Introduction: Dynamics 365 is a leap forward from previous versions in terms of features and improvements. Even the mobile and tablet app of Dynamics 365 is updated with useful features to get the most out of the Dynamics CRM platform. Dynamics 365 Mobile and Tablet app now offers the ability to get the current user… Read More »
Introduction: Duplicate Detection has been around for a while. Earlier Duplicate detection could be scheduled as a job or it would auto-popup when creating/updating records based on the duplicate detection rules that have been defined. With Dynamics 365, we now have a way to find duplicates with a single click for the selected record. Now… Read More »
Dynamics 365 introduced a lot of new features and improvements over the previous versions to offer more control and functionalities to the user. The ability to retrieve metadata using name is one such improvement in Web API. Previously, to retrieve entity metadata, users needed to use ‘metadataid’. With the addition of this improvement, users can… Read More »
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 »
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 »
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 »
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 »
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 »
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 »
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 »