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Microsoft Dynamics CRM (Archived)

How to create .Net application or custom common utility solution and make this as manage solution to import into Dynamics CRM.

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Hi,

    I'd like to create custom common utility or .Net project application or common custom workflow activity and want this as manage solution to import to the CRM so that this should be reuse-able or available for any CRM project just like plugin play. Please guide me how I can achieve this. I can develop .Net or custom CRM application but don't know how I can convert this to CRM manage solution to import. Thanks in advance.

Thanks!

Wasiq

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  • RaviKashyap Profile Picture
    55,410 Moderator on at

    once you are done with you custom code (plugin/worflow activity), navigate to settings >> solutions snd create a new solution.

    In the new solution, add you assembly and sdk.message step if applicable.

    Once that done, export that solution as managed.

    Please note that you add all the dependent components in solution otherwise it will fail when you import it in target system

    Hope this helps.

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Also, you cannot add custom application into managed solution. This only applies to plugin, custom worflow activity.

  • Community Member Profile Picture
    on at

    Thanks Ravi. That works for custom workflow/plugin.

    But I have some more requirement from client, they want to show opportunity/accounts sharing info on the form rather than going to ribbon eclipse and click on share button to view sharing info and to achieve this I created one .Net application(aspx page) and I am using that page url in iframe but here I need to host this application on any server with https certificate and client doesn't want this to host or they don't want to provide any server for this. can you please tell me how can I achieve this without hosting application on any of the server. To be more clear, please check below screenshot how I am calling that .Net application in iframe and how this looks.

    Custom_5F00_SharingInfo.png

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    There is no way to show the aspx page without hosting it somewhere. The only option I can think of if to rewrite this using HTML Web Resource.

  • Community Member Profile Picture
    on at

    But that would be much difficult to achieve this functionality using HTML web resource since I think we can't access POA table or query against POA table using JavaScript to retrieve sharing information.

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Yes that would be difficult but I think you can webapi to query shred data (not sure about this though)

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Just checked that we can exeute wep api request against POA

    xxx/.../principalobjectaccessset

  • Community Member Profile Picture
    on at

    Thanks, I'll try with this.

  • Community Member Profile Picture
    on at

    we can get sharing info from POA table using web api request also from fetchxml but this gives access right mask as consolidated values like below

    <accessrightsmask formattedvalue="851,991">851991</accessrightsmask>

    here, we can't judge whether the user has read access/write access etc and we can't check such values since this value just gets added with each access mask value . How can we get string or text value for accessrightsmask using javascript like ReadAccess/WriteAccess/AppendAccess, I get this using c# but not getting using javascript.

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi Wasiq,

    Sorry for the late response, just saw this. What message your were using in C#. I guess we need to call the same message using JavaScript. Haven't tried this yet but will get back you soon.

    - Ravi

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