Category Archives: Development

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 »

Execute Web API request using Angular JS in Dynamics CRM

Introduction In our earlier blogs of  Web API introduced in Dynamics CRM 2016, we have explained different requests and functions of Web API to querying and performing operations in Dynamics CRM. This blog will show you how to execute Web API request using Angular JS. This article would be helpful for those who have knowledge of… Read More »

Steps to Enable Script Debugging for Dynamics CRM Outlook Client in Visual Studio

We can debug the Script used in Outlook using Visual Studio. For this, we just need to change some settings in the “Advance setting” section of Internet Explorer. In this blog, we will show how to enable Script Debugging using the Visual studio. For this, we have developed the sample code. So, here we have added… Read More »

Programmatically Activate and Deactivate SLA Records in Dynamics CRM

Introduction: Service Level Agreements (SLAs) in Microsoft Dynamics CRM help you define the level of support or service that the company agrees to offer to its client. The details items that are included to define key performance indicators (KPIs) or metrics to achieve the service level that is expected to be. With the release of… Read More »

Validate Record state using IsValidStateTransitionRequest in Dynamics CRM

Introduction: Suppose we are going to change the state of an opportunity record programmatically by using WinOpportunityRequest request, before we make change to the state of the record it is quite important to check, the transition which we are going to execute is valid or not. For example suppose we are going to change the… Read More »

Optimistic Concurrency Control from Dynamics CRM 2015 Update 1

What is the need of Concurrency Control? Systems such as Dynamics CRM are used by multiple users. When two or more CRM users need to update a same record at the same instance, then the changes made by the last user will be saved. There is no such concurrency control mechanism to stop users from… Read More »

Set Values of all Data Types using Web API in Dynamics CRM Through C#

Introduction: With the release of Microsoft Dynamics CRM 2016, Web API which was introduced offers a development experience across many devices, languages and platforms. In this blog we will take a look at how to set the all the datatypes in the CRM using C# through a windows application and using Web API. You may… Read More »