Sreeni Pavalla

Customer Data type – MS CRM 2016 Update 1

Hello Everyone, There is a new data type named “Customer” which can be used to save values of Account or Contact. Previously it used to be a OOB field on the below entities. Case Lead Opportunity Quote etc.. While adding a new field, You can see a new data type as below Hope this helps!!Continue reading “Customer Data type – MS CRM 2016 Update 1”

New Sort Date DateTime attribute added in Activity Entity in Dynamics 365.

Originally posted on Nishant Rana's Weblog:
A new SortDate attribute of type DateTime is added for Activity Entity (so basically to all child Task, Phone Call, Email activity etc.) The value is null for it for the existing records and for the new record as well until we populate it through Business Rule, Plugin…

New Metadata Query features in Web API in Dynamics 365

Originally posted on Debajit's Dynamic CRM Blog:
Dynamics 365 is in and just like me, CRM enthusiasts all over the world are simply WOW’ed by its wonderful offerings. After all, this has been a giant leap by Microsoft and indeed a great opportunity for all consultants to me to plunge into unknown territories and…

An error has occurred. {1} {0} while Importing Solutoin in CRM 2016 Online.

Hi, I was getting below error while importing solutoin in my trial CRM 2016 Online Org. I tried with other browser and it was the same case. Infact I created a new trial and tried there but no succ… Source: An error has occurred. {1} {0} while Importing Solutoin in CRM 2016 Online.

Creating Patches – Solution Management in CRM 2016

Hi, Just sharing a simple scenario to understanding the working of Patches with Managed solution, Create a solution named Test Solution with Contact entity in it. (with Add All Assets option) Impor… Source: Creating Patches – Solution Management in CRM 2016

New Features CRM 2016 Online Update 1 – Category Entity.

CRM 2016 Online Update 1 introduces new entity called Category. We can define Parent Category and Child Categories. Category Number format can be defined in Auto Number settings. For Category entit… Source: New Features CRM 2016 Online Update 1 – Category Entity.

The ‘distinct’ attribute is not declared error while trying to import solution in CRM 2016 (and earlier)

Hi, Got this error while trying to import a managed solution in CRM 2016 Online. During analysis we figured out that it was pointing to one of the charts created for System User Entity. It seemed l… Source: The ‘distinct’ attribute is not declared error while trying to import solution in CRM 2016 (and earlier)

Sample code to update Access Mode of System User in C# (CRM 2016 or earlier)

Recently had a requirement to set Access Mode of around 500 users to Administrative from Read – Write. We wrote an on demand workflow for that. However, running that workflow on those 500 records i… Source: Sample code to update Access Mode of System User in C# (CRM 2016 or earlier)

{KnowHow}–Create a view to show security roles assigned to user along with roles the user inherits from the team

Originally posted on Debajit's Dynamic CRM Blog:
The title might be confusing. So let’s straightway jump to the requirement here. Our client a role lookup on custom entity form and on click of the lookup, the user should be presented with a view with a view which shows the security role directly assigned to…