Recap: Back in 2013, when Microsoft introduced the concept of “Custom Actions”, we had explained this feature in this blog. With the latest update released for CRM Online versioned 7.1, this feature has further been extended. As a quick recap, Actions in processes are a way to create custom messages in CRM for an entity,… Read More »
As we have integration of Dynamics CRM with other external systems, in that case we need to keep track of changes that were done after last synchronization of data and we integrate only those changes in external system. To achieve this previously we have to add some kind of custom logic like add one date… Read More »
Background: Traditionally, insert and update have always been separate requests in Dynamics CRM. The logic to identify whether a record has to be created or updated was always something the developers had to handle themselves. Once you have identified the action to perform, call the appropriate message. The API enhancements introduced in Dynamics CRM 2015… Read More »
Introduction: For updating an existing record in Dynamics CRM, we have always had the Service.Update message. Pass in the entity object and it would update the corresponding record back in CRM. This message however only allowed you to update regular fields. CRM has always had some special fields like Status, Owner etc that could not… Read More »
Prior to Microsoft Dynamic CRM 2015 Update 1 the only way to identify the records in CRM was the record guid. Now with the introduction of the Alternate Keys in Dynamics CRM 2015 Update 1 we can use alternate keys to uniquely identify a record in CRM in place of the primary key (GUID).… Read More »
Before CRM 2015 SP1 update, an alternative option to debug the Plug-in or Workflow for developers was to use tracing messages which would help to trace the program using custom messages. The developer had to manually throw an exception in order to trace the program. And then when the plug in/workflow is triggered a dialog is… Read More »
The next release of CRM 2015 had been announced a few months back. It is going to be an “Online only” release which means only users of CRM Online will receive this update. Feature updates to CRM made in this release update will not be made available to On-Premise until the end of the year.… Read More »
In our previous first part blog, we explained about BPF, it`s enhancements and few of the methods from the list of available methods. This second blog installation will explain the other available methods. Get the Active Path We can get the Active Path i.e., serves the exact seq. of stages that got the user to… Read More »
With the introduction of MS CRM 2015, came many new features. The one we are going to discuss here is advancement of Business Process Flow and especially the Scripting part, which came as boon. Before CRM 2015, the Business Process Flow exist, but no API availability made it impossible for the developers to interact with… Read More »
SLA’s were introduced in CRM 2013 to improve Customer Service. But in the following scenario it actually didn’t serve its intended purpose. Scenario: Imagine there’s a case where in the provider needs to interact with the Customer and then they decide to keep the case “On Hold”. Now, suppose we have a default SLA activated in… Read More »