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Showing posts from June, 2016

MS Dynamics CRM Plug-ins Exception Handling

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Its always have Exception blocks as well as finally block to handle all Exception in your custom Plug-ins. Here is basic snap shot.

MS Dynamics CRM Impersonate a user

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Impersonation is used to execute business logic (code) on behalf of another Microsoft Dynamics CRM user to provide a desired feature or service using the appropriate role and object-based security of that impersonated user. Impersonation involves two different user accounts: one user account (A) is used when executing code to perform some task on behalf of another user (B). To impersonate a user, set the CallerId property on an instance of OrganizationServiceProxy before calling the service’s Web methods. 1) In General Console Application way 2) with in Plugin or Custom work flow

MS CRM Plugins- When to use Entity/EntityReference

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For create and Update we use Entity and for Delete it is EntityReference for checking Target. For other messages we have to use mostly Entity but we need to think where to use EntityReference. For Associate/Disassociate we have to use EntityReference as well.  Now the Question is What is Target ? Is it all the time used or is any other Properties are available ? Ans :- Target is a properties for MessageRequest. it is not same for all type of messages.  For Assign if you have write code , then you can check For Assign if you have write code , then you can check

Email signatures in CRM 2016.

CRM2016 Update 1 has introduced email signatures in CRM2016. It is very important if you are using CRM web clients. In the past, CRM users used to copy paste their signatures into CRM emails or used email templates for signatures. Now you have an option to create one or more personal email signatures. 1. Go to personal options 2. Navigate to the Email Signatures tab and press New. 3. Enter your email signature and press save. 4. You have an option to set the email signature as the default by clicking on the Set as Default button. Testing the email signatures Create a new email activity and your default email signature will appear automatically. There is also a button available ‘Insert Signature’, which adds the signature manually or replaces the default signature. These buttons are highlighted in yellow in the above screenshot. Note: The embedded images in the email signature will not appear in the email unless they are hosted on the internet. Now you have email s

How to Qualify Lead without creating Opportunity/Account/Contact in Microsoft Dynamics CRM

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How to prevent MS CRM from creating Opportunity/Account/Contact while qualifying a Lead. A lot of sales teams are frustrated with how lead conversion works in Microsoft Dynamics CRM.  Starting with CRM 2013, whenever a user clicks the “Qualify” button, an Opportunity is always created.  We were hoping to see a fix in CRM 2016 but, sadly, the process still works the same. How can an organisation reconfigure Microsoft Dynamics CRM to allow sales to qualify a lead without creating an opportunity? The qualify process built into Microsoft Dynamics CRM assumes that the lead conversion process always ends either in disqualification, or in the creation of an opportunity.  But most businesses have lead conversion scenarios that don’t end in the creation of an opportunity.  Consider the following: A new contact from an existing account visits the website and completes a contact us form (perhaps requesting a downloadable resource, without any intent to purchase anything at this tim