C# Code · Dynamics Plugins

{Dynamic 365} How to check if case is created from Convert To Case from Activity entity record using plugin

While going through Dynamics CRM forum today I came across this question which is to check if case is created from Convert To Case button from Activity record (Task, Email etc.). I wanted to explore this by myself and came across parent context property which is available under IPluginExecutionContext. More details can be found here.…… Continue reading {Dynamic 365} How to check if case is created from Convert To Case from Activity entity record using plugin

Advertisement

C# Code · Dynamics Plugins

{Dynamics CRM 365} Implement Locking mechanism using C#

While working on one of the requirement where we needed to generate unique ID for the Custom Entity record. We thought of using plugin code to implement Auto number generate unique ID. However when multiple records were getting created from integrations and various sources, many duplicated IDs were getting generated. After invetsigating further and multiple…… Continue reading {Dynamics CRM 365} Implement Locking mechanism using C#

Azure Function · C# Code · Dynamics Plugins · Uncategorized

Dynamics 365 different ways of calling Azure Function from CRM plugin

In today’s past I will show you how we can call Azure function from Dynamics CRM plugin with the help of WebClient and HttpClient classes. Lets say we have a requirement to send Lead data to Azure function for further processing. For this post data will be send as request querystring to azure function from…… Continue reading Dynamics 365 different ways of calling Azure Function from CRM plugin

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

Dynamics Plugins

Dynamics 365 CRM Notify User when they gets added to Access Team Template

What is Team Template? A team template can be used for the entities that are enabled for automatically created access teams. In the team template, you have to specify the entity type and the access rights on the entity record. For example, you can create a team template for an account entity and specify the…… Continue reading Dynamics 365 CRM Notify User when they gets added to Access Team Template

C# Code · Dynamics Plugins

Dynamics CRM 365 Capture Case Resolved Date on Case Entity

Currently CRM does not capture Case Resolved Date on Case entity when we resolve cases . We have recieved a requirement from business to capture Resolved Date on case form for analysis and reporting purpose. CRM System creates Incident Resolution entity record when we close cases in CRM, So I thought of using this entity…… Continue reading Dynamics CRM 365 Capture Case Resolved Date on Case Entity