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 »
Introduction In the recent times, Dynamics 365 CRM have undergone a complete UI overhaul. The new UI is called Unified Client Interface which is most commonly known as UCI. To be honest, the new UI is great, the load page time has improved as compared to the yesteryear UI. But, the simplest of things can… Read More »
Introduction: Enhanced Reference Panels is now available in UCI/UII Client. Reference panel have been around for a couple of versions now. However, it has gone mostly unnoticed and under-utilized. Reference panels are a good way to organize sub-grid information without utilizing too much of the screen space. It is compact and allows quick access to… Read More »
Introduction In the traditional Dynamics 365 CRM if you are creating an Email activity for any entity record then CRM redirects you away from the current record. So if you need any information from that record then you have to go to that record and thus this is somewhat a time-consuming process for those who… Read More »
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 »
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 »
Introduction With the release of Dynamics 365 V9.0 many client API has been changed. The list of the client API in which Dynamics 365 v9.0 is supported is available here. In this blog, we will see how to set regarding and party list field using open entity form in UCI. We had a requirement to… Read More »
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 »
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 »
Introduction In this blog, we will learn how to work with Quick Create button in UCI application. Quick Create option allows user to quickly and easily create Contacts, Accounts and other types of entities. Quick Create saves time by allowing users to fill in the most important fields for the specified record they are creating. If… Read More »