Category Archives: Development

Need help with implementation or migration to Dynamics 365 Portals? You are at the right place!

Before the introduction of the internet, businesses struggled to reach out to their customers and prospects for training and support of their products and services. The training sessions and support documentations drained organizations resources and were a slow method to deliver the customers, partners and employees information. While customers relied heavily on the support and… Read More »

Tip: Using SendEmailFromTemplateRequest to directly send an email using the Email Template

Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More »

Inogic can help you with Dynamics CRM Development, Implementation, Migration & More

It has been 11 years since we first started Inogic back in 2006. Back then, Microsoft just upgraded the Microsoft CRM 1.0 and rebranded it to Microsoft Dynamics CRM 3.0. Since then, the application has evolved significantly, and we have been evolving with it and have adopted new technologies along the way to keep up… Read More »

Modify OOB ribbon button for Specific Activity Type Entity

Introduction: We recently had a business requirement where we wanted to hide the ‘Mark Complete’ OOB button from the home page of Activity entity. However, we wanted to hide this button for Service Activity entity and not for other activity types like Task, Appointment, Email, etc. ‘Mark Complete’ is a button on the Home Page… Read More »

Found an integer attribute with unrecognized format: new_customeridtype – Solved

Introduction: Microsoft introduced the customer type field in Dynamics CRM 2016. To know more about it, you can refer this blog to explore it more. In this blog, we will focus on one of the error, which is caused while retrieving entity metadata for customer field. Problem: In one of our examples, our requirement was… Read More »

Programmatically Publish Customizations in Dynamics CRM

Introduction: In Dynamics CRM, to make the entity customization changes visible it is important to “Publish” the customization. The customization could be changes to the entity metadata or form design or adding buttons to the ribbon bar. You can also import solutions that update the customizations and publish them. Scenario: In one of the processes… Read More »

Retrieve Absolute and Site Collection URL Request in Dynamics CRM

In Microsoft Dynamics CRM, many emails and notes along with attachment gets created on daily basis, which results into increase in the CRM database storage which is expensive. So usually, people go with the integration of Dynamics CRM with SharePoint which reduces the CRM database storage. We receive many such requests where client wants to… Read More »

Execute the Global Action Using Web API in Dynamics CRM

Introduction: We have already discussed how to perform entity specific custom action using Web API in one of our earlier blog. But when we want an action to be performed on multiple entities, we need to create a global action. Create global action:- Go to Settings → Processes → Click New then select category as “Action” and entity… Read More »

Scenario where Impersonation in custom workflow can be used for Dynamics CRM

Requirement:  Recently we had a request where client wanted to have an automated process of assigning the case to a team member. To explain further, whenever any case is created in Dynamics CRM and when it is assigned to a team, that case should automatically get assigned to the first team member of that team. Once the… Read More »