Category: Dynamics 365 Customer Engagement (CRM)

In Dynamics 365, when a plugin is run, it executes based on a pipeline execution model. Plugins can be triggered by: A user action in the Dynamics 365 user interface, such as retrieving a record Events triggered by the Organization Service or the WebAPI, such as retrieving a record Post-Operation events in the pipeline are processed either: synchronously – these plugins are are executed immediately and run in a specific … Continue reading Dynamics 365 Plugin Execution Pipeline

Dynamics 365 entities come with status and status reason fields. Here we will look at how they are used. Consider an entity such as Case. This entity has these 2 fields. They are not displayed on the case form, but you can see their values through Advanced Find. We can modify the form and add these by dragging the fields across: Save and publish the form. Now, when we enter … Continue reading Dynamics 365 Status Reason Transitions

Entities in Dynamics 365 contain forms, which display information to the user and can allow input. To view forms of an entity, in customizations, select the entity and Forms: To create a new form, select New. We will create a new Main Form: This will open the window: Note in the form properties we can set the form name: Make changes to the form, save and publish the form. Now … Continue reading Adding Forms in Dynamics 365

As per the Event Execution Pipeline for plugins in Dynamics 365, here we will look at a pre-validation plugin. These plugins execute before the main system operation and outside the database transaction. Pre-validation runs before validation occurs. You can also modify values at this stage, though this may be generally done in pre-operation. If you are creating a record, as the record is not created at this point, you will not … Continue reading Dynamics 365 – Pre-validation Plugin

Field security is available in Dynamics 365. If you are dealing with sensitive information, you may want to prevent a field from displaying it’s data, unless you are a user with certain permissions. Dynamics 365 provides a capability to do this. To enable Field Security, go to an entity and create a new field. You will see a field security option. Select Enable: Add the field to your entity form … Continue reading Dynamics 365 Field Security

Dialogs are a way to guide a user through a set of interactive questions and then perform actions based on their responses. They are designed for user interaction. Let’s go through creating a dialog. Let’s say we want to create a dialog that is used for capturing information about how satisfied a customer is with our service. Go to Settings->Processes and select Category = Dialog: Click OK and it will … Continue reading Dialogs in Dynamics 365

In Dynamics 365, you can have multiple forms that can be displayed per entity. For example, in a previous post we showed how to create a new Main form. If we browse to an Account record, the form will open to a particular form, in this case it opens to the Account form: Now, let’s change this to the Account for Interactive Experience form: If we close the record or … Continue reading Set Default Form and Order in Dynamics 365

CRM REST Builder is a 3rd party tool available for download that helps in generating JavaScript code for the 2011 and Web API REST endpoints. Download the tool here: https://github.com/jlattimer/CRMRESTBuilder/releases Select the solution to download: This will download the managed solution ZIP: Import this into CRM. Refresh the Solutions page and you will see a new button: This will open the REST builder. Select some code to generate, for example a retrieve multiple jQuery … Continue reading Dynamics CRM REST Builder

In Dynamics 365, workflows can be created through Processes. To access Processes, go to Settings->Processes: Or through Customizations->Processes: We will create a Workflow that sends an email when an Account is Created. Click New. Note workflows can be synchronous or asynchronous (run in background). We will choose asynchronous: This takes us to the Workflow Designer. Click Add Step. This is what will happen when our event, account created, is triggered: … Continue reading Creating a Workflow in Dynamics 365