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

untitled

Hope this helps!!

 

Thank you,

Sreeni Pavalla

 

 

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

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 or any other method. The basic use could be to use it for sorting apart from OOB Modified on and Created on in View, Report, Chart as well as in Social Pane.

Check this awesome tip

http://crmtipoftheday.com/2016/11/15/change-the-default-order-of-activities-on-the-social-pane/

I remember while working in Oracle CRM On Demand project, where in we can add fields to the base Activity Entity and it would be available in all the child Activity entities. However, in Dynamics CRM the Activity Entity has always been locked i.e. we can’t add new fields in it.

Now what if we create a new custom activity entity?

Yes the field will…

View original post 27 more words

New Metadata Query features in Web API in Dynamics 365

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 conquer it.

In this blog post, I will walk you through the new Metadata Query features that has been introduced with Dynamics 365 Web API. Off late I have been developing some tools using were using the WEB API endpoint and these new additions to the WEB API will really help developers to query the metadata in a very simple way. So without wasting more time, let me straight way give you a flavor of this.

With Dynamics 365, the Web API endpoint has been upgraded to v8.2. So it would be typically in this format – /api/data/v8.2/”>https://<organizationUrl>/api/data/v8.2/

For my trial organization, below…

View original post 279 more words

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

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 the user along with the security roles the user inherits from the team.

For e.g.

User A has security role – Role 1

User A is a member of the team which has security role – Role 2

So the view would show both the roles – Role 1 + Role 2

Very simple requirement right? However can you achieve this using OOB view? Well unfortunately the answer is BIG NO.

We went ahead with the design that when a user clicks the lookup we would call dynamically a fetchxml using the OOB custom view. Now the big task is creating the fetch…

View original post 258 more words

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

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 the user along with the security roles the user inherits from the team.

For e.g.

User A has security role – Role 1

User A is a member of the team which has security role – Role 2

So the view would show both the roles – Role 1 + Role 2

Very simple requirement right? However can you achieve this using OOB view? Well unfortunately the answer is BIG NO.

We went ahead with the design that when a user clicks the lookup we would call dynamically a fetchxml using the OOB custom view. Now the big task is creating the fetch…

View original post 233 more words

%d bloggers like this: