Nishant Rana's Weblog

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

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.

To get the Access token
Log in to https://xrm.tools/AccessToken with your CRM Credentials.
Select CRM Organization

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.

Fixed: Translations not working in a field in Header in CRM 2016.

Recently we faced a strange issue with translations. It was showing correct translated value in the Form, however the same field in the Header was showing the label in English instead of German.

In Development environment it was working properly only in TEST we were facing this issue after deployment.

Then just to give it a try, I opened the form for customization, removed the City field form Header and added it back and did publish.

Surprisingly it started showing correct translated label in the header.

Hope it helps..

CRM 2011 Early Binding vs Late Binding Performance

Nice artilce on Early binding vs Late Binding Performance

WOODSWORKBLOG

Early binding versus late binding, which is faster?

Late.

View original post 353 more words

Isolated Dynamics CRM Security Feature – “Reparent”

Understanding Reparent

Abstruser Musings

There’s a feature of Dynamics CRM (that’s been in the product since version 3, I believe) that actually lives outside of the “front-and-center” security model that you normally think of with Dynamics CRM security roles.

I’m talking about the cascading functionality defined in entity relationships. Specifically, there is a cascading property called “Reparent.” There’s an old (but still relevant) article here about how this reparent functionality works. As this article explains, if you have a 1:N relationship between accounts and opportunities, and in this relationship, you have set the “reparent” property to “cascade all,” this means that the owner of an account (Acme INC) will see any opportunities created with Acme INC as the related account, and any opportunities whose related account is updated to be Acme INC.