Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM

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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We create XrmToolBox tools at Dynamics 365 Saturdays!

Jonas Rapp creating XrmToolBox tools at D365 Saturdays

The community of developers for Microsoft Dynamics 365 / CRM in general and for XrmToolBox in particular is a great bunch of people. But I wish there were more of us – the more the merrier ?

The D365 Saturday phenomenon with pro bono speakers at a full day event, free of charge for participants, has spread like wildfire over the last couple of years.
The connection to the XrmToolBox is obvious:

  • Both were started by CRM heroes (Raz for the Saturdays and Tanguy for the toolbox).
  • Both are driven by a passion to share and a love for the platform.
  • Both do these things without any ambition to “get rich quick” (or ever).

I got an idea to combine these two phenomena.

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Auto Numbering existing records in Microsoft Dynamics 365 / CRM

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?

Auto Number Manager for XrmToolBox

To answer these questions once and for all, I will post my suggestions in two articles. I will step way outside my comfort zone of coding the solutions and give you strictly no-code alternatives.
Well, I do feel reasonably comfortable, since I wrote the code in the tools we need… ?

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We created an XrmToolBox tool at Dynamics 365 Saturday Stockholm!

Last Saturday some 100+ experts, partners and user of Microsoft Dynamics 365 met up at the Microsoft offices in Stockholm, Sweden for a day packed with content at the Dynamics 365 Saturday event.

I delivered two sessions at the event, and in one of them I took on a somewhat challenging session called

Let’s build an XrmToolBox tool!

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FetchXML Builder and Friends at D365UG Virtual Summer Camp

On August 7-9, the first ever Virtual Summer Camp for the Dynamics 365 platform will take place.

During this free event the D365UG offer some 30+ sessions with focus on Customer Service and Field/Project Service.

I will be doing one of a few cross vertical sessions, where I discuss and demonstrate some useful XrmToolBox tools that help customizers, administrators and users with information analysis and enhancing the capabilities of the system.

Below is a description of my session – enjoy and make sure you sign up! Click the link: D365UG Virtual Summer Camp

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Relationship data analysis with XrmToolBox

Dynamics CRM entity model

Relationships in Microsoft Dynamics 365 Customer Engagement (CRM) and PowerApps Model Driven Apps can be decorated with a number of characteristics that define their behavior. These characteristics instruct the platform how to behave in regard to child data when different actions are taken on the parent record of the relationship.

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Five ways to improve Quality and Productivity of Dynamics 365 development

a.k.a – Once I did a session twice

Just like last year in Lisbon, I did a developer focused session during eXtreme365 in Dubrovnik. Last year I had full focus on how to develop plugins for analysis, primarily using the Plug-in Trace Log in the code and how to best analyze the results of it.
This year I took a bit wider approach with an ambition to help developers become more productive and get higher quality of their code. In this article I will go through the five different areas I covered in the session.

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FetchXML Builder for Microsoft Dynamics 365/CRM got an extreme makeover

 

The first release of FetchXML Builder for XrmToolBox in 2018 contains a major face-lift.

New year – new design! After more than three years since first release, the time has come to use all the feedback from issues on GitHub, comments on Twitter, and collected statistics to improve the UI. This article describes some of the major changes introduced with the first release of 2018.

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