Modifying Default Lead Qualification Behaviour via C# (Dynamics CRM/Dynamics 365 for Customer Engagement)

Dynamics CRM/Dynamics 365 for Customer Engagement (CRM/D365CE) is an incredibly flexible application for the most part. Regardless of how your business operates, you can generally tailor the system to suit your requirements and extend it to your heart's content; often to the point where it is completely unrecognisable from the base application. Notwithstanding this argument, [...]

What is Unsecure/Secure Configuration on a Dynamics CRM/365 for Enterprise Plugin?

When working with applications day in, day out, you sometimes overlook something that is sitting there, staring at you in the face. It may be an important feature or an inconsequential piece of functionality, but you never really take the time to fully understand either way just what it is and whether it can offer [...]

Automatically Populate Extended Amount Field When Using Custom Pricing (Dynamics CRM/365 for Enterprise)

Generally, when you are looking at adopting Dynamics CRM/Dynamics 365 for Enterprise (D365E) within your business, you can be reasonably satisfied that the majority of what is already configured within the system can be very quickly adapted to suit your business needs. Whether it's the Lead to Opportunity sales process or the entire Case management module, the functionality at [...]

Automatically Publish Duplicate Detection Rules (Dynamics CRM/Dynamics 365 for Enterprise)

For those who are well versed in rolling out solution updates within Dynamics CRM/365 for Enterprise (CRM/D365E), the process will always have a certain familiarity to it, with a few surprises rolled in now and again. Often, the update will proceed as anticipated; sometimes, you may encounter bizarre issues. I can remember a particularly strange incident [...]

Bulk Creating Dynamics CRM/365 for Enterprise Records in C#: Create Request vs. ExecuteMultipleRequest

It is often the case, as part of any application or database system, that certain record types will be well-suited towards duplication. Whilst this is generally a big no-no for individual customer records or invoice details, for example, there are other situations where the ability to duplicate and slightly modify an existing record becomes incredibly [...]

Implementing Custom Calculations for Sales Entities (Dynamics CRM/Dynamics 365 for Enterprise)

Organisations that deploy Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can immediately take advantage of a number of inbuilt functionality, processes and data models that can be re-purposed with minimal effort. Whilst this approach can often lead to more streamlined deployment of your CRM/D365E solution, individuals customising the system should take care not to make the [...]

Utilising Views with the CRM/Dynamics 365 for Enterprise Web API

I was recently showing a colleague how to use the rather excellent CRM REST Builder Managed Solution, in particular, its ability to generate code snippets for predefined query requests into Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E). During the demo, I noticed the following options under the Query Type drop-down with interest: I did some further [...]

Becoming a Dynamics CRM/365 for Enterprise Swiss Army Knife: Essential Study Areas

Getting to grips with how to use Dynamics CRM/365 for Enterprise (D365E) is no easy feat. You can imagine just how difficult it is for an end user to get to grips with how the application works and functions; with more detailed knowledge around customisation and development being an entirely different ball game altogether. Compounding [...]

Beware the AliasedValue Attribute (Dynamics CRM)

I was writing some code recently for a CRM plugin, that involved working with multiple link entity attributes as part of a QueryExpression. Accomplishing this is relatively straightforward, thanks to some of the code samples provided within the SDK. For example, the following sample code gives you everything you would need; how to build the [...]