Category Archives: Dynamics 365

Add/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced Find query

Introduction Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need. In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be… Read More »

How to rearrange traditional sub-grid in Dynamics 365 CRM 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 »

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 »

Save Time! Now get all the records of Dataset Grid control Swiftly

Introduction With the help of PCF (PowerApps Component Framework) Control, we design control for Dataset Grid, which we can add on any OOB and custom entity to show records that are available in the selected view. We show data for the available set of columns that are added in the selected view. To show all records data in Dataset Grid… 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 »