Category: Customization

Layouts in FetchXML Builder

~ Jonas Rapp ~ 3 Comments

This is a new feature. A brand new fancy feature. This tool is now going from two dimensions to three dimensions.

As always, we can work with the query and see the data. From now on – work also with the layouts to get nice designs.

How do we show the data in the Model Driven Apps? Keep on reading…

Don’t like to read? See my simple tutorial video instead!

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A few requests for Environment Variables

~ Jonas Rapp ~ 3 Comments

It’s a small thing, a very fringe feature, and these improved features requests are only for me… or… crucial for everyone…?

The Environment Variables feature became officially released a year ago, probably when I was “off the grid” last year. I sort of missed that… but it’s here now anyway.

It’s like system settings, and is now supported by the core Power Platform. We don’t have to build anything for that anymore.

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Custom Translations – the Easy Way

~ Jonas Rapp ~ 4 Comments

In many customer projects and products, I have built solutions for managing translations in Microsoft Dynamics 365 / CDS / CRM.
Sure, the metadata can be translated to show labels etc in the language of the user, but having a custom solution for translations ensures localized content for texts that are shown to the user from code or automation.

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Create view: Active Contacts in My State

~ Jonas Rapp ~ 14 Comments

Microsoft Dynamics 365 Customer Engagement and Common Data Service offer us the querying language FetchXML to retrieve data. Since this is the language used for views saved in the system, we can use FetchXML Builder for XrmToolBox to alter the features of views beyond what is possible using platform features, without making them unsupported.

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No more Export as Unmanaged

~ Jonas Rapp ~ 5 Comments

Ever since “CRM 2011” Microsoft has been pushing the message that we should have unmanaged solutions only in Development environments. That message is being emphasized even more as we walk into the new Power Platform era.
Ideas have been raised that one day we might not be allowed to import unmanaged solutions to an environment that is not explicitly tagged for Development.

I would suggest completely removing the possibility to export solutions as unmanaged.

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Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM

~ Jonas Rapp ~ 10 Comments

As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions:

How can I number existing records?

How can I add dynamic content to the numbers?

In a previous article I gave my solution to the first question. I will now dive into the second one and show a simple way of adding dynamic information from the numbered entity and related entities into the numbered attribute.

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