Category Archives: Dynamics CRM

Executing Predefined Queries in Dynamics CRM using Web API through Scripts

Introduction: What do you mean by Predefined Query? System Views created in the CRM contains an inbuilt query which displays the results satisfying the Query mentioned in the view. For e.g. “Active Contacts” an OOB system view. Also, Users can create their views in Advance Find by specifying their criteria’s and save it giving any… Read More: Executing Predefined Queries in Dynamics CRM using Web API through… »

Set value for Date only field using Web API in Dynamics CRM 2016

Introduction: In one of our previous blog we have shown how to set attribute values for different data types using Web API for JavaScript. There is an exception that we are not able to set value for Date only field having behavior Date only in conventional way by assigning date object to the attribute as… Read More: Set value for Date only field using Web API in… »

Case Enhancements in Dynamics CRM 2016

Introduction: Dynamics CRM 2016 has come up with many new features. Case Enhancement is one of it. Now we have a newly added SAVE & ROUTE button on the Case Entity which performs quick operations of Routing the Case. We have an Automatic move records to default Queue feature at the entity level customization, which helped… Read More: Case Enhancements in Dynamics CRM 2016 »

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: Programmatically Activate and Deactivate SLA Records in Dynamics CRM »

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: Validate Record state using IsValidStateTransitionRequest in Dynamics CRM »

Migrate Views through SSIS in Dynamics CRM

Introduction: We can migrate both System Views as well as Personal Views through SSIS in Microsoft Dynamics CRM. Before we look at how this can be done through SSIS, let’s see what System and Personal Views are. System Views:System Views are those views, similar to Public views which are automatically created by Dynamics CRM on… Read More: Migrate Views through SSIS in Dynamics CRM »

An error “The number of decimal places on the quantity is invalid” while migrating quote product through SSIS

Introduction: While migrating or creating the records for the Products and hence the Quote Products, Invoice Products, Order Products and Opportunity Products, we have to ensure the number of things as this would not allow us to create or migrate the data successfully in the CRM. For example, Price List, Unit and Unit Group etc.… Read More: An error “The number of decimal places on the quantity… »

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: Optimistic Concurrency Control from Dynamics CRM 2015 Update 1 »

Trigger Business Rules on change of Stages of Business Process Flow

Introduction: Among many advanced features introduced in Microsoft Dynamics CRM 2016, one would be business rules getting invoked by a business process flow. Earlier with MSCRM 2013, business rules were introduced to provide custom business logic and eliminate the need of writing scripts around this logic. But now with Dynamics CRM 2016, some of the… Read More: Trigger Business Rules on change of Stages of Business Process… »