CRM 2015 Report Extension and Visual Studio 2012

With the release of Dynamics CRM 2015, Microsoft made available the related tools including the new Report Authoring Extension (the download link is listed under my Resources page). The Report Extension (required to build FetchXML reports) is now compatible with Visual Studio 2012. SQL Server Data Tools - Business Intelligence for Visual Studio 2012 must be installed, together with .NET Framework 4.5.2: Because I had in my machine the CRM 2013 Report...

Dynamics CRM for iPad updated with CRM 2015 support

Microsoft updated its iPad app for Dynamics CRM (App Store) with CRM 2015 support. The App description starts with an important note: For CRM 2015, this app is supported on iOS 6, 7, and 8. For CRM 2013, it is supported on iOS 6 and 7. My iPad is still on iOS 7 so I am not able to test this incompatibility. The Changelog is the following: Use multiple dashboards on the go Personalize your Home page Create records and capture notes while disconnected Support...

My Top 10 Tips for Dynamics CRM Development

Each Dynamics CRM implementation is unique but the problems faced often are not. Here my Top 10 Tips for Dynamics CRM Development: Custom Entities have their own privileges Developers normally have the higher privileges (like System Administrator role) when they customize CRM but end users not. This means that also Custom Entities privileges must be tuned (and don't forget the Golden Rule: Roles are additive). Link: Security role UI to privilege mapping CRM Online only supports FetchXML reports This is one of the well known limitations regarding...

ConditionOperator To FetchXml Operator

Dynamics CRM SDK contains the ConditionOperator enumerator that can be used when building a QueryExpression, but the SDK doesn't provide a way to convert a ConditionOperator to its FetchXml equivalent. I created a static method that accepts a ConditionOperator enumerator and returns a string containing the equivalent FetchXml operator: public static string ConditionOperatorToFetchXmlOperator(ConditionOperator conditionOperator) string fetchXmlOperator = ConditionOperatorToFetchXmlOperator(ConditionOperator.EqualUserId); // fetchXmlOperator will...