Category Archives: Dynamics 365 v9

Using Angular in Dynamics 365 CRM – Part I

Introduction: Angular, a TypeScript based framework that helps to build applications that work across all the platforms. We thought of writing a blog to help the developers of Dynamics community to build Angular Application as an HTML web resource in Dynamics 365 and further help them to set up a development process that speeds up the… Read More »

Execute action using Xrm.WebApi.online.execute in Dynamics 365 CRM V9.0

Introduction: In this blog, we are going to explore the use of Xrm.WebApi.online.execute to execute an action in Dynamics CRM version 9.0 and then process its response which will be consistent across Web client, UCI, Mobile and Tablets. For sample purpose we would execute an Out-of-Box action named “InstantiateTemplate”. Solution: First of all, we would… Read More »

Custom Commands in Resco Mobile App

Introduction: Commands in Resco mobile app allow certain actions throughout the whole form. The main principle is to create a command in Woodford, but the logic that need to be performed on execute of the command can be defined in the JavaScript. Let’s consider an example, on “Work Order” user wants a custom command to… Read More »

Set the Number of Records Displayed Per Page in Dynamics 365 App for Mobile & Tablet

Introduction: With the release of Dynamics 365 v9.0, Microsoft enabled some personalized settings of Dynamics CRM for Mobile Client. One of the settings is to set the number of records displayed per page. This setting is already available in Web client of Dynamics 365, now is also available in Mobile client. Suppose, if we enable… Read More »

How to Make Optional Fields as Mandatory Fields in Dynamics 365 Portal

Introduction: Dynamics 365 Portals helps people to access CRM data outside CRM environment and that too at times with people accessing portal may not have login privileges to CRM. So there can be scenarios where in CRM, admin level users can create contacts in CRM and give those contacts just access to portal. So it’s… Read More »

Trigger Microsoft Flow on click of custom ribbon button in Dynamics 365

Introduction: In this blog, we will discuss a workaround for triggering Microsoft flow via Dynamics 365 custom ribbon button. For this, We would place a hidden two option field on form and then we would toggle its value to true via custom ribbon button and save the record, we would need to keep the triggering point of… Read More »

Upload Documents to SharePoint from Resco Mobile App

Introduction: Resco Mobile app allow user to upload the documents to SharePoint. Users can upload PDF files, Office documents, images, audio/video files etc. to the SharePoint from mobile. Below options are available for user to upload the documents from mobile app: Signature Capture Picture Choose Picture Select File Record Audio Record Video Use Last Photo… Read More »

Scheduling Multiple Resource for a Work Order using Crew in Dynamics 365 v9.0

Introduction: With its every new release, Dynamics 365 CRM never fails to surprise us! This time it has added another powerful feature to it. Now, when a user tries to assign multiple resources for 1 work order, the option to create resource as Crew. Also, two more options added ‘Facility’ and ‘Pool’ in Dynamics CRM… Read More »

Calculate Age in Dynamics 365 as Number of Years using Microsoft Flow

Introduction: If we want to calculate the Age in no of years using OOB Birthdate field in CRM we can use multiple ways here in this blog we tried to achieve this functionality using Microsoft Flow. To calculate Age we have used contact entity, so this flow will trigger once the record is created in… Read More »

Resolved – Error when user trying to open Activities in UCI of Microsoft D365 v9.0

Introduction: Microsoft has introduced UCI in v9.0 and above version. While exploring UCI, we noticed one of the user in system getting error, when user trying open Activities in UCI App. This blog will help you to fix this issue and user will be able to open “Activities” in UCI app. Below is the error… Read More »