Microsoft Dynamics CRM

This blog will explain how we can bulk insert any source data [e.g. MS CRM data] into SQL table using C# code. We will follow below steps:  We will create DataTable in C# with same table name and column names of SQL table  Retrieve source data that needs to be retrieved Add retrieved data from source into DataTable Use SQL Connection and sqlBulkCopy to bulk insert source data into SQL First we will create DataTable with same column name available in SQL table For creating DataTable use below syntax: public static DataTable ActionableAudit() { DataTable actionableAudit; // Create a new DataTable. actionableAudit = new DataTable("ActionableAudit"); actionableAudit.Columns.Add(new DataColumn("ChangedOn", typeof(DateTime))); actionableAudit.Columns.Add(new DataColumn("CreatedBy", typeof(string))); actionableAudit.Columns.Add(new DataColumn("CreatedById", typeof(Guid))); return actionableAudit } After creating Dat...

We always get requirement which can not be possible using OOB features of CRM and hence we move to the plugin to achieve such requirements. Whenever we need to retrieve field value from plugin, we always check whether field contains value or not by using if else block or ternary operator which makes code lengthy and not readable. In this blog, we will see how to efficiently retrieve field values of different data types. //Single Line Of Text {Defualt Value = null} string businessWebsite = account.GetAttributeValue<string>("new_website"); Console.WriteLine($"Single Line Of text : {businessWebsite}"); //get optionset text string cohort = account.Attributes.Contains("new_type") ? account.FormattedValues["new_type"] : ""; //Optionset {Defualt Value = null} int? customerCohort = account.GetAttributeValue<optionsetvalue>("new_type")?.Value; //currency {Defualt Value = null} int? mostRecentACR = (int?)account.GetAttr...

In this blog we will discuss the use of StringMap table to get option-set metadata in our CRM plugin. StringMap table holds the metadata information of option-sets. The StringMap table contains the following important columns: "Value": This column stores the string value assigned to each picklist option. "AttributeName": This column contains the logical name of the attribute associated with the picklist values. "AttributeValue": This column stores the numeric value assigned to each picklist option. Numeric value assigned to picklist option is unique. "ObjectTypeCode": Object type code of entity for which attribute belongs. Code snippet to get option-set Value from Text: static int? GetOptionSetValueFromText(IOrganizationService service, string optionSetSchemaName, string optionSetText, int objectTypeCode) { string fetch = @"<fetch> <entity name='stringmap' > <attribute name='value' /> <attribut...

In Microsoft Dataverse, FetchXML  includes grouping and aggregation features that let you calculate sum, average min, max and count. groupby is used to get data from CRM and group it based on particular field value. To use group-by we need to use aggregate. e.g.; If we want to get group accounts based on country and we want count of those country in descending order then we will use fetchXML like below in c#. string accountNumber = "ANO10052023"; string fetchXML = @"<fetch aggregate='true' distinct='false' mapping='logical'> <entity name='account'> <attribute aggregate='countcolumn' alias='country_count' name='new_country'> <attribute alias='new_country' groupby='true' name='new_country'> <order alias='country_count' descending='true'/> <fi...

Custom pages are low code page type within model-driven apps. Custom pages bring the power of canvas apps into model-driven apps. Once we develop any custom page we will get its unique name from solution, that name of page will be used in JavaScript. We can also pass some data to custom page as a parameter which will be used by custom page for further processing. JavaScript snippet to call custom page: function callCustomPage(selectedItems) { var item = selectedItems; let pageInput = { pageType: "custom", name: "new_custompage_bb4a2", entityName: "incident", recordId: item, }; let navigationOptions = { target: 2, width: 400, height: 350, }; Xrm.Navigation.navigateTo(pageInput, navigationOptions) .then(function () { // Handle success }) .catch(function (error) { // Handle error }); } Here we are passing recordId as a additional parameter to custom page. Note: Please make sure to add cus...

Word Template in Microsoft Dynamics CRM are used for creating word document dynamically for particular record. These documents help businesses visualize the data in CRM in different ways. With Document template, Users can generate standardized Word documents with just one click. Official documentation of using OOB word template -  Word Template There are certain limitations to the OOB word template provided by Dynamic CRM. e.g., we cannot select particular records from a sub-grid and export only those records in our Word template. To solve this issue, we can create a Word template and use that word template in power automate to populate the data of only selected records. Please follow the below steps to achieve this functionality. 1. Create a Word document template and store it in SharePoint or OneDrive:  Open Word Document and insert Table and give header to table, e.g., I have given header as ID and Type.  In second row we want to add sub-grid data based on records sele...