Category Archives: Dynamics CRM 2016

Controls in Dynamics 365 for Mobile App: Star Rating

In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia, Website Preview and Auto-Complete controls. The Auto-Complete control allows users to select a value from the drop-down list rather than typing the whole text and save time while entering data in the Dynamics 365 Mobile and… 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 »

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 »

Watch out for Issues with Version & Updating Plug-in assembly in Dynamics 365/CRM

Introduction: Plugin Assemblies are versioned and need to be signed with a strong key for them to be registered to Dynamics CRM. Any update to the library and compiling the project may cause the version # to change or to maintain versioning practices you may decide to change the version # and this can cause… 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 »

Modify OOB ribbon button for Specific Activity Type Entity

Introduction: We recently had a business requirement where we wanted to hide the ‘Mark Complete’ OOB button from the home page of Activity entity. However, we wanted to hide this button for Service Activity entity and not for other activity types like Task, Appointment, Email, etc. ‘Mark Complete’ is a button on the Home Page… Read More »

Dynamics 365/CRM + Add-Ons = Better Productivity

People drive businesses! When you equip people with the right tools, they can conquer complex situations effortlessly. Dynamics 365/CRM is a platform designed to empower users to achieve more. In addition, there are many add-ons and integration solution for Dynamics 365/CRM, which further extend its capabilities. Add-Ons and Integration apps for Dynamics 365/CRM allow users… 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 »

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 »

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 »

Gamification for Dynamics CRM/365 – Take User Adoption to the next level!

Successful implementation of any application in any organization highly depends on user adoption of that application. Our clients and partners loved User Adoption Monitor and how it enabled them to improve user adoption of Dynamics 365/CRM significantly. We have been working for quite some time now to take the User Adoption Monitor to the next… Read More »

How to show signature accepted using Pen Control in Reports & HTML web resources – Dynamics CRM/365

Introduction In our earlier blog we explained about how we can use newly introduced Pen control in Dynamics 365. This is an awesome feature, which helps to capture the signature on mobile and tablet devices. While working with Pen control, we came up with couple of questions, Display the drawing/signature on the report For example,… 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 »

Configure Booking Recurrence Pattern based on Custom OptionSet

Introduction: In the Field Service, we can provide preventive maintenance to the client, based on the recursive work order. To create recursive work order automatically based on certain date interval, we need to configure the Booking Recurrence pattern. To configure, we set the date interval and based on this date interval the Booking Date record… Read More »

Events in Dynamics 365 Editable Grid

Introduction: Dynamics 365 was introduced with lots of useful new features and improvements over the previous versions. Editable grid is one of the most requested feature by Dynamics CRM users. Editable grid provides the ability to register events, so you can execute your business logic. Let us explore this feature in detail: You can register… Read More »