Category Archives: Customizations

Tip – Setting Your Own Default View in Dynamics 365

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 »

Tip: Resolve Unknown Dependency Issue and Delete an Entity from Dynamics 365/CRM

Introduction: Recently we had a business requirement to delete a Custom Entity from Dynamics 365/CRM as it was no longer needed. As we all know, to delete an Entity, first we need to remove all the dependencies of the referred Entity from the system views, sub-grids, and plugins, etc. registered on that Entity. Issue: We… Read More »

How to Add or Remove users from Sandbox instance in Dynamics CRM/365

Introduction: Sandbox instance or Non-Production Instance was introduced with Dynamics CRM Online 2013, and it allows an organization to test and implement processes and avoid any complications and issues on the Production Environment. There may be situations where we need to test the process for multiple users with different security roles. In this blog, we… Read More »

Error Qualifying Lead in Dynamics 365 Customer Engagement

Issue: When qualifying a lead in CRM, we receive the following error message. “Unable to get property ‘getUserPrivilege’ of undefined or null reference Script” Reason: This was a customized system and we noticed the Company and Title field were missing from the lead form. Solution: Add the fields back on the form, and if required… Read More »

Approaching Storage Limit in Dynamics 365 – Watch out VOC logs

Introduction: The storage size in Dynamics CRM Online is limited to the size you have purchased or you are eligible for based on your license structure. The usual culprits have been 1. Plugin Trace Logs: Turn it off from the System Settings as shown below 2. Attachments: Look for email attachments and notes attachments and… Read More »

Add WebResource to the Sitemap using Dynamics 365 Site Map editor

Introduction: Until Dynamics 365, editing of the Site Map usually required the use of the popular Site Map Editor Plugin from XRM Toolbox. The plugin provided a visual editor with an easy way to modify the sitemap. The traditional way of editing Site Map required editing the XML tags that was error prone, and therefore… Read More »

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Introduction: Microsoft Portals can be used to surface data from Microsoft Dynamics 365 Customer Engagement for an external audience. Microsoft Portal provide various pre-configured templates for Customer Portal, Partner Portal, and Employee portal amongst others. Recently the portals were extended to provide Multi-language support, and here we cover the steps to enable multiple languages for… Read More »

Stage-gating a Business Process Flow using two-options attribute type in Dynamics 365 Customer Engagement

Introduction: Business Process Flows (BPF) have been around for a while now. BPF aid user adoption by guiding the users through the process that need to be followed at each step of the sales stage. You can add various stages in the business process flow to indicate the stage at which this record take for… Read More »

[SOLVED] Issue with moving Actions between environments using Solutions

Issue: Recently, while moving an Action from Dev environment to the Production environment through solutions, we faced an issue of “Resource not found”. Though the action seems to be imported successfully, it didn’t appear to work and was showing the mentioned error. Cause: Further investigating the issue, we came to know the reason behind it.… Read More »

Controls in Dynamics 365 for Mobile App: Auto-Complete

In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia and Website Preview Control. Website Preview Control allow users to get a brief description of the URL they enter in the ‘Website’ field right within Dynamics 365 Mobile and Tablet app. Today, let us discuss Auto-Complete… Read More »

Controls in Dynamics 365 for Mobile App: Multimedia

In our previous blog of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask Control which enabled users to add a predefined format for error free phone number entry by mobile and tablet users. Today, let us discuss Multimedia Control. How Multimedia Control can be useful for users? It is extremely… Read More »

Controls in Dynamics 365 for Mobile App: Input Mask

Introduction: Dynamics 365 provides a wide variety of controls which allow developers to add interactive components in the Dynamics 365 mobile app. Each control supports a specific set of input so you can handle variety of data inputs, for instance when a user enters a text, scans a barcode or simply touches a button. This… Read More »

Hide Add Button on a Subgrid by Applying Custom JavaScript Rule

Recently we came across a scenario where we needed to show and hide the subgrid add button on satisfaction of a certain condition. We had to take the help of Ribbon Workbench to achieve the same. Working: Install Ribbon workbench in your Dynamics CRM/365. Create a solution with the entity whose subgrid button you want… Read More »

Configure Rollup view for activities with Dynamics CRM/365

Introduction: This is another “big” enhancement that I am sure a lot of us had been waiting for. This has now been enabled for Account and Contact Entities. Ever since Dynamics CRM has been around, you would have seen the activities view on CRM has a drop-down for filtering the view with the following options.… Read More »

Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM 2016/365

With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps. With Dynamics CRM 2016 / 365 many new controls were introduced to create a more… Read More »

Business Rules – Dynamics 365

Introduction With Dynamics 365 update, plethora of features has been introduced in CRM. Some of them are enhancements while some are complete UI overhaul. Business Rules is one of them! Business Rule configuration has been enhanced with a complete UI overhaul from being a step-by-step action addition to a drag and drop action addition. In… Read More »

Add Custom Icons and ToolTip to Dynamics 365 Columns in Views

Introduction: When we have visual elements to support the data, our analysis becomes relatively simple. With Dynamics 365 we can add custom icon and tooltips to the fields in Views. We can add it using the JavaScript through Web resource. Let’s see how we can add custom icon and tooltip to columns in views: Suppose… Read More »

Sort Social Pane Activities in Dynamics 365

Dynamics 365 has many useful improvements over the previous versions of Dynamics CRM. Like, Activity Pane, which was present in previous versions but there was no option to sort the activities. Dynamics CRM activity pane sorting was a descending order list of last updated activities. Recent activities were always on the top. However, there was… Read More »