Virtual Entity – New way of integration Part 2

This is our second article regarding virtual entity, if you have not checked our earlier article, we will suggest you to check that first here. In this article we are going to demonstrate about create OData Web API without Entity Framework and hosting it in Azure to consume into Dynamics 365. Let say we have employees data that we want… Read more »

Virtual Entity – New way of integration Part 1

We have seen this question many times in Dynamics CRM forums, “How can I show my custom db data into CRM forms with saving it into Dynamics CRM” and the possible options are to develop a custom control using scripting for example HTML or host a custom report/web page on iframe if you are working with CRM version

Implementing field mapping using Xrm.WebApi

In our last article we discussed Xrm.WebApi create, update and delete method. In this article we are going to provide sample code for using Xrm.WebApi retrieve method. Many times we required to setup field mapping between parent and child entities, for example let’s say we need to bring following information based on the account selected under contact entity. We can… Read more »

Using Xrm.WebApi in Dynamics 365/CRM

With the release of Dynamics 365 update 9.0, now we have a new library to implement WebApi methods using Xrm.WebApi. Instead of writing complete request, now we can just use direct CURD methods from WebApi. If you are looking for how to write WebApi for Dynamics CRM 2016, check our sample index here Xrm.WebApi have two properties to use for… Read more »

Developer Guide for Dynamics 365 Customer Engagement – No SDK anymore !

If you are waiting for the Dynamics 365 9.0 version download link then you should read this article. Recently Microsoft has done changes in the release of documentation for developers related to Dynamics 365 development which was referred as SDK (Software Development Kit) earlier. Going forward there won’t be any single SDK file for download instead the complete documentation can… Read more »

Re-adding accidently deleted statusreason option- Quick Tip

Requirement: Have you been in a situation where you accidently deleted status reason option from quote entity and now want to add it back as soon as possible?? If yes then this article is going to help you. Solution: While adding options to option set, it’s value is generated automatically based on the option value prefix (You can find this… Read more »

Working with Dynamics 365 Data Types- Sample Code

Few year back we wrote a quick blog post for working with Dynamics CRM 2011 data types which helped many developers and today we are sharing updated sample code to work with Dynamics 365/CRM data types. If you are looking for late bound sample code for setting different Dynamics 365/CRM data types, you can refer following sample code, We have… Read more »

Running business rule only on record create

Requirement: Execute business rule only on create of entity record. Solution: As we know that business rules are executed on form load and on change of the associated field, which means if we have business rule for any entity it will fire for new record as well for existing records when form will load. If you are new to business… Read more »

Using Client Side Response Routing in Voice of the Customer

VOC6

Requirement: We need to show/hide survey question based on the selection in previous question. In this article we are going to share steps to implement same. Solution: While working on survey we want make it responsive as much as possible based on the question inputs. Let say we are creating a survey for training program and we want to implement… Read more »

Centering Image in Voice of Customer Survey

VOC6

Requirement: We got business requirement to center voice of the customer survey logo, increase size of the logo and remove survey title. In this article we are going to share step to perform the same. . Solution: Above requirements can be implemented by modifying existing default theme or we can create new theme as well. In this demo we are going… Read more »