Introduction Currently, we need to create http requests to retrieve the metadata of the entity or attributes of any entity. But now, Dynamics 365 introduced a Web API method i.e Xrm.Utility.getEntityMetadata() which helps you retrieve any entity metadata easily without creating any http requests. Please find below two examples to understand this method in detail:… Read More »
Among the many new features added in Dynamics CRM 2015, Rollup Fields is one of the interesting new feature which provides a way to perform a record level aggregation from child records to its parent record. This avoids plug-in development and can be easily achieved by end users through simple setup and settings itself without… Read More »
We had a requirement where in we were supposed to show a Filtered Custom Lookup on form load. By Filtered Custom Lookup, it meant that we were supposed to create a Lookup dialog similar to CRM Filtered lookup (Filtered Lookup value changes on the basis of other Lookup on which it is dependent) dialog. The… Read More »
As you may be aware, Microsoft has come up with Business process flow feature in CRM 2013 which provides assistance to users in CRM using stages to be followed in order to complete the whole process. Earlier Limitations: Strictly Linear Process: Business processes are designed to work only in linear manner, no branching is allowed.… Read More »
Issue: Usually when placing a lookup field on the form, we also select the view based on which the records should be displayed in the lookup window. The same behavior is expected for the Tablet application as well. But we came across a scenario where the lookup displayed all records irrespective of the view selected… Read More »
As we all know that we can always read Pre image and Post image in the plug-in for various purpose. However, in workflow, we may sometimes want to read Pre Image for some purpose. Now we can also read Pre Images and Post Images in the workflow using Execution Context. It uses the same Plug-in… Read More »
Based on the client requirement sometimes it is needed to update the system/user view to filter record as per needed. In your query you need to apply outer join which won’t be possible through Advanced Find so in that case you need to update the fetch query of System/User view dynamically. Below is the sample… Read More »
How good were the old days of CRM 2011 that even at the point of creation of records you were notified on the entity form itself that the particular record is a duplicate record and hence the data duplication was reduced to a considerable amount. But suddenly in CRM 2013 Duplicate Detection was removed partially i.e.,… Read More »