Filter SubGrid in Dynamics 365 (with New Form Rendering or Turbo Form)

Recently we had a requirement wherein we wanted to see all the child records of a record in a SubGrid .

We had self-referential (hierarchical relationship) enabled for that entity.

Configuring the Sub Grid on the form.

We have also enabled the Editable grid for the Sub Grid.

The JavaScript code

function filterSubGrid()
// get the current record's guid
var entityId =;

// refer the subgrid
var testGrid = window.parent.document.getElementById("Test");

if (testGrid == null)
setTimeout(function () {filterSubGrid(); }, 2000);

// fetch xml code using User operator
var fetchXml = "<fetch distinct='false' no-lock='false' mapping='logical'>" +
"<entity name='new_test' >" +
"<attribute name='new_name' />" +
" <attribute name='new_testname' />" +
"<order attribute='new_name' descending='true' />" +
"<filter type='and'>" +
"<condition attribute='new_testid' operator='under' value='"+entityId+"'"+"/>" +
"</filter>" +
"</entity>" +

if (testGrid.control != null)
testGrid.control.SetParameter("fetchXml", fetchXml);
setTimeout(filterSubGrid, 500);

The filtered Sub Grid (editable)

Note :- The JavaScript code is unsupported as we are making use of getElementById instead of Xrm library to access subgrid.

Hope it helps..

Using ILMerge for Plugin in CRM

If we make use of external assembly in our Plugin (sandboxed) we will get the exception of FileNotFound.

So here we can make use of ILMerge which basically merges the assembly referenced and the plugin into a single assembly.

Install the following NuGet Package.

This adds the following files in our Plugin project.

We need to set Copy Local as true for all our referenced assembly that we want to merge with our plugin.

We need to set Copy Local as false for all other assemblies that we do not want to be merged with plugin.

Just build the project and we are done.

The assembly inside Reflector: –

Hope it helps.

Using tpc.identity to get the logged in user details in JavaScript in The Portal Connector (TPC)

Recently while working in TPC, we had a requirement to get the details of the logged in user (which is basically a contact record in CRM).

To do so we can make use tpc.identity object in Client Side.

For e.g. contactId

Hope it helps..

Fixed – Workflow must be in Published State error while converting Case to Work Order in CRM

Recently, while trying to convert a case to work order we got the below error.

The immediate thought was to check all the workflow associated to work order and case and see if they all are published, which in fact they were.

Then as suggested here

we deactivated and activated one of our SLA written against the Work Order entity and it fixed the issue.

Hope it helps..

Sample code to upload file to Azure Blob Storage from CRM Online Plugin

Sharing a sample code which we can use to upload files to Azure Blog Storage from within a CRM Online Plugin. Here we’d be making use of the REST API to simplify things (instead of using Windows Azure Storage library) in our Plugin.

First, we will be creating a storage account of type blob storage and a container inside it.

Log in to Azure Portal

Click on Add to add a new storage account.

Create a new container in it to store the blob files

In Azure Portal – Storage Account, go to Access Keys and copy the key

And also note down the storage account name and container name which will be used to construct the URL.

We can also go to container, select its properties and copy the url.

Here we have written the plugin on Create of Annotation, which then retrieves the attachment and uploads its content to the container.

Let us first see it in action.

We have created a new note and attached a text file to it.

Going back to our portal, we can see the file in our container.

The sample code for the plugin.

using Microsoft.Xrm.Sdk;
using System;
using System.IO;
using System.Net;
using System.Security.Cryptography;
using System.Text;
namespace MyTestPlugin

public class UploadFile : IPlugin
public void Execute(IServiceProvider serviceProvider)
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
// Obtain the target entity from the input parameters.
Entity noteEntity = (Entity)context.InputParameters["Target"];
byte[] doumentBody = Convert.FromBase64String(noteEntity.Attributes["documentbody"].ToString());
string content = Encoding.UTF8.GetString(doumentBody);
string fileName = noteEntity.Attributes["filename"].ToString();

// Upload the attached text file to Azure Blog Container
UploadFileToAzureBlobStorage(content, fileName);

catch (Exception ex)
throw new InvalidPluginExecutionException(ex.Message);

void UploadFileToAzureBlobStorage(string content, string fileName)

string storageKey = "storagekey";
string storageAccount = "storageaccountname";
string containerName = "strogaecontaninername";
string blobName = fileName;

string method = "PUT";
string sampleContent = content;
int contentLength = Encoding.UTF8.GetByteCount(sampleContent);

string requestUri = $"https://{storageAccount}{containerName}/{blobName}";

HttpWebRequest request = (HttpWebRequest)WebRequest.Create(requestUri);

string now = DateTime.UtcNow.ToString("R");

request.Method = method;
request.ContentType = "text/plain; charset=UTF-8";
request.ContentLength = contentLength;

request.Headers.Add("x-ms-version", "2015-12-11");
request.Headers.Add("x-ms-date", now);
request.Headers.Add("x-ms-blob-type", "BlockBlob");
request.Headers.Add("Authorization", AuthorizationHeader(method, now, request, storageAccount, storageKey, containerName, blobName));

using (Stream requestStream = request.GetRequestStream())
requestStream.Write(Encoding.UTF8.GetBytes(sampleContent), 0, contentLength);

using (HttpWebResponse resp = (HttpWebResponse)request.GetResponse())
if(resp.StatusCode == HttpStatusCode.OK)
// successfully uploaded


public string AuthorizationHeader(string method, string now, HttpWebRequest request, string storageAccount, string storageKey, string containerName, string blobName)
string headerResource = $"x-ms-blob-type:BlockBlob\nx-ms-date:{now}\nx-ms-version:2015-12-11";
string urlResource = $"/{storageAccount}/{containerName}/{blobName}";
string stringToSign = $"{method}\n\n\n{request.ContentLength}\n\n{request.ContentType}\n\n\n\n\n\n\n{headerResource}\n{urlResource}";

HMACSHA256 hmac = new HMACSHA256(Convert.FromBase64String(storageKey));
string signature = Convert.ToBase64String(hmac.ComputeHash(Encoding.UTF8.GetBytes(stringToSign)));

String AuthorizationHeader = String.Format("{0} {1}:{2}", "SharedKey", storageAccount, signature);
return AuthorizationHeader;


Hope it helps.

Call Dynamics CRM from Azure Functions

Let us take a look at a simple Azure Function that refers our CRM assemblies and creates contact record in CRM.

Log in to Azure Portal, search for Function App and create a Function App.

Here we have specified WebHook + API and CSharp Template. Click on Create this function.

Select the function app, go to Platform features tab and click on App Service Editor.

Right click the function and add a new file named project.json. It is within this file we will refer our Nuget Packages that we need in our function.

Here we will reference the following Nuget Package for CRM

"frameworks": {
"dependencies": {
"Microsoft.CrmSdk.CoreAssemblies": ""

Back in our Function when we click on Save or Run, we can see the required assemblies being installed in our Log.

The sample code for the Azure Function (just for simplicity the values are all hardcoded)

using System.Net;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;

public static async Task<HttpResponseMessage> Run(HttpRequestMessage req, TraceWriter log)
log.Info("C# HTTP trigger function processed a request.");

// parse query parameter
string firstname = req.GetQueryNameValuePairs()
.FirstOrDefault(q => string.Compare(q.Key, "firstname", true) == 0)

string lastname = req.GetQueryNameValuePairs()
.FirstOrDefault(q => string.Compare(q.Key, "lastname", true) == 0)

IServiceManagement<IOrganizationService> orgServiceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(new Uri(""));

AuthenticationCredentials authCredentials = new AuthenticationCredentials();
authCredentials.ClientCredentials.UserName.UserName = "";
authCredentials.ClientCredentials.UserName.Password = "*****";
AuthenticationCredentials tokenCredentials = orgServiceManagement.Authenticate(authCredentials);

OrganizationServiceProxy organizationProxy = new OrganizationServiceProxy(orgServiceManagement, tokenCredentials.SecurityTokenResponse);
Entity contact = new Entity("contact");
contact.Attributes["firstname"] = firstname;
contact.Attributes["lastname"] = lastname;
var contactId = organizationProxy.Create(contact);
// Get request body
dynamic data = await req.Content.ReadAsAsync<object>();

string fullname = "";
return fullname == null
? req.CreateResponse(HttpStatusCode.BadRequest, "Please pass a name on the query string or in the request body")
: req.CreateResponse(HttpStatusCode.OK, "Contact created in CRM " + contactId.ToString());

Let us now test our function.

The function expects 2 query string parameter firstname and lastname and creates the contact record in CRM.

In our CRM, we can see the contact record created.

Hope it helps..