You may have heard about the Application user in Dynamics 365. The Application user is a non-licensed and non-interactive user in the Dynamics 365 that we can use to connect to Dynamics 365 services to perform operations. Have you come across a requirement where you need to create/update Application User programmatically and do you think… Read More »
Introduction: We can easily configure CRM entity form in Dynamics 365 Portal by creating an Entity Form. However, by using Entity Forms, we can only edit or create the fields on the Portal, we cannot add/edit records in the Sub Grid. To add/edit both the fields and the Sub Grids that are present on the… Read More »
Introduction: Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time datatype fields that are used on Entity Forms (For example, Annual Revenue field on the Account entity form). Formatting the Number and Currency datatype fields: The user can format the datatype fields by simply navigating to Settings >… Read More »
Introduction: Recently we had a requirement to show the middle name in the Composite Name field in Dynamics 365. Currently, the composite name field on the fly out only shows the First Name and the Last Name as shown in the screenshot below; However, the requirement was to show the middle Name too. There are… Read More »
Introduction: Microsoft Dynamics 365 provides lots of customization options for organizations to customize the system based on their business needs. Organizations can also customize the Default View that their users will see when they log in. However, in many cases, the users might feel the need to set their Default view i.e. personal settings for… Read More »
Introduction: Recently we had a business requirement to delete a Custom Entity from Dynamics 365/CRM as it was no longer needed. As we all know, to delete an Entity, first we need to remove all the dependencies of the referred Entity from the system views, sub-grids, and plugins, etc. registered on that Entity. Issue: We… Read More »
Introduction: Sandbox instance or Non-Production Instance was introduced with Dynamics CRM Online 2013, and it allows an organization to test and implement processes and avoid any complications and issues on the Production Environment. There may be situations where we need to test the process for multiple users with different security roles. In this blog, we… Read More »
Issue: When qualifying a lead in CRM, we receive the following error message. “Unable to get property ‘getUserPrivilege’ of undefined or null reference Script” Reason: This was a customized system and we noticed the Company and Title field were missing from the lead form. Solution: Add the fields back on the form, and if required… Read More »
Introduction: The storage size in Dynamics CRM Online is limited to the size you have purchased or you are eligible for based on your license structure. The usual culprits have been 1. Plugin Trace Logs: Turn it off from the System Settings as shown below 2. Attachments: Look for email attachments and notes attachments and… Read More »
Introduction: Until Dynamics 365, editing of the Site Map usually required the use of the popular Site Map Editor Plugin from XRM Toolbox. The plugin provided a visual editor with an easy way to modify the sitemap. The traditional way of editing Site Map required editing the XML tags that was error prone, and therefore… Read More »