MS Dynamics CRM 365 Sales Life Cycle (Diagram)

Hello all, As part of a training I had to give, I created a diagram explaining in simple terms(and without going deeper into all CRM functionalities) the Sales Life Cycle in Dynamics CRM, please find it below: Probably in the future I will create a video doing each step in a MS Dynamics CRM 365 … Continue reading MS Dynamics CRM 365 Sales Life Cycle (Diagram)

An undeclared property ”{FieldName}” which only has property annotations in the payload but no property value was found in the payload

Problem Today while using the Web Api to update "Account Name" lookup field of a contact I started to get the error below: "An error occurred while validating input parameters: Microsoft.OData.ODataException: An undeclared property 'parentcustomerid' which only has property annotations in the payload but no property value was found in the payload. In OData, only … Continue reading An undeclared property ”{FieldName}” which only has property annotations in the payload but no property value was found in the payload

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

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