Archive for April, 2015

A Custom Entity Icons solution for Microsoft Dynamics CRM

April 6, 2015

A Custom Entity Icons solution for CRM 2011, free to download and use

In this and other posts you will find the latest information regarding Microsoft Dynamics CRM and occasionally other Dynamics solutions. The focus is on general news and tips for the intrepid CRM Administrator, as well as something for even the newest CRM user. Enjoy!

In your quest for CRM customization glory, there are times when you need the perfect icon graphic for your brand new custom entity.  The normal procedure for custom entity icons is time consuming, and requires some graphic editing skill.

Generally the steps to build custom entity icons are as follows:

Browse open source icon galleries online for the appropriate icon (preferably in PNG or GIF format)

  1. Edit the icon in an image editor to resize it in 3 separate files:
    1. For image editing I recommend the free Paint .NET software
    2. Small:  16 x 16 pixels
    3. Medium:  32 x 32 pixels
    4. Large:  66 x 48 pixels
  2. Upload the 3 files to a new or existing solution in CRM 2011 as a web resource
  3. Open the custom entity in the Settings > Customizations section (or solution)
  4. Click on the “Update Icons” button
  5. Apply your icon web resources to the custom entity
  6. Publish your customizations
  7. Clear your browser cache and refresh CRM to see the new icons

I’ve been there and felt your pain.  Rather than using precious consulting time on image editing, I decided to group 22 of my custom open sourced icons in a solution file to share.  A link to download is below…

EspinozaCustomIconGallery

Please note this is a managed solution file, meaning  it can’t be modified.  If you want to add your own custom icons, I suggest you create a new unmanaged solution.

The included icons are in PNG format, and were procured from free and open source websites.  I included a variety that will hopefully address different industries and needs.

With this solution file, the new procedure is easier!

  1. Upload the managed solution file to CRM 2011
  2. Open the custom entity in the Settings > Customizations section (or solution)
  3. Click on the “Update Icons” button
  4. Select and apply your icon web resources to the custom entity
  5. Publish your customizations
  6. Clear your browser cache and refresh CRM to see the new icons

 

Import a solution from MS Dynamics CRM 2011 to MS Dynamics CRM 2015

April 1, 2015

If you keen on trying CRM 2015 and not willing to choose the upgrade path of CRM 2011-> CRM 2013 -> CRM 2015…. then you are not alone…
When you try to import the solution you will get an error saying the solution cannot be imported from CRM 2011…
Since the solution file is a mere XML, as a developer, I wanted to play around it..
This is what I did. I changes the customization.xml and updated the xml header like below.

<ImportExportXml version=”7.0.0000.4013″ SolutionPackageVersion=”7.0″ languagecode=”1044″ generatedBy=”CrmLive” xmlns:xsi=”http://www.w3.org/2001/XMLSchema-instance”&gt;

generatedBy=”OnPremise” for MS Dynamics CRM  On Premise

generatedBy=”CrmLive” for MS Dynamics CRM On Line

Sometimes it will not be possible to import your solution this way, due to breaking changes in the solution file. In those cases you could follow these steps:

  1. Import your solution in a clean CRM 2011 organization.
  2. (If needed) upgrade your CRM deployment to the most recent rollup update for CRM 2011.
  3. Upgrade your deployment to CRM 2013.
  4. Upgrade your CRM deployment to the most recent rollup update for CRM 2013.
  5. Upgrade your deployment to CRM 2015.
  6. Export your solution.
  7. Import your solution in your target CRM 2015 organization.

If the solution import does not complain about the validity of your solution, you should be safe to proceed. The import does its checks on the customization xml, so it can not damage your target organization.