Tag: Plugins

Development, Dynamics 365

Cloning a Record in Dynamics CRM

Recenly we received requests from clients and some questions from Dynamics Community members on how to Clone records. Although there are some available solutions out there, and the various possibilities on how to implement this, we would like to demonstrate here one possibly and not to complicated way on how to implement this. This implementation involved using Ribbon Workbench to create the Clone button and a Command that will execute a JavaScript function, which will call an action and execute Plugin/Action code to copy the record.

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Development, Dynamics 365

Creating an Approval Process

We recently had a requirement to add an approval process to an entity in CRM. This was a custom entity (Comment), where most of the fields were prepopulated from the web, but had a response field that had to go through multiple layers of approval/review. The review process was once the comment was received it would be assigned to a responder, which would then go through manager, legal and director approvals.

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Development, Dynamics 365

Pre-Validation Events for Delete Plugins

When you are creating a plugin that must perform certain actions on the Delete message, you might at times try to make changes to the associated records of the records that is being deleted. When you call the Delete message using either the Pre-Operation or Post-Operation events, the associations to the underlying related records are deleted before the actual records is deleted. 

 
Development, Dynamics 365

Recurring CRM Plugin Execution using Workflows

Many times we are required to have a process or task that will automatically execute at a predefined interval (such as every first of the month), but Microsoft Dynamics CRM does not have a built-in engine to have such a process. An example of this would be updating the Month-To-Date totals of a particular entity.

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