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  • Connecting ASP.NET MVC Application to Dynamics CRM

    • January 4, 2016
    • Posted by: Scaleable Solutions
    • Category: ASP.NET MVC, Dynamics CRM
    9 Comments

    The ASP.NET MVC is a web application framework developed by Microsoft, which implements the Model View Controller (MVC) design pattern. In this tutorial, we will learn how to connect an ASP.Net MVC application to Dynamic CRM and perform CRUD (Create, Update, Retrieve, and Delete) operations. 1. Create a new MVC project 2. Add a connection string in

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  • Web API Actions in Dynamics CRM 2016

    • January 4, 2016
    • Posted by: Scaleable Solutions
    • Category: Dynamics CRM 2016, JavaScript
    No Comments

    In Dynamics CRM 2016 (on-premises) and Dynamics CRM Online 2016 Microsoft introduced Web API. You can use it across wide variety of programming languages, devices and platforms. The Web API implements the OData version 4.0, an OASIS standard for building and consuming RESTful APIs. The Dynamics CRM Web API is advance version of OData. We

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  • Connecting iOS (iPhone/iPad) apps to Dynamics CRM using SOAP endpoint

    • December 30, 2015
    • Posted by: Scaleable Solutions
    • Category: Mobile
    No Comments

    Non .Net clients can access Microsoft Dynamics CRM business data using SOAP end point or Web API. In this tutorial we will learn how to perform SOAP authentication to Microsoft Dynamics CRM from Swift, which is is a new programming language for iOS app development. We have made a sample application which sends WhoAmIRequest and CRM

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  • Generating Word Quote Template in Dynamics CRM 2016

    • December 30, 2015
    • Posted by: Scaleable Solutions
    • Category: Dynamics CRM 2016
    17 Comments

    In this blog post we will cover how to create a custom Microsoft Word template to generate Customer Ready Quote using Document Generation feature introduced in Dynamics CRM 2016. Users can create Word templates for letters, agreements, quotes, invoices and other documents automatically populated with CRM data and generate document in just a single click. Below is step by step

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  • Currency Precision in Microsoft Dynamics CRM

    • December 29, 2015
    • Posted by: Scaleable Solutions
    • Category: Dynamics CRM
    No Comments

    While importing sales data from Microsoft NAV to Microsoft CRM 2015 Online using SSIS, we noticed that PricePerUnit in Invoice Line Items was zero for some of the Line Items in Microsoft CRM but PricePerUnit of those Line Items was not zero in Microsoft NAV. While looking more into it we realized that currency precision

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  • Download Note Attachment using JavaScript and REST

    • December 28, 2015
    • Posted by: Scaleable Solutions
    • Category: Dynamics CRM, JavaScript, REST
    1 Comment

    In an earlier post we covered how to upload note attachment using JavaScript and REST. In this blog post we will learn how to download the note attachment using JavaScript and REST. We have made a custom grid for displaying notes in the Microsoft Dynamics CRM as shown in the screenshot below. Whenever some one clicks

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  • Microsoft Dynamics CRM Plugin Best Practices

    • December 28, 2015
    • Posted by: Scaleable Solutions
    • Category: C#, Dynamics CRM
    No Comments

    Here are some practices which developers can adopt to write efficient Dynamics CRM Plugin. 1. Entity Check Always check if the plugin is fired from your target entity e.g if you want  your plugin to be executed from the Account Entity you can specify following check to ensure that. 2. Write Plugins that execute Faster Performance is the key

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  • Create Activity and associated Activity Party using JavaScript and REST

    • December 28, 2015
    • Posted by: Scaleable Solutions
    • Category: Dynamics CRM, JavaScript, REST
    No Comments

    In this post we will learn how to create an Email Activity and associated Activity Parties using JavaScript and REST.The sample code used below is to create an email activity for quote. You can change it as per your requirements. We are providing Subject, Description, Regarding (Regarding to that Quote), From (Passing it Owner) and To

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  • Convert Date from UTC to User Time Zone using TimeZoneInfo Class

    • December 28, 2015
    • Posted by: Scaleable Solutions
    • Category: C#, Dynamics CRM
    No Comments

    Microsoft Dynamics CRM store Date/Time fields after converting them into UTC format. Each user has a Time Zone Code associated with their user settings. There is already a request named “LocalTimeFromUtcTimeRequest”  to convert  UTC time into the user time zone. We have to pass DateTime in UTC, TimeZoneCode (Which we can retrieve) and IOrganizationService. When we

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  • Open New Activity Form with Regarding and PartyList Field Prefilled

    • December 28, 2015
    • Posted by: Scaleable Solutions
    • Category: Dynamics CRM, JavaScript
    No Comments

    Xrm.Utility.openEntityForm() is used to open a new entity form. But if you are required to open the form with some fields prefilled you can pass it as parameters. In this post you will learn how to open a phonecall activity form using openEntityForm with “Regarding” and “Call To” fields prefilled by passing as parameters. In snippet

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