Dynamics – Code Vanguard

Starting a Dynamics CRM Custom Action from JavaScript

In a previous post, we demonstrated how to create a custom control that could look up all of the document templates for the Incident/Case entity. In this post, we will show you how to create a custom action that accepts the selected document template and...

In Dynamics CRM

Finding Document Templates for Entities in Dynamics 365 – Part 3: Adding a Custom Button

In our previous post, we discussed a Dynamics 365 client had a need to add a new button to the to an entity’s ribbon that allowed for the client to: open a popup window, select a document template designated for the entity, generate a document based...

In Dynamics CRM

Finding Active SDK Message Processing Steps with PowerShell

Code Vanguard has built out several Dynamics-centered build and release pipelines for various projects in service to the federal government. A lot of our build and release process is around normalizing these environments. Since production data lives on these instances, its not so easy as...

In Dynamics CRM

Getting the CRM Service Client in PowerShell

In Dynamics CRM

Finding Document Templates for Entities in Dynamics 365 – Part 2: Publishing your Control

In Dynamics CRM

Finding Document Templates for Entities in Dynamics 365 – Part 1: Creating the Control

Recently, a Dynamics 365 client had a need to add a new button to the to an entity's ribbon that allowed for the client to: open a popup window, select a document template designated for the entity, generate a document based on the template, and add...