Introduction In this blog, we’ll see how to use Relative URLs in Dynamics 365 CRM Classic Web, and Dynamics 365 CRM Unified Interface, and the difference between the two while opening a Relative URL. There are some entities in Dynamics 365 CRM which are not directly available or accessible on the SiteMap (e.g. Document Template,… Read More »
Introduction Dynamics 365 CRM word template allows users to make their own standardized entity specific template to represent data according to their business standards. It is a requirement for businesses today to send quotation of their products or services to their customer. For this they mostly prefer to use Microsoft word template with their own… Read More »
Introduction In this blog, we will see how to find records using semicolon separated text in lookup field in Dynamics 365 CRM. Recently, we were working on a requirement to check whether the records value are being updated correctly or not. So, to test this we followed the steps mentioned below: 1. Go to Advanced… Read More »
Introduction With the release of Dynamics 365 V9.0 many client API has been changed. The list of the client API in which Dynamics 365 v9.0 is supported is available here. In this blog, we will see how to set regarding and party list field using open entity form in UCI. We had a requirement to… Read More »
Introduction In this blog, we will see how to identify whether the current Dataset PCF control is used for home grid or sub grid of Dynamics 365 CRM. Problem: Create one Dataset PCF control and set that control on Account entity home grid. In this control read the current entity home grid records using view… Read More »
Introduction: There are times when one encounters some kind of errors while accessing Dynamics 365 CRM through mobile. In this blog, we will focus on one such error. Recently while I was logging in to Dynamics 365 Mobile App as a Salesperson, I got the below error: From the error it was quite obvious that… Read More »
Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, i.e. Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export you have seen some major updates which make Click2Export a must-have app for your Dynamics 365 CRM. You already… Read More »
Introduction: Microsoft has included quite a number of new capabilities in this Dynamics 365 Wave 2 Release which spans across its Sales, Marketing, Customer Service, Field Service, Finance, HR and Retail applications. In this blog, we will highlight some of the major features of Dynamics 365 Wave 2 Release. 1) Auto populate Lead fields with known… Read More »
Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More »
Introduction: Earlier to the Wave 2 release there was no option to customize the Opportunity Close dialog box. While closing an opportunity, organization would like to know why the opportunity is lost or won. If it is lost then business will try new strategies to improve win rates. In this Wave 2 release Microsoft has… Read More »