Category Archives: Dynamics 365

Set value for Date only field using Web API in Dynamics CRM 2016

Introduction: In one of our previous blog we have shown how to set attribute values for different data types using Web API for JavaScript. There is an exception that we are not able to set value for Date only field having behavior Date only in conventional way by assigning date object to the attribute as… Read More: Set value for Date only field using Web API in… »

Case Enhancements in Dynamics CRM 2016

Introduction: Dynamics CRM 2016 has come up with many new features. Case Enhancement is one of it. Now we have a newly added SAVE & ROUTE button on the Case Entity which performs quick operations of Routing the Case. We have an Automatic move records to default Queue feature at the entity level customization, which helped… Read More: Case Enhancements in Dynamics CRM 2016 »

Programming using WebAPI through C# in Dynamics CRM 2016

Introduction: Stepping towards the enhancement, Dynamics CRM 2016 introduced ‘Web API’ as the new concept which delivers a unique development experience across a wide variety of programming languages, devices, and platforms. We have earlier explored using WEB API through scripting from within Dynamics CRM environment in this blog. We noticed quite a few queries coming… Read More: Programming using WebAPI through C# in Dynamics CRM 2016 »

OneDrive Integration with Dynamics CRM 2016 Online

Introduction Before we explain you how to integrate OneDrive with Microsoft Dynamics CRM 2016 Online, let’s see what OneDrive is all about. OneDrive can be the most preferred option to store private documents. While you can use Office 365 Groups for collaborative storage, SharePoint can be used for public documents. For instance, when there is… Read More: OneDrive Integration with Dynamics CRM 2016 Online »

Impersonation available using WEB API in Dynamics CRM 2016

Introduction: Microsoft Dynamics CRM online 2016 update and Dynamics CRM 2016 (on-premises) has introduced a new concept called the Web API. This can be used across a wide variety of programming languages, platforms, and devices. One of the features of Web API is Impersonation. Back in the days of CRM 4, Impersonation through scripting was… Read More: Impersonation available using WEB API in Dynamics CRM 2016 »

Streamline your business process flow in Dynamics CRM 2016

Introduction: Since the release of Microsoft Dynamics CRM 2013, it had become essential to set business process flow for several professionals in the organization. The main aim was to guide people till the desired outcome through a set of well-defined steps. Irrespective of the entity, the CRM user experience has been streamlined for arriving at… Read More: Streamline your business process flow in Dynamics CRM 2016 »

Set Word Template through workflow in Dynamics CRM 2016

Introduction: With the release of CRM 2016 many new as well as advanced features have actually helped to enhance productivity. Creation of a Word / Excel template for various entities is one of them which could be easily used. We saw steps to create a word template in our previous post. Here we will see about… Read More: Set Word Template through workflow in Dynamics CRM 2016 »

Set Process through Workflow in Dynamics CRM 2016

Introduction: Since the release of Microsoft Dynamics CRM 2013, the new feature of building and deploying a standard business process flow has become important to organizations. The prime objective was to make CRM users capable to visualize more than one process. Regardless of the nature of the record, building of process flows help towards understanding… Read More: Set Process through Workflow in Dynamics CRM 2016 »

Web API functions in Dynamics CRM 2016

The Web API which is introduced in Microsoft Dynamics CRM 2016 enhances the experience while developing through different programming languages, devices and platforms. It implements the OData, version 4.0, an OASIS standard which is used to build as well as to consume Restful APIs over rich data sources. There are predefined functions introduced in the… Read More: Web API functions in Dynamics CRM 2016 »

Word Template feature in Dynamics CRM 2016

The Word Template feature is introduced in the MS Dynamics CRM 2016. It is useful to create templates for enabling you to generate documents in a standardised format. 3 ways in which a word template can be created: 1. Navigate to Settings -> Templates -> Document Templates -> New -> Select Word Template and entity. This… Read More: Word Template feature in Dynamics CRM 2016 »