Get members(Users) of a team

The method below will return you a list of users which are part of a team that will be received as parameter: public static List<Entity> GetTeamMembers(Guid teamID, IOrganizationService service) { string fetchXML = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'> <entity name='systemuser'> <attribute name='systemuserid' /> <order attribute='fullname' descending='false' /> <link-entity name='teammembership' from='systemuserid' to='systemuserid' visible='false' intersect='true'> <link-entity name='team' … Continue reading Get members(Users) of a team


Run action in plugin

Find below a method that will execute an Action in CRM based on the parameters received /// <summary> /// Trigger an Action in CRM. "parameters" parameter can be optional based on the action called, same for "targetEntity". /// </summary> /// <param name="ActionName"></param> /// <param name="TargetEntity"></param> /// <param name="service"></param> public static void CallAction(string actionName, StringDictionary parameters, … Continue reading Run action in plugin

Allowing other users to send emails in your behalf

I have seen multiple times errors in workflows or plugins that send emails regarding the fact they can't send emails on behalf of others, this is because the user configuration is not set to allow this functionality. To allow other users to send emails on your behalf follow the steps below: Go to "Options" in … Continue reading Allowing other users to send emails in your behalf

Record image not showing in Global Search

Problem Just after installing the v9 update for our MS Dynamics CRM 365 instance, we started to notice that when using global search, the resulting case records where not showing the record image, instead, it was always showing the default entity image. Solution Problem resides in the fact that after installing new versions sometimes there … Continue reading Record image not showing in Global Search