Category Archives: MS CRM 2011

Syncing product from Quotes to Opportunity

Mahender   January 31, 2023   No Comments on Syncing product from Quotes to Opportunity
sales2

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

Mahender   January 25, 2022   No Comments on Error Logging using D365 CE Plugin
Errorlogging5

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 »

Create Order Button is Missing on Quote Dynamics 365 CE

Mahender   August 19, 2020   No Comments on Create Order Button is Missing on Quote Dynamics 365 CE

Introduction Recently faced one issue where Create Order button was missing from Quote entity form in one of the sandbox environment, I am going to provide step here how I fixed it. Details When we faced this issue in Sandbox environment, first thing I checked if it is available in production or not, and it was there, next thing I… Read more »

Downloading Notes Attachments using Paging

Mahender   April 11, 2020   No Comments on 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 »

Copy Phone call field to Case while converting -Nocode Solution

Mahender   April 5, 2019   1 Comment on 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 »

Query intersect entity and it’s attribute- Sample Code

Mahender   August 28, 2018   1 Comment on Query intersect entity and it’s attribute- Sample Code

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 »

Re-adding accidently deleted statusreason option- Quick Tip

Mahender   October 17, 2017   1 Comment on 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 »

Track Security Role Changes using Auditing

Mahender   July 31, 2017   No Comments on Track Security Role Changes using Auditing
auditing

Requirement: Track security role changes in Dynamics 365/CRM or earlier versions. Have you been in a situation where client is complaining about sudden access to unwanted entities/not required for their process or suddenly they are not able to perform some set of actions? If yes this article is going to help you. Solution: This is very common in CRM implementation… Read more »

Using PickFromQueue in Dynamics CRM -Sample Code

Mahender   April 7, 2016   1 Comment on Using PickFromQueue in Dynamics CRM -Sample Code

I saw one question in CRM community forum today where user was looking for help to use PickFromQueue message, so I thought of writing sample code for the same, so that it can help others as well. Let’s first understand the message, why we need it. As name suggests this message is used to pick item from queue and used… Read more »