MS CRM 2015

Fire plugin from Ribbon – Header in CRM 2015 by calling Action

I recently had a requirement where client wanted to fire a Plugin on demand in CRM 2015 i.e. from a button in header, something like next to Assign a new button Publish Here is a little background about the requirements … Read More

CRM 2015 Display ribbon button on existing record using Ribbon Workbench

To display a ribbon button using work bench in MS Dynamics CRM only when an existing record is loaded and not on new one. In this example I will be creating a button and calling a html web resource by … Read More

Date time format issue in CRM 2015 when using oData SDK.JQuery.retrieveRecordSync

When retrieving data in CRM using JQuery datetime comes back in int format with some back/forward slash. Below is sample script how to remove back clash and forward slash and then covert to proper date time. Once converted we can compare … Read More

assembly must be registered in isolation crm 2015

Error when importing a solution from one environment to an other environment in CRM 2015 or CRM 2013 assembly must be registered in isolation This usually occurs if you are not added to administrator list in Deployment manager tool on server. … Read More

How to prevent a record to be created in a plugin?

Let’s say we have a situation where we create a record by running a workflow ‘ABCWorkflow’ but we want to check some kind of criteria/conditions and if it meets that criteria then create that record otherwise cancel transaction. Unfortunately in … Read More

How transaction works in Dynamics CRM Aysnc Plugin

We know that Sync plugin in CRM executes with in the pipeline’s transaction and if we need to cancel whole transaction we can throw an exception and whole transaction will roll back. However in Async is a different story. What … Read More

CRM custom workflow activity version

A short explanation about custom workflow activity version in CRM 2015 Each assembly has a verison i.e. MMBR (Major, Minor, Build, Revision)Let’s say we have a custom workflow activity which is in production environment and we need to make some … Read More

Sample unit testing with XRM Test Framework CRM 2015

I have been using Microsoft Fakes for CRM unit testing which was good however recently came across xrm unit testing framework developed by Wael Hamze and Ramon Tebar which makes life much easier when comes to unit testing. You can write fake … Read More

A currency is required if value exists in money field CRM 2015

A currency is required if value exists in money field CRM 2015 This error usually comes up when a money field is added but logged in user does not have a default Currency set Go to settings menu of user … Read More

Filtered lookup view on pre selected values on CRM form

Let’s say we have a scenario where we want user to see and selected filtered records on a lookup view on a CRM form.In our example, we have a entity called ‘Contract Workstream’ which has a look up field called … Read More