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 »
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 »
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 »
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 »
Accessing different entities in Dynamics 365 can be a time consuming process. What if there was a way you could do this with a single click? With the pinning feature in Dynamics 365, we can pin and access different entities and records from different work areas and groups with a single click. As seen in… Read More »
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 »
Introduction: We have been working a lot with security roles recently. Earlier we had the issue with insufficient permissions and then a few days later we had a request to fix a new security role created by a power user. Defining a Security Role has always been a daunting task. One needs to be very… Read More »
Introduction With the release of Dynamics 365, Microsoft has introduced many new actions using Web API. One of the important action that has been introduced in this release is “QualifyLead” in Web API. Execution of this action using Web API qualifies a lead and creates a contact, account, and opportunity that will be linked to… Read More »
Microsoft has unveiled Dynamics 365 a game-changer bringing together best of CRM and ERP cloud offerings. Dynamics 365 is a complete suite of intelligent business applications including; Sales, Operations, Field Service, Customer Service, Financials, Project Service Automation, and Marketing. You can further complement it with the best of apps from Microsoft AppSource required for your… Read More »
Introduction While working on one of our client requirement, we came across with one interesting scenario about security roles access level setup for Read and Assign privileges, which leads to errors on Dynamics CRM forms. Scenario: The requirement was to allow a user with specific security role in Dynamics CRM say “Salesperson” to assign lead… Read More »