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 »
Introduction: In every release, Microsoft comes up with some new and interesting features. With this Dynamics 365 release, the WEB API platform has been enhanced further. Microsoft has introduced many actions using Web API. Here we will see one of those new actions introduced in Dynamics 365 i.e. “ExecuteWorkflow”. Until Dynamics CRM 2016 Update 1… Read More »
Issues: Ever been in a situation when you have deployed a report, made sure it is available for the organization and yet you have a user complaining of the missing report. Cause: You have users that use different languages as their UI language. While uploading the report, it was uploaded with a specific language set.… Read More »
Introduction: In Microsoft Dynamics CRM, Form customization is where we customize our form, change the form properties, and change settings of fields. After doing changes in form customization, we can preview changes done in the form without saving and publishing changes. This can be done just by clicking on the preview button and selecting the… Read More »
Introduction: Microsoft introduced the customer type field in Dynamics CRM 2016. To know more about it, you can refer this blog to explore it more. In this blog, we will focus on one of the error, which is caused while retrieving entity metadata for customer field. Problem: In one of our examples, our requirement was… Read More »
Introduction: Voice of the Customer is a new feature, which was introduced in Dynamics CRM 2016. We have already discussed on how to create survey and survey activity in one of our previous blog. In this blog we are going to talk about how we can display Survey Questions conditionally using Response Routing in Voice… Read More »
In Dynamics CRM 2016 update 1, we have many new features introduced. One of them is adding new controls for entities on Phones and Tablets. We have following controls available for Entities. Microsoft Dynamics CRM List/Grid (default) Calendar Control Timeline Control We can set different or same controls for Tablet and Phone. To set these… Read More »