Tag: XrmToolBox

Auto Numbering existing records in Microsoft Dynamics 365 / CRM

~ Jonas Rapp ~ 23 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?

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!

~ Jonas Rapp ~ 3 Comments

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

~ Jonas Rapp ~ 2 Comments

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
~ Jonas Rapp ~ 8 Comments

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

~ Jonas Rapp ~ 7 Comments

 

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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CRM Saturday – XrmToolBox with Jonas Rapp

~ Jonas Rapp ~ Leave a comment

CRM Saturday is a recurring event where Microsoft Dynamics CRM/365 experts and MVPs gather for a day filled with sessions from both strategic and technical perspectives on everything from user adoption to plugin unit testing to IoT and intelligent analysis.

On Saturday January 28 the event was held in London, UK at the Microsoft offices in Paddington. As a “senior contributor” to the world famous XrmToolBox by MVP Tanguy Touzard I was invited to do a session on simplifying development using XrmToolBox. image My session covered a brief XrmToolBox background, examples of my own favorite tools, and deep dive demos of FetchXML Builder and Plugin Trace Viewer. Of course you cannot do a demo with some customizations and plugins without using a few other XrmToolBox tools, so I did not only cover my own block busters… The presentation from the event is now available here: CRM Saturday – XrmToolBox with Jonas Rapp This contains the full presentation, and also step by step details on the demos performed, as well as some bonus demos that did not fit the tight session schedule. Note that the presentation also contains reference to a free to use GitHub repository with a simple plugin base class, that can be inherited instead of simply implementing the SDK interface IPlugin to greatly simplify plugin development and logging to the Tracing Service. The repository is available here: https://github.com/rappen/JonasPluginBase

If you would like to dig even deeper into the tracing service, XrmToolBox and the Plugin Trace Viewer – join me on my session on this topic during eXtreme365 for Partners in Lisbon, Portugal that takes place March 13-15 2017 !

  If you have any questions regarding the presentation, demo or the plugin base class, don’t hesitate to contact me!   More information on CRM Saturday: http://crmsaturday.com
More information on eXtreme365: http://extremecrm.com