Show Lost and Won Opportunities In A Chart By User/Owner

Just a quick blog on a question asked in dynamics community here : https://community.dynamics.com/crm/f/117/t/293930 Requirement was to show Lost & Won opportunities grouped by a manager in a Bar Chart: Try below Steps. Create a view as below : Create a chart on that view in opportunity as below:  Save and close & make sure to … Continue reading Show Lost and Won Opportunities In A Chart By User/Owner

An unsecured or incorrectly secured fault was received from the other party

Issue : Recently i have encountered this error when i was trying to connect to Dynamics CRM 365 online.   I digged in further and found a post where couple of suggestions were mentioned : https://community.dynamics.com/crm/f/117/t/204264 Solution : It was to do with my system settings(Time) - my system time was ahead of the server … Continue reading An unsecured or incorrectly secured fault was received from the other party

Simplified Connection To Dynamics CRM 2016 Onpremise Using Console Application

Here is the quick code that i use when i have to build a console application that connects to dynamics crm onpremise version with AD/IFD Authentication. Main Class: ClientCredentials _clientCreds = new ClientCredentials(); _clientCreds.Windows.ClientCredential.UserName = ConfigurationManager.AppSettings["username"]; _clientCreds.Windows.ClientCredential.Password = ConfigurationManager.AppSettings["password"]; _clientCreds.Windows.ClientCredential.Domain = ConfigurationManager.AppSettings["domain"]; var organizationUri = ConfigurationManager.AppSettings["CRMUrl"]; _service = (IOrganizationService)new OrganizationServiceProxy(new Uri(organizationUri), null, _clientCreds, null); OrganizationServiceContext … Continue reading Simplified Connection To Dynamics CRM 2016 Onpremise Using Console Application

SQL Connection to CRM Database

Dynamics CRM has very efficient web services using which you can retrieve data such as Organization service Or WebApi. However if you still need to retrieve data from database here is a quick code helper - which i am using in a console application. //Initiate the connection using (var connection = new SqlConnection(ConfigurationManager.ConnectionStrings["SQLServerConnection"].ConnectionString)) { //create … Continue reading SQL Connection to CRM Database

System Form Dependency To A Custom Entity – CheckList

Following checklist should be completed in order to completely remove the all the dependency before exporting the solution and importing to your target environment. Make sure all relationships are removed ( i.e navigation from left hand side on form editor) Any Lookup field from that custom entity is removed The most important and neglected one … Continue reading System Form Dependency To A Custom Entity – CheckList

Connect to Dynamics CRM 365 Online from Excel [Reporting]

I have seen a few blogs on how to connect to dynamics crm but most of them talks about connect with Odata endpoint. However with dynamics 365, Odata has  been deprecated hence you cannot use them and will get error. Below is the step by step process to connect to dynamics crm 365 online from … Continue reading Connect to Dynamics CRM 365 Online from Excel [Reporting]

How to connect to Dynamics CRM Onpremises AD/IFD from a Windows Form Application

Being a CRM developer, you often need to develop some external application. In this blog i will talk about and provide the code to connect to dynamics CRM Onpremises in a windows form application. public static ConnectToCrm(string username, string password, string domain, string Url) { ClientCredentials _clientCreds = new ClientCredentials(); _clientCreds.Windows.ClientCredential.UserName = username; _clientCreds.Windows.ClientCredential.Password = … Continue reading How to connect to Dynamics CRM Onpremises AD/IFD from a Windows Form Application

Couldn’t import a Custom Control Default Config for ObjectTypeCode 10022 because its ‘customcontroldefaultconfigid’ already exists on the system.

Issue: When doing Dynamic CRM OnPremise deployment, you might get above error. I am not sure of the actual root cause but there are few fixes that you can apply. In my recent blog i have showed a fix for CustomControlDefaultConfig related error :  https://rawishblog.wordpress.com/2018/05/10/singleton-retrieve-query-should-not-return-more-than-1-record-manged-solution-import-error-onpremise/   Resolution: For the above error where it talks about duplicate … Continue reading Couldn’t import a Custom Control Default Config for ObjectTypeCode 10022 because its ‘customcontroldefaultconfigid’ already exists on the system.

Count Total Subgrid Records in Dynamics CRM using JavaScript

In one of my previous blog I explained,how a rollup field can be used to count child records : Count the number of related child records using a Rollup field However, Rollup field is calculated with an Async System Job, therefore, if you need something to be triggered on every form load; you will have to … Continue reading Count Total Subgrid Records in Dynamics CRM using JavaScript

Enable “Read” Auditing In Dynamics CRM 365

Let's agree, we all have been waiting for this feature since quiet long now. Records "Read" Audit! yes you have heard it right. This feature will let you capture details about who is reading/retrieving the data just like create/update/delete etc. This feature is available in Dynamics CRM 365 Online  v8 and above. Note : The … Continue reading Enable “Read” Auditing In Dynamics CRM 365