Category Archives: Dynamics 365

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 »

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 »

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 »

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 »

Sort Activities by Custom Date fields on the Social/Activity Pane

Introduction: Dynamics 365 added a new “Sort Date” field (attribute) in Activity entity. With the addition of this new attribute, we can now set the Sort Date field as per customer requirement. You can now sort the activities on social pane in Dynamics 365. However, the fields shown there are only the ones present on… Read More »

Dynamics 365 Apps for Sales Managers

Dynamics 365 gives you the flexibility to add Apps that makes your business processes efficient. With the introduction of AppSource, Microsoft is making it easier than ever to find Apps for your Dynamics 365 thereby making your CRM implementation successful and a lot more powerful! We understand that businesses around the world needs innovative Apps… Read More »

Custom solution components missing from Site Map – Solved!

Introduction: With Dynamics 365 came in the concept of app modules. Every module be it Sales, Customer Service or Project Service, Field Service, are all app modules. You can now decide to install either or all of the modules to your CRM. How do you locate your modules? Clicking on Dynamics 365 on the top… Read More »