Retrieve Record using Alternate Keys

Instead of retrieve a single record using Entity IOrganizationService.Retrieve(string entityName, Guid id, ColumnSet columnSet); You can easily retrieve the record using its alternate keys if you don't have the id in advance: var keys = new KeyAttributeCollection { { "new_parent", parentRef.Id }, { "new_code", "code01" } }; var request = new RetrieveRequest { ColumnSet = … Continue reading Retrieve Record using Alternate Keys →

The attribute with AttributeId = ‘guid’ was not found in the MetadataCache

I encountered this error when trying to export the solution from Dev environment. There was little information in the exception or the log file, but I could guess that something had been deleted and it didn't update the MetadataCache (or the solution) somehow. After googling, I found the solution is to delete the attribute/component from … Continue reading The attribute with AttributeId = ‘guid’ was not found in the MetadataCache →

Set up Access Team

Enable Access Team in entity configurationCreate an Access Team by navigating to Settings > Security > Access TeamsAdd Access Team Subgrid in entity form with configs:Records: All record typesEntity: UsersDefault View: Associated Record Team MembersTeam template: created team at step 2.

Always show Save button in Ribbon

Use RibbonWorkbench > Customize Save command of the entity > Remove Mscrm.IsAutoSaveDisable in Enable Rules > Publish

Sync Office 365 User Photos to CRM Users with Flow

Background I got a requirement that the client needs user profile photos in Office 365 to be synced to CRM Users. It is Dynamics 365 CE Online, and users don't change profile photo often. There is no OOB way to achieve it so I need to develop custom synchronization. The workflow First of all, I … Continue reading Sync Office 365 User Photos to CRM Users with Flow →

“Record is unavailable” error when publishing solution

Problem When publishing unmanaged solution, this error shows up Record Is Unavailable The requested record was not found or you do not have sufficient permissions to view it. Although you have system admin role. Even worse, the download error log button is disabled and you can't find out which component causing the error. Solution Clearly … Continue reading “Record is unavailable” error when publishing solution →

Tabs show “Tab” instead of Tab Display Names in Unified Interface Client D365

Problem "Tab" instead of display names Solution Publish solution! Cheers!

Alternative to HttpUtility.UrlEncode in Dynamics CRM Online

If you try to use HttpUtility.UrlEncode in your plugin or workflow code, you'll get a security error: System.Security.SecurityException: That assembly does not allow partially trusted callers. Because it's not allowed in CRM Online. Instead, we should use this one: Uri.EscapeDataString

When to trigger plugin or workflow on Survey Response Voice of Customer

Voice of Customer (VoC) is a excellent tool for survey editor right in CRM, though it still lacks some nice to have functionalities. I'm not going to discuss about VoC in this post. Survey Response is a entity collecting all Answers for Questions in the Survey. When user submits the survey, Survey Response and Answers … Continue reading When to trigger plugin or workflow on Survey Response Voice of Customer →

Can’t set record Status Reason to default value in CRM Worklfow with Status Transition Rules Enabled

I encountered a weird case when trying to set record status reason to default value on creation of the record in CRM Workflow with Status Transition Rules enabled in the entity configuration. I'll replicate the case and implement a workaround in my trial CRM Online instance. Let's say we need to track payments from customers. … Continue reading Can’t set record Status Reason to default value in CRM Worklfow with Status Transition Rules Enabled →