Author Archives: Bernado

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About Bernado

Based in Australia, I am a freelance SharePoint and Dynamics CRM developer. I love developing innovative solutions that address business and everyday problems. Feel free to contact me if you think I can help you with your SharePoint or CRM implementation.

Enhancing Quick Find in CRM with configurable custom query language

Posted on September 1, 2017 by Bernado

Unlike Advanced Find, Quick Find in CRM is pretty rudimentary. While you can specify the search columns in the Quick Find View, the Quick Find text query does not allow you to specify field filtering on the target record, or … Continue reading →

Posted in CRM | Leave a comment

Source-control Adxstudio/CRM Portal JS, CSS and Liquid with CRMQuickDeploy

Posted on August 17, 2017 by Bernado

When working with Adxstudio Portal (OnPrem) or CRM Portal (Online) you will find that JavaScript, CSS and Liquid web templates are stored in CRM records (i.e. CRM database), which is not good for source-control or scenarios where there are more … Continue reading →

Posted in Adxstudio, CRM, CRM Portal, CRMQuickDeploy | 1 Comment

Associating multiple external identities to a single contact record in CRM in Adxstudio

Posted on August 1, 2017 by Bernado

In Adxstudio Portal you can associated multiple external identities to a single contact record in CRM. For whatever reason let say contact Bob McCloud has two ADFS accounts with your organisation, contoso\bob1 and contoso\bob2. You can configure it so that … Continue reading →

Posted in Adxstudio, CRM, CRM Portal | Leave a comment

How to manually create Contact record for external ID provider in Adxstudio

Posted on July 6, 2017 by Bernado

When configured to use an external ID provider (e.g. ADFS in our case), Adxstudio does not handle identity management functions such as creating user accounts in that external ID provider. When an external ID is authenticated and logged on to … Continue reading →

Posted in Adxstudio, CRM Portal | 5 Comments

Does ‘Record status changes’ workflow trigger fire workflow on status change?

Posted on July 5, 2017 by Bernado

A weird post title I know.. One of the most confusing things in CRM is the State and Status (or Status Reason) of a record. These two things are very different in CRM, and it seems that the CRM UI … Continue reading →

Posted in CRM | 2 Comments

How to get sign-in URL in Adxstudio portal web app for external ID provider

Posted on July 4, 2017 by Bernado

Recently I have been looking at customising the Adxstudio portal web app (the MVC app). One of the things I needed to do was to create a link that would take users to the login page for the portal. Our … Continue reading →

Posted in Adxstudio, CRM Portal | Leave a comment

SPClientSideDeployment 3.3 adds option to publish on deployment

Posted on June 27, 2017 by Bernado

With SPClientSideDeployment 3.3 you can now have the file(s) published automatically on deployment from Visual Studio. This option is disabled by default as it would require additional calls to SharePoint during deployment. To enable this option, go to Tools \ … Continue reading →

Posted in SharePoint, SPClientSideDeployment | Leave a comment

CRMQuickDeploy 2.8 automatically adds web resources to CRM solution and allows right-click deploy from Solution Explorer

Posted on June 25, 2017 by Bernado

Add web resources to CRM solution on deployment CRMQuickDeploy 2.8 now automatically adds web resources to CRM solution on deployment. A new property has been added for project nodes in the Solution Explorer, namely CRM Solution Name: When a web … Continue reading →

Posted in CRM, CRMQuickDeploy | Leave a comment

Identifying default organisation for user in CRM

Posted on June 8, 2017 by Bernado

This is a rehash of several posts by other people. A user in CRM has a default organisation. This is the first organisation where the user was created. Use the SQL script below to identify the default organisation for a … Continue reading →

Posted in CRM | 1 Comment

Handling pre-save action for publishing pages in JavaScript for SharePoint

Posted on April 16, 2017 by Bernado

In SharePoint 2013 it is fairly well known that you can catch and handle the pre-save action in JavaScript for list item forms by implementing the PreSaveAction() method. This however does not work for publishing pages as this method is … Continue reading →

Posted in SharePoint, SharePoint 2013 | 5 Comments