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C# , Dynamics365

Reading marketing list members from CRM

by Ian Blair February 23, 2019 No Comments

Marketing lists come in two flavours, static which are a simple list of contacts, accounts or leads and dynamic which are represented by a single query rather than by attaching each record to the list separately. This means if you need to access this information programmatically you have to include an extra step to make […]

C# , Dynamics365

Getting OptionSet values out of CRM2015 with C#

by Ian Blair February 23, 2019 No Comments

Every so often when you are reading a record in code the integer values from the OptionSet fields arent enough because you want to display the whole of the data contained in the record and make it fit for user consumption. Unfortunately the only way is to pull out the OptionSet values from the fields […]

C# , Dynamics365

Preventing infinite loops in CRM2013/2015/2016 plugins

by Ian Blair February 23, 2019 No Comments

Imagine the scenario where you have a plugin that executes when an entity is updated. We will call this entity A, and the plugin updates entity B. Not usually a problem, but to make things more interesting we have a plugin on entity B that fires an update back to entity A. This then tries […]

C# , Dynamics365

Building a plugin for CRM 2015 Won or Lost Opportunities

by Ian Blair February 23, 2019 No Comments

Recently I had to develop a plugin for a CRM 2015 system that triggered each time the opportunity was modified. This worked fine for the normal day to day edits of the opportunity but it failed to catch when the opportunity was closed as Won or Lost. Normally I would hook the plugin to the […]

C# , Dynamics365

Writing data to a Won Opportunity

by Ian Blair February 23, 2019 No Comments

Having recently had a requirement to tag Won opportunities with new data to show that they have been superseded it initially seemed that the only way to do it was to reset the opportunity to draft, update it, then reset it back to Won, which is not an ideal method especially as it then marks […]

JavaScript

Compare Guids in JavaScript

by Ian Blair February 23, 2019 No Comments

One of the problems with Guids in JavaScript is they can come in a few different formats depending on where you get them from, and as JavaScript doesn’t have a dedicated Guid data type like other languages such as C# it can make comparing them tricky.  Examples of the same Guid are: 9D6FF5B4-C4C2-E511-8108-1458D043F638 {9D6FF5B4-C4C2-E511-8108-1458D043F638} 9d6ff5b4-c4c2-e511-8108-1458d043f638 […]

Dynamics365

Create an identical Queue in another CRM system

by Ian Blair February 23, 2019 No Comments

Sometimes when you have multiple environments creating workflows or dialogs in your DEV system can prove to be an issue especially if queues are involved. Queues aren’t included in solutions and if you create a queue with the same name in another system it will have a different Guid so when the workflow that references […]

Windows

How to send CTRL+ALT+DEL to a RDP session

by Ian Blair February 23, 2019 No Comments

Having recently needed to change my AD password when remote working how to send CTRL+ALT+DEL to the RDP session without it trying to lock my local machine proved to be easier than I thought. Simply press CTRL+ALT+END while you are in the RDP session and it will get translated to CTRL+ALT+DEL on the remote machine. […]

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