Category Archives: Dynamics CRM 2016

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 »

Show Dynamics CRM Data Publicly Using Power BI

Introduction: We have already shown how to integrate Dynamics CRM and Power BI in our previous blog. Since Power BI has proved to be a powerful visualization tool for Dynamics CRM users, we can use Power BI in multiple ways to analyze our business data. Consider a scenario where we want to generate a chart… Read More »

UrlRewriteModule error while Installing Dynamics CRM 2016 On-premises

Introduction: Anyone would imagine Dynamics CRM installation to be a task as simple as downloading and executing the setup file and stepping through the wizard and its done!! But No!! It’s not always done 🙁 While it would work smoothly on some systems, it would error on others and this was one of the errors… Read More »

Display Survey Questions Conditionally for Voice of Customer in Dynamics CRM 2016

Introduction: Voice of the Customer is a new feature, which was introduced in Dynamics CRM 2016. We have already discussed on how to create survey and survey activity in one of our previous blog. In this blog we are going to talk about how we can display Survey Questions conditionally using Response Routing in Voice… Read More »

How to Open SharePoint folder link within the Mobile or Tablet?

Introduction: In our previous blog, we discussed about requirement of SharePoint URL for moving file from Dynamics CRM to SharePoint. This can be done by retrieving Absolute and Site collection URL request in Dynamics CRM. In this blog, we will discuss about another common requirement to open SharePoint site in the mobile device and how… 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 »

Working with JSON objects in Dynamics CRM Plugins

While working with Dynamics CRM plugin, we encountered a scenario where we were calling a Web API, which returns data in JSON format. Normally .NET framework provides many methods to use JSON in C# code, many third party solutions such as Newtonsoft.Json library are available. Mostly we use JavaScriptSerializer to read JSON data. However, when we register… Read More »

Retrieve, Update and Delete Record Using Alternate Key in Dynamics CRM Web API

Before Alternate key concept was introduced in Dynamics CRM it used to be the only GUID of the record which was used to retrieve, update or delete any record. Hence we had to get the record GUID first for any retrieve, update or delete operation. But with the introduction of Alternate keys concept this overhead… Read More »

New Controls for Entities on Phone and Tablets in Dynamics CRM

In Dynamics CRM 2016 update 1, we have many new features introduced. One of them is adding new controls for entities on Phones and Tablets. We have following controls available for Entities. Microsoft Dynamics CRM List/Grid (default) Calendar Control Timeline Control We can set different or same controls for Tablet and Phone. To set these… Read More »