Creating a Dynamics 365 Customer Engagement Plug-in Using VB.NET

Did you know that you can write Plug-ins for Dynamics 365 Customer Engagement/Dynamics CRM (D365CE/CRM) using Visual Basic .NET (VB.NET)? You wouldn't have thought so after a thorough look through the D365CE/CRM Software Development Kit (SDK). Whilst there is a plethora of code examples available for C# plug-ins, no examples are provided on how to [...]

Mapping Product Attributes to Quote/Order/Invoice Line Items (Dynamics 365 Customer Engagement)

Working in-depth amidst the Sales entities (e.g. Product, Price List, Quote etc.) within Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) can produce some unexpected complications. What you may think is simple to achieve on the outset, based on how other entities work within the system, often leads you in a completely different direction. A good rule [...]

What is Unsecure/Secure Configuration on a Dynamics CRM/365 for Enterprise Plugin?

When working with applications day in, day out, you sometimes overlook something that is sitting there, staring at you in the face. It may be an important feature or an inconsequential piece of functionality, but you never really take the time to fully understand either way just what it is and whether it can offer [...]

Automatically Populate Extended Amount Field When Using Custom Pricing (Dynamics CRM/365 for Enterprise)

Generally, when you are looking at adopting Dynamics CRM/Dynamics 365 for Enterprise (D365E) within your business, you can be reasonably satisfied that the majority of what is already configured within the system can be very quickly adapted to suit your business needs. Whether it's the Lead to Opportunity sales process or the entire Case management module, the functionality at [...]

Automatically Publish Duplicate Detection Rules (Dynamics CRM/Dynamics 365 for Enterprise)

For those who are well versed in rolling out solution updates within Dynamics CRM/365 for Enterprise (CRM/D365E), the process will always have a certain familiarity to it, with a few surprises rolled in now and again. Often, the update will proceed as anticipated; sometimes, you may encounter bizarre issues. I can remember a particularly strange incident [...]

Implementing Custom Calculations for Sales Entities (Dynamics CRM/Dynamics 365 for Enterprise)

Organisations that deploy Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can immediately take advantage of a number of inbuilt functionality, processes and data models that can be re-purposed with minimal effort. Whilst this approach can often lead to more streamlined deployment of your CRM/D365E solution, individuals customising the system should take care not to make the [...]

Utilising Pre/Post Entity Images in a Dynamics CRM Plugin

One of the challenges when first working with CRM Plugins is understanding how the execution context works. To briefly summarise, this contains the information relating to how and when the plugin is executed. It can give you answers to some of the questions you may wish to "ask" your CRM - for example, what record has [...]