Category Archives: Ms CRM 2016

No Code solution for Filtering Subgrid based on the Lookup

There is a common requirement to filter subgrid based on the lookup field, but there is no easy way to implement it without writing code. In this post I am going to discuss a quick workaround to implement this requirement. Let’s see how we can implement this. Requirement: We want to show marketing list for accounts in contact form based… Read more »

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

WebAPI

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 »

Get Optionset Label using stringmap- Web API

WebAPI

Requirement: Get Optionset label based on optionset value using client side code. Solution: We have different option to implement this requirement. Earlier we wrote a post to get option set label using formatted values, today we are going to discuss how we can use stringmap to get optionset label using Web API. Stringmap entity store details about optionsets, it has… Read more »

Creating Connection using WebAPI- {Sample Code}

WebAPI

If you are looking for sample code to create connection record using WebAPI for Dynamics 365 CE, this post will help you. I am creating connection record for opportunity, you can change lookups entity based on your requirement. Hope it will help someone !!

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 »

Using Category to store your Master Data

In every CRM implementation, we deal with some sort of master data in CRM. Normally we use traditional way to store master records by creating custom entities. But we do have better way to store master data using Category entity. This entity was introduced in CRM 2016. This entity is very helpful to implement hierarchical structure. In this article we… Read more »

Update Entity Form JS Library without removing event handlers- Quick Workaround

Requirement: – Let’s say we have one entity with good amount of custom fields and we have developed a web resource for main form. Many of the fields have onchange event associated with them. Now we got new requirement where we need to implement similar kind of form with some new functionality for different type of users and some of… Read more »

Web API Sample Code Index

We have written couple of articles about using Web API, which is a new way to work with Dynamics CRM 2016 and Dynamics 365/CRM data and metadata. Web API implements OData V4 and can be used for any operation that we can be done using organization service. If you are new to Web API following index can help you in… Read more »

Dynamics 365 Web API enhancement Part 1

Dynamics 365 released some new enhancements to Web API. If you are new to Web API, we will suggest you to refer our earlier articles for Web API. In this release create and update Web API requests are enhanced to return entity object after record created or updated. Let’s understand this enhancement using following create request example. Let say we… Read more »