Category Archives: Dynamics CRM 2016

Copy ActualCloseDate and ActualRevenue when Migrating Opportunity in Microsoft Dynamics 365/CRM

Introduction: While migrating data for Opportunities, Quote and Order entities, the actualrevenue, actualclosedate, fulfilled date and closeddate are some of the fields that do not get mapped. Traditionally these fields are updated when the respective transactions are closed and the associated OpportunityClose, QuoteClose activity type records are associated at the time of closing these transactions.… Read More »

Plugin Pre-validation Operation to Show an Error Message as well as Log the Error

Introduction: We had a business requirement, where we created a custom entity with a grid of Associated Accounts. Here, we wanted to restrict the Account while adding Accounts in the Associated View. We wanted to do this when the Account does not have the status reason ‘Approved’ by showing an error message and sending an… Read More »

Get Current Location from the Device in Dynamics 365

Introduction: Dynamics 365 is a leap forward from previous versions in terms of features and improvements. Even the mobile and tablet app of Dynamics 365 is updated with useful features to get the most out of the Dynamics CRM platform. Dynamics 365 Mobile and Tablet app now offers the ability to get the current user… Read More »

Watch out for Issues with Version & Updating Plug-in assembly in Dynamics 365/CRM

Introduction: Plugin Assemblies are versioned and need to be signed with a strong key for them to be registered to Dynamics CRM. Any update to the library and compiling the project may cause the version # to change or to maintain versioning practices you may decide to change the version # and this can cause… Read More »

Controls in Dynamics 365 for Mobile App: Auto-Complete

In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia and Website Preview Control. Website Preview Control allow users to get a brief description of the URL they enter in the ‘Website’ field right within Dynamics 365 Mobile and Tablet app. Today, let us discuss Auto-Complete… Read More »

Modify OOB ribbon button for Specific Activity Type Entity

Introduction: We recently had a business requirement where we wanted to hide the ‘Mark Complete’ OOB button from the home page of Activity entity. However, we wanted to hide this button for Service Activity entity and not for other activity types like Task, Appointment, Email, etc. ‘Mark Complete’ is a button on the Home Page… Read More »

Dynamics 365/CRM + Add-Ons = Better Productivity

People drive businesses! When you equip people with the right tools, they can conquer complex situations effortlessly. Dynamics 365/CRM is a platform designed to empower users to achieve more. In addition, there are many add-ons and integration solution for Dynamics 365/CRM, which further extend its capabilities. Add-Ons and Integration apps for Dynamics 365/CRM allow users… Read More »

Sort Activities by Custom Date fields on the Social/Activity Pane

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 »