Category Archives: Dynamics 365

Watch out for Issues with Version & Updating Plug-in assembly in Dynamics 365/CRM

Introduction: Plugin Assemblies are versioned and need to be signed with a strong key for them to be registered to Dynamics CRM. Any update to the library and compiling the project may cause the version # to change or to maintain versioning practices you may decide to change the version # and this can cause… Read More »

Controls in Dynamics 365 for Mobile App: Website Preview

In our previous blog posts of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask and Multimedia Control. Multimedia Control allow users to add audio or video to CRM records and access them on the Dynamics 365 Mobile and Tablet app. Today, let us discuss Website Preview Control. How Website Preview… Read More »

Controls in Dynamics 365 for Mobile App: Multimedia

In our previous blog of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask Control which enabled users to add a predefined format for error free phone number entry by mobile and tablet users. Today, let us discuss Multimedia Control. How Multimedia Control can be useful for users? It is extremely… Read More »

Controls in Dynamics 365 for Mobile App: Input Mask

Introduction: Dynamics 365 provides a wide variety of controls which allow developers to add interactive components in the Dynamics 365 mobile app. Each control supports a specific set of input so you can handle variety of data inputs, for instance when a user enters a text, scans a barcode or simply touches a button. This… Read More »

Sort Activities by Custom Date fields on the Social/Activity Pane

Introduction: Dynamics 365 added a new “Sort Date” field (attribute) in Activity entity. With the addition of this new attribute, we can now set the Sort Date field as per customer requirement. You can now sort the activities on social pane in Dynamics 365. However, the fields shown there are only the ones present on… Read More »

Hide Add Button on a Subgrid by Applying Custom JavaScript Rule

Recently we came across a scenario where we needed to show and hide the subgrid add button on satisfaction of a certain condition. We had to take the help of Ribbon Workbench to achieve the same. Working: Install Ribbon workbench in your Dynamics CRM/365. Create a solution with the entity whose subgrid button you want… Read More »

Custom solution components missing from Site Map – Solved!

Introduction: With Dynamics 365 came in the concept of app modules. Every module be it Sales, Customer Service or Project Service, Field Service, are all app modules. You can now decide to install either or all of the modules to your CRM. How do you locate your modules? Clicking on Dynamics 365 on the top… Read More »

Configure Rollup view for activities with Dynamics CRM/365

Introduction: This is another “big” enhancement that I am sure a lot of us had been waiting for. This has now been enabled for Account and Contact Entities. Ever since Dynamics CRM has been around, you would have seen the activities view on CRM has a drop-down for filtering the view with the following options.… Read More »