Dynamics Utilities FREE Download

Dynamics Utilities

Using the Form, download this FREE  managed solution, which adds new Step to a Workflow, to delete record

Template Migration

In CRM, each custom entity has a unique Object Type Code / Entity Type Code (ETC). The ETC is created when entity is manually created or the entity is created by importing managed / unmanaged solution. The ETC is different between different CRM even when importing the same solution, although the entity name is kept the same in both CRMs. Word Template is linked to the entity name and its ETC. When exporting Word Template from a sandbox to Production, the ETC has to be modified to match the ETC of that entity, as in the Production CRM.

Firstly, from the Connection menu set up the URL, user name and password to connect to the source CRM, where the templates are located, and to the destination CRM, where we wish to migrate the templates to.

Get Word template provides two options for the source of the templates, either in CRM or from hard disk. By selecting this menu (or uploading from hard disk) a list of word templates is available. Select templates and click Migrate, which will migrate one or more selected templates, to the destination CRM

Tool to remove "WordTemplateExportRecordid" text in CRM Word Template

Import the solution to CRM. After the Workflow step SetWordTemplate, add the step "Remove Word Template" as per this image.

Dynamics AutoNumber

Microsoft has released an “Auto number” attribute in Dynamics 365 version 9.0. Adding the attribute from UI is not an option in this version, and only possible via API, which requires the help of software programmer.

Dynamics Objects released CRM Solution “Dynamics AutoNumber” which is FREE to be downloaded by CRM users, and utilize the newly release feature without the need for an expert.

1.      Submit the form on the right top side of this page, and download the solution.

2.      Import the solution to CRM

3.      Download the manual on how to configure Auto Number: CLICK HERE