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Bug: EntityReference, Create and latebinding
For big projects and large code sizes, it is recommended to use strongly typed classes when you are dealing with CRUD operations related to the CRM entities. You can use Early Bound Generator or...
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Restricting the customer lookup
First off, I have tested this only in CRMOnline on 8.1.0 and so this might not work for you if you are are in older version. You can now easily restrict the default entity of the lookup, if it links to...
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Bug: Entity primary field & realtime workflows
When you create a new entity, one of the fields that is generally left unchanged is the primary field for the entity. It is usually “[publisherprefix]_name”. This field can be either required or left...
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Quicktip: Linq query with Optionset condition
LinqPad is a great tool to quickly query CRM and export the records you want, for further processing. LinqPad Driver for Dynamics CRM is what this post is about – specifically on how to use...
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Issues in debugging custom workflow assemblies
Three months ago, I wrote a post about profiling workflows with custom activity step -> Debugging custom workflow assemblies There were couple of comments in the post, about it not working as...
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Understanding Process Triggers and Business Rule internals
One of the less utilised/understood feature of Business Rule is Process Triggers. In this post, I will explain what a process trigger is and how you can use this in the context of business rule. The...
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Three useful LINQ Queries
In order to run these queries you’ll have to install LINQPad and LINQPad Driver for CRM. Query 1 – Who created the entities? It is not possible to look at an entity and find out who created it. You can...
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Quick summary of Dynamics 365 Licensing
I was reading through the new Dynamics 365 Licensing details, and I thought I will share what I learnt about the changes in Dynamics 365 licensing model compared to CRMOnline. Below is a the summary of...
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Export to Excel using Dynamics 365 SDK
With the new Dynamics 365 release, a new message has been added that making exporting FetchXML results really simple. This message is not documented, hence is technically unsupported. With that word of...
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Server Side Sync – Polling interval
I have been battling with getting server side sync and forward mailbox working the way I want it to over the last couple of weeks. Googling hasn’t helped me a lot on this regard, and so in this post I...
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Plugin Integration Tests using FakeXrmEasy
XrmUnitTest and FakeXrmEasy are two testing frameworks that are specifically targeted towards Dynamics CRM/Dynamics 365. It is possible to do both unit test as well as integration tests using both...
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Convert Personal View to System View
When you design a query from the “Advanced Find” window, you can save the query for future use. I call this “Personal View”, but the official name for this is “Saved View”. This view is only visible to...
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Bookmarklet: Copy and Paste Lookup
Lookups (including partylist and customer) cannot be copy pasted. I have encountered couple of scenarios where I needed this capability. I have developed these bookmarklets to solve this issue. Copy...
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Gotcha: DateTimeKind and FetchXml
I was going through the FetchXML schema and found these two interesting attributes. The first one is “utc-offset” on the “fetch” node. The other one is “usertimezone” on the “attribute” node. Both...
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Executing large FetchXML with WebAPI
You can easily execute fetchxml in WebAPI using the “fetchXml” query parameter. But this “GET” method won’t work, if the fetchxml is too big. In this case, you have to use the “POST” method to execute...
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Bug: Notes creation in custom entity
There currently seems to be an issue in Dynamics 365 Online, where you can see notes in area in the custom entity, but cannot create new notes. I could reproduce this issue in this version ->...
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Business Solutions MVP – 2017
I was pleasantly surprised to see a MVP award notification email, when I woke up today morning. I usually share stuff on Twitter pretty quickly, but I haven’t done so with this announcement, as I...
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Cherry picking Xrm.Internal
EDIT (09/02/17): This post is a result of my exploration into the Xrm.Internal namespace as other internal CRM code in general. It is not a recommendation to use this in a Production environment, as it...
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Bug: Branched Business Process Flow
Branched Business Process Flow was introduced in CRM 2015. I encountered a bug in BPF today, which took a day and a half to figure out. I am posting the scenario so that it will be beneficial for...
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Troubleshooting Business Rules
Business Rules is composed of two components: a client side JavaScript and a server side workflow. You can use these queries to find out the details about this: LinqPad – Query and result FetchXml...
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