With Microsoft Dynamics CRM, users have ability to change entity icon color as per their requirements. With this user can prioritize or personalize Dynamics CRM entities as per business requirements. For this user needs to follow below steps: Navigate to Settings–>Customizations Navigate to entity you want to adjust the background icon color for. In this… Read More »
Recently we came across a scenario where we were assigning CreatedBy and ModifiedBy field of the record that was created by plugin dynamically based on the data of the record that was getting created by plugin. Let us say, my Contact entity that has field “new_createdby”, ”new_modifiedby” and its records are getting created by plugin.… Read More »
Introduction: Sometimes you get frustrated seeing the below confirmation dialog which pops up when you navigate to the “Documents” section of a particular record of a SharePoint enabled entity for which you want to create a folder in SharePoint. It can be annoying to see the pop-up while SharePoint folder creation. With Dynamics CRM 2016,… Read More »
Introduction How can we remove unwanted component from managed solution, which is installed at client environment? This question can strike you when there is a requirement to delete component, which you think is either no longer usable or should not be part of managed solution. Suppose you provided your managed solution to client and there… Read More »
Introduction: There are some common mistakes which we do while scripting which forms an error on Dynamics CRM mobile forms. For instance, while adding ribbon buttons on the form there are possibilities of mistakes made by us which does not form an error on Web form but we can get an error on Mobile form.… Read More »
Requirement: Recently we had a request where client wanted to have an automated process of assigning the case to a team member. To explain further, whenever any case is created in Dynamics CRM and when it is assigned to a team, that case should automatically get assigned to the first team member of that team. Once the… Read More »
Introduction: Email signature is an integral part of every email that we exchange. It adds a professional touch to our Emails. Microsoft Dynamics CRM 2016 Update 1 introduced Email Signature as an out of the box entity. So that user can save time and be consistent in response. Previously, to add signatures in their emails user… Read More »
An Organization has several users, and for these users particular working hour timing is set. But it is important to maintain these working hours in an organized manner. Through this blog, you will know the significance of creating Work Hours in Dynamics CRM. How to Set Work Hours for Users in Dynamics CRM? Below are… Read More »
We can debug the Script used in Outlook using Visual Studio. For this, we just need to change some settings in the “Advance setting” section of Internet Explorer. In this blog, we will show how to enable Script Debugging using the Visual studio. For this, we have developed the sample code. So, here we have added… Read More »
Microsoft has introduced a new knowledge management system for Dynamics CRM Online 2016 Update and Dynamics CRM 2016 On-Premises. This new system enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. You… Read More »