Dude, Where’s My Workflow?

April 27, 2016

There is no built view in Microsoft Dynamics CRM that shows the different solutions to which a component (such as Workflow Rule) is related. If you have many solutions, iterating through all of them can be exhausting and time consuming. The following query retrieve all solution which contain a Workflow Rule named testwf: <fetch version="1.0" mapping="logical">    <entity name="solution">        <attribute name="friendlyname"></attribute>        <link-entity name="solutioncomponent" from="solutionid" to="solutionid" >                      <link-entity name="workflow" from="workflowid" to="objectid">                <filter>                    <condition attribute="name" operator="eq" value="testwf"></condition>                       </filter>                                    </link-entity>        </link-entity>         </entity></fetch> The solutioncomponent entity binds elements such as Workflow Rule to Solutions. The solutionid attribute maps each solutioncomponent...
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Generate Word Documents for Multiple Records

April 15, 2016

Version 2016 Word Templates is a useful feature with one noticeable limitation – when generating a Word Template based document, only one target record can be selected. In many business scenarios, users would like to select multiple records (maybe after executing an Advanced Find query) and generate relevant document in one or two clicks. In this post, I’ll demonstrate a customization based solution for generating Word Template based documents for multiple business records. In a following post, I’ll supply a more generic solution which can be applied to any template/entity. Here is the final result – after implementing the...

MSCRM 2016 Admin Utility – Personal Views Manager

April 11, 2016

You may have noticed that even under the almighty System Administrator Security Role, you can’t view (nor edit, share, assign or delete) other users Personal Views. Well, that’s what personal means. Via the application UI, only the view owner can manage it. This restriction can be troubling in some scenarios: A user who shared his Personal Views with other users or teams has left the organization and now no one can edit or delete these views which are irrelevant or just annoying A user has defined and shared a resources hungry Personal View which execution make the...

Customization Aware Web Resource – Part 3

April 4, 2016

In the previous post I demonstrated an implementation of the Customization Aware Web Resource approach using SOAP to retrieve metadata. In this post, I’ll demonstrate a similar implementation, this time using Web API.You can download an unmanaged solution containing the working sample code presented in this post. Note that this is a different solution version from the one made available in the previous post. Why should you use Web API instead of SOAP? Here are some of the reasons which importance rise as your implementation scales up: Reducing network traffic: compared to SOAP, REST requests are...