MSCRM Solution Come, Learn and Share

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...

By: Amit Choudhary | June 28, 2017

We had earlier published a blog for Dynamics 365 Business Process Flow Enhancement. However, some points should be considered before upgrading to Dynamics 365.

1. Publisher Entity Prefix: When we implement Dynamics CRM, it automatically creates a default publisher with Entity Prefix as "new_". So if you are using Business Process Flow in your environment, make sure to check that all of your publisher has correct Prefix. The reason is as I mentioned in my previous blog that now for each Business Process Flow there would be an entity to support concurrent business process flows. Therefore, when you upgrade to Dynamics 365, for each existing Business Process, an entity would be created with prefix as described in Solution Publisher. ...

By: Amit Choudhary | June 04, 2017

Here is the generic Web API Library. 

Click here to download the Generic Web API Library.

To see how to use the function. Click here to see the demo function for retrieveRecord.

Please post in the comments box if you have any question regarding the usage of each function.

To see more about demo function and understanding how to create query in Web API, please check my previous post.

By: Amit Choudhary | May 19, 2017

Below is the code for Web API to Retrieve Record by entity ID along with helper function. The signature of the function is same as you might have seen in SDK.REST.js library. However, I have added two additional parameters:

  • isAsync- Boolean. If isAsync is set to true, the request would be executed Asynchronously. In SDK.REST.js, it was hard-coded and sent as true.
  • impersonatedUserId- Guid of the User. If you would like to execute the JS, in context of other user, you can pass the user id. To run in the logged-in user's context, pass the parameter as NULL.


  • _getFormattedValue - When you want to retrieve the OptionSet Label/Lookup text, you can use the _getFormattedValue function specified in the library.
  • _getLookupEntityLogicalName -For...

By: Amit Choudhary | May 13, 2017

With CRM 2016, Microsoft introduced support for WebApi. As per the Microsoft recommendation that is the future direction to go. However, unlike earlier, they did not provide any generic library (like SDK.REST.js). So we were working on developing similar generic library, so that it is easy to develop the code with WebApi.

We have developed similar library on the same base of SDK.Rest library. So the learning curve to WebApi can be reduced. In the upcoming blogs, I would be explaining how to use WebApi and will upload the generic WebApi library.

Stay tuned for the generic library...



MoCA Offline

Unmapped profiles

CRM organization import

Input Parameters

CRM Plugin

Plugin context

Outlook Client

Outlook Client Statistics


Plugin execution time

Debug Javascript

Debug Javascript in MoCA

Optimistic Concurrency




Dynamics CRM 2016

new capabilities in CRM 2016

CRM 2016 Release Preview

What's new in CRM 2016

What's coming in CRM 2016

CRM 2016 Release Notes

CRM Online

CRM On Premise

Online vs On Premise

Online and On Premise comparison

CRM 2015

Stored Procedure

Out of the Box Stored Procedure

OOTB Stored Procedure




Xrm Snippets

CRM JavaScript


Full Text Search


CRM 2015 UR1

Everything about Full Text Search

Multi Entity Search Performance issue

Enable Full Text Search in CRM


CRM Interview Question

Interview Question

Interview Questions

MSCRM Interview Question

Microsoft CRM Interview Question

Configure columns for Multi Entity Search

Multi Entity Search

Configure View Columns

View Columns for Multi Entity Search

Configure Global Search view

configure view Columns

Dynamics 365

Dynamics 365 Update 1

8 2 1

Data Import

Data Import permission

MSCRM Data Import


MSCRM Import

MSCRM Data Import privileges

MSCRM Data Import Security Role

Business Process Flow

Business Process Flow Enhancements

Business Process Flow with Dynamics 365

CRM 8 2 1 Business Process Flow

Dynamics 365 Business Process Flow

Concurrent Business Process Flow


Generic WebApi library for CRM

WebApi for CRM

WebApi library for CRM



Webpi for Dynamics CRM

WebApi for Dynamics 365

Generic library

generic Web Api

Business Process Flow issues

Business Process Flow issues and solution

Dynamics 365 Business Process Flow issues

Upgrade Plugin to Sandbox Mode


Sandboxed Plugins

Move Plugins to Sandbox Mode

Move Plugins to Sandbox Mode Customization xml

Customization xml edit for Plugin

Move None to Sandbox

Move None to Sandbox CRM Plugin

last login date

last access date

last access time

user access

user access audit

last login time

CRM last login date

CRM last access date

CRM last access time

CRM user access

CRM user access audit

CRM last login time

User Access Online

Last Login CRM Online

Default Business Process Flow

Default Process Flow on Load

Default Business Process Flow On Load

Default Business Process Flow on Create

Default Process flow on Create

ADX Portal

ADX Portal Source code

Microsoft Dynamics 365 Portals

Dynamics 365 Portals



Unsupported Code

Delete Reports

Delete Reports form CRM

Delete Managed Reports

Delete Out of the Box Reports

Delete CRM Reports

Unsupported CRM Code

Dynamics 365 WebAPI

Dynamics 365 WebAPI update lookup

Update Lookup WebAPI

WebAPI for CRM Update

Update Lookup CRM WebAPI

Update Customer lookup via webapi

Update Regarding lookup via WebAPI