Category Archives: MS CRM 2015 Update 1

Get Comment from user before de-activating entity record

Requirement : While deactivating account record, we need to get deactivation comments from user before deactivating account.

Solution: We can implement this requirement using different ways, in this post we are going to provide out of the box solution for this requirement. We can achieve this using dialog, if you are new to dialogs I suggest you to refer first, where you can learn about dialogs and their component.

Idea here is hide the out of the box deactivate button for account entity and then design a dialog with prompt and response, we can ask user to enter comments and then we can update account entity description field (or you can setup your own custom field) with the comments, after that we can deactivate account record. Using following steps to design our dialog:

  • Navigate to Settings -> Processes and select New button through process command bar
  • Enter process name for example “Deactivate Account
  • Select category as “Dialog” and select Account under entity drop down
  • Click on Add Step and select Page from drop down to add a page in dialog


  • Select line under page and again click on Add Step and add a Prompt and Response.
  • Click on Set Properties button and set properties like below :


  • Click on Save and Close and select Page area and then add Update from Add Step dropdown, now we will update account record.
  • Click on Set Properties, Select description field in account form and select Look For like below and first click on Add and then on Ok, so that comment will store in description field.


  • Now finally add Change Status step from Add Step dropdown and set status to Inactive
  • Our dialog steps should look like below:


  • Activate our dialog using Activate button on dialog command bar

Testing Dialog:

To test our dialog, now simply navigate to Sales->Accounts and select and account and click on Start Dialog button under more commands (…), it will display our dialog name, select our dialog and click on Add, it will ask for comment like below:


Click on Next button after entering comments and finish it, it will store out comment in account record and will activate account, and you check your account record under Inactive view.

We can simply hide our of the box deactivate button using RibbonWorkbench tool, you can refer our post, for how to hide system buttons.

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Filed under MS CRM 2011, MS CRM 2013, MS CRM 2015, MS CRM 2015 Update 1

Relabeling Composite Control Fields

We can change display name of the entity fields easily by editing field display name property. But we can’t change fields label used in address composite controls. In this post we are demonstrating how to relabel composite control fields.

Requirement:Relabel city field in address composite control in account entity.

Note: You can’t change field logical name once it is created.

Solution: We can implement this requirement using Java Script. We have option to access composite control using Java Script, we can refer them using following way:

<composite control name>_compositionLinkControl_<constituent attribute name>

So if we want to refer any field which is used in the composite control, We can do like following, we are accessing city field here:

<composite control name>_compositionLinkControl_address1_city

To relabel the normal fields, we can use setLabel method. so we can use the same method to relabel city as well. let’s say we want to rename city field to “Distric”. We can use following code for that:


Similarly we can refer other fields as well.You can refer composite control name from the respective entity form or you can also refer it here.

Using Code: To use this code we need to create Java Script web resource, where we can have below method. We need to call this method on Onload of the account entity form.

function RelableAddressControl()





Now after publishing our changes, when we will open any account record we will see changes like below:


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Filed under MS CRM 2011, MS CRM 2013, MS CRM 2015, MS CRM 2015 Update 1

Using Actions in Microsoft Dynamics CRM 2015

There was one question today in Microsoft Dynamics CRM Community Forum, where user was looking for the information about what is the use of Entity input parameter in Actions, so thought of writing a post, so that it can help others.

About Actions: Microsoft Dynamics CRM actions allows us to define our own custom events/messages, similar to existing standard events like Create,update,delete. Actions are designed using CRM process editor or using SDK and we can define parameters both (input and output) for these actions just like we have parameters for standard messages, for example if you want to use Create message, it takes Entity object as parameter and returns record GUID as output. Once activated we can also register plugin on the same.

You can get more details about action here:

Action Example: We are going to demonstrate how we can create and call actions. Actions provide us option to define different type of input and output parameters, but here we are going to demonstrate use of Entity and EntityReference Parameter. So let’s take an example that we want to create Contact from Account, very simple example for the demo. While creating contact we want to use information like name, email, telephone from account entity. Now to pass this information we have two option either we can pass all these fields from account to contact one by one or we can simply pass account entity object so that required field can be collected from there. So let’s create a action where we will use two input type of parameter, Entity and EntityReference, from entity we will use above fields and using entityreference we will get it of the sales person (we have created a custom lookup field on contact entity), using following steps to design action:

  • Navigate to Settings->Process->New.
  • Use following details and click on OK :
    1. Process name: ActionDemo
    2. Category: Action
    3. Entity: None(global)
    4. Type: New blank process
  • Add a Input parameter of Entity type for ParentAccount record like below:


  • Add another input parameter of type EntityReference to get Salesperson


Now let’s say we want to use these parameters to create our contact record, so follow below steps to create contact record using these parameters:

  • Click on Add Step and select Create Record step under drop down


  • Select Contact under Create drop down like below and click on Set Properties.
  • Now we will be using our Entity object input parameter to fetching different property and will be setting in contact record
  • Select the field that you want to set, for example we want to set Account Name, so click on Account Name field and click on OK after setting following options from Form Assistant like below:


  • Similar we can select other fields like Email, Mobile, Firstname, Last name from account entity object like belowcotnact
  • Now select the Sales person field and select out second parameter from Form assistant like below (Note: We have created a custom lookup for Sales Person field in Contact entity) and click on Save and Close

salespersonNow we need to activate our action and we can call it using server side code, client side code and using other Workflow and dialogs as well (new feature in CRM 2015). We ca use following code call our action:

//we have written method to get CRM service object
IOrganizationService service = connection.GetCRMService();
//retrieve account record using that we want to create contact
Entity accountObj = service.Retrieve(“account”, new Guid(“699D9F32-9B10-E511-80FD-C4346BAD3138”), new ColumnSet(true));

//Create organization Request object and pass action name as parameter
OrganizationRequest Req = new OrganizationRequest(“new_actiondemo”);
Req[“ParentAccount”] = accountObj; //passing our first parameter
Req[“Salesperson”] = new EntityReference(“systemuser”, new Guid(“90322292-C8EC-4A72-8B32-B79DEF7DD31C”));
//use execute method to call action
OrganizationResponse Respons = service.Execute(Req);

After execution of the code we can see in CRM contact record is created by action like below:


So in above example we show if we need to pass multiple parameter we can use Entity object instead of passing field value one by one and entity reference is used to for passing a single entity reference instance.

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Filed under MS CRM 2015 Update 1

Using Upsert in Microsoft Dynamics CRM 2015 Update 1

Another useful feature that is introduced in Dynamics CRM 2015 update 1 is support for upsert operation. Upsert allows us to create or update record in CRM in single call, so we don’t need to bother if there is any existing record with the same keys or combination of other fields. This is specially useful in case of integration, when we are not sure that record from other system is already integrated with CRM or not. We can use upsert with alternate keys, Please refer our earlier post for how to use alternate keys. Let’s take below example where we are writing a account request, using upsertrequest,

Entity account = new Entity(“account”, “accountnumber”, “UPST601”);
account[“name”] = “Upsert Demo”;
account[“revenue”] = new Money(5000);

UpsertRequest request = new UpsertRequest()
Target = account

UpsertResponse response = (UpsertResponse)service.Execute(request);
if (response.RecordCreated)
Console.WriteLine(account[“name”] + ” Created with Revenue: ” + account.GetAttributeValue<Money>(“revenue”).Value);
Console.WriteLine(account[“name”] + ” Updated with Revenue: ” + account.GetAttributeValue<Money>(“revenue”).Value);

account[“revenue”] = new Money(15000);
UpsertRequest request1 = new UpsertRequest()
Target = account
response = (UpsertResponse)service.Execute(request);
if (response.RecordCreated)
Console.WriteLine(account[“name”] + ” Created with Revenue: ” + account.GetAttributeValue<Money>(“revenue”).Value);
Console.WriteLine(account[“name”] + ” Updated with Revenue: ” + account.GetAttributeValue<Money>(“revenue”).Value);

As you can see in above code we are executing upsert request two times, so first time as this record is not available in CRM, it will create it, but while executing next statement it will update existing record instead of creating it,


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Filed under MS CRM 2015 Update 1

Using Alternate key to update entity record- Microsoft Dynamics CRM 2015 Update 1

If you have worked on integrating CRM with another system like ERP, you might have maintain different keys for your ERP records for the synchronization purpose. But now you do need to that any more !! Microsoft Dynamics CRM 2015 Update 1 introduced new feature which allows us to assign alternate unique keys to entity which can help us to update entity record, this is specially useful for integration because you need to keep both keys from both the system to synchronization of the data between two systems. This key can help you to create/update data in CRM without querying entity record primary GUID, which means alternate key will act like a primary key. You can add alternate keys by following below steps

  1. Navigate to Settings-> Customizations->Customize the System
  2. Select your entity and expend it, let’s say in our case we want to use Account entity.
  3. Click on Keys->New to setup alternate key for account.
  4. Provide display name for your alternate key, let’s say we want to name it as Integration key
  5. Select source field where want to store this key, so let’s say want to utilize Account Number field, select Account Number and click on Add button.
  6. Save and Close key dialog.


Now this field will be holding another key field for us that we can use to update this record. So let say first we want to create account record and by setting this key, we can use following code:

//Create Account object with alternate key field and value

Entity account = new Entity(“account”, “accountnumber”, “ERP12345”); 

account[“name”] = “Alternate Key Test”;


So our account record is created like below


Now as this account is created with alternate key, we can simply update this account with the help of alternate key without using accountid field (primary key) like below

Entity accountUpd = new Entity(“account”, “accountnumber”, “ERP12345”);

accountUpd[“name”] = “Alternate Key Demo”;

accountUpd[“websiteurl”] = “”;


Now our account record is updated:


So, we can use alternate keys to update entity records now !!

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Filed under MS CRM 2015, MS CRM 2015 Update 1

Improved update method –Microsoft Dynamics CRM 2015 Update 1

Microsoft Dynamics CRM 2015 Update 1 released some new features that will be very help for developers. In this post we will discuss new improvement in Update method. In earlier version we had different request for the special operations for example AssignRequest for changing owner once record is created, SetStateRequest to change the status of entity record. But now with the release of CRM2015 Update 1 we don’t need to use request (they are deprecated). We can simply apply these operation in the update request only.

For example below is the request to update account record and assign to another user and change status to inactive:

OrganizationService service=GetCrmService();

//Create account object

Entity account=new Entity(“account”);

//set account id

account[“accounted”]=new Guid(“af393105-2a98-407b-9215-6113f19498ad”);

//Assign this record to dev user

account[“ownerid”]=new EntityReference(“systemuser”, new Guid(“af80d7b3-e5e1-4b52-a141-a594f24ee015”);

//set account status to inactive

account[“statecode”]=new OptionSetValue(1);

account[“statuscode”]=new OptionSetValue(2);

//call update method






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Filed under MS CRM 2015 Update 1, Uncategorized