Today while trying to call an on demand a workflow in a custom plugin, I started to see that CRM was throwing an error similar to: "The workflow should be an on-demand workflow or child workflow" and the most frustrating thing was that this workflow was already set with that configuration(On Demand). Searching for the … Continue reading Duplicate workflows appearing in advanced find – CRM 365
As a variant to a recent post I did, here's another method to associate records, difference is that this will associate multiple number of records in a single transaction
When creating N:N relationships between entities, CRM allow us to associate records. This is a great functionality to track and reference records through entities. Although this can be done manually, find below a method to associate two records programmatically:
Same as Users, Teams can be used to assign roles. This is used mostly for Owner Teams, which should have the right privileges over the records that they own. Find below a method to assign roles to a Team
As a variant to a recent post I did, here's another method to assign roles to a user, different is that this method will allow you to assign multiple number of roles in a single transaction.
Sometimes we need to manage roles programmatically with plugins to fulfill our customer requirements. This is great to allow Users to see data and append privileges. Find below a method that will assign a role to a user(Both sent as parameters).
Today I had to build a method to retrieve a Security Role based on its name and I would like to share it so hopefully it can help anyone. LINQ is used to do the actual search.