C# Code · Dynamics 365 Quick Tips

Dataverse Group by Attribute in Fetchxml C#

It’s been while since I have written any blog. Today blog will be on quick tip to group attribute and get result in c# using Fetch xml and Linq. While working on one of the requirement I was asked to get the data from CRM and group it by Owner. I have used below code…… Continue reading Dataverse Group by Attribute in Fetchxml C#

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

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

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

C# Code · Customization and Configuration · Dynamics Plugins

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

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

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

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

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 · Data Migration And Integration · Dynamics 365 Quick Tips · Dynamics Plugins

{CDS Developer Quick Tip} Set Lookup field using Altername key during Create and Update record from C#

One of integration performance issue is to set related entity lookup field where we need to get record ID and then set the lookup field while creating/updating record from C#. As per latest update of SDK, we can now set lookup field using Alternate Key without having to first get record ID. This will improve…… Continue reading {CDS Developer Quick Tip} Set Lookup field using Altername key during Create and Update record from C#

C# Code

{Code Snippet}Get Access Token using Basic Authentication and Client credentials Grant Type

While working on one of the integration in our project, We had to get access token using Basic Auth from our external system to perform the CRUD operation. We have used HttpClient and Client credentials Grant Type. Code to get Access Token using Basic Auth private static async Task GetToken(string clientId, string clientSecret, string url)…… Continue reading {Code Snippet}Get Access Token using Basic Authentication and Client credentials Grant Type

C# Code · Dynamics Plugins

Dynamics CRM 365 overridecreatedon field unknown facts

I just tested the code to replace the field createdOn in two different ways: With a plugin with step on create pre-operation, and the createdOn was not overridden. Then I tried the same code but using an external application (console application) and this time the createdOn was overridden by the date defined on overriddencreatedOn. Actually,…… Continue reading Dynamics CRM 365 overridecreatedon field unknown facts

C# Code · Dynamics Plugins

Dynamics 365 CRM Prevent Cancel Order when Cancel Date is future date

We had a requirement to prevent Cancel Order when Cancel Data on dialog is not current data and if it is a future date. When we click on Cancel Order, we have the option to choose Cancel Date which is automatically populated by the system to system current date. Many of the users started playing…… Continue reading Dynamics 365 CRM Prevent Cancel Order when Cancel Date is future date

Azure · C# Code · Dynamics 365 WEB API · Dynamics Plugins

{Dynamics 365 CRM WEB API C#} Get Azure AD Access Token without ADAL library

Recently we had a requirement to call graph API and CRM web API from custom code. Microsoft has provided us with the ADAL library to get the token from Azure AD. In today’s blog I will share code to get Azure AD access token without ADAL library. The benefit of getting Azure AD access token…… Continue reading {Dynamics 365 CRM WEB API C#} Get Azure AD Access Token without ADAL library

C# Code · Dynamics CRM Duplicate Detection

Dynamics 365 CRM Apply OOB Duplicate Detection while creating/Updating record programatically

While creating/updating record in CRM Dynamics from C# code which could be from Plugins, Console Application, Azure function and so on using Iorganization service, We may want to apply OOB Duplicate Detection rules which is published from CRM UI. So to achieve this we will have to use CreateRequest and UpdateRequest from C#. I was…… Continue reading Dynamics 365 CRM Apply OOB Duplicate Detection while creating/Updating record programatically