Category: Uncategorized

Dynamics 365 – Teams: AddMembers/RemoveMembers VS Associate/Disassociate

How to capture adding or removing members to CRM teams? What is the plugin step to capture adding/removing members to a CRM team? AddingMembers/RemovingMembers steps or Associate/Disassociate steps can be used in the plugin?

Following messages are supported for teams in plugin registrations.

TeamPluginMessages

AddMembers/RemoveMembers

A plugin has been created and registered under the messages of AddMembers/RemoveMembers for the Team entity. Members have been added/removed from /to CRM teams, but no plugin was triggered. Then another plugin was registered with Associated/Disassociated steps under CRM teams. Continue reading “Dynamics 365 – Teams: AddMembers/RemoveMembers VS Associate/Disassociate”

“Not In” \ “Does Not Have” Query in Dynamics CRM – By Cobalt

In Dynamics CRM Advanced Find, Querries can be built for various conditions \ for various filter criteria. But, “Not In” type queries cannot be built and it doesn’t work with OOTB querying. Cobalt has a cool feature which allows users to make “Not In” \ “Does Not Have” types of queries in Advanced Find and for Views.

The Problem:

One Account can have many Cases. Dynamics CRM can display all the “Accounts which has Cases” in Advanced Find\Views. But, Dynamics CRM cannot display all the “Accounts which has no Cases” using Advanced Find\Views.

query1

Solution:

Use “Does Not Contain Data” clause for filtering Continue reading ““Not In” \ “Does Not Have” Query in Dynamics CRM – By Cobalt”

Dynamics CRM – Azure Integration (Part 2) : Create Dynamics CRM Service Endpoint

Detailed explanation on Dynamics CRM – Azure Integration. Technologies, mechanisms, tools and issues are enclosed under three topics in three connected posts.

Connected Posts:
Dynamics CRM – Azure Integration (Part 1) : Create Azure Service Bus Namespace
Dynamics CRM – Azure Integration (Part 2) : Create Dynamics CRM Service Endpoint
Dynamics CRM – Azure Integration (Part 3) : Explore Service Bus Messages

Detecting a Change in Dynamics CRM Records

In Dynamics CRM there are few ways of detecting record changes. It is really important to track\trigger changes in Dynamics CRM systems when synchronizing data between systems.

Change Tracking is a new feature comes with latest Dynamics CRM version and this feature can be used to get a bulk of records changed in an entity. It always provides changes compared to the last retrieval  of changes. Also, this will not raise the change as soon as it happens. Some code has to be executed externally and should get the changed records from the specific entity.

CRM Workflow executions in an event is another solution of detecting changes. With the real-time workflows, the workflow can be started before or after the change.

In this post, we discuss sending Plugin Execution Context to Azure and solving issues related to that.

 

Get the Plugin Execution Context Out

Plugins can be registered to track record changes. Plugin execution context has lots of information on the record change such as data changed, images, plugin step information etc. If we need to get the record changes and related information out of CRM we can use plugins and perform any action on that data. Also, we can integrate Dynamics CRM and Windows Azure using a Service Endpoint to Azure.

PluginExecutionContext

Plugin steps can be created for different entities at different events of Continue reading “Dynamics CRM – Azure Integration (Part 2) : Create Dynamics CRM Service Endpoint”

Send Bulk Emails and Track Stats Back to CRM with PowerMailChimp

Maintaining campaigns, marketing lists and sending emails to different marketing lists in bulk are usual processes in Marketing. Dynamics CRM provides a useful set of functionalities under Marketing.

MailChimp provides lot of web based features including Email designer, Email Template Creator, integration with different web applications, maintaining campaigns, create campaigns using mobile etc…
http://mailchimp.com/

MailChimp Integrations
MailChimp Integrations

PowerMailChimp connects Dynamics CRM and the MailChimp, simply it acts as MailChimp CRM Integration tool.

http://www.powerobjects.com/powerpacks/powermailchimp/

You can create marketing campaigns, maintain static or dynamic marketing lists to send offerings, newsletters, notices etc… from Dynamics CRM itself. Also MailChimp can be used to design your email templates or newsletter templates very easily and send those emails or  newsletters using your own templates in MailChimp. Statistics such as successful deliveries, opens, bounces and unsubscribes can be seen from the CRM itself.

Its simple,  watch following video in YouTube;

MailChimp integration with Microsoft Dynamics CRM 2015

Field Validations – ASP.NET

Date Text Field Validations

Requirement:Validate entering birth day in a text field with mm/dd/yyyy format.

code in the .aspx or in .ascx


<asp:TextBoxID=”dateOfBirthTextBox”runat=”server”></asp:TextBox>

<asp:RequiredFieldValidatorID=”dateOfBirthRequiredFieldValidator”runat=”server”

ControlToValidate=”dateOfBirthTextBox” ErrorMessage=”Required”></asp:RequiredFieldValidator>

<asp:RangeValidatorID=”dateOfBirthRangeValidator”runat=”server” ControlToValidate=”dateOfBirthTextBox”

ErrorMessage=”Please enter a past date in mm/dd/yyyy format”  Type=”Date”Display=”Dynamic”></asp:RangeValidator>

code in the .cs file – Under OnInit or PageLoad methods

this.dateOfBirthRangeValidator.MinimumValue = DateTime.MinValue.ToString(“MM/dd/yyyy”);
this.dateOfBirthRangeValidator.MaximumValue = DateTime.Today.ToString(“MM/dd/yyyy”);