Microsoft Dynamics CRM

Business Unit –  It is a way to group business activities. When an organization is created, a Root Business Unit is created by default. This Root BU cannot be deleted. Each Business Unit automatically gets a default team , and the team’s name is the same as the Business Unit’s name. Every Business Unit has a parent BU . By default, new BUs have the Root BU as their parent, but you can also create a custom BU and set it as the parent. Every User is linked to only one BU. Team – Group of Users Teams provide access to records through assigned security roles . Security roles assigned to a team are inherited by all its members. Types of Teams : Owner Team Security Group Team Access Team Owner Team → Own records + roles Security Group Team → Same as Owner, but managed via Azure AD Access Team → No ownership, only shared access   Security Roles   Define the access levels and privileges that control what a user can view and perform in the system. They can be assigned direc...

Workflows automate business processes within Dynamics 365 CRM. Trigger Points: Create Update Delete Execute As: User or Workflow Owner Scope: Organization (Org) – triggers for all records (commonly used in projects) User – triggers only if the record is owned by the user performing the action Business Unit (BU) – triggers if the record’s owning BU matches the user’s BU Parent-Child BU – triggers if the record’s owning BU falls under the user’s BU hierarchy Types: Synchronous (Real-time): Executes immediately; can throw error messages on the UI. Asynchronous (Background): Runs in the background without blocking the user interface. On-Demand Workflow: If enabled, the user can manually trigger the workflow for a specific record. Common Use Cases: Create or update records based on certain conditions Send emails Call custom APIs Throw error messages based on conditions Limitations: Cannot handle looping scenarios (e.g., retrieving multiple records and p...

In this blog we will see how we can retrieve different data types fields values in MS CRM using JavaScript. Different types of data types in MS CRM: Single Line of Text Option Set (Dropdown) Two Options (Radio Button) Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup  Single or Multiline Field :  var name = formContext.getAttribute("new_name").getValue(); formContext.getAttribute("new_name").setValue(); Option-Set Field :  int value = formContext.getAttribute("new_type").getValue(); var optionsetText = formContext.getAttribute("new_type").getText(); formContext.getAttribute("new_type").setValue(100); //100 will be the optionset value Multi-Select Option-Set Field :  var multiselectValueArr = formContext.getAttribute("new_multiselect").getValue(); formContext.getAttribute("new_multiselect").setValue([100, 200, 300]); Two-Option Field :  var value = formConte...

The Data Import feature of MS CRM helps you to import data in bulk by using an Excel template. Now, when you import Excel data to CRM, CRM provides you with the great feature of observing the data import status immediately in the same window. But what if users want to see their status after some time? Then they need to navigate to advanced settings -> Data Management -> Import This requires a lot of clicking to just see the status of the data import.   To avoid this issue, we will add data import to the sitemap of the model-driven app. You just need to add URL subarea to your sitemap.   Follow below steps to add URL subarea to sitemap 1. Open your model driven app from solution 2. Customize the sitemap 3. Add subarea to your sitemap 4. Select Type as a URL 5. Mentioned below URL to see Data Import Status 6. Give some meaning title like Data Import Status   Format of URL should be like below : /main.aspx?appid=[YourAppID]&pagetype=entitylist&etn=importfile...