Introduction Recently we had a business requirement in which we needed to create child records of Account entity from Parent Account record with pre-populated ‘Account Type’ field. For example, we have an Option Set field (‘Account Type’ with four options Architects, Customers, Designers and Drafters) and four Entity Lists added on the Account Entity Form.… Read More »
We have developed an application to fulfill one of our clients’ requirement. In that application we have perform multiple retrieval operation from CRM (around 10) either using FetchXML or OData of different entities. So, when we retrieve records from Dynamics 365 CRM of different entities for each retrieve operation it takes around 300 milliseconds and… 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 »
Ever since the launch of Alerts4Dynamics the number of downloads has been on the rise every day, but the best part is your astounding feedback. We are glad that with Alerts4Dynamics, we are able to serve the Dynamics community again and be a source of enriching experience. Recently we conducted a webinar for Alerts4Dynamics for… Read More »
Introduction In this blog, we have explained how to convert currency field value as per the CRM logged-in user currency setting. Thus, it would be helpful for user to get the converted amount in their selected default currency. For example: User ‘A’ entered the amount as USD 10 and User ‘B’ have default currency as… Read More »
Introduction With the commencement of Wave 2 Microsoft has introduced another cool feature – ‘High Density Header’. Well, High Density Header is a different approach towards the visual representation of form headers. This is also a step towards making the Unified Interface the primary Interface as this feature even though is implemented by default only… Read More »
Introduction: There are times when one encounters some kind of errors while accessing Dynamics 365 CRM through mobile. In this blog, we will focus on one such error. Recently while I was logging in to Dynamics 365 Mobile App as a Salesperson, I got the below error: From the error it was quite obvious that… Read More »
Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, i.e. Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export you have seen some major updates which make Click2Export a must-have app for your Dynamics 365 CRM. You already… Read More »
Introduction: Microsoft has included quite a number of new capabilities in this Dynamics 365 Wave 2 Release which spans across its Sales, Marketing, Customer Service, Field Service, Finance, HR and Retail applications. In this blog, we will highlight some of the major features of Dynamics 365 Wave 2 Release. 1) Auto populate Lead fields with known… 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 »