Cust.-rule #2: Use entity-icons!

Did you ever see navigation entries like this in the following picture on the left side? Doesn’t it look like “unfinished”? The entry on the right picture looks more professional, right?

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Because of that: Always use icons, if you are creating a new entity – always! Doing this is really easy. This is the way I do this:

1. What icons do I need?
An entity needs two icons:
- 16×16 pixels
- 32×32 pixels (This is the one you can see then in the navigation.)

2. Get a tool!
There are several ways to create icons. I use very often the “Metro Studio” from Syncfusion. You can download this free tool from here.

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3. Create the icons

# Description
1 Start the “Metro Studio”
2 Search your favorite icon in the top right corner or choose from the categories on the left side hand.
3 Once you found your icon, just click on it.

I use the following options for the 32×32 icon:
- Width: 32px
- Padding: 4px
- Icon color: #FFFFFFFF

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Important: Use white color, because Microsoft does it too. So your icon will look like more “integrated” in the whole CRM app.4Click “Export” to save your icon in the png-format.5Repeat the same to create the 16×16 picel icon.

4. Add the icon the the entity

# Description
1 In Dynamics CRM navigate to your entity, open its properties and click “Update Icons” in the ribbon of the entity window:
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2 Add the icons to the entity by adding a webresource. This is one way to do this:
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5. Save and publish your entity – That’s it!


PowerShell & Dynamics 365 (Part l): Setup the basis!

This is the first part of a blog post series about PowerShell together with Dynamics 365 (CRM).

Why PowerShell?

PowerShell-Commands are useful in many cases. Here a short overview what PowerShell can do:

  • Read/Write CRM-settings
  • CRUD CRM-records
  • Do complex data-modification without coding
  • Setup organization
  • and a lotmore!

Let’s start

1. Download the newest version of the “Microsoft.Xrm.Data.PowerShell”-Module: https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell/releases
2. Right click the downloaded zip file and click “Properties”.
3. Check “Unblock” checkbox and click “OK”, or simply click “Unblock” button depending on OS versions:
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Extract the zip file and copy “Microsoft.Xrm.Data.PowerShell” folder to one of the following folders:
”%USERPROFILE%\Documents\WindowsPowerShell\Modules” or “%WINDIR%\System32\WindowsPowerShell\v1.0\Modules”

That’s it, we are ready. The next post of this series will show how to create a connection to a Dynamics 365 organization. Stay tuned!

(Source for this blog entry and more information: https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell)


Sitemap-Editor in Dynamics 365 – Well done Microsoft!

Did you already use the new sitemap-editor in Dynamics 365? If not, do it!

First time I used it, when I was trying to edit the sitemap in XrmToolBox. It said:

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So I did the following:

  1. Create a new solution per example “procrm.sitemap” and add the sitemap to it:
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  2. Now, open the sitemap with a double-click. Here we go, the new sitemap-editor pops up:
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  3. Now add by drag’n’drop new sections, groups and per example entites:
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