Mahsud's Dynamics CRM Blog

Actions are actually Custom messages defined for an entity. Following action is created for lead entity having input and out parameters. Custom Action Plugin C# code, using input parameter and output parameters. public   class   CustomQualify  :  IPlugin {      public   void  Execute( IServiceProvider  serviceProvider)     {         IPluginExecutionContext  context = ( IPluginExecutionContext )                       serviceProvider.GetService( typeof ( IPluginExecutionContext ));           IOrganizationServiceFactory  serviceFactory = ( IOrganizationServiceFactory )                     ...

Access Team Type is introduced in CRM 2013.Team entity has an OptionSet field Team Type (teamtype) that have two options Owner and Access. So Team with Team Type (teamtype=Access) is called Access Team. The new “Access Teams” functionality in CRM 2013 suits scenarios where data access rules cannot be easily determined upfront but rather need to be set ‘on the fly’ on a record by record basis.  The common example is where an organization assembles a unique group on individuals for each sales pursuit or to manage each customer. Following diagram shows data flow of access teams. Implementing Access Teams in Dynamics CRM 2013  Following is a detail blog on PowerObjects site, how to implement access teams in dynamics CRM 2013. http://www.powerobjects.com/blog/2013/11/06/access-teams-in-dynamics-crm-2013/ You can control who can add members to the Access Team sub grid. Only users with share privilege for the entity on which the access team exists can add or remove members from...