Category Archives: Dynamics 365 v9

Use of Relative URLs in Dynamics 365 CRM Classic Web & Unified Interface SiteMap

Introduction In this blog, we’ll see how to use Relative URLs in Dynamics 365 CRM Classic Web, and Dynamics 365 CRM Unified Interface, and the difference between the two while opening a Relative URL. There are some entities in Dynamics 365 CRM which are not directly available or accessible on the SiteMap (e.g. Document Template,… Read More »

How to print current local date and time in Dynamics 365 CRM Word Template

Introduction Dynamics 365 CRM word template allows users to make their own standardized entity specific template to represent data according to their business standards. It is a requirement for businesses today to send quotation of their products or services to their customer. For this they mostly prefer to use Microsoft word template with their own… 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 Detect Dataset PCF control is set for Home grid or Sub grid

Introduction In this blog, we will see how to identify whether the current Dataset PCF control is used for home grid or sub grid of Dynamics 365 CRM. Problem: Create one Dataset PCF control and set that control on Account entity home grid. In this control read the current entity home grid records using view… Read More »

1 Click to Export them All – Report, Word and Excel Templates in Dynamics 365 CRM!

Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, you have seen some major updates which makes Click2Export a must have app for your Dynamics 365 CRM. Today let’s take this one more step ahead with our new release. Let’s learn in detail… Read More »

Dynamics 365 CRM Wave 2 Release Highlights!

Introduction: Microsoft has included quite a number of new capabilities in this Dynamics 365 Wave 2 Release which spans across its Sales, Marketing, Customer Service, Field Service, Finance, HR and Retail applications. In this blog, we will highlight some of the major features of Dynamics 365 Wave 2 Release. 1) Auto populate Lead fields with known… Read More »

How to enable and use Connection Insights feature in Dynamics 365 CRM

Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More »