{Issue Resolution} Auto-follow a record enabled for Activity feeds in Dynamics CRM 2013/2015

December 19, 2014December 19, 2014 deepeshsomani2013 Microsoft Dynamics CRM

Recently one of the requirement that was asked to one of my fellow community members was to auto-follow an opportunity record, once it is created.

Opportunity entity is automatically enabled for Activity feeds, so I will not get to those bits.Here is the code to achieve the same:

//ID of the user for which auto-follow needs to be enabled

Guid userid = new Guid(“878D274D-8375-E411-80D0-AC162DB47C44”);

//ID of the record for which auto-follow needs to be enabled

Guid pitch = new Guid(“D3B9BEBB-9076-E411-80D9-AC162DB46F8A”);

Entity postfollow = new Entity(“postfollow”);

postfollow.Attributes[“regardingobjectid”] = new EntityReference(“opportunity”, pitch);

postfollow.Attributes[“ownerid”] = new EntityReference(“systemuser”, userid);

Guid postfollowId = service.Create(postfollow);

I think it is a very useful piece of code, as there are not enough code samples on this feature.

Hope it helps!

Refreshing the Web Resource in CRM 2013.

December 17, 2014 deepeshsomani2013 Microsoft Dynamics CRM

Got asked this query and found solution from my old colleague.

Nishant Rana's Weblog

In one of our Entity’s Form we were using HTML Web Resource and this HTML web resource was showing values of the attributes in that form.

Now in CRM 2011, after we save the record the form reloads and so our web resource was picking up the new values saved.

However in CRM 2013, on save, as the form doesn’t reload, the values were not getting updated in the HTML Web Resource.

So the solution was to refresh the Web Resource using Jscript on the On Save event of the form.

Hope it helps.

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{ZERO CODE DEVELOPMENT}Restrict user to add notes to inactive entity: Dynamics CRM 2013/2015

December 16, 2014 deepeshsomani2013 Microsoft Dynamics CRM

When a record is inactive, changes to most fields in record are locked. Still, there are some actions which are out of box allowed like adding activities, notes, etc.

I often have had this scenario.

Here is a simple workflow solution to solve this problem. I have taken example of Contact record and Notes.

Step 1: Create a workflow on Create of Notes (It should be synchronous):

Step 2: Put a check condition to check parent regarding status:

Step 3: Stop the workflow with cancelled, if this condition is met true:

Set Error Message in Properties:

Now let’s see this in action:

Hope it helps!

{ZERO CODE DEVELOPMENT} Creating Posts when Entity is updated in Dynamics CRM 2013/2015

December 16, 2014 deepeshsomani2013 Microsoft Dynamics CRM

Activity feeds are enabled for some out of box entities automatically in CRM for specific actions. Recently there was a query on CRM community how to be able to create posts when an Entity is updated.

Solution: Create an out of box workflow on entities you want to have auto post on updates.

Step 1: Taking example of lead entity, create a workflow on update of lead entity:

Note: It is not necessary to create synchronous workflow.

Step 2: All fields must be selected in Records field change (If you want specific, you can update specific):

Step 3:

Create Post in the processing step:

Step 4: Activate this, follow a lead record (Follow button via ribbon). Your changes will now start appearing in What’s new area as well as posts area on the record:

What’s new area below:

Posts on Record’s wall :

Hope it helps!

PLUGINS VS WORKFLOWS: COMPARISION WITH RESPECT TO dynamics CRM 2013/2015

December 16, 2014December 16, 2014 deepeshsomani2013 Microsoft Dynamics CRM

I was traversing through msdn on CRM 2015 and found a marvel, thought its worth to share. Its comparison between workflow and plugins, in context of CRM 2015.

Most of it is also applicable to CRM 2013 as well.

Source: MSDN

Hope it helps!

Get and Set ‘Partylist’ fields using Jscript

December 15, 2014 deepeshsomani2013 Microsoft Dynamics CRM

This was a recent query asked to me. Adding a solution done by my old colleague Rajeev here:

Rajeev Pentyala - Microsoft Power Platform

If you observe “Required” lookup field on an ‘Appointment’ form, you can choose more than one Accounts or Contacts or Users.

Though it looks like a normal lookup field actually it’s a field of type ‘Party list’.

Party List :-

Party List is a data type in CRM, using which you can set more than one records of an entity for a single field.
Part List type field, renders as Lookup on the form, but it works as multi select lookup.
We can’t create a custom party list fields.

For example,

In the ‘Appointment’ entity field “Required” is a ‘Party List’ type
We can select multiple records of different type (i.e., Accounts, Users, Contacts…)

Below is Jscript to Get or Set ‘Partylist’

function getPartyList() {
var partyRequired = Xrm.Page.getAttribute(“requiredattendees”);
var attendees = party.getValue();
for (var indxAttendees = 0; indxAttendees < attendees.length; indxAttendees++) {
// User
if (attendees[indxAttendees].type == 8) {
alert(“Attendee is User; Id…

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{DYNAMICS CRM 2015}Calculate ROLLUP FIELD PROGRAMATICALLY

December 15, 2014 deepeshsomani2013 Microsoft Dynamics CRM

Retrieve a calculated rollup field value immediately

Rollup attributes support a CalculateRollupField message that developers can use to calculate a rollup attribute value on demand. The request and response, along with the members, are shown in the following table.

Request/Response
Members

CalculateRollupFieldRequest

Target: EntityReference for the record.

FieldName: String representing the logical name of the attribute.

CalculateRollupFieldResponse

Entity: Entity containing the rollup attribute and the supporting <attribute SchemaName>_Date and <attribute SchemaName>_State attributes.

This message is a synchronous operation for just the attribute identified in the request. If the value of that record is included as part of other rollup fields, the values of those fields won’t take the possible value change caused by calling this method into consideration until the regularly scheduled asynchronous jobs that perform those calculations occur.

Source: Click here

Hope it helps!