Category Archives: Dynamics 365

How to show signature accepted using Pen Control in Reports & HTML web resources – Dynamics CRM/365

Introduction In our earlier blog, we explained about how we can use newly introduced Pen control in Dynamics 365. This is an impressive feature, which helps to capture the signature on mobile and tablet devices. While working with Pen control, we came up with couple of questions, Display the drawing/signature on the report For example,… Read More »

Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM 2016/365

With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps. With Dynamics CRM 2016 / 365 many new controls were introduced to create a more… Read More »

Events in Dynamics 365 Editable Grid

Introduction: Dynamics 365 was introduced with lots of useful new features and improvements over the previous versions. Editable grid is one of the most requested feature by Dynamics CRM users. Editable grid provides the ability to register events, so you can execute your business logic. Let us explore this feature in detail: You can register… Read More »

Execute Action with “EntityCollection” Parameter using Web API in Dynamics 365

Introduction Recently, we had a requirement where we wanted to Execute Custom Action in Dynamics CRM by passing “EntityCollection” type parameter using Web API. We have discussed how to execute the action using Web API in one of our earlier blog. However, in this blog we just explained executing action with string parameter. Here we… Read More »

Business Rules – Dynamics 365

Introduction With Dynamics 365 update, plethora of features has been introduced in CRM. Some of them are enhancements while some are complete UI overhaul. Business Rules is one of them! Business Rule configuration has been enhanced with a complete UI overhaul from being a step-by-step action addition to a drag and drop action addition. In… Read More »

Add Custom Icons and ToolTip to Dynamics 365 Columns in Views

Introduction: When we have visual elements to support the data, our analysis becomes relatively simple. With Dynamics 365 we can add custom icon and tooltips to the fields in Views. We can add it using the JavaScript through Web resource. Let’s see how we can add custom icon and tooltip to columns in views: Suppose… Read More »

New Predefined Actions in Dynamics 365 Processes

Introduction With new releases, Microsoft always introduces new features to automate the process and minimize the code required. With this release as well, Microsoft has come up with few more Predefined Actions in the Perform Action step of Workflows. “Perform Action” was introduced in Dynamics CRM 2015 Update 1. For more information, you may refer… Read More »

Sort Social Pane Activities in Dynamics 365

Dynamics 365 has many useful improvements over the previous versions of Dynamics CRM. Like, Activity Pane, which was present in previous versions but there was no option to sort the activities. Dynamics CRM activity pane sorting was a descending order list of last updated activities. Recent activities were always on the top. However, there was… Read More »

Using External Fonts in Dynamics 365

Introduction There are various scenarios where we need to develop client extensions in Dynamics CRM to achieve our task. HTML web resources can make a huge difference in Dynamics CRM when we want to create custom web pages to extend our business logic. Web pages with custom fonts give us that added advantage needed to… Read More »