Preview CRM/D365 Tablet Experience

Microsoft Dynamics includes a nice Tablet experience UI right out of the box, and its possible to preview this using a desktop PC web browser.

To make it easy to do, I have developed a nice little Bookmarklet which you can drag to your bookmark bar within your browser.  Now, if you browse to your CRM or D365 instance and are logged in, clicking it in your bookmark bar will launch a new window showing you the tablet interface.

So go ahead, just drag the below button to your browsers bookmark bar, and away you go.



LinqPad Utilities for Microsoft Dynamics – New Release

Today I have just released the first official version of my LinqPad Utilities for Microsoft Dynamics plugin library.

I use this tool in my everyday life working with CRM and its gradually grown in to a fully fledged tool.

It allows you to configure a number of reusable CRM Connection Strings to connect to Microsoft Dynamics (all versions) and has a number of useful utilities for working with Dynamics.

Feel free to download and try it.

LinqPad Utilities for Microsoft Dynamics

To begin with, you will need LinqPad (which is free, but you can also purchase a license) from the following site.


Dynamics CRM Utilities for Visual Studio

I have decided to release a small utility that I developed and have been using for a long time when developing Web Resources for CRM within Visual Studio.

It allows you to publish Web Resources to CRM straight from within CRM, and if you attach it to a Keyboard Shortcut, means you can publish it with a press of a key as soon as you have finished editing it.

It allows you to edit JS, HTML, XML and images as part of a Visual Studio Solution.  It saves your connection string locally within a project, and remembers which files relate to which CRM Web Resources.  It also allows you to run FetchXML queries, and you can save your queries as part of your Project.

It can be downloaded from here, and full instructions on how to use it are also available.

CRM Utilities for Visual Studio

There are two versions, one for Visual Studio 2017 and one that is compatible with Visual Studio 2013 and 2015.

Creating Web Resources using Dynamics CRM Themes

Very often there is a requirement to create Web Resources to be used in Dynamics CRM that provide some form of user interface.  Sometimes it may just be to display some data that you otherwise could not display using QuickView Forms, sometimes its to provide some buttons to trigger integrations that need to be on a Dashboard.

I have seen instances where the standard Windows Grey buttons are used, and also seen Web Resources that are graphically styled like they have come straight out of the Web 2.0 UI style guide.  These often look inconsistent with how Dynamics CRM looks, and can either be distracting, or look like a dog’s dinner.

Often, most good CRM developers will create a standard style sheet, upload it to their solution, and reference it from any Web Resource that needs it.  I would say that this is still a good thing to do, but I wanted to enhance it a bit so that a UI provided by a Web Resource would blend in with CRM without any additional work.  This has especially become crucial when a lot of companies will brand their Sandbox environments different to their Production environments (sometimes using garish colour schemes) to instantly alert their users as to which environment they are on.  CRM provides Custom Themes for this task, and although they are still quite limited, I wanted to be able to tap in to this feature.

Changing the colour scheme of CRM

So, I had the idea of creating a mechanism that would automatically retrieve the Theme and style up any User Interface elements using those settings.

Continue reading “Creating Web Resources using Dynamics CRM Themes”

FormXML solution layering

When working with Managed Solutions, and layering them on top of each other, be mindful of one very important fact.

If you include an entity in a solution, that is also present in another solution, then the most recent solution to be installed in a system will take precedent over others when it comes to certain things such as entity forms.

For example, if you have solution A containing entity 1 and install it managed onto a server, and then later install solution B which also contains entity 1, then it’s solution B’s customisations that will be applied. If you later edit entity 1’s form within solution A and try and install it onto the server containing both solutions, the form customisations will not take.

You must always try and ensure, where possible, that each entity only exists in one solution. This would not apply if you were always going to be providing both solutions as a pair to be installed.

To safeguard, always attempt to create a new form in each solution so that customisations are carried out in each solutions specific form, and always try to avoid accidentally including entities in solutions where they don’t need to be as you can’t always roll them back due to dependancies.

Good news is that with CRM 2016, you can include only the bits you need in a solution making it easier to avoid these kind of layering issues.