Introduction Sometime we want to update the account associated to the opportunity, for example let’s say if opportunity status is changed to won, we want to update some of the attributes in the account record. This post is quick tip about doing these changes. Requirement Change Relationship type of the account to Customer when opportunity status changes to WON. Solution… Read more »
If you got requirement to get contact record based on it’s full name and it’s business unit name, this sample code will help you. Sharing following sample code to get contact using Query Expression. Hope it will help someone !!
Introduction When we setup system N:N relationship between two entities an intersect entity is created internally, which is not accessible directly. Let’s say we have N:N relationship between case and workorder entity. And if you will try to see attributes of this entity, you will find following attributes So in case we want to query this entity, we need to… Read more »
Introduction In this article we are going to discuss how we can customize Dynamics 365 portal profile page. Requirement Let’s say we got following requirement to change profile page 1. Hide Parent account 2. Hide Manage access 3. Change Text to “Please make sure your personal information is up to date” 4. Hide Email confirmation 5. Hide Preferred Language 6…. Read more »
Introduction In our last article we discussed about training feedback survey using Voice of the customer, if you are new to voice of the customer, please refer our earlier article for getting started. In this article we are going to discuss how we can capture survey response, especially for grid questions. Requirement Let’s say we want to capture training feedback… Read more »
Introduction In this article we are going to discuss how we can use Voice of the Customer to design our Dynamics 365 training feedback survey or it can be used for any feedback survey similarly. If you are new to, I will suggest you check our earlier articles Getting Started with Voice of the Customer Requirement We need to capture… Read more »
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 »
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 »
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 »
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 !!
