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: Sort Activities by Custom Date fields on the Social/Activity Pane »
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: Hide Add Button on a Subgrid by Applying Custom JavaScript… »
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: Custom solution components missing from Site Map – Solved! »
Introduction: This is another “big” enhancement that I am sure a lot of us had been waiting for. This has now been enabled for Account and Contact Entities. Ever since Dynamics CRM has been around, you would have seen the activities view on CRM has a drop-down for filtering the view with the following options.… Read More: Configure Rollup view for activities with Dynamics CRM/365 »
Introduction: Dynamics 365 introduced a new control for native mobile capabilities like reading barcode value using Barcode Scanner Control in Dynamics 365 for Phones and Tablets. We had a business requirement where we needed to read the barcode of a product and set the barcode value in the field when the user updates the cases… Read More: Read Barcode Value Using Barcode Scanner Control in Dynamics 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: How to show signature accepted using Pen Control in Reports… »
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: Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM… »
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: Events in Dynamics 365 Editable Grid »
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: Execute Action with “EntityCollection” Parameter using Web API in Dynamics… »
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: Business Rules – Dynamics 365 »