Found a very useful website for generating Dynamics CRM Themes.
Click on the link to see the below page.
Dynamics CRM Theme Generator (crmthemes.azurewebsites.net)
We can choose different colors for all the important elements (Right hand side) and see the effects immediately (Left hand side).
Interesting feature is that, we can export the required Theme data to an excel using Export Theme button and can import the same excel to the required CRM organization.
Track emails, sync calendars, work with activities without leaving Gmail and more… ✓ Track emails and conversations from Gmail to…
Track emails, sync calendars, work with activities without leaving Gmail and more…
✓ Track emails and conversations from Gmail to Microsoft Dynamics 365
✓ Automatically sync emails to CRM
✓ Convert important emails into tasks, show them in convenient To-Do list and save directly into Dynamics CRM
✓ Two-way Google and Dynamics CRM calendar sync
✓ View, manage and navigate Microsoft Dynamics CRM activities
✓ Create Dynamics CRM entities and activities
✓ Supports Custom objects and fields out-of-the-box
✓ Install in less than a minute, no additional configuration needed
Track down emails, conversations and attachments from Gmail and save them directly into Dynamics 365.
Akvelon’s Dynamics CRM Integration for Gmail is very pragmatic and includes countless possibilities for lead generation and organization in Gmail. It enables users to track down emails, conversations and attachments from Gmail and save them directly into Dynamics CRM.
Quickly find existing records in CRM or create new entity with just one click and track correlated emails. No additional set up needed, this extension works out-of-the-box, supporting custom entities and attributes.
Replication of CRM Activities grid in Gmail provides users with the ability to quickly view search, view and manage CRM activities without leaving Gmail interface.
Google and Dynamics CRM calendar sync allows users to keep all events up-to-date and organized. It syncs in background mode and does not require additional actions while you are working.
New v7.0 release contains the following enhancements:
• Implemented OAuth authorization for Dynamics 365
• Added new To-Do List feature that allows to convert important emails into tasks, show them in convenient To-Do list and save directly into Dynamics CRM. Now you can see due dates, priorities and action items for the emails that you’ve added as tasks and complete them without leaving Gmail.
• Fixed miscellaneous issues
We don’t want your data
– We do not store User Sensitive info excepting user ID and organization ID for license management purposes
– Akvelon protects your data with the industry’s strongest encryption methods
For more information, see our Privacy Policy (https://akvelon.com/dynamic/CGIPrivacyPolicy.pdf) and End User License Agreement (https://akvelon.com/dynamic/CGIEULA.pdf).
Source: https://chrome.google.com/webstore/detail/dynamics-365-integration/opdeoodggbccmpenpleeenkbhckopmpk
Google Chrome web store extension Dynamics CRM File Download Fix
Resolves the apostrophe wrapped file download issue with Dynamics 365. Provided by Reenhanced.com
This will remove the ‘ character from file downloads so your computer knows what application can open the downloaded file.
There is a bug in Dynamics that saves files with names like ‘filename.xls’. For example, if you’re downloading a report called CrmReport.xls it gets saved to your computer as ‘CrmReport.xls’ with the extension of .xls’.
This means that your machine isn’t able to open the files without a rename.
This is caused because Dynamics does not understand how to send a valid file request response to Chrome so it saves the file as surrounded by single quotes.
This simple script identifies when files are downloaded that start and end with ‘ and simply removes the leading and trailing ‘.
There is no data stored, no data sent and no records of your usage of this extension are kept.
More details available over at https://reenhanced.com/2019/how-to-fix-dynamics-365-file-download-apostrophe-bug/
Produced by Nick Hance, Software Rescue Specialist and President of Reenhanced.com
Dynamics 365 Customer Engagement Community Online
Retrieving the audit from a Dynamics CRM Online instance as a spreadsheet.
This tool helps in exporting the audit of multiple records queried through a FetchXML from a Dynamics 365 CRM instance, to an Excel spreadsheet.
The code can be loaded into Visual Studio. Any dependencies (packages) required can be obtained from NuGet Package Manager.
The application works in the following process flow.
The Audit for different records is retrieved in the excel spreadsheet as multiple rows. Since, the audit retrieved is of multiple records, these records can be separated using the field Entity Title Attribute. Please note, this attribute must be included in the rows being retrieved by the FetchXML.
The connection with CRM is established using one of the two methods.
The URL or credentials are not required in the fields provided on the first page of the application.
This is only for legacy systems where Organization Service is supported and the primary way for establishing connection to the CRM system.
Documentation on : https://akouddane.github.io/EditableQuickViewForm
Since using a lookup type attribute in binding controls is not permitted yet in current Microsoft tools and documentation, this version is considered non supported. A temporary supported version is available since then
Dynamics CRM Solution on dist directory :
In this 13 minutes video session Jason Kim, Principal PM Manager, covers the on-prem to online migration tool, the FastTrack engagement model, Tips and more.
Project Service Automation is an end to end solution helping businesses deliver profitable projects on time and within budget, while increasing productivity.
The following flow chart shows the steps needed to enable the 2019 release wave 2 release to your production environment prior to it being enabled by default in 2019 release wave 2. The table that follows the flow chart provides information about the steps.
| (1) | Have a Sandbox environment as a copy for the production environment
We strongly recommend enabling the 2019 release wave 2 release first in a Sandbox environment that is a replica or copy of the existing production environment. This is to make sure that a customer has validated the updates in another environment prior to impacting the current production apps and environment. Also, once the 2019 release wave 2 updates are enabled for an environment, they cannot be turned off like any other setting. Create a copy of the production environment into a Sandbox environment If you don’t have a Sandbox copy of your production environment, you can create a copy in the Dynamics 365 admin center. Create a backup of the production environment Recommended before merging Sandbox with changes into production. |
| (2) | Enable the 2019 release wave 2 opt-in from the Power Platform Admin center
Starting August 2, 2019, you will be able to enable the 2019 release wave 2 release for the environment. Once enabled for an environment, you cannot turn this off for the environment. To remove the 2019 release wave 2 updates from your environment, you will have to reset the environment. We do not recommend doing this unless necessary. It’s important to try the 2019 release wave 2 updates in your Sandbox environment first prior to enabling them in your production environment. |
| (3) | Do you have Dynamics 365 Marketing?
If you have the Marketing app, you will need to manually enable it according to the process listed above. Dynamics 365 apps on your environment like Sales and Service will be automatically updated to the 2019 release wave 2 version once you enable the update. |
| (4) | We recommend testing all the scenarios thoroughly in this step
If you have any Dynamics 365 apps in your environment like Sales, Service, and Marketing, they need to be explicitly updated to the 2019 release wave 2 version. |
| (5) and (6) | Validate the app upgrade progress. See Check status of the update and troubleshoot. |
| (7) | Updating the Marketing app requires additional action. See Enable the 2019 release wave 2 updates for Dynamics 365 Marketing. |
| (8) and (9) | Report any issues found
As you verify the experience in your preview environment, if you find any regressions, functional, or performance issues related to the 2019 release wave 2 updates that could impact your business, report them to Microsoft by opening a support ticket or through the Dynamics 365 forum. |
| (10) | Enable the 2019 release wave 2 updates in your Sandbox environment
You should: |
| (11) | Enable the 2019 release wave 2 updates in your production environment
We recommend enabling these updates during business downtime after you have validated that your key scenarios work as expected. Note that once the 2019 release wave 2 update is enabled, it cannot be reversed. However, you can restore to a prior backup version of the updated environment if needed. |
Excel:
Firstname
=LEFT(A2,FIND(" ",A2,1)-1)
Lastname
=RIGHT(A2,LEN(A2)-FIND(" ",A2,1))
SQL query:
SELECT
[fullname],
LTRIM(RTRIM(SUBSTRING(fullname, 1, CHARINDEX(' ', fullname)))) AS FirstName,
LTRIM(RTRIM(SUBSTRING(fullname, CHARINDEX(' ', fullname) + 1, 8000))) AS LastName
FROM [SANDBOX_TABLES]
SSIS Derived Column
Firstname: LEFT([FIELD],FINDSTRING([FIELD]," ",1) - 1) Lastname: RIGHT([FIELD],LEN([FIELD]) - FINDSTRING([FIELD]," ",1))
Marcello Tonarelli Blog 