Introduction With Dynamics 365 update, plethora of features has been introduced in CRM. Some of them are enhancements while some are complete UI overhaul. Business Rules is one of them! Business Rule configuration has been enhanced with a complete UI overhaul from being a step-by-step action addition to a drag and drop action addition. In… Read More »
Introduction: When we have visual elements to support the data, our analysis becomes relatively simple. With Dynamics 365 we can add custom icon and tooltips to the fields in Views. We can add it using the JavaScript through Web resource. Let’s see how we can add custom icon and tooltip to columns in views: Suppose… Read More »
Dynamics 365 has many useful improvements over the previous versions of Dynamics CRM. Like, Activity Pane, which was present in previous versions but there was no option to sort the activities. Dynamics CRM activity pane sorting was a descending order list of last updated activities. Recent activities were always on the top. However, there was… Read More »
Introduction: In Microsoft Dynamics CRM, Form customization is where we customize our form, change the form properties, and change settings of fields. After doing changes in form customization, we can preview changes done in the form without saving and publishing changes. This can be done just by clicking on the preview button and selecting the… Read More »
Introduction: In Dynamics CRM, to make the entity customization changes visible it is important to “Publish” the customization. The customization could be changes to the entity metadata or form design or adding buttons to the ribbon bar. You can also import solutions that update the customizations and publish them. Scenario: In one of the processes… Read More »
Introduction: Voice of the Customer is a new feature, which was introduced in Dynamics CRM 2016. We have already discussed on how to create survey and survey activity in one of our previous blog. In this blog we are going to talk about how we can display Survey Questions conditionally using Response Routing in Voice… Read More »
In Dynamics CRM 2016 update 1, we have many new features introduced. One of them is adding new controls for entities on Phones and Tablets. We have following controls available for Entities. Microsoft Dynamics CRM List/Grid (default) Calendar Control Timeline Control We can set different or same controls for Tablet and Phone. To set these… Read More »
Introduction: Personalization have always been the way to go for better user adoption. Microsoft has been working hard to make most areas available for personalization. The latest in this path has been the ability to personalize the CRM Online login page. In case of an On-Premises install that has been configured for IFD, you could… Read More »
Introduction: While we can configure Server Side Sync in Dynamics CRM for POP3/SMTP email accounts and configuring Gmail through this option is possible, we came across issues with getting this to work. Issue: We were using the Gmail’s Email Id, for Server Side Sync. Whenever we tried enabling the mailbox by clicking Test & Enable… Read More »
Introduction With Dynamics CRM Tablet client now supporting web resource on tablet client, it is now also possible to open the CRM record through a hyperlink in the web resource. It has been a common requirement that the custom web resources have the need to provide a link to the actual records being displayed. Until… Read More »