How to enable Image for an entity in Microsoft Dynamics CRM

1. Navigate to Customization>Customize the system>Entities & navigate to the entity for which you want to enable image> go to fields > create a new field as below:
   Give it a name and select Datatype as image – as soon as you select datatype , you will notice that Schema of the field is set to “entityimage”. Save & close
2. Now 2nd step is to navigate to entity definition as below:
   In the property ” Primary Image” – you will see the name has come , if not select it from the dropdown.
3. Final Step is to make form changes, navigate to the form and open form editor and click on “form properties” , select the below option:
   
4. Lastly save and close the form and publish all customizations. Navigate to the entity record , you will notice an image icon is now appearing on the form.
   
5. click on the image and browse the image you want to set:
   

Plugin Registration Tool Connection issue with CRM 365 SDK

To resolve Plugin Registration Tool Issue, you need to install Latest Plugin Registration Tool from NuGet website instead of 365 SDK.

To download the Plugin Registration Tool from NuGet Package Tool site, you have two options.

Option 1:

Navigate to Tools >  NuGet Package Manager > Package Manager Console

Run Command :

Install-Package Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool -Version 9.0.0.7

See this link for more info.

Option 2:

Open Visual Studio and Create any Sample Project for example: Create a Class Library Project.

Right Click on Project and click Manage NuGet Packages...

Click on Online from the Left panel and Search 'Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool' and click on Install.

Once installed Right click on Project to view the installed package

Open package and Navigate to below path:

\packages\Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool.9.0.0.7\tools

Open Plugin Registration Tool

Make sure the version of Microsoft.Xrm.Sdk version is 9.0

Enter your organisation details and Connect Plugin Registration Tool.

How to create SSRS Reports for Dynamics 365 Using FetchXML

To be able to create SSRS reports for Dynamics 365 using Visual Studio, you need to perform the following actions:

Pre-Requisites

• Install Visual Studio 2015. For more information click here.
• Install Microsoft .NET Framework 3.5 Service Pack 1. Click here to download and install.
• Microsoft Dynamics 365
  Report Authoring Extension is required to author Fetch-based reports used with Microsoft Dynamics 365 by using SQL Server Data Tools. Click here to download and install.
• Microsoft SQL Server Reporting Services is required for reporting features in Microsoft Dynamics 365. Click here to download and install.

Once you have completed these steps, you are ready to start creating SSRS reports for Dynamics 365. The following sections explains how you can create SSRS reports using FetchXML from Dynamics 365.

Download Fetch XML from Dynamics 365:

• In Dynamics 365, click Advance Find.
  
• Build a query, for example, to populate all active contact details. You don’t need to save it.
• Click Download Fetch XML. This file will be used in the report.
  
• Open the file in notepad to check the query.
  

NOTE: We will use this query later in Visual Studio Query Builder.

SSRS Reports Using Fetch XML in Dynamics 365:

• Open Visual Studio and start a New Project.
• Click Business Intelligence > Reporting Services > Report Server Project Wizard.
• Specify project Name and Solution Name.
• Click Ok.
  
• This will open the Reporting Wizard.
  
• Click Next to Select the Data Source:
  • Select New Data Source.
  • Specify the Name.
  • Select the Type as Microsoft Dynamics 365 Fetch.
  • Specify the Connection String (this is the URL you use to connect to Dynamics 365)
  • Click Credentials and Use a Specific User Name and Password.
  • Click Ok.
  
  NOTE: If multiple CRM Organizations are available, there may be dialog box which may ask you to Login or select the right organization. Provide the credentials and Login to relevant organization.
• Copy and Paste the query from Fetch XML to the Query Builder in Visual Studio and click Run. The system will fetch the result from Dynamics 365.
  
• Click OK. The system will display the Query String that you just ran.
  
• Click Next. Select the Report Type (Tabular or Matrix).
  
• Design the report and click Next.
  
• While Completing the Wizard, specify Report Name and select Preview Report and click Finish.
  
• The system will show you a preview of how your report will look like in Dynamics 365.
  

Build the RDL file:

• In the Solution Explorer, right-click on the Project and click Properties.
  
• In the Target Server Version field, select SQL Server 2008 R2, 2012 or 2014. Click Apply. (This is Important to avoid errors!).
  
• In the Solution Explorer, right-click on the Project and click Build or Rebuild.
  
• In the Solution Explorer, right-click on the Solution and click Open Folder in File Explorer.
  
• You will find the RDL file placed in the ..\Client Details Report\bin\Debug folder.
  

Import the RDL file in Dynamics 365:

• In Dynamics 365, open the Reports section and click New.
  
• In the New Reports form
  • Select Report Type as Existing File
  • Click Choose File to select the RDL file
  • Specify Name
  • Select Display In as Report area
  
• Click Save and Close, this will import the report in the Available Report List, from where you can now run the report.