Testing Data Migration with Dynamics 365 On-Premise

I recently had a requirement to perform some Data Migration, but I needed a test system while I built up my SSIS process as I didn’t want to use the real online environments. Luckily, I have my own on-premise Dynamics 365 Version 9 Server which I have always used for testing and messing around with solutions and compatibility.

The main issue I have always had with using on-premise servers however is that these days, we are all developing with online environments, and solutions and what not from online cannot be imported into an on-premise environment. In the past, I have often just resorted to hand modifying solutions to get them in to the system. This would often involve editing the solution.xml file within the solution zip file, to alter the version tags at the top, and to remove the crmonline tag. Quite often, this would also require a few modifications to the customizations.xml file to remove any tags that do not exist in version 9 of Dynamics.

Its a hack, but for testing purposes, this was always something that worked.

These days though, you more often than not will face all manor of other issues, such as dependencies on other solutions, and its become a lot harder to achieve this.

I needed a new plan.

Continue reading “Testing Data Migration with Dynamics 365 On-Premise”

Portals Support added to CRM Utilities for Visual Studio

Get it on the Marketplace

I have updated my extension to support publishing of files from Visual Studio to Microsoft Dynamics Portals.

The tool now supports publishing files to Web Templates and Web Files, allowing you to use Visual Studio to edit and track changes of your portal related files, and quickly update Dynamics with the appropriate Portal files.

Web Files and Web Templates are simply listed within the Web Resource linker dialog for you to select.  You can then publish the appropriate files within your Visual Studio solution to Dynamics.

If you have installed the extension from the Marketplace, then it should prompt you to update, but if not, you can get it from the below link.

CRM Utilities for Visual Studio

My utilities are now on the Visual Studio Marketplace

Just a quick update to say that all of my Visual Studio extensions are now on the Microsoft Visual Studio Marketplace, and are available to download and install direct from Visual Studio.

Visual Studio Marketplace

Simply go into the Tools menu and choose Extensions and Updates, select Online and search for me, James Hall.  My extensions are the top two in the list.

In theory, if you install them this way, you should get notified of when I update them.

Diagnostics and Information page, a reminder

As I keep forgetting that these pages exist, I am re-blogging the following information as its very useful :), and maybe I will eventually remember these URL’s.

Diagnostics
 

 
Debug Information (on premise only)
 

Here are some bookmarklets that you can drag to your bookmarks bar which should allow you to just click on them while on a CRM instance, and the appropriate pages should pop up.

Dynamics 365 SDK tools – Powershell Downloader from Microsoft.

Since Microsoft have now removed the standalone SDK download, instead offering it via NuGet packages, they have also released a handy PowerShell script that allows you to keep them updated on your machine. Very useful.

CRM Utilities for Visual Studio – Update to menus, and class generation options

Today I have released an update to the CRM Utilities for Visual Studio 2017 extension.

New features:

Reorganised the menu structure so that the Generate Class options are now grouped together.

Generate Class options menu to allow a custom namespace and class name to be used when generating the class files to represent the Dynamics Entities.

Redesigned the Connection dialog to make it look better, and to include a hyperlink to the instruction pages on this blog.

 

Download
Please note this feature is only available in the Visual Studio 2017 version. This version may still install on VS2015, although I have not personally tested it.

CRM Utilities for Visual Studio – Generating Entity Classes

Most CRM Developers either use, or have at least heard of CrmSvcUtil for generating early bound classes for developing code and using the resulting classes to manipulate CRM data.  I personally do not like working with early bound entities as the resulting class files are huge, and I personally prefer working with the standard Entity Framework for creating and updating entities, and for Linq queries.

Often, I use some helper class libraries that I can use to represent the custom entity names and attributes, so that they can be referenced in code and provide a degree of separation from the actual Schema names and to make code easier to write, and support Intelli-sense.

Something like the code sample below:


public static class Contact
{
    public static const string EntityName = "contact";
    public static const string Name = "fullname";
}

This would then allow you to do the following:

public void createContact()
{
    Entity contact = new Entity(Contact.EntityName);
    contact[Contact.Name] = "Joe Blogs";
    service.Create(contact);
}

I was offered a suggestion by a fellow developer that wouldn’t it be good if my CRM Utilities for Visual Studio allowed you to generate this kind of Class file automatically.  Well, I thought it was a brilliant idea, and so thanks to the wonderful gentleman  of XRTSoft, here it is.

Its split into two options, one to generate classes for your Custom Entities, and one to do the Standard CRM entities.

The resulting file will look something like this:

Notice that for each Entity, it will add the Logical Name, Primary ID Attribute, and the Primary Name Attribute as standard, and then all of the attributes as well.  It will also add sub classes for any Option Sets to allow you to reference specific Option Set Values without having to look them up in CRM.

 

Download
Please note this feature is only available in the Visual Studio 2017 version. This version may still install on VS2015, although I have not personally tested it.

 

Preview CRM/D365 Tablet Experience

Microsoft Dynamics includes a nice Tablet experience UI right out of the box, and its possible to preview this using a desktop PC web browser.

To make it easy to do, I have developed a nice little Bookmarklet which you can drag to your bookmark bar within your browser.  Now, if you browse to your CRM or D365 instance and are logged in, clicking it in your bookmark bar will launch a new window showing you the tablet interface.

So go ahead, just drag the below button to your browsers bookmark bar, and away you go.

 

 

LinqPad Utilities for Microsoft Dynamics – New Release

Today I have just released the first official version of my LinqPad Utilities for Microsoft Dynamics plugin library.

I use this tool in my everyday life working with CRM and its gradually grown in to a fully fledged tool.

It allows you to configure a number of reusable CRM Connection Strings to connect to Microsoft Dynamics (all versions) and has a number of useful utilities for working with Dynamics.

Feel free to download and try it.

LinqPad Utilities for Microsoft Dynamics

To begin with, you will need LinqPad (which is free, but you can also purchase a license) from the following site.

https://www.linqpad.net/