Category Archives: Customizations

New way for creating and updating records in Dynamics 365 CRM

Introduction We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The Import Data feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and Excel Online within Dynamics 365 CRM helps us to… Read More »

Create Records quickly in Dynamics 365 CRM by using new Microsoft Wave 2 feature – Business Card Scanner

Introduction: With the growth of machine learning and artificial intelligence in our day to day life, Microsoft is also embracing ML and AI in Dynamics 365 CRM. With the recent Wave 2 general availability release, Microsoft has added some really good features and one them is – Business Card Scanner. Microsoft has combined its latest… Read More »

Find records in Dynamics 365 CRM using Semicolon Separated Text

Introduction In this blog, we will see how to find records using semicolon separated text in lookup field in Dynamics 365 CRM. Recently, we were working on a requirement to check whether the records value are being updated correctly or not. So, to test this we followed the steps mentioned below: 1. Go to Advanced… Read More »

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 »