Category Archives: Ms CRM 2016

Implementing Reason for Delete in D365 CE

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Requirement In Dynamics 365 Customer Engagement (CE), managing data is crucial for maintaining a clean and efficient database. When we delete records, out of the box auditing feature can help to see audit information of the deleted record but what if we want to see the reason why this record was deleted?. With a simple customization, we can implement this… Read more »

An attribute with the specified name already exists

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Introduction We know there are many out of the box fields created when we create a custom entity, but do you know when you create specific data type fields, some hidden fields are created using the field name. Today we are going to discuss that. Details Let say we need to create two fields first one “Location” in my entity… Read more »

Syncing product from Quotes to Opportunity

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Requirement Quote product should be synched to opportunity when quote is activated. Implementations In traditional sales life cycle we create quote from opportunity which inherit all the opportunity data as well as products from opportunity. but sometimes while working on the quote negotiations with the customer some information can be updated on the quote products or may new product is… Read more »

Error Logging using D365 CE Plugin

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Requirement Error logging using D365 CE Plugin. Details Let’s see what options we can use for the error logging. ITracing Service First option that we have for the error logging in D365 CE plugins is using ITracing service. To usethis option first we need to make sure we enable below setting in D365 CE environment. Once this option is enabled… Read more »

Duplicate lookup reference was found -{Quick Tip}

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Introduction While importing data into Dynamics 365 with lookup fields, sometime we get duplicate reference found error, if you are getting same error then here is the quick tip for you . Details While we are importing data into Dynamics 365 CE with lookup field, Dynamics try to relate lookup records based on the primary field name by default. So… Read more »

Make sure to keep primary field in Lookup view – UCI

Problem Recently faced one issue where lookup control was showing as “No Name”, so we are going to discuss steps to solved it. Solution When I saw this issue, first thing I checked primary field in the parent entity if it contains data or not, but it was not blank. Another strange thing I noticed, as soon as I saved… Read more »

Overriding out of box command button behavior – Step by Step UCI

Requirement: Sometime back we published a post for overriding out of the box command button behavior which works fine for the web client but one of our blog reader reported through twitter (Power of Social media ) that this customization is not working with UCI, so I thought of re-writing the same for the UCI. Details: Let’s see how we… Read more »

Downloading Notes Attachments using Paging

Introduction This article is about downloading Notes attachment from Dyanmics 365. If you have large number of records from where you want to download attachment, you can face different issues like timeout, slow downloading etc. Here I am going to provide sample code which you can use to download attachments from small set of data. Details To download attachment from… Read more »

Filtering User Lookup based on the Team

Requirement While working on the Dynamics 365 CE implementation where we are using teams, sometime we want to filter user lookup based on the teams. Our requirement to check security type in our project entity if it is project based we need to filter user lookups based on the project teams which is created using project name, so let’s see… Read more »

Copy Phone call field to Case while converting -Nocode Solution

Introduction Today I saw one question on Microsoft Community, which helped me to write this article (If you are still not part of Microsoft Community forum you are really missing lot of learning, this is a great learning source, I have learned a lot from community forums, so join it today to share your knowledge with others and learn from… Read more »