DYNAMICS 365 RAISE ERROR IN PLUGIN

To raise an error in the plugin code, we use InvalidPluginExecutionException. For example: throw new InvalidPluginExecutionException("Plugin has run. Code will stop executing."); The code runs in the Execute function of the plugin code. For example: using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; namespace Carl.AssociateDisassociate {      public class AssociateDisassociate : IPlugin { public void Execute(IServiceProvider serviceProvider)         {             throw new InvalidPluginExecutionException("Plugin has run. Code will stop executing.");          }     }} The code will display the error and stop executing: If you … Continue reading DYNAMICS 365 RAISE ERROR IN PLUGIN

CREATING AND DEBUGGING A PLUGIN IN DYNAMICS CRM

The Dynamics CRM 2016 SDK contains a plugin sample. The code is located here: SDK\SampleCode\CS\Plug-ins\AccountNumberPlugin.cs I’m going to go through step by step how to create this plugin and upload it to Dynamics CRM, then how to debug the plugin. In the example I will connect to a Dynamics CRM 2016 Online instance. Firstly, open and build the … Continue reading CREATING AND DEBUGGING A PLUGIN IN DYNAMICS CRM

CREATING A DYNAMICS CRM PLUGIN FROM SCRATCH

Here I will go through an example of creating a Dynamics CRM plugin. In this example, I will create a plugin to set the opportunity description after the opportunity has been created. First create a new project in Visual Studio. Next, add references. Add the Microsoft.Xrm.Sdk.dll which is found in the CRM SDK at CRM SDK 2016\SDK\Bin … Continue reading CREATING A DYNAMICS CRM PLUGIN FROM SCRATCH

Dynamics 365 Workflow vs. Microsoft Flow

Microsoft Flow is Microsoft’s online service that automates workflows across multiple web-based services. These services include Microsoft services like Dynamics 365, SharePoint, Office, OneDrive, OneNote, and others, as well as many third-party services, like Dropbox, Google Drive, Gmail, GoToMeeting, and even Salesforce.com. The introduction of Microsoft Flow has many people asking “when should I use … Continue reading Dynamics 365 Workflow vs. Microsoft Flow

Use The Right Tool For The Job in Dynamics CRM

Microsoft Dynamics CRM offers users a variety of methods for users to analyze data. Out of the box we have views, filters, advanced find, record counts on views, report builder, charts, dashboards, Excel exports, pivot tables, and other options. With all of these tools, it is important to have correct expectations and use the right tool … Continue reading Use The Right Tool For The Job in Dynamics CRM

Deploying Dynamics 365 in a High Turnover Industry

Implementing a new CRM system can present some challenges, such as user adoption, training, and data quality. These challenges are amplified in industries with very high employee turnover. According to the Bureau of Labor Statistics Job Openings and Labor Turnover Survey, the following industries have some of the highest turnover rates: Retail turnover is 60%-70% Information technology average tenure … Continue reading Deploying Dynamics 365 in a High Turnover Industry

Improve Customer Service and Communication With Standardized Email Templates

Creating standardized organizational email templates can save your company time and money with client communication. Not only do email templates enable customer service representatives to instantly respond to queries and issues, but they ensure that communication with the customer is consistently on-brand and on-target with company policies. Email templates are useful in all industries, but … Continue reading Improve Customer Service and Communication With Standardized Email Templates

A Complete Guide to Dynamics 365 Business Process Flows

Business Process Flows guide users through a defined business process. It is a visual representation of the steps that need to happen to get from Point A to Point B. They are meant to highlight important or mandatory information in order to progress. Out-of-the-box, Dynamics 365 Customer Engagement provides a Lead to Opportunity Business Process … Continue reading A Complete Guide to Dynamics 365 Business Process Flows

A Complete Guide to Dynamics 365 Fields and Entities

The primary goal of any business management software is to collect data to speed up processes and to generate reliable reports (such as revenue forecasts). With a poorly built CRM, “bad data” is a common complaint: management teams request a “simple report”, but when the data is “bad”, there is not much that a developer … Continue reading A Complete Guide to Dynamics 365 Fields and Entities

Santa’s Elves Increase Productivity by 35% With the New Dynamics 365 Outlook App

Santa’s workshop has been running Dynamics CRM for several years.  Utilizing the legacy CRM for Outlook add-in had always worked well for them. Recently, however,  the Elves realized they needed an updated solution to better align with their new way of working and producing. Because some elves who are not directly involved in toy production … Continue reading Santa’s Elves Increase Productivity by 35% With the New Dynamics 365 Outlook App