Category Archives: Development

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 »

Retrieve Resources from Resource Group and Service entity programmatically

Introduction: In order to deliver a service, resources which represent tools, rooms, people or pieces of equipment are used. These resources are collected into resource groups which have similar attributes. In MS Dynamics CRM, the resources are categorized as Facilities / Equipment or Users. Recently, we had to retrieve Resources from the Resource Group and… Read More »

IsPartyDeleted in ActivityParty in Microsoft Dynamics CRM

Introduction: Even after working in Dynamics CRM for all these years, it doesn’t fail to throw up surprises. This time it is a property “IsPartyDeleted” in Activity Party. What is ActivityParty? For the ones that are just starting out with Microsoft Dynamics CRM, Activity Party is a special entity that is used only to store… Read More »

Execute fetchxml using Web API in Dynamics CRM 2016

Introduction Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016 (on-premises) introduced new concept called The Web API. It can be used across a wide variety of programming languages, platforms, and devices. The Web API implements the OData (Open Data Protocol), version 4.0, an OASIS standard for building and consuming Restful APIs. Basically… Read More »

Use RetrieveDuplicateRequest in Dynamics CRM

Introduction: Recently we had a requirement where we had to create Contact records from data received from other System and if Duplicate record found then avoid creation of records based on Duplicate Detection rules specified in the System and get the List of the Duplicate Records found in the system. The Duplicate Detection rules might… Read More »

ExecuteMultiple & Workflow or Plugin Assemblies

Introduction: ExecuteMultipleRequest – Message that allows you to club multiple CRM operations and execute them at one go without having to send each of these as separate requests. The ExecuteMultiple provides you with the option to indicate whether you want to continue processing the remaining requests if one of them fails or to stop processing. But… Read More »

Creating Calendar rules with Breaks in Microsoft Dynamics CRM 2015

Introduction: Microsoft Dynamics CRM has comprehensive Calendar management capabilities to manage work schedules. You are allowed to not only specify the work hours but also the break times when the resource would be unavailable. Here we are demonstrating how to add breaks to daily work schedule programmatically. Calendar and Calendar rules entities in CRM are… Read More »