Close Opportunity as Lost in CRM 2011/2013/2015/2016
Hi, Here is the code to close an Opportunity as Lost using the MS Dynamics CRM SDK. In this example, I am using LoseOpportunityRequest to close an Opportunity as Lost.publicstaticvoid...
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The expected parameter has not been supplied for the report (Report render...
Hi, Today when we are trying to run the report for one of the user we are getting error saying "The expected parameter has not been supplied for the report." We did check in the Event Viewer and...
View ArticleRetrieve Users/Teams who has access on the record
Hi,Today, we got a requirement to retrieve list of users/Teams who has access on the record as part of business requirement. SDK has a message to full fill this requirement. i.e...
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Permissions of the User on a record - RetrievePrincipalAccessRequest in CRM...
Hi,Today we got a requirement what are the permissions of the user on a particular record. To fullfill this requirement, there is a SDK message called "RetrievePrincipalAccessRequest"Here is the sample...
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Get the list of all properties of a class in C#
Hi,Today we got a requirement to get the list of all the properties of a class including the values.Here is a C# code for it.classCustomer{ publicstring FirstName { get; set; } publicstring...
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Document Templates in CRM 2016
Whenever there is an update in CRM, we all know that there will be some exciting features in it. Dynamics 2016 has brought a new way to represent the data by allowing user to create there own...
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Business Rule on Business Process Flow in CRM 2016
Hi,When working with Business Process Flows most of the times we get a requirement to show/hide a field based on business conditions. We used to write a Code for it on the Stage Change and Stage Select...
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Customer Lookup in CRM 2016 Update 1 (8.1)
Hi,From long time, we all know that there is a field called Customer where we can store two entities information Account and Contact.Normally Account is used to represent a company and Contact is used...
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404 error on MVC web-site
Hi,Today, I was started working on MVC application. I have taken the Template in Visual Studio and checked it from VS and it is working. Then I have published the things and hosted the same on IIS....
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Class Vs Interface in C#
Hi,We all here Class and Interface words through our IT Career. Here are some important notes about.An Interface is a Contract - We specify methods and properties in it and a class implements it....
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Create record and its related record using Web API – CRM 2016
Hi,We all know with CRM 2016 we should use Web API instead of oData in JavaScript. Here is the sample code for creating a record using Web API.This has some good things, we can create the related...
View ArticleRetrieve record using Web API – CRM 2016
Hi,We all know with CRM 2016 we should use Web API instead of oData in JavaScript. Here is the sample code for creating a record using Web API.function getPrimaryContact() { var clientUrl =...
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Solution Segmentation - Add only required things to the solution in CRM 2016
Hi,Today, I have started working on CRM 2016 and got a chance to explore Solution Enhancements. Most of the times we wanted to include only the changes we did in an entity in the solution instead of...
View ArticleRetrieve associated records (N:N related) in CRM
Hi,In CRM, many times we create N:N relationship between 2 entities. When ever we do this, CRM internally creates an intermediate entity with 3 fields.1) Primary key field of newly created entity.2)...
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Associate/Disassociate plugin messages in CRM
Hi,Most of the times to fulfill our requirement, we will creating N:N relation ship between the entities. Sometimes, we might need to perform some business logic which relating two records. For...
View ArticleCheck/Get user security role in CRM using C# Code
Hi,Sometimes, we get the requirement to check the security role of the user in code and doing some business operation.Here is the C# code for getting security role of the user.QueryExpression...
View ArticleGet an item from JSON/Filter JSON
Hi,Today I was working on JavaScript and I had a requirement to get one item from JSON object. Here is the sample code for filtering.var vJsonArr = [];vJsonArr.push({ name: "k1", value: "abc"...
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Autogenerate GUID in SQL Table
Hi,Today I was working on SQL Table creation and I had a requirement to generate a UniqueIdentifier automatically whenever a record is inserted into the table. We can achieve this requirement by having...
View ArticleQualify button is not working on Lead Entity
Hi,Today we have faced a wierd issue where Qualify button is not working in Online CRM. It was a vanilla crm with very few form layout changes. When we tried the same things with code, it was working...
View Article“The type or namespace name 'Route' could not be found” using attribute routing”
Hi,I was working on Web Api and I gave all the references and I am getting an error saying“The type or namespace name 'Route' could not be found” using attribute routing”I downloaded the solution from...
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