Category Archives: UCI

Add/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced Find query

Introduction Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need. In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be… Read More »

Tip to Filter Customer Field depending on ‘Type of Customer’ in Dynamics 365 UCI

Introduction Recently, we faced an issue in UCI where we had to filter customer field depending on Type of customer. Here, the requirement was as follows: If the type of customer is account then the customer field should show Account entity records only. If the type of customer is contact then the customer field should… Read More »

How to Detect Dataset PCF control is set for Home grid or Sub grid

Introduction In this blog, we will see how to identify whether the current Dataset PCF control is used for home grid or sub grid of Dynamics 365 CRM. Problem: Create one Dataset PCF control and set that control on Account entity home grid. In this control read the current entity home grid records using view… Read More »

How to enable and use Connection Insights feature in Dynamics 365 CRM

Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More »

EasyRepro – Open record using Grid.OpenRecord() in Dynamics 365 Unified Interface

Introduction EasyRepro is a framework which is used to automate UI testing for dynamics customers Projects. Problem Grid.OpenRecord() method is used for opening the record from home page. This method opens the record by clicking on the first available anchor tag in the list of records, which makes it necessary to have the first column… Read More »

Easily Show List of Entities as an Option Set on UCI Dynamics 365

Introduction: Recently while working in Dynamics 365, we noticed that autocomplete functionality is not working on UCI but it is working properly on the Web. So after some research and play around we found a solution for this problem to show the list of entities.  Let’s see how! There is one control named “CC_EntityOptionSet_Name”, by… Read More »