Introduction: Recently we had a business requirement to populate some of the details on the Child record from the Parent record when the child record is created by clicking the ‘+’ button on the child record sub-grid in Resco. We can achieve the above-said functionality easily in Dynamics CRM simply by adding the attributes mapping… Read More »
Click2Clone is a productivity app for Microsoft Dynamics 365 Customer Engagement that empowers the users to automate the process of copying OOB & custom MS Dynamics CRM entities. Click2Clone simplifies the process of creating new records in Dynamics 365 and helps CRM users to significantly reduce the time spent on manual data entry and improve… Read More »
Introduction: Recently we had a requirement to show the middle name in the Composite Name field in Dynamics 365. Currently, the composite name field on the fly out only shows the First Name and the Last Name as shown in the screenshot below; However, the requirement was to show the middle Name too. There are… Read More »
Introduction: After installing/configuring the Portal for Dynamics 365 online, the first question that comes to our mind is, how will we give the Portal access/login to contacts? In this blog, we will discuss few questions related to Portal access. Question #1 As a System Administrator/CRM User, how can we send an invitation to Dynamics CRM… Read More »
Business reports are a primary mode of communication in an organization that adds immense value to the business processes. One of the primary reason why organizations choose Microsoft Dynamics 365 Customer Engagement is because of its reporting capabilities that enable users to analyze the enterprise data for actionable insights. Reports compiled from Dynamics CRM data… Read More »
Introduction: In our earlier blog, we discussed about creating folders and uploading files on the SharePoint Online through workflows/plugins using REST. In this blog, we will see how we can set the metadata of the uploaded files using REST.
Introduction: We had a business requirement to change the background color of the List Row based on the status of the record i.e. change the background color of List Row to red if the record status is inactive. Steps to change the background color of List Row: 1. In Resco Woodford project, go to the… Read More »
Introduction: Recently we received a requirement to integrate a mailbox not configured in CRM and external to CRM with Dynamics 365. The client had an enquiry mailbox, and they did not want the emails to be created in CRM, and therefore it was not configured. However, they did want that the lead should be automatically… Read More »
Introduction: Entity List allows users to show the lists of records in Microsoft Portal. Recently, we had a business requirement to configure Delete record on the Entity List in Microsoft Portal. Configuring actions for Entity List is similar to configuring actions for Entity Form. Steps to configure Delete records from Entity List Grid: 1. Go… Read More »
Introduction: Recently we had a business requirement to maintain Opportunity Status change history. So, to achieve this, we created a custom entity and developed the OOB workflow to create a custom entity record and Send an email to the owner. First, we created a custom entity ‘Opportunity Status History’ with the below-mentioned fields; 1. Opportunity… Read More »