Views show no records – Double check Field Level Security in Dynamics 365/CRM

Apart from Security roles that allow controlling record level access, Dynamics 365/CRM also supports Field Level Security that allows you to control access to individual fields. Using Field Level Security, you can control ‘Read’, ‘Update’ and ‘Create’ access. If a user does not have “Read” access to a particular field, a lot of your processes… Read More »

One Click is all it takes to Clone/Copy Dynamics 365 Records

The success of a business is defined by the efficiency of their employees. If the employees are spending time on activities that do not add value to the business process, the organization ends up losing valuable opportunities! A lot of time is wasted when the employees are dealing with similar data multiple times, which takes… Read More »

Show HTML Webresources in Charts within Microsoft Dynamics 365/CRM

Introduction: For a long time now, perhaps from version 2011 of Microsoft Dynamics CRM, we could design charts and these charts are displayed as a contextual pane beside the views that display the requested charts using the data currently being displayed in the View. It is only recently that we discovered a hidden gem, the… Read More »

Using Entity Reference Output Parameter in Workflow Assembly

Introduction: Workflows in Dynamics CRM (now known as Process in Dynamics 365) allow users to create and manage automated business processes. It can be used to update entity records or related entity records. Using the OOB Workflow we can only update records which are accessible under the Workflow context. If you want to update any… Read More »

Copy ActualCloseDate and ActualRevenue when Migrating Opportunity in Microsoft Dynamics 365/CRM

Introduction: While migrating data for Opportunities, Quote and Order entities, the actualrevenue, actualclosedate, fulfilled date and closeddate are some of the fields that do not get mapped. Traditionally these fields are updated when the respective transactions are closed and the associated OpportunityClose, QuoteClose activity type records are associated at the time of closing these transactions.… Read More »

360 degree QuickBooks Accounting Insights Now within Dynamics CRM

Every organization has unique needs and preferences. Organizations prefer using different applications to fulfil diverse business needs. Many organizations use multiple applications like Intuit QuickBooks and Microsoft Dynamics 365 for their Accounting and Sales Teams. For the Teams, this could mean maintaining accounting information in both the systems independently. Hence, integration between the two systems… Read More »

Plugin Pre-validation Operation to Show an Error Message as well as Log the Error

Introduction: We had a business requirement, where we created a custom entity with a grid of Associated Accounts. Here, we wanted to restrict the Account while adding Accounts in the Associated View. We wanted to do this when the Account does not have the status reason ‘Approved’ by showing an error message and sending an… Read More »

Get Current Location from the Device in Dynamics 365

Introduction: Dynamics 365 is a leap forward from previous versions in terms of features and improvements. Even the mobile and tablet app of Dynamics 365 is updated with useful features to get the most out of the Dynamics CRM platform. Dynamics 365 Mobile and Tablet app now offers the ability to get the current user… Read More »