Remove account or contact from customer lookup in Dynamics CRM

Microsoft Dynamics CRM 2015/2016 has a special type of lookup called customer lookup which can store both account and contact. Sometimes we are required to store either account or contact instead of both. Luckily we can do this! The SDK provides this methods called addPreSearch through this method we can achieve this behavior! addPreSearch Xrm.Page.getControl(arg).addPreSearch(handler) …

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Create an entity with related entities

In our earlier post we took a look at how to Create an entity with simple data types using MS Dynamics CRM Web API. Today we will create an entity with related entities. We will create the ‘primarycontact’ along with the ‘account’ record. We will also be creating an opportunity for the ‘account’ and related ‘task’ with …

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Create an entity with simple data types using MS Dynamics CRM Web API

Microsoft has introduced a new version of its REST based API for CRM, this is more powerful than the old SOAP and OData APIs and has the ability to be used on a variety of devices and platforms. Let’s take a look at how to create an ‘account’ record with simple data types including lookup. Please note …

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