Introduction: With the release of Dynamics 365 Microsoft has brought many new exciting features, one of them is common user interface across all devices. The core idea behind this feature is to bring a single client technology to cover all the different UI’s across devices. Web, Outlook, Mobile, Tablet. In this blog, we will see… Read More »
Introduction: Microsoft Portals can be accessed by authenticated and as well as anonymous contacts. So if a user has privileges to create records in Dynamics CRM, irrespective of the fact that they are logged into the Portal or not, then when such records get created in CRM-owner of those records will be set as SYSTEM.… Read More »
Introduction: Universal Resource Scheduling feature in Dynamics 365 Version 9.0 can be used to enable scheduling of any entity including custom entities on the Schedule Board. Along with the Scheduling, we will also see how we can add the fields on the booking slot of the Schedule Board and also how to add different booking… Read More »
We always wish we could expedite the process of exporting reports out of Dynamics 365 and reduce the number of clicks required to get an email out with the report automatically attached. Click2Export upcoming new release fills in this gap and you can now configure any Dynamics 365 CRM report to be exported and downloaded… Read More »
Introduction: As we all know we can edit Sitemap by using Microsoft Dynamic Site Map Designer or SiteMap Editor using XrmToolBox. But, we can’t see the updated changes on the Site Map until we save and publish that sitemap. Whereas we can also update SiteMap programmatically, after update we need to publish the sitemap XML… Read More »
Recently while working in Dynamics 365, a sub-grid on form causing an error on mobile client, for Microsoft Dynamics 365 Version 1612 (8.2.2.112) on-premises environment. There is a sub-grid of custom entity on the form of another custom entity. This sub-grid work fine on web client but was not loading on mobile client. It shows… Read More »
Introduction: Power BI is a data analysis and visualization tool which provides various controls for this such as different types of charts, slicer etc. Using these controls user can analyse and monitor organizations or business growth easily. However recently we had a business requirement where we were supposed to show the Case records in a… Read More »
Introduction: Recently we had business requirement where user should be restricted in moving to the next stage in Business Process Flow if custom field contains value less the 4. We achieved this using OOB workflow by following simple steps instead of writing custom code in JavaScript. Following are the steps to achieve this functionality through… Read More »
Introduction: In Dynamic 365 v9.0 we can use “Xrm.Utility.invokeProcessAction” to execute Global Action. When we need to create an Action to be executed on multiple entities, we can use Global Action in Dynamics 365. Here in the below example, we are cloning Account record by executing Global Action in Dynamic 365 v9.0. Create Global Action:… Read More »
Recently while working in Dynamics 365 CRM we were facing the strange issue while retrieving more than 5K records using Web API with FetchXML The issue occurred when we retrieved more than 5K records using Web API with FetchXML, it was returning the same paging cookie everytime as shown below. “<cookie page=”1″><fullname last=”D. DAVID” first=”FRAN HUANG” /><contactid… Read More »