Archive for February, 2018

Project Service Automation (PSA) for Microsoft Dynamics 365

February 14, 2018

Series of videos that showcase the capabilities of Project Service Automation (PSA) for Microsoft Dynamics 365

Project Service Automation (PSA) – Episode One

Project Service Automation (PSA) – Episode Two

Project Service Automation (PSA) – Episode Three

Project Service Automation (PSA) – Episode Four

Project Service Automation (PSA) – Episode Five

Project Service Automation (PSA) – Episode Six


CRM String Workflow Utilities

February 8, 2018

Custom workflow actions that deal with text strings in Dynamics CRM 2011, 2013, 2015, 2016, 365 (v5 – v9)

  • Contains
  • Create Empty Spaces
  • Decode Html (next release 2/2018)
  • Encode Html (next release 2/2018)
  • EndsWith
  • Join
  • Length
  • PadLeft
  • PadLeft Dynamic
  • PadRight
  • PadRight Dynamic
  • Regex Extract
  • Regex Match
  • Regex Replace
  • Regex Replace With Space
  • Replace
  • Replace With Space
  • Reverse
  • StartsWith
  • Substring
  • ToLower
  • ToTitleCase
  • ToUpper
  • Trim
  • Word Count

Go to Releases and choose the latest 1.x.x.x version for 2011/2013 or the latest 2.x.x.x for 2015/2016/365.


Microsoft Dynamics CRM custom MVC portal starter project

February 1, 2018

Why ?

Although powerful, the out of the box Dynamics Portal or AdxStudio customisation flexibility is quite limited. For a complex Dynamics CRM customer portal, a custom built ASP MVC web site might be a better choice. This project is intended to be a starter template with a custom Asp Identity user store implemented. User credentials are stored in Contact entity. User roles, logins, claims are stored in appropriate custom entities.