Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown… Read More »
Introduction “Send Direct Email” button allows to send an email to multiple recipients by using email templates. Also known as direct or bulk emailing. This feature was only available in Classic UI. Now, “Send Direct Email” button is also supported in Unified Interface. By default, the direct email feature is disabled. An administrator must enable the direct email feature. Enable… Read More »
Introduction In the recent times, Dynamics 365 CRM have undergone a complete UI overhaul. The new UI is called Unified Client Interface which is most commonly known as UCI. To be honest, the new UI is great, the load page time has improved as compared to the yesteryear UI. But, the simplest of things can… Read More »
Introduction In the traditional Dynamics 365 CRM if you are creating an Email activity for any entity record then CRM redirects you away from the current record. So if you need any information from that record then you have to go to that record and thus this is somewhat a time-consuming process for those who… Read More »
Introduction Recently, we faced an issue in UCI where we had to filter customer field depending on Type of customer. Here, the requirement was as follows: If the type of customer is account then the customer field should show Account entity records only. If the type of customer is contact then the customer field should… Read More »
Introduction When we create an entity record, it is necessary to fill up the fields as required and click on save to create the record. Sometimes, we tend to forget to fill up the business required fields that are hidden under tabs. However, while saving, an error notification appears on top of the form through… Read More »
Introduction Dynamics 365 CRM Unified Interface version 9.x. and above has brought many changes in the UI forms. This has made forms more appealing to eyes when used on different sized screens. You must have experienced the different behavior of sub-grid while operating on different screens (like Web, Tablet, Phone, etc.) For example, when you… Read More »
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 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 »