A user in Dynamics CRM/365 can revise a Quote, it's a process where the old quote is closed and a new quote is created in draft state and ready to be updated.
Dynamics doesn't support a specific message that we can intercept (in order to register a plugin step) when a quote is revised, however one of the possible ways is to deal with the Create message.
When quote are revised the integer (Whole Number) field revisionnumber is increased, this field is managed by the platform as it is not valid for Create or for Update according to its Metadata.
So...
November 9, 2017
September 21, 2017
Microsoft Portals Source Code Teardown - Episode 1 - The Solution
If you are reading this post you probably know that Microsoft released the source code of the Microsoft Portals (former ADX Studio) under the MIT license.
I have a fair experience with the code of ADX Studio 7.x but this release include also the source code of some DLLs, so I thought that analyzing parts of the source code can be interesting for Dynamics developers.
Download link: Microsoft Dynamics 365 Customer Engagement Portals Source Code
The file of interest is MicrosoftDynamics365PortalsSource.exe, after extracted the main Visual Studio...
May 24, 2017
Xrm.Page.context.getVersion is now a supported method, use it!
Recently the MSDN page regarding the Client-side context methods of Dynamics 2016/365 has been updated and thanks to the Dynamics team a new method is inside the documentation: Xrm.Page.context.getVersion.
Some developers are already using this method in their code, personally I didn't because I had not the necessity to differentiate between the 8.x endpoints.
The method returns a string containing the full version in the Major.Minor.Build.Revision format, an example is "8.2.1.185".
In the previous CRM versions if we want to get the version from...
May 15, 2017
CRM Saturday Zurich: recap of the Community Event
Last weekend I attended #CRMSaturday in Zurich, for those not familiar with the name, CRM Saturday is a series of events across Europe (but they are going global with the July event in Australia) focusing on Dynamics 365 for Customer Engagement (or Dynamics CRM if you prefer).
Conferences and events like this are an important part of the CRM ecosystem, when you work on a platform like Dynamics 365 that implements new features rapidly, a community event can be a perfect opportunity to keep yourself up to date learning something new or go deeper...
April 4, 2017
GetAttributeValue<object>, why not?
Today I wrote a small piece of code in order to replicate the exact same data from a CRM instance to another keeping the same ID, it was an exercise because I had to copy only a couple of entities, otherwise I could use one of the several tools made for this kind of operation (like KingswaySoft).
While I was writing the code I arrived to the point where I need to map the fields, so I started to write the usual GetAttributeValue<string>, GetAttributeValue<EntityReference>, ...
And I asked myself:
"source and target attributes are always...
January 5, 2017
MVP again for 2017, transition to the new Dynamics era
January 1st I received my third Microsoft MVP Award for my contributions to the Dynamics community, the category is still "Business Solutions" as Microsoft did not make new changes to the MVP Award structure.
It's an honor for me to be part of this group, to "celebrate" the event I will use this post to write some of my thoughts about the MVP/Dynamics world.
Currently there are a bit less than 100 MVP awarded for the Dynamics CRM competency (I don't have the exact number) but between my Twitter feed and the Dynamics Community forums I can easily...
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