Pre-Validation stage plugin example

Problem:

You need to do duplicate detection for records created only by users of a particular team. Out of box CRM duplicate detection rule does not allow to filter the records for validation. It is applicable to all records of a particular entity by default. Therefore it requires additional custom logic to be written and of course you dont want any of your: Pre Operation/ Post Operation plugins to be triggered before this validation.

Solution:

Register the plugin on Pre Validation stage. Therefore this validation is the first thing triggered when you save the record even before the record is submitted to database for create.

Note:

Any validation custom logics need to be ideally registered on Pre Validation Stage. Pre validation plugin runs before any security checks. i.e. even before the CRM check the users security roles to perform the action.

 

A CRM project – RELATION

A CRM project is more than just business contract. It is a strong personal RELATION at work as well. For that reason we love working on the client side, because projects allow to build strong client relationships.

Please leave us a comment or your opinion. Maybe you have interesting stories about your relations with clients. We are happy to hear.

Join the Dynamics AX User Group (AXUG)

Join the Dynamics AX User Group (AXUG) to engage 365 days a year with the largest, user-led community for companies using Dynamics AX and Dynamics 365.

AXUG provides a hub for thousands of AX user, partners and developers to exchange knowledge on how to best maximize product performance to achieve business success. Our resourceful community is powered by users, for users and specializes in the delivery of member-driven education and enriched networking – helping to boost competencies, confidence levels and connections for our members.

Dynamics 365 Tech Conference 2017

Sunday, March 12, 2017 (2:00 PM) to Wednesday, March 15, 2017 (4:30 PM) (Pacific Time) at Washington State Convention Center

The Dynamics 365 Tech Conference is the event to access deep developer-based education exclusive to Microsoft Dynamics 365 for Operations. Learn from and get inspired at the Dynamics 365 Tech Conference while interacting directly with Microsoft engineering, the people that build Dynamics 365 for Operations.

The Dynamics 365 Developers and Implementers Round-table is for developers and implementers for operations, and sales and marketing. Anyone who is on AX or CRM currently who are looking to migrate/upgrade to Dynamics 365 should attend.
This session is available as a free standalone registration if you will not be attending the Dynamics 365 Tech Conference, or you can edit and add the session onto your current registration.

Details: Thurs. March. 16th 10am-12pm local time. The Conference Center, Chalen 5.

More info: https://www.d365tech.com/

Metadata Document Generator for Microsoft Dynamics CRM 2011

As everybody knows writing documentation about entities and attributes used in CRM project is very time consuming and bored.

However there is Metadata Document Generator which makes it easier for Dynamics CRM 2011 integrators to generate documentation about entities and attributes metadata.

You can download it using following link: http://metadatadocgenerator.codeplex.com/

PLEASE JUST BE AWARE THIS PROJECT IS DEPRECATED AND WON’T RECEIVE ANY UPDATE ! FOR THAT REASON PLEASE DOWNLOAD XRMTOOLBOX INSTEAD. IT CONTAINS THE METADATA DOCUMENT GENERATOR PLUGIN