Category Archives: Dynamics CRM 2015 Update 1

Obtain OrganizationService using Application User in Dynamics 365

Introduction: The Application User is the concept that allows us (developers) programmatic access to Dynamics 365 data and entities. Prior to the introduction of Application User concept we were using licensed user account’s User Name and Password to authenticate to CRM and perform operations. As a developer, you may have come across with the situation… Read More »

How to Transfer Huge Data from SQL to Dynamics CRM?

Sometimes we come across a situation where there are millions of records that need to be transferred from SQL to Dynamics CRM. When we use SSIS to migrate such data there are several methods in it through which we can achieve this. But migrating so many records is not easy when it comes for speeding… Read More »

Retrieve Updated Dynamics CRM Rollup Attribute Value in Plug-in/Workflow

Introduction: Rollup Feature is one of the interesting feature and we have already discussed about how we can make use of rollup attributes of CRM to ease our calculations in our previous blog. Retrieving rollup attribute values is not same as we do for the other attributes. Rollup attributes are used to minimize our efforts… 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 »

Identify the trigger for an On-load event for Sub-grid in Dynamics CRM

Introduction: With CRM 2015 SP1, the Client API was extended to allow attaching events to sub-grid to manage the sub-grid data/operations. The OnLoad event however executes on all of the following operations Load of parent form. Save of parent form. Add a new record in sub-grid Remove a record from sub-grid Navigating to prev/next page… Read More »

API functions to control Subgrid behavior starting Dynamics CRM 2015 Update 1

Introduction: Prior to CRM2015 update 1 the only available function for interacting with the subgrids on the form was refresh(). This function is used to refresh the sub-grid records. With the release of CRM 2015 update 1, more functions were introduced to interact with the sub-grid using JavaScript. Function list: 1. addOnLoad 2. removeOnLoad Use… Read More »

Customizing the IFD Sign-in Pages for Dynamics CRM

Introduction: An on-premise deployment of Dynamics CRM can only be accessed from within the intranet. If you would like to provide access to your on-premise Dynamics CRM to your team from outside the corporate network, you need to make this available externally over the internet. To do this, you need to configure IFD (Internet Facing… Read More »

Full-Text Search in SharePoint files from Dynamics CRM

Introduction Dynamics CRM provides native integration to SharePoint so that SharePoint can be used as the file storage platform and utilize the rich document management features of SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this tab… Read More »

Price List selection logic available starting Dynamics CRM 2015 Update 1

Introduction Traditionally Price List in any of the transactions like Opportunities, Quote, Orders or Invoices was set by reading it from Customer. If there was no price list set for the customer, it would be left blank and the user would be required to set it manually. Price List is critical and needs to be… Read More »