CRM Observation – Why Alternate Keys are not published sometimes

Background I have heard a repeated question/ complaint from people regarding Alternate key - Alternate key does not work sometimes randomly or for some specific combinations. Alternate keys do not get activated in target environment on deploying or installing the solution with Alternate key Resolution Alternate keys always work and are in no way random. … Continue reading CRM Observation – Why Alternate Keys are not published sometimes

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Creating SharePoint Folder automatically – Custom Plugin Code

Requirement: We had a requirement for creating SharePoint Folder automatically when we create a record in D365 CRM Online. We tried lot of workarounds but could not get a concrete solution PS: The Automatic Folder creation option in Document Management settings does not actually create the folder when the record is created. It only creates … Continue reading Creating SharePoint Folder automatically – Custom Plugin Code

CRM tip: How to Check Security Role in Plugins – Correct way

Problem Statement: We often have requirements to perform some action based on certain security role. For ex., we only want System Administrator to delete particular record, and no one else should delete irrespective of their security access. There are many ways to achieve this, but many of the times the solution is not foolproof Incorrect/ … Continue reading CRM tip: How to Check Security Role in Plugins – Correct way

Create Attachment of Signature/ Pen control data in Dynamics CRM

Introduction We already saw how to use Pen/ Signature control in Dynamics CRM in the previous blog: https://someshblogs.wordpress.com/2017/05/03/adding-signature-control-on-mobile-and-tablets-in-dynamics-crm/ In this blog, we will see how to generate an image of the pen control data and store in Record as an attachment. Steps As we saw in the previous blog, the signature captured from phone is stored … Continue reading Create Attachment of Signature/ Pen control data in Dynamics CRM

CRM Best Practices

This blog will have links of all the CRM Best Practices which means this will keep on updating as and when I find anything new or useful for CRM (read CRM Online) Workflow Wait Conditions: Best Practices- https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2012/11/26/workflow-wait-conditions-best-practices-dynamics-crm-2011.aspx Open Modal Dialogs in CRM 2013 http://mscrmmindfire.wordpress.com/2014/04/23/open-dialog-box-like-crm-2013/  Attach Entity record notes/ attachment to Email in Custom Email Workflows … Continue reading CRM Best Practices