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Monthly Archives: December 2019

AutoNumber using XrmToolBox

26 Thursday Dec 2019

Posted by GIRISH SRINIVASA in Dynamics 365, Dynamics 365 CE Online, Dynamics CE 9, Uncategorized

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Autonumbering

Xrmtoolbox provides a plugin “Auto Number Manager” that can be used to configure autonumbering for any entity in the CRM solution. Refer here for list of available plugin’s. Once AutoManager plugin is installed it will be available in the start up page of Xrmtool box

AutoManager1

Once connected to CRM organization (aka Instance) the list of solutions will be displayed as per below and selecting a solution will display the list of entities for that solution:

AutoManager2

In the following example autonumber format is set for the Account Number field of Member entity

AutoManager3

AutoManager4

The Number Format set in above is as per below

{PreFix}-{6 digit sequence number}-{Random String}

Seed value indicates the starting number of sequence

Click on Update once the format is acceptable.

AutoManager5

 

 

 

 

Unpacking CRM Solution – SPKL Task Runner

21 Saturday Dec 2019

Posted by GIRISH SRINIVASA in Dynamics 365 CE Online

≈ 1 Comment

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Automated Release, SPKL Task Runner

The SPKL Task Runner facilitates automated deployment for Dynamics 365 CE,unpacking CRM solution, generating early bound classes etc more details can be found here.  The following section briefly highlights the usage of spkl tool set.

  • Create a VS class library project and search for spkl in Nuget

spkl1

spkl Task Runner has a dependency on CRM SDK and this is will detected and installed automatically

spklTaskRunner

  • Once spkl is installed you will see a series of .bat files and a spkl.json file as shown below. The CRM SDK tool set will be under coretools

spklTaskRunner1

spkl2

Modify the following settings in spkl.json , solution_uniquename will be the pointer to the CRM solution and packagetype will be either unamanged/managed depending on how you want to deploy the CRM solution.

spkl3

Running unpack.bat connect to CRM instance and download the package within your Visual Studio IDE. Install the following extension for Visual Studio

spkl4

Once the extension is installed command prompt can be opened from within Visual Studio IDE and invoke unpack.bat

spkl5

 

spkl6

The server configuration will be saved in

C:\Users\<username>\AppData\Roaming\CrmServer\Credentials.xml

Once the solution is extracted the components and associated log will be in the VS project

spkl7

Deploying to the target environment is achieved by invoking pack+import.bat

spkl8

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