Category Archives: Dynamics CRM

Create, View, Find and Manage records easily using Enhanced Calendar Control (Calendar Control V2) in Dynamics 365 CRM

Introduction The new enhanced calendar control (Calendar Control V2) provides productive and intuitive ways to manage tasks across the team, provides sellers a peace of mind knowing that team tasks are organized, prioritized, and delivered. By adding a new calendar control (Calendar Control V2) to an entity, user can see all records in a calendar view. User can… Read More: Create, View, Find and Manage records easily using Enhanced Calendar… »

How to Interact with Business Process Flow in Dynamics 365 CRM using EasyRepro

Introduction EasyRepro provides the ability to do automate testing in Dynamics 365 CRM. It gives the power to interact with Dynamics 365 CRM UI and perform automated testing. However, in case of Business Process Flow (BPF) it only supports until the dialog box of BPF stage is accessible as shown below: But what if you… Read More: How to Interact with Business Process Flow in Dynamics 365… »

How to use Sprite Image in PCF Control in Dynamics 365 CRM

Introduction This blog will help you to understand how to load/add sprite image and how to use images in sprite image for PCF Control. An image sprite is a collection of images put into a single image. A web page with multiple images can take a long time to load and generates multiple server requests.… Read More: How to use Sprite Image in PCF Control in Dynamics… »

Configure-Display Activities in UCI with the Card Form

As we all are aware, that in the Dynamics 365 Timeline control, Activities are by default arranged in order of Last Modified On. Let’s take the example of “Account” form, here as you can see activities are arranged on basis of last modified date. Find the screenshot below: This Timeline configuration setting can be found… Read More: Configure-Display Activities in UCI with the Card Form »

The async operation was skipped because the org is in ‘Disable Background Processing’ mode

Recently we came across this error at a customer site. We had them come back to us stating their workflows did not fire. For On-Premises deployments, it would have always been to first check if the Async services were running but for Online, we couldn’t control the services could we? While for Production environments, we… Read More: The async operation was skipped because the org is in… »

Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions Explained!

Microsoft Power Automate Flows are the recommended path forward for extending business logic that traditionally was extended using Plugins and Workflows. For code execution trigger we were only offered message as an option and in case of the update message a step forward to choose the fields that need to be updated for the plugin… Read More: Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions… »

Now get better Quick Find search experience on grid with 2020 Release Wave 1

Earlier when we wanted to search a record in an entity, we used to do it through Quick Find search on the entity Grid. However, the 2020 Release Wave 1 new feature – ‘Search this view’ – gives this capability on the grid. It now applies the current view conditions and then searches the fields… Read More: Now get better Quick Find search experience on grid with… »

Enhancement in Lookup Filtering

Introduction The purpose of enabling/disabling configured Related Records Filtering is that users can set lookup value from pre-defined filter criteria or simply uncheck the checkbox and see all records belonging to selected view from lookup. Earlier, when we wanted to search a record that doesn’t have current Company Name lookup set on it, we used… Read More: Enhancement in Lookup Filtering »

Productivity booster – Enhanced experience for adding line items/products with 2020 Release Wave 1

If you have been using Dynamics 365 Sales for a while now, you would know that adding products to Opportunity has always been a tedious job. That’s because until a couple of years ago, it only supported adding one product at a time. It would open up a Line Detail form with the option to… Read More: Productivity booster – Enhanced experience for adding line items/products with… »

How to resolve Error Loading Control on Sales Literature Attachment after removing the file programmatically

Introduction We had a requirement from our client that they needed to remove all sales literature attachments from CRM. While doing this we got an error – “Error loading control” on file control of sales literature item. In this blog will find out how to resolve this. Error on file control – In previous version… Read More: How to resolve Error Loading Control on Sales Literature Attachment… »