Route Optimization in Dynamics CRM for your Field Reps – Save Time, Fuel and probably a client!

Being punctual is one of the most crucial goal for sales and service field reps. Field Reps spend more time in traffic and traveling than meeting and appointments with customers or prospects. The key to success in increasing the productivity of a salesperson is to reach more clients while optimizing travel time, mileage, and saving… Read More »

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

Introduction: Recently we had business requirement where user should be restricted in moving to the next stage in Business Process Flow if custom field contains value less the 4. We achieved this using OOB workflow by following simple steps instead of writing custom code in JavaScript. Following are the steps to achieve this functionality through… Read More »

Execute Global Action in Dynamics 365 v9.0 Using“Xrm.Utility.invokeProcessAction”

Introduction: In Dynamic 365 v9.0 we can use “Xrm.Utility.invokeProcessAction” to execute Global Action. When we need to create an Action to be executed on multiple entities, we can use Global Action in Dynamics 365. Here in the below example, we are cloning Account record by executing Global Action in Dynamic 365 v9.0. Create Global Action:… Read More »

(Solved) Paging cookie issue in FetchXML – Dynamics 365

Recently while working in Dynamics 365 CRM we were facing the strange issue while retrieving more than 5K records using Web API with FetchXML The issue occurred when we retrieved more than 5K records using Web API with FetchXML, it was returning the same paging cookie everytime as shown below. “<cookie page=”1″><fullname last=”D. DAVID” first=”FRAN HUANG” /><contactid… Read More »

Block your CRMUG Summit schedule 16 Oct, 2:30 pm – Maps Revolution for your Dynamics 365 CRM

We are ready for one of the biggest gatherings of our Dynamics 365 peers, CRMUG Summit Phoenix during October 15-18 at Phoenix Convention Center.  CRMUG Summit is the independent largest user group for Dynamics CRM 365 users worldwide. This year about 200 + sessions along with more than 32 Partner Solution Showcase would be presented… Read More »

Get Specific Filter Parameter Value in SSRS Report – Dynamics 365 CRM

Recently, we had a business requirement in which one of our clients needed some modifications in report. So as we all know, SSRS reporting tool is most widely used to make customizations in the report. Requirement: User should be able to see the updated report header based on, the value selected for the field in… Read More »

Synchronizing Dynamics CRM Tasks with Google Tasks

Introduction: With the introduction of Microsoft flow, it has now been hassle free experience for users who wish to sync their Dynamics 365 CRM tasks with their respective Google accounts tasks. In our last posts, we have covered how we can Create a record in Dynamics 365 using Gmail Connector and Create Dynamics 365 Records from an Excel on Google Drive using Microsoft Flow. In… Read More »

Steps to Upgrade Click2Clone – One Click Solution to Clone Dynamics 365 CRM Records

Thank you for your feedback on the new Click2Clone release – Your favorite one click solution to Clone Dynamics 365 CRM records. We have been posting article about the new features that we have added to Clone Dynamics 365 CRM record with over 100 line items in a single click. In another post we have discussed on… Read More »

JavaScript: “Execution Context” provides Form Values on Web as well as UCI in Dynamics 365 v9.0

Introduction: No doubt, Microsoft Dynamics 365 v9.0 surprised us with the UCI feature which provides a generic user interface to users, this is about UI but behind the scene for developers also Microsoft provided “Execution Context” object which is a collection of array. Recently we have a business requirement to perform some action using Custom… Read More »