CRM 2016 – Page 9 – Nishant Rana's Weblog

“Insights for Microsoft Dyanmics CRM Online” Solution for CRM 2016 – Quick Overview.

To configure it –

Go to CRM Admin – Manage your Solutions and Install “Insights for Microsoft Dynamics CRM Online”

Once installed it will add a Web Resource to the forms for Lead, Contact, Account and Opportunity entity.

Click on Insights Organizational Settings in Insights Pane.

Configure the field mapping which can be used to update the CRM records.

Once done with Organization Settings, on opening an Account Record for e.g. Microsoft

Clicking on Show Firmographics brings company details.

Sync or Update allows to update the CRM record.

Edit button lets to select the correct contact\account etc. if incorrect

Flag can be used to report any incorrect information

Clicking on Insights or any other options opens up a new page.

Insights: –

Research:-

Find Contacts:-

Selecting a contact, gives an option to add the selected contact as either contact or lead inside CRM.

In next blog posts, would try covering all the other aspects \ features of Insights solution.

Hope it helps..

CRM Manipulation Library – Custom Workflow Activities for CRM 2016

Hi,

Recently we used the CRM Manipulation Library for some Days related calculation.

https://manipulationlibrary.codeplex.com/

To use it in CRM 2016, we updated the references to use latest SDK assemblies. You could download it form here.

https://www.codeplex.com/Download?ProjectName=manipulationlibrary&DownloadId=1614740

While working with it we found a strange issue,

If we are using Add Days and we do not specify any value to Days to Add it will not perform any calculation. The workaround suggested was to add 1 Week and remove 7 days, something of that sort. Basically, we wanted to add 2 minutes here.

Thanks to this post for that

http://practical-crm.blogspot.in/2013/12/crm-manipulation-library-date.html

Hope it helps..

How to – Delete Components from Managed Solution in Dynamics CRM 2016 without using Holding Solution.

Before the updates that we have received for solution in CRM 2016 the only way to delete components from managed solution was to use Holding Solution.

The following post nicely explains this.

https://blogs.msdn.microsoft.com/devkeydet/2012/05/29/deleting-things-from-a-deployed-crm-2011-managed-solution-package/

Now let us see how we can do this in CRM 2016 without using Holding Solution.

Suppose below is our managed solution that includes 2 Action, 2 Entity, 2 SLA, 2 Workflow.

Entity 2 with two forms.

Entity 2 with 2 Views.

Entity 2 with two Fields.

Now import this solution as managed in destination org.

Now suppose we do not want following components in our Destination org – action 2, dashboard 2, Report 2, Security Role 2, Workflow 2 etc. along with View 2, Field 2 and Form 2 for Entity 2.

We remove some of the components and delete (field, form etc.) from our unmanaged solution (named Core Solution) which we had imported as Managed in our Destination Org.

Deleted View 2

Deleted Field 2

Now click on “Clone to Solution“. (This will increment the version number.)

Now import this updated solution to our destination organization, and select “Stage for Upgrade”

Click on “Apply Solution Upgrade”

This will remove the components from our destination org.

The helpful post

http://www.inogic.com/blog/2016/08/how-to-delete-component-from-managed-solution-in-dynamics-crm-2016/

Hope it helps..

Nice Videos on understanding “Package Deployer Tool” and “Configuration Migration Tool” in CRM.

While going through various videos on Microsoft Dynamics CRM, found these 2 nice videos on Package Deployer Tool and Configuration Tool.

Do check it out

Hope it helps..

“SharePoint Attachment Extractor & Metadata Manager” tool for Microsoft Dynamics CRM

Two of the most common requirements of the users while using OOB CRM and SharePoint integration have been

To associate some sort of metadata with the document being uploaded from CRM
Moving attachments from notes of a particular record to the corresponding folder in SharePoint.

Finally we have a tool than enhances the Out the box integration between CRM and SharePoint and provides these features (in a fully supported manner)

Get all the details here :

https://debajmecrm.com/2016/10/05/new-tool-dynamics-crm-sharepoint-metadata-manager-attachment-extractor/

The tool has been developed by one of my closest friends and now also a MVP for Microsoft Dynamics CRM – Debajit Dutta.

An error has occurred. {1} {0} while Importing Solutoin in CRM 2016 Online.

Hi,

I was getting below error while importing solutoin in my trial CRM 2016 Online Org. I tried with other browser and it was the same case. Infact I created a new trial and tried there but no success.