Introduction: Since Business Process Flows were introduced back in the days of CRM 2013, it only supported having one BPF associated with a record. The idea of Business Process Flow has been to enable and guide the users and teams on the directions or processes to follow when working. And it is not uncommon to… Read More: Associate multiple Business Process Flows for a record starting Dynamics… »
It is a common requirement to integrate HTML web resource in CRM form or open an HTML web resource as a separate window to have the additional user interface. JQuery library is a common library to perform the script related operation and even to deal with HTML controls in such scenarios. Sometimes we receive error… Read More: Resolve $ undefined error for CRM HTML web resource »
Introduction: Until Dynamics 365, editing of the Site Map usually required the use of the popular Site Map Editor Plugin from XRM Toolbox. The plugin provided a visual editor with an easy way to modify the sitemap. The traditional way of editing Site Map required editing the XML tags that was error prone, and therefore… Read More: Add WebResource to the Sitemap using Dynamics 365 Site Map… »
Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More: Tip: Using SendEmailFromTemplateRequest to directly send an email using the… »
Introduction: We had a requirement where we wanted to add a view that will list out all the Work Order Incidents on the Resco Mobile CRM app. We also wanted to add clickable images to this view to allow the user to mark Work Order Incidents as resolved or unresolved through a visual guide. To… Read More: Clickable Image in View on the Resco Mobile CRM App »
When we setup IFD configuration for Dynamic 365 it doesn’t always go smoothly. Sometimes, after configuring IFD, the CRM connects through the web client, but it does not connect using Plugin Registration Tool. The below message is displayed while connecting CRM using Plugin Registration Tool: We have faced this issue many times and have found various solutions!… Read More: Unable to connect IFD CRM using Plugin Registration Tool »
Introduction: Microsoft Portals can be used to surface data from Microsoft Dynamics 365 Customer Engagement for an external audience. Microsoft Portal provide various pre-configured templates for Customer Portal, Partner Portal, and Employee portal amongst others. Recently the portals were extended to provide Multi-language support, and here we cover the steps to enable multiple languages for… Read More: Enable Multiple Languages on Microsoft Dynamics 365 Portal »
Introduction: Microsoft Dynamics 365 comes with many functionality enhancements that offer a seamless and integrated user experience on the web and mobile client to empower on the go users. Some of the feature enhancements use the on device hardware to offer a refined experience to the user. One such feature enhancement is in the Notes… Read More: Feature Enhancements to Notes in Dynamics 365 for Phones and… »
Introduction: Microsoft Dynamics 365 introduced the concept of role-based business apps to enable organizations to package different related entities best suited for their business logic. These easy and intuitive apps allow users to find what they need to do every day. By default, Dynamics 365 comes with an App with the name ‘Dynamics 365 –… Read More: Change the Default Business App Name in Dynamics 365 »
Introduction: Very often we need to provide a link that redirects to an external link like Company Website, to be accessed by the portal users on the Microsoft Dynamics 365 Portal. However, in some cases, we need to restrict the access to those external links based on the Roles assigned to the portal user or… Read More: Hide external links in Microsoft Dynamics CRM/365 Portal »