Category Archives: MS CRM 4.0

Using Web API Function in CRM 2016 Part 1

If you are developer, you should be familiar with functions. It is a reusable piece of code which can be used to perform different operation based on their definition. CRM 2016 introduced Web API function which can be used to perform different CRM operations. Following are the two functions available in Web API: • Function • Query Function In this… Read more »

Removing potential customer from opportunity form- Quick Tip

In this post we are going to discuss about removing potential customer lookup field from opportunity form. Starting from CRM 2013, potential customer field was removed from opportunity form and individual account and contact lookup were added to opportunity form to set opportunity customer, but if we added by mistake potential customer field added to opportunity form, then we can’t… Read more »

Getting Formatted values using Web API

In our earlier post we discussed how we can fetch data using retrieve and retrievemultiple request. We demonstrated how we can include different fields from primary entity. In this post we are going to discuss how we can fetch additional information (formatted values) and related entity properties. In our retrieve example we included single valued navigation property using _navigationpropertyname_value which returns… Read more »

Writing retrievemultiple request using Web API

In our last post we provided sample code to write retrieve method using Web API. Retrieve methods brings data based on the primary key, so we just need to pass primary key of specific entity record whose data we want to bring and obviously it always returns single record. In this post we are going to provide sample code for… Read more »

Using New Scripting Methods in CRM 2016 Part 2

In our earlier post, we discussed getValue and KeyPress methods introduced in CRM 2016, in this post we are going to discuss AutoComplete methods. Below two methods are added to implementing auto complete feature to text fields: • showAutoComplete • hideAutoComplete showAutoComplete– This method allows us to show list of possible values as dropdown to add auto complete feature to… Read more »

Fill more color to CRM Web Application

Microsoft Dynamics CRM 2015 Update 1 introduced a very nice feature, “Themes” , which allows us to add colors to different below component in supported way. We can access theme by navigating Settings->Customizations-> Themes. There is one default read only, out of the box theme available in every CRM deployment. We can’t do any modification to this theme but we… Read more »

Three pillars of Getting Started with Microsoft Dynamics CRM

Very common question that we face in Microsoft Dynamics CRM community forums, “How to get started with Dynamics CRM?” Personally I feel that Microsoft Dynamics CRM is always a very hot topics in .Net developers and it totally make sense because after putting little more efforts you can add a new skill to your resume and can increase your career… Read more »

Retrieve Duplicate Detection Rules using CRM SDK

Sometime you may require to retrieve duplicate detection rules using CRM SDK, this post will help you to write code to get duplicate detection rule. Let’s take an example we want to retrieve all the duplicate detection rules based on the entity name, if you will navigate to Settings-> Data Management -> Duplicate Detection Rules, you will see duplicate detection… Read more »

Removing Stored Credentials for Microsoft Dynamics CRM SDK Samples

If you want to remove credentials stored in configuration file for Microsoft Dynamics CRM SDK sample then this post is going to help you to implement that. Requirement: Remove stored credentials from configuration file. Solution: When you will try to run Microsoft Dynamics CRM SDK sample code first time it will ask you for credentials details like below (we are… Read more »