Category Archives: CRM Dvelopment Series

Dynamics 365 App Specific URL for your entity

We all know that we can create group of our Dynamics 365 CE entities in a more logical manner using apps, if you are interested in creating new app, you can refer our earlier post for the same. In this article we are going to discuss about Dynamics 365 app specific URLs. Requirement: Let’s say we have created a custom app… Read more »

Creating html web resource to show image attached in Notes using Web API

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Some time back I wrote a post for retrieving image attached to notes using OData, as now for Dynamics 365 CE, we use Web API, so I am going to share how we can do it using Web API. Microsoft Dynamics CRM store all the notes and attachment in annotation entity. Most of the out of box entity used to… Read more »

Redirecting User to Specific Page After Login to Dynamics 365 Portal

Requirement: Support user should be redirected to support page after login to Dynamics 365 portal instead of home page. But later they can navigate to home page. Solution– In order to implement this requirement, here we need to implement two checks: 1. Check if user is a support user. 2. Check if he is navigating to home page for the… Read more »

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

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 »

Centering Image in Voice of Customer Survey

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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 »

Free Webinar on Plug-in Development Day2

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Join us on 20 Aug 2017 at 5 PM IST for the second day of Plug-in Development Webinar. Here is the high level agenda for webinar: Plugin Execution Pipeline  Working with IPluginexecution context  Using Plugin Images  Using Configuration data in plugins  Debugging Plugin  Q&A Event Url:https://goo.gl/adrWVY Meeting Id:997784757 Entry Code:N/A

Free Webinar on Plug-in Development Day 1

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If you are new to Dynamics 365/CRM plug-in development and looking for how to get started join us on 19 Aug 2017 at 5 PM IST, Here is the high level agenda for webinar Overview to Dynamics 365/CRM Extensibility Architecture Introduction to Plug-ins Why we need Plug-ins Plug-in development process Writing Hello World Plug-in How to register Plug-in Q &… Read more »

Understanding Solution in Dynamics 365

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Join us on 18 Feb 2017 for free webinar on Dynamics 365 Solutions. In this webinar we are going to discuss following topics: 1. Understanding Dynamics 365 Solutions 2. Working with Publishers 3. Adding components to Solution 4. Managed vs Unmanaged solution 5. Export/Import solution 6. Q & A You can find registration details here