Tag Archives: Dynamics 365 CRM

Programmatically register Post or Pre Image for plugin step with required attribute parameters

Introduction There is a client requirement to register a plugin dynamically on update of owner field. In this blog we will explain how to get only required attribute parameters while registering Post or Pre image for plugin step. If you want to programmatically validate Pre/Post plugin step then please refer this. Below is code for… Read More »

Sales Team Member App shows up in Dynamics 365 CRM

In the last few months, there have been a lot of communication being shared around enforcement of the Team Member license. Team member license have been introduced as an option for light-weight users that only need to access customer information and perhaps record activities but not really involved in sales process involving Quotes, Orders or… Read More »

Create Global Email Template Programmatically in Dynamics 365 CRM

Introduction In this blog, we will discuss how we can create Global Email Template programmatically. Email templates contain prefilled data that you specify, so you don’t have to re-enter the same information for each article. To create an Email template for a specific entity (for Contact) we use logical name of the Entity “templatetypecode=contact”. Similarly,… Read More »

Call a workflow on Stage Exit of a last stage in business process flow of Dynamics 365 CE

Introduction As Dynamics 365 CRM’s native feature, we can call on-demand workflows from inside a business process flow. We can configure this from the new business process flow designer, by dragging a workflow component to a process stage, or to the Global Workflows section. As you know, we have written a blog on global workflow… Read More »

Working with multiple sub grids appearing on the Marketing List form in Dynamics 365 v9.1

Recently one of our customers upgraded to Dynamics 365 V9.1 version and encountered a problem with Marketing List entity. When the customer tried to view the existing Marketing List record, multiple sub grids were displayed on the Marketing List form. Follow the given steps to replicate the multiple sub grid issue: Create the Marketing List… Read More »

Solution History Entity in Dynamics 365 CRM

Introduction Many times the customer wants to see the history of managed and unmanaged solutions so in this blog we will see how this can be implemented using “Solution History.” A solution is a container that encompasses Dynamics 365 CRM components. It is available in two flavors Managed and Unmanaged. Managed solutions are usually used… Read More »