Category Archives: Dynamics 365

Resolve Date and Time difference issue between Scheduled Board and Bookable Resource Booking Record

Numerous features are available for Dynamics 365 Field Service. Let’s review about the small feature of schedule board in Field Service. Schedule board enables to view work orders by field agents, so it is necessary that the work order scheduled date and time should be correctly viewed to avoid confusion both in Bookable resource Booking… Read More: Resolve Date and Time difference issue between Scheduled Board and… »

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Introduction: Email in Microsoft Dynamics 365 is one of the widely use feature to achieve the conversation with the customer as well as to keep track of the conversation happened with internal users. Recently, we had a business requirement, where the user wants to pull some details from initial mail in replied email record. Below… Read More: Track Parent Email using Parent Activity ID Field on Email… »

Dynamics 365 Field Service: Payments related to Work Order and Invoice

Introduction: Field Service remains a critically important component for most of the organizations. It radically drives customer satisfaction and builds stronger trusted relationship with the customers. Recently, while working on field service, we came across an entity “Payments” and “Payment Details”, this created curiosity to explore more on this. And we did some research and… Read More: Dynamics 365 Field Service: Payments related to Work Order and… »

Set Description Field as Display Name in Dynamics 365 Portal

Introduction: Time and again we come across a request where we wanted to show a message in Display Name with more than 50 characters in length. But in Dynamics 365, Display Name is limited to 50 characters only. After some research and play around we found a solution for this. So in this blog, we will… Read More: Set Description Field as Display Name in Dynamics 365 Portal »

Fixed – “Unable To Load Plug-in Assembly” Error in Dynamics 365

Introduction: Recently we had a business requirement where we created plug-ins and asynchronous workflows for ON-Premise CRM and in the plug-ins, we used some third party dll like Newtonsoft.Json.dll. But when we tried to register the plug-ins using ILMerge approach, the third party dlls did not get merged with plugin dll and other required dlls.… Read More: Fixed – “Unable To Load Plug-in Assembly” Error in Dynamics… »

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Introduction: Recently while working on Dynamics 365 v9.0 Mobile & Tablet App we found new action buttons on dashboard records which can be a benefit for Dynamics 365 user. So in this blog we will discuss about new action buttons in Dynamics 365 v9.0 Mobile & Table Client, which allows user to Qualify Lead and… Read More: New Actions buttons on Dashboard Records in Dynamics 365 v9.0… »

Fixed – Executing Action with Complex Output Parameters through Web API in Dynamics 365 v9.0

Introduction: While working on Dynamics 365, we get a chance to work on lot many things. At times you work on C# or JavaScript or SSRS or SSIS. Having knowledge of so many languages, frameworks, or technologies could be taxing. Sometimes we face errors while developing something and don’t have control over how it could… Read More: Fixed – Executing Action with Complex Output Parameters through Web… »

Read Formatted values using LINQ Queries in Dynamics 365

Recently we had a business requirement where we came across an issue while retrieving formatted values using LINQ. In this blog, we will discuss how to resolve this issue. Suppose, we want to retrieve a revenue with currency symbol in the formatted value and we are using below query:

Create Month or Year Only Field in Dynamics 365

Introduction: A lot of time we come across the situations where we would need to have one field to store just the Month part of the date and another one to store the Year part of the date. For example, Credit or Debit Card validity period where the user has to select Month and Year.… Read More: Create Month or Year Only Field in Dynamics 365 »

How to concatenate multiple string field values in Resco Mobile CRM

Introduction: Time and again we have received the requirement to concatenate two or more strings fields value & store it in a string field in Resco Mobile CRM. In this blog, will provide a quick walkthrough of the process to achieve this. Suppose we need to store the Address1 street1, Address1 street2, Address1 street3, Address1… Read More: How to concatenate multiple string field values in Resco Mobile… »