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 »
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 »
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 »
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 »
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 »
Introduction: As we all know, the Web API has been introduced in Microsoft Dynamics CRM 2016. It offers a great development experience across many devices, programming languages and platforms. In our earlier blog, we have seen how to create and retrieve records using the Web API. Now, let’s take a look of how to delete… Read More »
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 »
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 »
Envision 2016 was indeed a huge success! On behalf of Inogic, we hope that you have got a better feel about what we offer as you joined us at our booth (No. 1000). We also thank Microsoft team for making this flagship event special through various sessions which revolved around trends and opportunities in today’s… Read More »
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 »