Hide “+” and “See Associated records” buttons in subgrid based on value of a field

Create a web resource with a simple JavaScript method that will return true or false depending on the value that you want to validate, find below an example: Create a new solution with only the Entity that you want to customize (The entity of the subgrid).Open XRM Toolbox -> Ribbon Workbench.Open the Solution created in … Continue reading Hide “+” and “See Associated records” buttons in subgrid based on value of a field

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

Plugin to only allow users with certain role to deactivate records

As variant to a recent post I did, here's another plugin to manage the Activation/Deactivation of records. In this post, I'll describe a plugin that will control these actions in Contact Entity by only allowing users with an specific role. Plugin step details: Message: Update Filtering Attributes: statecode Run in user’s context: Calling User Event … Continue reading Plugin to only allow users with certain role to deactivate records