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 »

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 »

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 »

How to use OOB Interactive Dashboard in Dynamics CRM 2016

Introduction: With the introduction of the ‘Interactive Service Hub’ in Dynamics CRM 2016, the OOB Interactive Service Dashboards gives the visual representation of the data associated with a particular entity. This helps you concentrate on things which deserve your attention. In the previous blog on ‘Interactive Service Hub’, we guided you how to create custom… 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 »

Programming using WebAPI through C# in Dynamics CRM 2016

Introduction: Stepping towards the enhancement, Dynamics CRM 2016 introduced ‘Web API’ as the new concept which delivers a unique development experience across a wide variety of programming languages, devices, and platforms. We have earlier explored using WEB API through scripting from within Dynamics CRM environment in this blog. We noticed quite a few queries coming… Read More »

OneDrive Integration with Dynamics CRM 2016 Online

Introduction Before we explain you how to integrate OneDrive with Microsoft Dynamics CRM 2016 Online, let’s see what OneDrive is all about. OneDrive can be the most preferred option to store private documents. While you can use Office 365 Groups for collaborative storage, SharePoint can be used for public documents. For instance, when there is… Read More »