Category Archives: Dynamics 365 v9

How to rearrange traditional sub-grid in Dynamics 365 CRM Unified Interface

Unified Interface

Introduction Dynamics 365 CRM Unified Interface version 9.x. and above has brought many changes in the UI forms. This has made forms more appealing to eyes when used on different sized screens. You must have experienced the different behavior of sub-grid while operating on different screens (like Web, Tablet, Phone, etc.) For example, when you… Read More: How to rearrange traditional sub-grid in Dynamics 365 CRM Unified… »

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

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: Use of Relative URLs in Dynamics 365 CRM Classic Web… »

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

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: How to print current local date and time in Dynamics… »

Find records in Dynamics 365 CRM using Semicolon Separated Text

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: Find records in Dynamics 365 CRM using Semicolon Separated Text »

Set Regarding and Party list field in Dynamics 365 CRM UCI using Open Entity Form

Dynamics 365 CRM UCI

Introduction With the release of Dynamics 365 V9.0 many client API has been changed. The list of the client API in which Dynamics 365 v9.0 is supported is available here. In this blog, we will see how to set regarding and party list field using open entity form in UCI. We had a requirement to… Read More: Set Regarding and Party list field in Dynamics 365 CRM… »

How to Detect Dataset PCF control is set for Home grid or Sub grid

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: How to Detect Dataset PCF control is set for Home… »

How to Resolve ‘Tablet privileges required’ error while accessing Dynamics 365 CRM through Mobile

Dynamics 365 CRM through Mobile

Introduction: There are times when one encounters some kind of errors while accessing Dynamics 365 CRM through mobile. In this blog, we will focus on one such error. Recently while I was logging in to Dynamics 365 Mobile App as a Salesperson, I got the below error: From the error it was quite obvious that… Read More: How to Resolve ‘Tablet privileges required’ error while accessing Dynamics… »

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

1 Click to Export

Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, i.e. Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export you have seen some major updates which make Click2Export a must-have app for your Dynamics 365 CRM. You already… Read More: 1 Click to Export them All – Report, Word and… »

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

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: How to enable and use Connection Insights feature in Dynamics… »