MSCRM Solution Come, Learn and Share

By: Amit Choudhary | August 22, 2017

In my previous blog posts about Business Process Flows, I discussed about how to Set Business Process flow dynamically and how to switch stages automatically by code. However, when you create a new record, it will set the first valid Business Process Flow defined for that entity as per user's security role. However, if there are multiple Business Process Flows for that entity, it would set the first Business Process Flow as default.


What if you want to set the specific Business Process Flow based upon some condition while creating the record?

Follow below steps to set the Business Process Flow while creating the record:

Step 1: Find the entity form ID from form URL. e.g.  c86fd132-dcac-4b44-bb4d-4e89c7fcc35f

Step 2: Find the Business Proc...

By: Amit Choudhary | July 27, 2017

While working with Dynamics CRM Plugins, the thumb rule for Plugin Registration is:

  • If you are working with CRM On-Premise, use Plugin isolation mode as None.
  • If you are working with CRM Online, use Plugin isolation mode as Sandbox.
So, now the scenario is you are working on big implementation for CRM On Premise. Now your organization decides to move to CRM Online. The first task comes to mind is to move all the Plugins to Sandbox mode and see if they are still working considering running Plugin in sandbox comes with some limitations (such as you cannot access file system/registries/external assemblies/protocols/IP Addresses etc).

To convert the Plugin assemblies to Sandbox mode, one option is to open Plugin Registration tool and convert the a...
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