56 results found

1. Bulk creation of webresources

   For example, I should be able to right click on a folder, click on “Upload all Webresources” and then, before the upload begins, get a window which shows all webresources which are not already in CRM and will be uploaded and created as webresources if I click on OK.

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   Please see the following regarding v4: https://crmsolutionmanager.uservoice.com/forums/222716-general/suggestions/12402183-crm-2016

2. Support for Dependent Assembly plug-ins

   Microsoft is introducing Dependent Assemblies (currently in preview), which will take over functions of ILMerge (which is deprecated) and can be used in Plugins to load dependent assemblies. More on the topic: https://docs.microsoft.com/pl-pl/power-apps/developer/data-platform/dependent-assembly-plugins

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   If you would like to test out the preview of v8, you can use one of the links here:

   • https://xrmtoolkit.com/downloads/xrmtoolkit_8_0_1_0.vsix (VS2017/19)
   • https://xrmtoolkit.com/downloads/xrmtoolkit.x64_8_0_1_0.vsix (VS2022)

   Please note that there is not any documentation yet for any new features. You can only request a trial license at this point after installing the new version. However, the trial duration is for 120 days currently until v8 is released. Please submit any issues via the regular support options and not directly to this suggestion.

3. CRM 2016

   Is CRM Solution manager supported for CRM 2016?

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   For anyone interested, a beta of v4 is available here: http://crmsolutionmanager.com/downloads/XrmToolkit.vsix
   Please note that the name is being changed from CRM Solution Manager to XrmToolkit. This is an exciting release as this version has been built from the ground up to better facilitate the ability to add new features more quickly and to take advantage of many of the language improvements in C# over the last several years.
   Even though this is a beta version it has been tested and found to be quite stable. If you run into any issues, please contact support@crmsolutionmanager.com. Any links that point to the new XrmToolkit.com domain do NOT currently work. The new site is still being updated with the new features and enhancements of v4.

   We do not have any documentation on the new features yet but a list of some of the major enhancements are:

   • Proxy Classes now derive from the ‘Entity’ class and can now use the CRM LINQ query provider.
   • Support for generating early bound classes via the CrmSvcUtil generator is now supported. This includes the ability to regenerate any class or classes easily by selecting the ‘Regenerate from CRM’ menu option.
   • Additional extension methods have been added to the BaseProxy class that allow for executing requests using the C# and VB.net “Async” keyword
   • Plugin and Workflow templates have been updated and improved
   • A new wizard allows for easily adding new plugins or workflows to a plugin assembly project. You can choose to generate an early bound class for which the plugin will be registered against. When you go to the plugin registration window, any newly created and not yet registered items will appear greyed out with the option to register them as previously configured or you can easily modify the registration configuration at that time.
   • You can now easily link existing assets to CRM using the ‘Link items to CRM’ menu option found at the project level in Visual Studio. This allows you to bulk create/link to CRM assets. Note, for best results, the naming convention and folder structure should match what XrmToolkit is expecting based on the folders defined in the XrmToolkit options.
   • You can now easily transfer linked assets from one organization to another. If a solution has been linked to an organization and you go to link another organization to the same solution, a dialog will appear helping you transfer links from another org to a new org. You can also invoke this dialog at any time using the solution level menu item titled ‘Copy Links from another CRM Organization’.
   • The ability to transfer a plugin assembly and any configured steps and images has been implemented. When ‘Downloading Items from CRM’ select items under the new node titled ‘Plugin Configurations’. This will save the DLL along with any registered plugins to a file that can be opened in Visual Studio. This file can also be placed under source control if desired. Opening this file will invoke a window that is similar to the plugin registration editor with the exception that you can only register or unregister items in the file. If you wish to upload the configuration to a new org, simply link the new CRM organization and then open the file in Visual Studio. You can then register any of the steps by using the appropriate menu items. The Guids of the records are preserved so that when moving items between organizations via solutions, no duplicates are created.
   • A new LINQ query provider is being provided to the community for free. This query provider overcomes many of the shortcomings of the current LINQ query provider. The only caveat is that the custom query provider should not be used in plugins or workflows registered in the sandbox (ie CRM online). The query provider uses .Net reflection behind the scenes which in most instances requires full trust in order to work without throwing any errors. Some of the enhancements to the query provider include:
   o Ability to specify columns to return. This is helpful if you need ‘Read-only’ properties like ‘Created On’ or ‘Modified On’ to be returned.
   o Ability to create ‘In’ or ‘Not In’ queries.
   o Ability to create queries with ‘IsNotNullOrEmpty’ or ‘IsNullOrEmpty’.
   o Ability to create simple aggregate queries like ‘Sum’, ‘Min’, ‘Max’, ‘Count’, and ‘Average’ including the use of ‘Grouping’.
   o Ability to create a left outer join for querying records where something is NOT present. For example, query contacts that have not had any activities in the last 30 days.
   o Ability to query based on the ‘Id’ property instead of first knowing what the name of the Id field is. This is helpful when using late bound entities.

   Breaking changes:

   • Since the Proxy Classes now derive from the ‘Entity’ class instead of instantiating a backing field for the entity, if you are converting an ‘Entity’ to a proxy class, you are essentially creating a copy of the record. Any changes to the proxy class do not get persisted to the original entity record and vice versa. This comes into play if you are manipulating the ‘Target’ of a plugin. You can no longer create a ‘Proxy’ class of the ‘Target’ just for manipulation of the underlying record. All changes will need to be done to the ‘Target’
   • New file extensions and formats used for the configuration files. Previously the extensions .crmsm, .crmsmu, and .crmmeta were used. They have been replaced with .xrm, .xrmsuo, and .xrmcache. The file contents are now saved in json instead of Xml. You shouldn’t encounter any issues unless you were creating/modifying these files outside of the GUI interface. Due to the new files and formats, an upgrade process will occur to the files. Both sets of files will exist at the end of the process but only the new formats will be used moving forward. If you have users on older versions they can continue to use the older version and files but they will not stay in sync with the updated files.
   • Visual Studio 2010 is no longer supported

   For anyone interested, a beta of v4 is available here: http://crmsolutionmanager.com/downloads/XrmToolkit.vsix
   Please note that the name is being changed from CRM Solution Manager to XrmToolkit. This is an exciting release as this version has been built from the ground up to better facilitate the ability to add new features more quickly and to take advantage of many of the language improvements in C# over the last several years.
   Even though this is a beta version it has been tested and found to be quite stable. If you run into any issues, please contact support@crmsolutionmanager.com. Any links that point to the new XrmToolkit.com domain do NOT currently work. The new site is still being updated with the new features and enhancements of v4.

   We do not have any documentation on the new features yet but a list of some of the major enhancements are:

   • Proxy Classes now derive from… more

4. Ability to transfer steps configuration between organizations

   If I add a new organization to the solution, I have to set all steps for plugins manually. I know that the best way to do this is to export\import solution, but sometimes it is not possible (2015=>2013/2011 for example). Would be nice to have steps configuration somewhere separately to be able to apply it to any new organization or to be able to import\export steps configuration.

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   Please see the following regarding v4: https://crmsolutionmanager.uservoice.com/forums/222716-general/suggestions/12402183-crm-2016

5. Global Option Set Proxy

   There should be an easy way to add global option sets as proxy classes. Currently when you generate a salesorderdetail or quotedetail or opportunityproduct as a proxy class, each one contains its own value for the GlobalOptionSet called eProductType (note that we use CRM Project services).

   In order for me to create an interface to work with all 3 entities and the Product Type field, i first need to replace the enum in each file with the generic version that I created outside of each file. Then i can apply an interface that exposes this field when working with generic functions. Doing this however, makes updating the proxy class a pain since its just going to override my changes and revert back to the original enum usage per file.

   There should be an easy way to add global option sets as proxy classes. Currently when you generate a salesorderdetail or quotedetail or opportunityproduct as a proxy class, each one contains its own value for the GlobalOptionSet called eProductType (note that we use CRM Project services).

   In order for me to create an interface to work with all 3 entities and the Product Type field, i first need to replace the enum in each file with the generic version that I created outside of each file. Then i can apply an interface that exposes this field when working with generic… more

   9 votes

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   You can try out the beta of V6 by installing the following: https://xrmtoolkit.com/downloads/xrmtoolkit_6_0_0_11.vsix

   To learn about what’s new see here: https://xrmtoolkit.com/WhatsNew/WhatsNewInV6

   Please report any issues to support@xrmtoolkit.com

6. Plugin Scaffolding

   Provide some scaffolding for creation of new plugin and workflow assembly classes - I really liked the ability to right click crm explorer on an entity and create a plugin from there in the - SDK Visual Studio Template - this provided a good starting point when developing a new plugin.

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   Please see the following regarding v4: https://crmsolutionmanager.uservoice.com/forums/222716-general/suggestions/12402183-crm-2016

7. Provide option to use ILMerge via NuGet

   Currently we have to provide the full path to ILMerge.exe in the options menu. Since the only way to get new versions of ILMerge is to download the NuGet package from https://www.nuget.org/packages/ilmerge/ extract it manually and overwrite the files in the path given.

   So my idea was to give the option to use ILMerge via NuGet. Means your extension would check from time to time if there are never versions of the package available and will download and extract it to the path next to the SDK files.

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   XrmToolkit has taken a direct dependency on ILMerge in the next minor version (6.3) which will be published shortly. You will no longer be required to download it manually. In the mean time you can try the following build: xrmtoolkit.com/downloads/xrmtoolkit_6_2_0_8.vsix which also has the fix.

8. Nuget packages for XrmToolkit

   Is there some repository nuget where xrmtoolkit libs can be found?

   I try to automate the build of my crm project trough azure devops pipeline but it always complaining about this reference not found... SS.Crm.linq

   Best regards,
   Nicolas

   8 votes

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   This has been implemented in v7 which was just released. For more information on this release see here: https://xrmtoolkit.com/WhatsNew/WhatsNewInV7

9. edit and publish ms portal web templates / pages from visual studio

   similar to the webresources editing capabilities it would be very handy to be able to download edit and publish ms portal web pages and templates from visual studio.

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   completed  ·  AdminCustomer Support (Support, Simpler Software) responded

   This has been added to the newly released v7.

10. Provide an indication of currently selected solution name while deploying to see which exactly solution will be used

    It would be great to see which solution currently selected while deployment. We are working with different solutions in parallel and it takes some time to check which exactly solution is currently selected - also there is a risk to deploy in the wrong solution

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    completed  ·  AdminCustomer Support (Support, Simpler Software) responded

    This will be released with the next minor update.

11. PolySharp Integration

    Integrate PolySharp which allows to use features of C# 11 while still being on .net 4.6.2 and C# 7.3.
    Reference & install guide: https://itmustbecode.com/dataverse-plugins-unlock-the-latest-c-features-with-polysharp/

    6 votes

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12. LESS and SASS support

    Add the ability to link LESS and SASS files in a Visual Studio solution to CRM. The CSS produced by the LESS and SASS file is what would be published to CRM.

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    completed  ·  AdminCustomer Support (Support, Simpler Software) responded

    This was added to v4.5.0 in August.

13. Can't null an OptionSet using ProxyClasses

    Setting a OptionSetValue to null/empty is not possible using ProxyClasses?

    Trying:

    entity.SomeOptionSet_OptionSetValue = null ; //and that has no effect, is just ignored

    entity["SomeOptionSet"] = null ; //works just fine

    Why?

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    completed  ·  AdminCustomer Support (Support, Simpler Software) responded

    This will be fixed in the next minor release v5.0.5.

14. Add the ability to specify 'Privileges' for a sub-area in the Sitemap editor
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    completed  ·  AdminCustomer Support (Support, Simpler Software) responded

    This feature was released as part of v3.

15. Move the Xrm.Page intellisense to it's own .js file

    The Xrm.Page intellisense appears to be in each and every form.js file. This is actually a waste of space and can be solved by moving the Xrm.Page code to it's own .js file and remove it from each individual Form.js file.

    This will also fix the issue where you have multiple forms supported by a single .js web resource.

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    completed  ·  AdminCustomer Support (Support, Simpler Software) responded

    This feature was released as part of v3.

16. Add StringLengthAttributes to string properties of auto generated classes.

    Would it be possible to add StringLengthAttributes to string properties of auto generated classes? The length should reflect the maximum length of the CRM field.

    https://msdn.microsoft.com/en-us/library/system.componentmodel.dataannotations.stringlengthattribute(v=vs.95).aspx

    It would help much, because right now setting a value that is to long for CRM does not raise an exception but just leaves to field empty in CRM (nothing is saved).

    4 votes

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17. Allow setting of all properties on Proxy Classes

    When using a projection to get only certain fields from an entity via a LINQ query, allow setting read-only properties such as CreatedOn and FullName (on the Contact entity).

    For example, the below query will not build because CreatedOn currently allows only get. I propose adding a setter for it as well.

       var q = from p in ctx.CreateQuery<Account>()
        orderby p.Name
        select new Account
        {
            Id = p.AccountId,
            AccountId = p.AccountId,
            Name = p.Name,
            CreatedOn = p.CreatedOn
        }
    

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18. Performing Linq qeuries using proxy classes

    Im no seeing the option to use linq query language with the proxy classes generated as they do not inherit from Entity

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    completed  ·  AdminCustomer Support (Support, Simpler Software) responded

    Please see the following regarding v4: https://crmsolutionmanager.uservoice.com/forums/222716-general/suggestions/12402183-crm-2016

19. First letter of proxy class should be capital and ends with the word "Entity".

    For example: The "quote" proxy class would be "QuoteEntity". This way I can say QuoteEntity quote = new QuoteEntity(); This would conform to StyleCope.

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    completed  ·  AdminCustomer Support (Support, Simpler Software) responded

    This feature was released as part of v3.

20. And support for allowDup switch when merging assemblies for a plugin.

    As part of the IL Merge options, just add the option to have the allowDup switch. When referencing multiple assemblies the deploy process cab completely break if there are multiple types with the same name.

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    completed  ·  AdminCustomer Support (Support, Simpler Software) responded

    This has been added in v2.4.0.0