Category Archives: Dynamics CRM

Increase productivity of CRM users by using Dynamics 365 Virtual Agent

Introduction In our previous blog, we illustrated how we can use Dynamics 365 Virtual Agent to create Chabot for the customers. In this blog, we will see how we can use Dynamics 365 Virtual Agent for employees of the organization or the CRM users. We can allow the CRM users to use Chabot to perform… Read More »

How to assign security role to a Form programmatically in Dynamics 365 CRM

Introduction In Dynamics 365 we can update security role of Form through customization. You have to just follow the given steps: Go to Setting → Customization → Customize the System → Components → Entities → Forms Open Form and click on “Enable Security Roles” in Home tab to Assign Security Role to selected Form. However, in… Read More »

Create Global Email Template Programmatically in Dynamics 365 CRM

Introduction In this blog, we will discuss how we can create Global Email Template programmatically. Email templates contain prefilled data that you specify, so you don’t have to re-enter the same information for each article. To create an Email template for a specific entity (for Contact) we use logical name of the Entity “templatetypecode=contact”. Similarly,… Read More »

Boost Your Dynamics 365 CRM Toast Notification Display Time

Introduction With Dynamics 365 v9.1, Microsoft has upgraded UCI with many exciting features. In this blog, we will explore the feature Toast Notification Display Time available in UCI. Toast Notification Display Time is a new feature added to Dynamics 365 v9.1 but unfortunately, this feature is available only for UCI as of now, so enabling… Read More »

How to solve “You do not have enough privileges to access the dashboard” or “There was an error retrieving the charts” on the dashboard

Introduction Recently one of our clients faced an issue where a user with whom the personal dashboard was shared, was getting an error while seeing the dashboard. We shared the personal dashboard with the user but the user was still unable to see the charts in the dashboard. So, after delving into the reason we… Read More »

Open PowerApps from Inside Dynamics 365 CRM

Introduction: PowerApps applications were developed for showing the Dynamics 365 CRM entities. To use these applications, it was opened outside Dynamics 365 CRM. But, there is a way to open these Apps from inside the Dynamics 365 CRM. Actually, every developed PowerApps application has its own web link and through this web link we could… Read More »

How to Use Email Screen in PowerApps

Introduction: PowerApps lets you create, customize and run mobile apps with minimal code. By using Dynamics 365 Connectors we can create mobile apps which can be shared within the organization. Users can run apps from web browser or from their mobile devices. In this blog we will explore how to use Email screen in PowerApps… Read More »

How to Update ‘Auto Travel Time’ in Field Service on Schedule Board

Introduction The latest release of Field Service version 8.6.0.274 for Dynamics 365 CRM introduces a new feature of automatically updating the travel time for the bookable resource booking on the schedule board. If we enabled the Auto Update Booking Travel, whenever the booking on hourly view is changed on schedule board the travel time is… Read More »