Category: Development

Development, Dynamics 365

Cloning a Record in Dynamics CRM

Recenly we received requests from clients and some questions from Dynamics Community members on how to Clone records. Although there are some available solutions out there, and the various possibilities on how to implement this, we would like to demonstrate here one possibly and not to complicated way on how to implement this. This implementation involved using Ribbon Workbench to create the Clone button and a Command that will execute a JavaScript function, which will call an action and execute Plugin/Action code to copy the record.

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Development, Dynamics 365

Controlling Attribute Status in Editable Grids

Recently we blogged about some of the functionality of Editable Grids in the Dynamics 365 release of the CRM application. We pointed out some of the features of the grid, including the capability of having read-only (disabled) fields. In this post we will discuss how to control the status of the fields based on a value of another field.

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Development, Dynamics 365

Creating an Approval Process

We recently had a requirement to add an approval process to an entity in CRM. This was a custom entity (Comment), where most of the fields were prepopulated from the web, but had a response field that had to go through multiple layers of approval/review. The review process was once the comment was received it would be assigned to a responder, which would then go through manager, legal and director approvals.

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Development, Dynamics 365

Duplication Detection using CRM SDK

Although CRM provides a duplicate detection process that can be configured using the User Interface, many time when developing application for CRM, such as Import Manager or Synchronization application, you require to create your own duplicate detection rules, execute the duplicate detection process and retrieve the results of the duplicates from within your application.

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Development, Dynamics 365

Bulk Data API ExecuteMultipleRequest in UR12

The ExecuteMultipleRequest message was added to the December 2012 Service Update (UR12) in CRM Online and CRM On-Premise, which accepts a collection of message requests, executes them in the order of the input collection and can return a collection of responses that contain the response for each message that occurred or if an error occurred. The CRM SDK version 5.0.13 is required to use the ExecuteMultipleRequest.