Hello and Welcome. To know what is access teams and how it works please refer below linkhttps://www.inogic.com/blog/2013/10/access-teams-in-crm-2013/Recently while working on CRM On-Premise Environment i faced one issue and solution was no where on internet. 1. Issue Background : > We have accounts and access teams. > Through access teams we are giving access to user … Continue reading MS-CRM On-Premise Access Team Error – “The name for this record conflicts with an existing record name. You must use unique name”
Author: Friyank Parikh
MS-CRM Access finder from Fetch XML based API
Hello and Welcome! Today you will have something which is not there on internet. Access Finder through Fetch XML based API or SDK. What i mean by access finder> Access finder as in if someone wants to know on specific entity what access does user has and what all privileges and also from which security … Continue reading MS-CRM Access finder from Fetch XML based API
Create Client Secret and Client ID for OData connections
I know this is old thing and everyone knows how to do that but i did not find any blog on internet which describe the whole flow in single Blog. What is this post about? How to connect my external application developed in C#, Python, Java or even Postman with MS CRM and access its … Continue reading Create Client Secret and Client ID for OData connections
Create MS CRM Form using C#
Yes, We can create MS CRM Form using C# Code. All you need is few lines of Code and one XML file which acts as a Form-XML. Steps : 1> Get Form XML or create one using below form XML.2> Create C# Console app3> Use below Code to create form in CRM Entities. Form XML … Continue reading Create MS CRM Form using C#
Grant Access using Web API for External Application
We recently had a Requirement to share a record using Web API. Situation : Front End Application is developed in HTML and is integrated with CRM using CRM exposed Web API. As every entity expose API. Performing CRUD become simple using those API.But what about sharing a record with teams or user? One of the challenge … Continue reading Grant Access using Web API for External Application
Error : A binary operator with incompatible types was detected. Found operand types ‘Entity’ and ‘Edm.Guid’ for operator kind ‘Equal’.
I recently found this error while doing Xrm.WebApi.retrieveMultipleRecords() Requirement was to fetch multiple records based on related attribute. So i am having GUID of related record. Medical Record - Parent Entity, Medical Record lines - Child Entity.Also have downloaded the MetaData File. To know how to get metadata file check my blog here The Error … Continue reading Error : A binary operator with incompatible types was detected. Found operand types ‘Entity’ and ‘Edm.Guid’ for operator kind ‘Equal’.
How to download metadata file From CRM?
Metadata file is file which contacts all the schema name and logical name of entities and fields. This Document has list of all names which can be used to query using JavaScript (Mainly). Where to find it. Go to CRM > Setting > Customization > Developer Resource Click Download OData MetaDataFind all attribute for Specific … Continue reading How to download metadata file From CRM?
Create Business task Flow
There are two ways you can create Business task flow in MS D365. Way 1 : Directly in default solution from settings > process area Home Page Click Sales Go To setting > Process Click New process Add process Name Select process type as "Business process flow" Select Entity ##Important - Select Business process type … Continue reading Create Business task Flow
Points to know about D365 Portals.
Points to Remember 1. You now have Unified interface App for Portal2. Change base URL anytime. Question Answers: 1) Can you Migrate Portal Configuration from one Environment to another?Yes, In version 9.0.10 it is now possible to move your portal between environments.2) Can we integrate Portal with Power BI?Yes, Login to instance picker, Click Application … Continue reading Points to know about D365 Portals.
How Login Works in D365 Portal
Why Portal is best Choice?It give your users a simple view of Portal or their business data.Also because it saves your money for licensing cost.For E.G You have user base of lets says 1000 users, you purchased the license for each user and each user login in to CRM just to Create/view/Edit or delete some … Continue reading How Login Works in D365 Portal
Calling Workflow In BPF
Things to consider.> You can trigger only workflow from workflow Composition.> Workflow which we want to trigger from action step or workflow composition must be On-Demand Workflow, No background or child workflow will work here >You cannot Copy,Cut and Paste Workflow step.> There is no specific Max Limit of workflow which can be called from … Continue reading Calling Workflow In BPF
Action Step in BPF
Things to consider.> Action step you can trigger workflow as well as Action.>Action which we want to trigger must be allowed to run as a business process flow. Action which has option "As a Business Process flow action step" Selected. >Action with Input parameter as Entity, Entity Reference or Option sets are not allowed for … Continue reading Action Step in BPF
Whats Relationship in BPF?
Whats Relationship in Business Process Flow?So when you add stage, and select some different Entity, Some time you get option of Relationship and sometime you don't see that area Why? Account Entity With Single Stage Account BPF having on stage in it Drag and Drop new stage. Select Entity which has Relationship with contactAnd Notice, … Continue reading Whats Relationship in BPF?
Some Important Facts About BPF
In Each stage, there should be at least one data step, for E.G if you have 5 data steps in one Stage, and if you try to delete any four it will allow, but for last remaining one it wont allow you to delete. No Max limit of Draft BPF, But You can have only … Continue reading Some Important Facts About BPF
How to create a Business Process Flow (BPF).
Business Process Flow is always Specific to Entity, although you can use multiple entity within Business process Flow. But there is no option to create BPF which can be used over all the entities Landing Page of dynamics 365 Go To Sales Click Arrow Next to Sales Area Now Go To Setting Area. Click Process … Continue reading How to create a Business Process Flow (BPF).
Options in Business process flow
Click on BPF name to see some basic details of BPF.You can see BPF Name, Primary Entity, Owner, Category and Schema NameAlso add Description. Next options is Save or Update of Business process Flow. This button changes depend on state of Business process.This validates not all flow and attribute, just save it as it is. … Continue reading Options in Business process flow
Start with D365 Portals.
For Learning about Portals your D365 Trial is Enough.To get the trial check my blog here Once you have Trial, Go to Office Portal Login using same credentials you got for D365 Click Admin App, this will take you to admin portal of Office 365. Now Navigate to Dynamics 365 Instance picker shown in below … Continue reading Start with D365 Portals.
{Back to Basic} Debug a plugin
Its a common topic, Almost all developers are aware of how to debug a plugin. This Blog will give you a detailed view of debugging a plugin. Going Back to Basics Strengthens your foundation. We all as a developer or automation tester need to debug a plugin to find what exactly is the issue or … Continue reading {Back to Basic} Debug a plugin
{Back to Basic} Register a Plugin
Create a Plugin explains how plugin is created, But next step is to register a plugin. first thing to understand is You have a plugin Dll created in visual studio, this Dll is in your local drive. Your CRM Online is on Azure server, So now How to Link both? Lets say you want to … Continue reading {Back to Basic} Register a Plugin
{Back to Basic} Create a Plugin
If you don't see start page, Go to File > New > Project. Visual Studio is best tool for Creating a plugin for MS CRM/MS D365.Open Visual studioSelect New Project in start Page In New project wizard, Under Visual C# Select Class Library , Class Library is the project which create's Dll, and Project Name and Solution … Continue reading {Back to Basic} Create a Plugin
The Tech Burst 