Category: CRM 2016 Update 1

New Features CRM 2016 Online Update 1 – Category Entity.


CRM 2016 Online Update 1 introduces new entity called Category.

We can define Parent Category and Child Categories.

Category Number format can be defined in Auto Number settings.

For Category entity we can create 1 – N relationships with System Entity and Custom Entity and then associate their records with the categories. We cannot create N – 1 and N – N relationships from Category.

To associate category, I have created a new 1 – N relationship between Category and Account and added the lookup to the Account form.

This way category entity can help in grouping, search and reporting.

More details

https://msdn.microsoft.com/en-us/library/mt728945.aspx

Hope it helps.

Using Advanced Rest Client with Web API in CRM 2016


Hi,

To test Web API query we can make use of Advanced Rest Client chrome extensions.

https://chrome.google.com/webstore/detail/advanced-rest-client/hgmloofddffdnphfgcellkdfbfbjeloo

Log in to CRM Online and from Settings > Customizations > Developer Resources

Get the Service Root URL

  • Launch Advanced Rest Client in Chrome
  • Put the URL copied.
  • Here we would also need to set headers, content type and Authorization.

  • Copy the Access Token and use it for Authorization Header in Advanced Rest Client

Click on Send and to get the response

Update the query and click on SEND

More details here

https://msdn.microsoft.com/en-us/library/gg334767.aspx

Hope it helps.

New Features CRM 2016 Update 1 – Customer attribute


Hi,

With CRM 2016 Update 1 now we have got this option of creating custom attribute of data type Customer for any entity à system as well as custom.

This in turn will create 2 new relationships with account and contact entity.

Hope it helps.