Introduction: After installing/configuring the Portal for Dynamics 365 online, the first question that comes to our mind is, how will we give the Portal access/login to contacts? In this blog, we will discuss few questions related to Portal access. Question #1 As a System Administrator/CRM User, how can we send an invitation to Dynamics CRM… Read More »
Introduction: Recently, we upgraded Dynamics CRM 2011 to Dynamics CRM 2016(8.2). Everything was working well except for one View that was unable to Load and was throwing an error as shown in the screenshot below; We downloaded the error details by clicking on the ‘Download Log File’ button, and found the exact error message; ‘Condition… Read More »
Introduction: In our earlier blog, we discussed about creating folders and uploading files on the SharePoint Online through workflows/plugins using REST. In this blog, we will see how we can set the metadata of the uploaded files using REST.
Introduction: We had a business requirement to change the background color of the List Row based on the status of the record i.e. change the background color of List Row to red if the record status is inactive. Steps to change the background color of List Row: 1. In Resco Woodford project, go to the… Read More »
Introduction: Recently we received a requirement to integrate a mailbox not configured in CRM and external to CRM with Dynamics 365. The client had an enquiry mailbox, and they did not want the emails to be created in CRM, and therefore it was not configured. However, they did want that the lead should be automatically… Read More »
Introduction: Entity List allows users to show the lists of records in Microsoft Portal. Recently, we had a business requirement to configure Delete record on the Entity List in Microsoft Portal. Configuring actions for Entity List is similar to configuring actions for Entity Form. Steps to configure Delete records from Entity List Grid: 1. Go… Read More »
Introduction: Recently we had a business requirement to maintain Opportunity Status change history. So, to achieve this, we created a custom entity and developed the OOB workflow to create a custom entity record and Send an email to the owner. First, we created a custom entity ‘Opportunity Status History’ with the below-mentioned fields; 1. Opportunity… Read More »
Introduction: Microsoft CRM portal allows organizations to set up their portal with minimal steps. However, the organization may require customizing a portal to accommodate their business needs. One common business need is whether the portal should have the ability to register a new user or not. When we install the Portal add-on, by default, the… Read More »
When we had faced this issue originally, the solution provided below worked well and it didn’t look to break any other components of Field Service. But having used the system for many months now, we have discovered that approach described below actually breaks some internal components of Field Service and causes issues in the long… 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 »