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  • The Microsoft Dynamics CRM Platform Enhancement Discussion
  • August 2018

The Microsoft Dynamics CRM Platform Enhancement Discussion August 2018

  1. How to Configure Buttons in D365 Portal Page?

    Thanuja Rekha – Mon, 27 Aug 2018 15:33:12 GMT – 0

    Based on your requirements, you can either use default buttons on Entity Forms and Entity Lists, or user defined buttons on D365 Portal.

    Products with Add to Cart Buttons

    1). In Portals, configure Entity Lists to show Products List in portal.

    2). In Entity Lists, use Grid Configuration section to configure buttons.

    Continue reading...

  2. How to Trace a Plug-in? Isolation Mode in Plugins.

    Thanuja Rekha – Thu, 23 Aug 2018 16:41:38 GMT – 0

    To trace a Plug-in, we use Plug-in trace log which stores the trace log information.

    Enable Plug-in Trace Log:

    To enable the Plug-in Trace Log in CRM, navigate to Settings > Administration.

    The Administration window opens.

    Click System Settings. You will be directed to System Settings page.

    Continue reading...

  3. Workflows vs. Plug-ins

    Thanuja Rekha – Thu, 23 Aug 2018 11:35:03 GMT – 0

    S.NO

    Workflows

    Plug-ins

    1.

    Workflows have limited events like create, update, send mails, etc.

    Plug-ins have more events

    2.

    Less impact on server response time because the code is run in a different process.

    Synchronous plug-ins can increase the platform’s response time because they are part of the main platform processing.

     

    Asynchronous plug-ins have less impact on server response time because the code is run in a different process.

    3.

    Workflows can be created by an end user who may not have developer skills.

    Plug-ins can be created developers only because it needs coding and developer skills.

    4.

    Workflows triggered automatically run under the security context of the workflow owner.

     

    Plug-in execute under the security context of the crm web application pool identity.

     

    5.

    Works well for either short or long processes.

    A plug-in registered for synchronous or asynchronous execution is restricted to complete its execution within a 2 minute time limit. 

    6.

    When the Microsoft Dynamics CRM for Outlook client is offline, Workflows do not execute.

    Plug-in works in both offline and on-line.

    7.

    Workflows cannot use impersonation.

    Plug-ins can perform data operations on behalf of another system user.

  4. How to Execute Plugin Using JavaScript?

    Thanuja Rekha – Wed, 22 Aug 2018 18:21:14 GMT – 0

    There are many business scenarios where we are required to call a Plugin using JavaScript. In this blog, we will discuss one of the approaches that is very effective.

    To call Plugin using JavaScript, we should:

    • Create an action in CRM
    • Register Plugin
    • Register step on action message
    • Call this action in JavaScript

    Continue reading...

  5. Things to Consider for Plug-in Deployment

    Thanuja Rekha – Mon, 13 Aug 2018 12:46:36 GMT – 0

    At the time of Plugin Assembly Registration, you can specify about Plug-in Deployment.

    • Firstly, you need to identify the deployment type i.e., CRM Online or CRM On-Premise.
      • For CRM Online, plug-in assemblies must be registered in Sandbox.
      • For CRM On-Premise, plug-in assemblies can be registered in Sandbox or outside the Sandbox (select radio box None).​​​​​​​

    Continue reading...

  6. Event Pipeline, Pre-Images & Post-Images in Dynamics CRM

    Thanuja Rekha – Tue, 07 Aug 2018 17:12:22 GMT – 0

    Event Pipeline: The even pipeline allows you to configure when in the event the plug-in code will execute. There are 3 Event Pipeline stages namely, Pre-Validation, Pre-Operation, and Post-Operation.

    Pre-Validation: In the pre-validation stage, security checks are performed to verify whether the calling or logged on user has the valid permissions to perform the intended operation.

    Pre-Operation: Plug-in will run after validation and before the values are saved in the database.

     

    Continue reading...

  7. What is Shared Variable in Plug-in?

    Thanuja Rekha – Tue, 07 Aug 2018 16:38:02 GMT – 0

    A Plug-in is a custom business logic code which is used to execute an action when a particular event takes place. It acts as event handlers in CRM and is triggered in events like create, update, delete, etc. Plug-ins are used to automate processes like sending emails to customers when some events take place in CRM.

    Shared Variables in Plug-in:

    Shared Variables in Plug-in was introduced in CRM 4.0. Shared variables are used for passing data between plug-ins registered on both pre and post events. So, instead of storing values in custom attributes, they can be stored in context variable. Read and write data into shared variables of context.

    Real-time Shared Variables Business Scenario:

    Continue reading...

  8. MTC Unveils New Feature in Super Grid for Additional Ease of Editing in Microsoft Dynamics 365/CRM

    Thanuja Rekha – Tue, 07 Aug 2018 12:47:42 GMT – 0

    MTC has come up with another smart feature to boost its Super Grid add-on functionality by using which users can have entities such as Email, Appointment, Phonecalls, Tasks, and Notes to be displayed on the home grid for easy access to wider details and addition of new records. Super Grid users will love this cool feature as it is easy-to-configure and saves tons of their time.

    Let’s see how the configuration is done below.  

    Step1:

    • Navigate to Sales --> Accounts and select any existing record or create a new record.
    • For e.g., Coho Winery here.

    Continue reading...

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The Microsoft Dynamics CRM Platform Enhancement Discussion

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