Category Archives: Dynamics 365

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

Execute action using Xrm.WebApi.online.execute in Dynamics CRM

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

Custom Commands in Resco Mobile App

Custom Command in Resco 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: Custom Commands in Resco Mobile App »

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

Set the number of records per page on V9 Mobile Client

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: Set the Number of Records Displayed Per Page in Dynamics… »

Working with Angular JS framework in Dynamics CRM Portal

MS CRM Portal

Introduction: When developer need to use the js framework in the web. With the Dynamics 365 portal and liquid templates you can utilize the development approaches with those frameworks within your liquid templates. Working: Here I am taking example I will be using the angular js framework here. We will create the new web, to… Read More: Working with Angular JS framework in Dynamics CRM Portal »

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

Make Optional Fields In CRM as Mandatory Fields in 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: How to Make Optional Fields as Mandatory Fields in Dynamics… »

New Screen with Confirmation Text in Canvas PowerApp

New Screen with Confirmation Text in Canvas PowerApp

Introduction: Power App helps you to create a quick mobile app or helps to customize the app in easiest way just dragging and dropping controls. In today’s blog, we will explore more on new “Confirmation Text” screen introduce for Canvas mode by PowerApp. Following are the steps to add new screen with Confirmation Text in… Read More: New Screen with Confirmation Text in Canvas PowerApp »

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

Trigger MS Flow via Dynamics 365 Button

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: Trigger Microsoft Flow on click of custom ribbon button in… »

Upload Documents to SharePoint from Resco Mobile App

How to 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: Upload Documents to SharePoint from Resco Mobile App »

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

Calculate Age in No Of Years using MS Flow

Introduction: If we want to calculate the Age in a number of years using Birthdate field (i.e. Date type field) in CRM we can achieve this in multiple ways. Here we tried to achieve this functionality using MS Flow. Below example is configured for contact entity and flow will trigger whenever the record is created… Read More: Calculate Age in Dynamics 365 as Number of Years using… »