Back to Basics # 60: Get Users Local Date Time with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to get users local system date time to compare with the given dates for certain business logic. As an example, on selected contact record users local date time was fetched. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in …

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Back to Basics # 59: Get User Roles with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to get user roles so that based on those roles we can show or hide few fields or some other core logic. As an example, on selected contact record client api user settings present in Xrm.Utility namespace was used. Step 1: Login to the required …

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Back to Basics # 58: Get Header Values with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to get header values that are present in a record. We can get values with form context. As an example, on contact record form context was used to retrieve value of owner. Step 1: Login to the required environment and select required solution [Contact Customizations …

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Back to Basics # 57: Understand Confirm Dialog with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to show confirmation dialog window with Yes and No buttons.  We can use openConfirmDialog method present in Client API Reference in Dynamics crm. As an example, for a selected contact record, confirm dialog will be shown. Step 1: Login to the required environment and select …

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Back to Basics # 56: Understand Open Dialog with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to show dialog window.  We can use openAlertDialog method present in Client API Reference in Dynamics crm. As an example, for a selected contact record, open dialog will be shown. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in …

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Back to Basics # 55: Delete Record using XRM WebApi with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to delete records in tables.  As an example, for a selected contact record ,record gets deleted. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in this case] as shown in the   below figure. Step 2: After Step 1, select …

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Back to Basics # 54: Update Associations using XRM WebApi with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to update associations in the related tables i.e., update lookup values.  As an example, for a selected contact record account lookup will be updated. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in this case] as shown in the  …

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Back to Basics # 53: Update Record using XRM WebApi with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements data needs to be updated for a given record, based on GUID of an entity.  As an example, for a selected contact record respective fields details were passed to update contact record. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in …

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Back to Basics # 52: Retrieve Related entities Data Using Expand Query with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements data needs to be retrieved from related entities. Expand query in XRM Web API.  As an example, selected contact record guid was passed to fetch details of account that is related to the given contact . Step 1: Login to the required environment and select required solution …

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Back to Basics # 51: Retrieve Data Using XrmWebAPI with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements data needs to be retrieved to achieve business functionality with Xrm Web API.  As an example, selected contact record guid was passed to fetch details of contact . Step 1: Login to the required environment and select required solution [Contact Customizations Solution in this case] as shown …

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