynamics 365 9.X.

Step 1: Login Dynamics 365 CRM and Click on Settings/ Gear Icon on the Top Right Corner of the CRM page.

Email Signatures - Options

Step 2: Click on Email Signatures and Click on New.

Email Signatures - Create New

Step 3: New Email Signature record will be opened and give the Title of the Signature, select the Language and custom Email Signature in the Email Body.

Save the record.

If you want this Email Signature to make it as Default for any Email that you send, click on Set as Default button on the Ribbon.

Email Signatures - Save Signature

If you don’t want this signature to be default, then click on Remove Default on the Email Signature record.

Email Signatures - Remove Default

Step 4: To test this Signature, Go to Sales -> Activities and click on Email button on the ribbon.

Email Signatures - Create Email record

Step 5: New Email record will be opened with the Default Signature.

If you want to insert any other signature, click on INSERT SIGNATURE button on the ribbon.

or

Click on the Icon as shown in the below picture.

Email Signatures - Insert Signature in Email

Hope you have learned a new feature today 🙂