Impersonation in Plug-ins

Impersonation is used in Microsoft Dynamics CRM platform to execute the business logic on behalf of a system user, this includes the custom code execution governed by Microsoft Dynamics CRM security privileges of the impersonated user. Pre-entity and Post-entity images as passed to plug-ins as the execution context on behalf of the impersonated user.

Plug-ins not executed by sandbox or asynchronous service execute under CRMAppPool Identity service account. By default, CRMAppPool uses Network Service account but it can be changed by the administrator. If it is changed then administrator will need to add this identity account to thePrivUserGroup in the Active Directory.

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Save your changes in CRM directly from excel online–Dynamics CRM 2015 online Update 1

Many user wants to update data like excel, for those it will be a great things.

Debajit's Dynamic CRM Blog

Dynamics CRM 2015 Online update 1 brought many changes. And the most talked about changes I keep hearing about are the new SDK changes that came with it. I am from hard-core programming background and honestly nothing excites me than getting dirty with new stuffs hands-on.

However in my role as a consultant, I have to constantly thrive for a “wow” from my customer. And sometimes small small features unexpectedly brings that out from the customer.

So here was I demoing some CRM stuffs to the business. With online update 1, you can export your data to excel online, make some changes to the data and save the changes from the excel directly back to CRM.

Lets take the opportunity entity here for an example.

  • Go to My Opportunities view. The trick here is to put the most used columns in the view so that when the user exports this…

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Using Actions in Microsoft Dynamics CRM 2015

thanks for nice article

HIMBAP

There was one question today in Microsoft Dynamics CRM Community Forum, where user was looking for the information about what is the use of Entity input parameter in Actions, so thought of writing a post, so that it can help others.

About Actions: Microsoft Dynamics CRM actions allows us to define our own custom events/messages, similar to existing standard events like Create,update,delete. Actions are designed using CRM process editor or using SDK and we can define parameters both (input and output) for these actions just like we have parameters for standard messages, for example if you want to use Create message, it takes Entity object as parameter and returns record GUID as output. Once activated we can also register plugin on the same.

You can get more details about action here: https://technet.microsoft.com/en-us/library/dn531060.aspx

Action Example: We are going to demonstrate how we can create and call actions…

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Bulk insert / update by SDK for MS CRM

Some times we need to insert / update bulk data in to CRM. By traditional data upsert takes too much time, so MS CRM introduced bulk upsert.

Sending a large number of individual organization message requests over a network, as you would do in a bulk data import operation, is affected by network performance. For improved performance, Microsoft Dynamics CRM support batching of requests into a single web service method call. Continue reading “Bulk insert / update by SDK for MS CRM”

Fallback Form

In MS CRM, we can apply security role to entity  form. To enable security role for form just click on ‘Enable Security role’ (ref below screenshot), it will give you to select security role from the list.

But what will happen when a user wont have any security role assigned which have access to form. in such condition that user will see only ‘Fallback’ form.

Note: But if user has not access on entity then he wont be able to see any form or data

For each entity, at least one fallback form is available.

fallback

Remove Auto-Save

MS CRM 2013 provided auto save functionality. CRM will save your changes automatically by each 30 sec. But sometime you need to remove this feature from CRM.

To do that go to ‘System Settings’ and uncheck the enable auto save for all forms

AutoSave

CRM Helper

Many times we need to retrieve, insert or update data from dot net application, in the application we create CRM object many times, even last created CRM object is not yet destroyed. But because of it we consume more recourses, result of it performance get impacted. Thus, we have use previously created  object if it exist. Also we should be create CRM object  each time we need it, instead check for existing object.

Here is the example of it, in the following code I used singleton pattern to create CRM service object, when we call it will return me previously created object  and if not found then new object will be created. Continue reading “CRM Helper”