Category: Customization and Configuration

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Microsoft Dataverse} Explore Custom API feature Part-4 in Dynamics 365

BIPIN KUMAR1 Comment

In previous blog we have written .Net plugin code which will run in Main operation of Execution Pipeline and updated plugin type field on Custom API record. Today’s blog we will write plugin code and register on Pre-Operation event on Custom API message. Custom API does support Pre-Event operation unlike Custom Action. Create new class…… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-4 in Dynamics 365

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Microsoft Dataverse} Explore Custom API feature Part-3 in Dynamics 365

BIPIN KUMAR4 Comments

In previous blog we have created Custom API and related records. In today’s blog we will write .Net code on our Custom API message. Let me explain what we are going to do in our plugin code. We will pass Contact Record Guid as input parameter and then in plugin code we will use this…… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-3 in Dynamics 365

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Microsoft Dataverse} Explore Custom API feature Part-2 in Dynamics 365

BIPIN KUMAR5 Comments

In today’s blog we will continue exploring Custom API feature introduced by Microsoft. In previous blog I talked about the features and capabilities on Custom API. Also I did comparison between Custom API and Custom Action. Step – 1 Create new Custom API-> Navigate to make.powerapps.com and create new solution or open any existing solution->…… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-2 in Dynamics 365

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Microsoft Dataverse} Explore Custom API feature Part-1 in Dynamics 365

BIPIN KUMAR2 Comments

Custom APIs offer a new code-first way to define messages that you can add to Dataverse web services. Conceptually, Custom APIs are an extension to Custom Actions that have provided a no-code way to include custom messages Compare Custom API with Custom Action CapabilityWorkflow Custom ActionCustom APIDescriptionDeclarative logic with workflowYesNoWorkflow Actions can have logic defined…… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-1 in Dynamics 365

CDS Power Platform · Customization and Configuration · Functional Info

{Dynamics CRM CE} Minimum privilege required to add User to Team and assign Role to them

BIPIN KUMAR1 Comment

Recently while working on one of the requirement in my project we wanted to have a custom security role though which user can add another User to Team and assign Roles to them. We did not wanted to have System Admin/Customizer role assigned to perform this specific task. Business Management TabEntityPrivAccess LevelTeamReadOrgTeamAppendOrgTeamAppend ToOrgTeamWriteOrgUserAppendOrgUser Append To OrgSecurity RoleAppend…… Continue reading {Dynamics CRM CE} Minimum privilege required to add User to Team and assign Role to them

C# Code · Customization and Configuration · Dynamics Plugins

{Dynamics CRM 365 CE} Using a Party List as a Lookup for a Quickview Form

BIPIN KUMAR1 Comment

Dynamics Community Forum Question – My goal is to create a quick view for a few fields for our contact record on one of our activities (in this case the phone call). I can’t use the “Call from” because it’s a Party List and not a Contact Lookup field. Solution Approach Create new custom field…… Continue reading {Dynamics CRM 365 CE} Using a Party List as a Lookup for a Quickview Form

Customization and Configuration

{Common Data Service} Timezone, Language, Duration and Ticker Symbol Field Format

BIPIN KUMAR1 Comment

I have been asked to Create dropdown which will list down all timezones in Dynamics CRM. Earlier I was thinking to go with HTML web resource then I came to know the field format. The following table lists the format string values to expect for each type of attribute schema type and format option. Application…… Continue reading {Common Data Service} Timezone, Language, Duration and Ticker Symbol Field Format

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Dynamics 365} Set default values from the primary entity while creating new record from C#

BIPIN KUMAR1 Comment

When we create a record from Dynamics web application in the context of Parent entity then fields which are defined in relationship mapping will be automatically populated in Child record. For example – If we create Contact record from Account entity then fields such as Telephone 1 and address field auto populated. We can do…… Continue reading {Dynamics 365} Set default values from the primary entity while creating new record from C#

C# Code · Customization and Configuration · Data Migration And Integration

{Common Data Service} Apply Optimistic concurrency using Organization Service

BIPIN KUMAR1 Comment

Introduction On a multi-threaded and multi-user system like Power Apps, operations and data changes often happen in parallel. A problem arises when two or more update or delete operations on the same piece of data happen at the same time. This situation could potentially result in data loss. The optimistic concurrency feature provides the ability…… Continue reading {Common Data Service} Apply Optimistic concurrency using Organization Service

Customization and Configuration · Dynamics 365 Quick Tips · Functional Info

{Dynamics CRM} Browse the metadata for your CRM Instance

BIPIN KUMAR1 Comment

When we write code for plugins/Custom Workflow/Console Application in Late bound style, We often need logical name and relationship name of an entity attributes. A tool that you can use to find this information easily is the Metadata Browser. This is an app you can download and install in your organization. Download Metadata Browser Tool…… Continue reading {Dynamics CRM} Browse the metadata for your CRM Instance