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Store configuration data using Actions

Many times is necessary to store configuration data in Dynamics CRM. The most commons ways to achieved that is through a custom entity, a XML web-resource or if the configuration data is to be accessed inside a plugin then the secure or insecur...

Nuno 2,005
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Pass parameters into a plugin

Let’s suppose we have a Web API making some calls to the Dynamics CRM, in order to retrieve some entity records, and there are plugins running against the Retrieve Multiple message in post-operation stage. The business logic which is implemented i...

Nuno 2,005
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Client API: Xrm.WebApi

The version 9.0 of Dynamics CRM, now designated by Dynamics 365 Customer Engagemen, has just been released. The client API object model used with JavaScript webresources brings some new features. The new namespave Xrm.WebApi provides methods to us...

Nuno 2,005
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Custom Workflow Activities: How to access Pre and Post entity images

Dynamics CRM plugins allow in some events to register images which may be pre event or post event images whether they represent a copy of the context entity, before or after the core operation is performed, respectively. https://msdn.microsoft.com...

Nuno 2,005
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Retrieve Embedded Images on Reports

Recently I had to build a report where some images were required, although I did not have those images they were available on other reports as embedded images. From https://msdn.microsoft.com/en-us/library/dd239394.aspx I found which embedded imag...

Nuno 2,005
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Templates for Data Import: A duplicate column heading exists

The Templates for Data Import feature makes the import data process very simple. The templates generated specify which fields are required, the type of each field and automatically map them to entity fields. Where are templates accessible? Settin...

Nuno 2,005
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XML Web Resource to store configurations

In order to store and access configurations on Dynamics CRM different approaches may be followed: Custom entities to save data settings; Plugin secure or/and unsecure configurations if those settings are to be used on plugin steps; XML web resour...

Nuno 2,005
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Real-Time Workflow vs Plugin: Execution Order

Like plugins, real-time workflows are executed before (pre-operation) or after (post-operation) the core operation. Both are executed inside the same database transaction. Here are outlined some actions I have executed in order to evaluate their e...

Nuno 2,005