Introduction: Microsoft Portals can be accessed by authenticated and as well as anonymous contacts. So if a user has privileges to create records in Dynamics CRM, irrespective of the fact that they are logged into the Portal or not, then when such records get created in CRM-owner of those records will be set as SYSTEM.… Read More »
Introduction: As we all know we can edit Sitemap by using Microsoft Dynamic Site Map Designer or SiteMap Editor using XrmToolBox. But, we can’t see the updated changes on the Site Map until we save and publish that sitemap. Whereas we can also update SiteMap programmatically, after update we need to publish the sitemap XML… Read More »
Introduction: Power BI is a data analysis and visualization tool which provides various controls for this such as different types of charts, slicer etc. Using these controls user can analyse and monitor organizations or business growth easily. However recently we had a business requirement where we were supposed to show the Case records in a… Read More »
Introduction: Recently we had business requirement where user should be restricted in moving to the next stage in Business Process Flow if custom field contains value less the 4. We achieved this using OOB workflow by following simple steps instead of writing custom code in JavaScript. Following are the steps to achieve this functionality through… Read More »
Introduction: In Dynamic 365 v9.0 we can use “Xrm.Utility.invokeProcessAction” to execute Global Action. When we need to create an Action to be executed on multiple entities, we can use Global Action in Dynamics 365. Here in the below example, we are cloning Account record by executing Global Action in Dynamic 365 v9.0. Create Global Action:… Read More »
Recently while working in Dynamics 365 CRM we were facing the strange issue while retrieving more than 5K records using Web API with FetchXML The issue occurred when we retrieved more than 5K records using Web API with FetchXML, it was returning the same paging cookie everytime as shown below. “<cookie page=”1″><fullname last=”D. DAVID” first=”FRAN HUANG” /><contactid… Read More »
Recently, we had a business requirement in which one of our clients needed some modifications in report. So as we all know, SSRS reporting tool is most widely used to make customizations in the report. Requirement: User should be able to see the updated report header based on, the value selected for the field in… Read More »
Introduction: With the introduction of Microsoft flow, it has now been hassle free experience for users who wish to sync their Dynamics 365 CRM tasks with their respective Google accounts tasks. In our last posts, we have covered how we can Create a record in Dynamics 365 using Gmail Connector and Create Dynamics 365 Records from an Excel on Google Drive using Microsoft Flow. In… Read More »
Introduction: No doubt, Microsoft Dynamics 365 v9.0 surprised us with the UCI feature which provides a generic user interface to users, this is about UI but behind the scene for developers also Microsoft provided “Execution Context” object which is a collection of array. Recently we have a business requirement to perform some action using Custom… Read More »
Introduction: As we all know Microsoft has introduced many of new client APIs in Dynamics 365 v9.0 which makes dynamics CRM developer’s life easy. ‘CaptureImage’ is one of the useful API for Dynamics 365 mobile users. In this blog, we will see how this API helps Dynamics 365 mobile users to capture image and use… Read More »