Animated Tip: Create a Fully Functional Portal Page in 60 Sec. (Or Less)

The Create Portal Content wizard is a nice new feature in Portal version 8.3 that was published recently. This wizard simplifies the process of creating webpages along with entity forms and entity lists by admins.

If you are not familiar with the process of provisioning new pages in Microsoft Dynamics 365 Portal, you can do some reverse engineering of the Portal elements automatically created by the wizard.

In the following demo, I am creating a new Page for authenticated Portal users which displays Lead records with an option to create new record. It assumes that the user has the required Entity Permission for the Lead entity.

Click here to view a larger version of this animated tip

creating a new Page for authenticated Portal users which displays Lead records with an option to create new record


Customization Aware Web Resource – Part 1

Web Resource is one of the most powerful and versatile extension mechanism in Microsoft Dynamics CRM. It supplies an open canvas to draw custom UI, business logic and whole applications within entity forms, dashboards and stand alone pages.
Coupled with the plethora of  free JavaScript libraries out there, you can easily provide your users with advanced solutions that work with Microsoft Dynamics CRM Data. In that sense, Web Resource can implement a custom client which can also be embedded into MSCRM elements.

One concern regarding the investment in Web Resource development is the loss of dynamic customization capabilities, which is MSCRM most prominent feature. Indeed, there is a price to pay when stepping outside Microsoft Dynamics CRM native clients.
The Customization Aware Web Resource approach can somewhat compensate as it suggests that whenever possible, attributes of elements within a Web Resource (mostly HTML & JavaScript) will be coupled with relevant customization features. So customizing entity field attributes like display name, description, requirement level, OptionsSet options etc. will be automatically reflected in your Customization Aware Web Resource.

Technically, this can be achieved by using the metadata querying capabilities of the OrganizationService or the Web API services.
Off course, this approach is relevant to any custom client, not just Web Resources.

One issue to consider when using the Customization Aware Web Resource approach is performance. While the OrganizationService.svc allows querying multiple entities & attributes with one query, the Web API service can only query one attribute at a time, so multiple queries may be required. Metadata queries are considered expensive, so if you plan to rely heavily on this approach, you should cache metadata queries results along with some cache invalidation mechanism.

In the following post, I’ll demonstrate a possible implementation of this approach. Stay tuned

Web API: Executing Custom Action via JavaScript

The Custom Action is an important tool in Microsoft Dynamics CRM architect belt. Here are some of the Custom Action key features:

  1. It can be called from both client & server side, enabling the SPoI approach (Implement once, consume anywhere)
  2. Supply a flexible, declarative business logic definition mechanism which can be called from other Processes as well as from custom code (unlike Plug-in)
  3. Can be extended with Custom Workflow Activities
  4. Can receive input parameters and return output parameters in a straight forward manner, similar to an Organization level Web Service

Why would you want to execute a Custom Action (which is a server side mechanism) via JavaScript? Here are some excellent reasons:

  • Provide an improved UX, as Custom Action can be executed a-synchronously from entity forms, web resources and Ribbon/Command Bar controls without blocking the user UI
  • You can bind server side logic to client side events, e.g. calling a Custom Action from an onChange or onSave event handlers
  • Implement a chunky rather than chatty communication with the server, as Custom Action usually wraps multiple operations which otherwise require multiple API commands

You can execute a Custom Action via JavaScript using raw SOAP (not recommended) or better yet, using the Sdk.Soap.js library (still SOAP, but nicely wrapped).
With Microsoft Dynamics CRM 2016 Web API you can now execute a Custom Action in the most simple manner, which is demonstrated in the rest of this post.

You can download an unmanaged Solution containing the sample Action and JavaScript code. This solution is for demonstration purposes only, please do not install on production or other critical environments.

  1. Define and activate a Custom Action in MSCRM 2016 Organization

    My sample Action receives few parameters, creates a Lead record and returns the new record URL.
    Note that this Action is defined for a global context. Also note the Action’s unique name and parameters names which are used in the following code.

    Define Custom Action

  2. Write JavaScript code to consume your Action

    The handleWebLead function defines the dyn_HandleWebLead Action name and parameters.
    It than calls the generic activateCustomAction function to execute the Action and return the output result.

    Define calling function
    The Action is executed using XMLHttpRequest which is defined to execute synchronously.

    Define Action executing function

Visible By Default – What Is It Good For?


Short answer: improving form performance & user experience, that’s what.

Long answer:

Since version 2011, major entity form elements (Control, Section, Tab) have the Visibility attribute added. This attribute, which is checked by default, determines if the form element will be visible to the user when the entity form loads.

Why would you want to render some elements invisible when the form loads? Here are some common reasons:

  1. Conditional logic: The form has some business logic related process which requires displaying some elements according to the user actions, e.g, hide Government Id attribute if the user selected Organization as Customer Type.
  2. Hiding built in required controls which can not be removed from the form and are meaningless to the end user.
  3. Hiding controls that are used to support the form business logic and has no meaning or use to the end user.

One uncommon reason to use the Visibility attribute is to improve form performance. I would like to elaborate on this, since I noticed many Microsoft Dynamics CRM developers are not aware of the impact which JavaScript code has on form performance which In most cases directly affect UX.

How can the Visibility attribute improve form performance and UX?

Business logic often requires script to hide/display form elements according the user actions. When the form loads, only a subset of controls should be visible to the user.
In many cases, the JavaScript code/form business rules which is triggered by the form onLoad event, literally hides all the form elements (some times, each individual control) and then render the required elements visible again.
Not only this approach waste client resources (inefficiently hiding controls which were just ‘painted’) but it also provides bad UX as it slows the form load time. With low resources machines, the user can also see the controls flick on the form before they are hidden by the JavaScript code.

The right approach in this scenario would be to uncheck the ‘Visible by default’ attribute for the elements which are not required to display on form load  (preferring tabs over sections, sections over controls) and writing JavaScript code to render elements visible when required.

This approach will improve form performance & UX because of the following reasons:

  1. Less form controls to render: the form will load faster because it has less controls to render. In control heavy forms/slow machines, this is substantial.
  2. Less code lines to execute: since custom hiding related code/Business Rules logic is removed, the onLoad event will complete and turn control to the user faster. You can write less code by hiding/displaying containers such as Tabs and Section rather than relating to each individual control. Again, think control heavy forms.
  3. Reduce visual load: no element flickering on the form will provide better UX.

User experience is critical to the application acceptance and over whole rating by users. Developers sometime miss these problems because the from loads fast enough on their dev machine.
For users who open record forms many times a day, even 2 seconds less form loading time can make a major difference.

Asynchronous Batch Process Solution Revisited – part 4

In the previous post, I walked through the ABP (Asynchronous Batch Process) Aggregative Query Scenario. In this post, last in this series, I’ll go through the External Action scenario.


1. Download the Asynchronous Batch Process Solution, import into Microsoft Dynamics CRM 2015 on-premise/Online organization
2. Go to Settings – > Solutions and Open the ABP solution. Go to the Batch Process entity definition and check the Settings checkbox in the ‘Areas that display this entity’ section
3. Save and publish the solution

As always, I advise against publishing any external solution on your production environment without testing it first.

External Action scenario

This scenario describes a scheduled action, not necessarily related to Microsoft Dynamics CRM records, hence external.
The target records FetchXML query can be used but it is optional.
This action is usually a wrapper for Custom Workflow Activity performing some magic which the native process tools can not.

Some sample business requirements of this type:

– Retrieve users data from AD (Active Directory) on daily basis and update Microsoft Dynamics CRM users data accordingly
– Import/export data to/from Microsoft Dynamics CRM to an external application over night
– Generate and email SSRS report to a mailing list every month

Following are the steps to implement the daily AD users data synchronization. For this scenario I assume you already registered a Custom Workflow Activity with some capability to retrieve data from AD and update System User records.

1. Create a new Action targeting ‘None (global)’ and name it ‘Synchronize AD users’
2. Add a step to activate the AD synchronization Custom Workflow Activity component
3. Save and activate the process


4. Create a new Batch Process record (Settings –> Batch Processes)
5. Name the Batch Process: ‘Daily AD users synchronization’ (or other meaningful name)
6. Set the Activation Frequency to ‘Daily’
7. Set the Process field value to ‘Synchronize AD users’ process
8. Set the Next Activation to any future date and time. I suggest selecting the application’s least busy time
9. Set the Status Reason to ‘Scheduled’
10. Click Save to schedule the Batch Process


You are done! The Batch Process is set and waiting for the next activation date and time. If all goes well, the AD users
synchronization will execute as defined and the Batch Process will reschedule to the same time next day.

If you would like to deactivate the Batch Process scheduling, change the Status Reason value to ‘Suspended’ and save. Since there may already be a Workflow instance scheduled and waiting, go to the Background Processes for the Batch Process record and cancel waiting instances.
This also applies if you change the Next Activation date/time once the Batch Process record is already created and scheduled.

I hope you find the scenarios I have described in the series as useful to you. If you have development skills or resources, you can customize the ABAP solution as you like, the source code is available on CodePlex.
I will keep adding features to this component and upgrade along with Microsoft Dynamics CRM versions until MS supplies a similar built in solution.