Showing posts with label Dynamics CRM 2016. Show all posts
Showing posts with label Dynamics CRM 2016. Show all posts

Saturday, March 31, 2018

Enable Rule for Default Buttons - Ribbon Workbench - Dynamics CRM 365


1) Install Ribbon Workbench from here
2) Import solution in your Dynamics CRM 365 instance
3) A button "RIBBON WORKBENCH 2016" is created in Solution Page. Click on it
























4) Now new window is opened. Select your desired solution containing entity to be customized. It is better to create a separate solution to be used for ribbon customization and contains only desired entity. In this scenario I have created a new solution "Ribbon Solution" contain only Case entity. Here I am selecting solution Ribbon Solution

























5) Now solution is opened in ribbon workbench. Select your desired entity and on button right mouse click. Now select Customize Command. (In my case as button is already customized therefore this command is shown disabled)























6) Now in command section, select the generated command and click on Add Enable Rule. Now select Add New Enable Rule.




























7) Now click on Add Step & select CustomRule. There are others rules to apply enable rules on button. Here I am only showing the CustomRule.























Saturday, March 24, 2018

Calling REST Web Service in Plugin


I was involved in a project where I have to consume REST Web services to integrate with Dynamics CRM 2016. Below plugin was used to perform this operation.

The web service used POST operation. and retrieved a specific authentication string present in response headers.



























Friday, February 17, 2017

Web API Retrieve Single Record

Today I am showing how to select an entity record by passing Guid and get back desired fields.
I am running this code on 'Contact' entity and retrieving two fields. I have to remove starting and ending brackets as Web API is not accepting while processing Guids
I am using below javascript code in webresource. For application outside CRM in separate application, u have to first authenticate using Azure / AD depending upon deployment (Online / On-Premises). Refer to this link for this feature.


Code Start:


function MySelectUsingWebAPI() {



var id = Xrm.Page.data.entity.getId();



             id = id.replace("{", "");

            id = id.replace("}", "");



Asp.Net MVC (5) - Exception Filter - HandleError

Applicable on Asp.Net MVC5 HandleError Filter This belongs to Exception Filters category (Authentication Filter, Authoriz...