Dynamics 365 UCI - Microsoft Dynamics 365 CRM Tips and Tricks

Enhanced Email Option in Dynamics 365 UCI

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 »

Tip to Filter Customer Field depending on ‘Type of Customer’ in Dynamics 365 UCI

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 »