Introduction Automate Testing can be done in a proficient way in Dynamics 365 CRM through EasyRepro. It covers mass functionalities for support in fields, command bar and much more. As we know, Option Set fields cannot be set like a string field so we use the below syntax to tackle the option set field. xrmApp.Entity.SetValue… Read More »
Well, we had been waiting to meet our Dynamics CRM and PowerApps friends in person at Barcelona but probably we have a way now to connect but just virtually this time. Community Summit and extreme365 brings Microsoft Business Applications community together to learn, collaborate, and connect about Dynamics 365 and Power Platform Applications (Power BI, Power Apps, Power Automate, Virtual Agent).… Read More »
Back in the old days, we had to write custom plugins to auto-generate code values to automatically assign sequential numbers to records being created. To overcome this issue of having to generate unique values at all times through custom code and to support the auto generation of a codes based on a given seed and… Read More »
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 »
Any software that provides automation minimizes the manual effort and optimizes the accuracy of its implementation. In Microsoft Dynamics 365 CRM there is a wide scope of the automation of manual tasks to expedite the business process. In Dynamics 365 for Sales, there is a process that is iterative in itself, i.e. creating and managing recurring… Read More »
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 »
Introduction While doing any development with Dynamics 365 CRM, there might be a requirement of handling a few things like form attributes based on the security role. In many projects or applications of Dynamics 365 CRM where developers have to handle a few fields or tabs of CRM by showing/hiding the same to Dynamics 365… Read More »
With the help of our Microsoft AppSource preferred solution Attach2Dynamics, management of Dynamics 365 CRM files and folders on cloud storage viz Dropbox, SharePoint and Azure Blob Storage became easier. The next part is to look after the security of the Dynamics CRM records. The record-based, role-based and field-level security to control access to information… Read More »
Introduction “Send Direct Email” button allows to send an email to multiple recipients by using email templates. Also known as direct or bulk emailing. This feature was only available in Classic UI. Now, “Send Direct Email” button is also supported in Unified Interface. By default, the direct email feature is disabled. An administrator must enable the direct email feature. Enable… Read More »
Introduction While working with Microsoft Dynamics 365, it is often necessary to sort view by more than two columns. For example, if we are displaying an Active Accounts view, user might want to display with sorting by Country, City, and ZIP/Postal Code. This would be useful if there are multiple accounts with the same Country… Read More »