Introduction: As we all know we can edit Sitemap by using Microsoft Dynamic Site Map Designer or SiteMap Editor using XrmToolBox. But, we can’t see the updated changes on the Site Map until we save and publish that sitemap. Whereas we can also update SiteMap programmatically, after update we need to publish the sitemap XML… Read More »
Recently while working in Dynamics 365, a sub-grid on form causing an error on mobile client, for Microsoft Dynamics 365 Version 1612 (8.2.2.112) on-premises environment. There is a sub-grid of custom entity on the form of another custom entity. This sub-grid work fine on web client but was not loading on mobile client. It shows… Read More »
Introduction: Power BI is a data analysis and visualization tool which provides various controls for this such as different types of charts, slicer etc. Using these controls user can analyse and monitor organizations or business growth easily. However recently we had a business requirement where we were supposed to show the Case records in a… Read More »
Being punctual is one of the most crucial goal for sales and service field reps. Field Reps spend more time in traffic and traveling than meeting and appointments with customers or prospects. The key to success in increasing the productivity of a salesperson is to reach more clients while optimizing travel time, mileage, and saving… Read More »
Introduction: Recently we had business requirement where user should be restricted in moving to the next stage in Business Process Flow if custom field contains value less the 4. We achieved this using OOB workflow by following simple steps instead of writing custom code in JavaScript. Following are the steps to achieve this functionality through… Read More »
Introduction: In Dynamic 365 v9.0 we can use “Xrm.Utility.invokeProcessAction” to execute Global Action. When we need to create an Action to be executed on multiple entities, we can use Global Action in Dynamics 365. Here in the below example, we are cloning Account record by executing Global Action in Dynamic 365 v9.0. Create Global Action:… Read More »
Recently while working in Dynamics 365 CRM we were facing the strange issue while retrieving more than 5K records using Web API with FetchXML The issue occurred when we retrieved more than 5K records using Web API with FetchXML, it was returning the same paging cookie everytime as shown below. “<cookie page=”1″><fullname last=”D. DAVID” first=”FRAN HUANG” /><contactid… Read More »
We are ready for one of the biggest gatherings of our Dynamics 365 peers, CRMUG Summit Phoenix during October 15-18 at Phoenix Convention Center. CRMUG Summit is the independent largest user group for Dynamics CRM 365 users worldwide. This year about 200 + sessions along with more than 32 Partner Solution Showcase would be presented… Read More »
Recently, we had a business requirement in which one of our clients needed some modifications in report. So as we all know, SSRS reporting tool is most widely used to make customizations in the report. Requirement: User should be able to see the updated report header based on, the value selected for the field in… Read More »
Introduction: Recently we had a business requirement where we need to pass data from Dynamics 365 CRM to Azure Service Bus queue through plugins and workflows. After some research and play around we found a solution for this. For this, we require an Azure Service Bus, an Azure function and a webhook. The CRM data… Read More »