Retiring hierarchical data is easy, we don’t need to iterate by for/while loop. just use ‘Above’ or ‘Under’ keywords, then it will serve you all parents or all child available.
in regular query, just ‘ConditionOperator.Above’ to get all parents.
in regular query, just ‘ConditionOperator.Under’ to get all child.
How to create this type of structure
Continue reading “Query hierarchical data”
Business Problem: I want to know how long is spent in my business process by stage and by user how can I achieve this with no code?
The solution is actually quite simple if you are the latest release of Dynamics 365. The key to the solution is the fact that Dynamics now maintains the active stage and active start time for instance of a business process flow. Continue reading “How can I work out the time spent in each stage of a business process?”
So finally customer data type is available in Dynamics CRM 2016, let’s see how it can be useful in your next CRM Implementation. In Dynamics CRM customer information can be stored using two entities Account and Contact.
Continue reading “MS CRM 2016: Customer data type”
In CRM 2013 / 2015, new auto save feature has been introduced by MS CRM. This feature will save you changes without pressing save button, thus you don’t need ‘Save’ and ‘Save and Close’ buttons. But many users don’t like this, they want those buttons on form. To do this you need to off this auto save feature from MS CRM’s system setting. by doing this these buttons will appear on each form.
Enjoy !! 🙂
- Create / Update with just a single request
Previously, In CRM we have check if data exist then update else create data, but now using
‘UpsertRequest ‘ request we can achieve it.
Here is the example
// Define the Alternate key which uniquely identifies the record
KeyAttributeCollection acckeys = new KeyAttributeCollection();
acckeys.Add(“accountnumber”, “ASH001″); Continue reading “New features in MS CRM 2015”