Category Archives: Customizations

How to assign security role to a Form programmatically in Dynamics 365 CRM

Introduction In Dynamics 365 we can update security role of Form through customization. You have to just follow the given steps: Go to Setting → Customization → Customize the System → Components → Entities → Forms Open Form and click on “Enable Security Roles” in Home tab to Assign Security Role to selected Form. However, in… Read More »

Create Global Email Template Programmatically in Dynamics 365 CRM

Introduction In this blog, we will discuss how we can create Global Email Template programmatically. Email templates contain prefilled data that you specify, so you don’t have to re-enter the same information for each article. To create an Email template for a specific entity (for Contact) we use logical name of the Entity “templatetypecode=contact”. Similarly,… Read More »

Cascading of Two Multi-Select Option Set fields in Dynamics 365 v9.0

Introduction Microsoft introduced Multi Select Option Set in Dynamics 365 V9.0, which will help us to select more than one option. Recently we had a business requirement, where the client required multi-select option set values to populate programmatically on selection of another multi-select option set. To achieve this, first, we need to create two multi-select… Read More »

Solution Import issue on Dynamics 365 CRM v9.1

As we know, Microsoft has recently released Dynamics V9.1. After its release, most of the customers have upgraded to v9.1. When we tried to import the managed solution from dev CRM instance to customer end, we got the below error where customer CRM version was 9.1.0.30. The exact error we got from Downloaded log file… Read More »

Need help with implementation or migration to Dynamics 365 Portals? You are at the right place!

Before the introduction of the internet, businesses struggled to reach out to their customers and prospects for training and support of their products and services. The training sessions and support documentations drained organizations resources and were a slow method to deliver the customers, partners and employees information. While customers relied heavily on the support and… Read More »

Is it possible to Create/Update Application User in Dynamics 365 Programmatically?

You may have heard about the Application user in Dynamics 365. The Application user is a non-licensed and non-interactive user in the Dynamics 365 that we can use to connect to Dynamics 365 services to perform operations. Have you come across a requirement where you need to create/update Application User programmatically and do you think… Read More »

Reading ‘Set Personal Options’ user settings and applying it on Number and Currency Datatype Fields

Introduction: Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time datatype fields that are used on Entity Forms (For example, Annual Revenue field on the Account entity form). Formatting the Number and Currency datatype fields: The user can format the datatype fields by simply navigating to Settings >… Read More »