Deep Clone your choice of child records along with parent records in Dynamics 365 CRM

For a long time, there is an unavoidable need of creating multiple repetitive records with the same data in all types of businesses. Usually, Dynamics 365 users do it programmatically or manually. But both processes prove to be time-consuming as well as inefficient for creating these accurate records. Thus ending up spending productive time in… Read More »

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Introduction: Email in Microsoft Dynamics 365 is one of the widely use feature to achieve the conversation with the customer as well as to keep track of the conversation happened with internal users. Recently, we had a business requirement, where the user wants to pull some details from initial mail in replied email record. Below… Read More »

Migrating Dynamics 365 v9.0 Multi Select Option Set Field Data using SSIS

Introduction: Microsoft Dynamics 365 v9.0 brings some of the most awaited features and enhancements. One of the important feature introduced in Dynamics v9.0 is Multi Select Option Set. Prior to Dynamics 365 v9, there was no provision to use multi-select option set field. Our this blog explains how data import works for multi-select option set field.… Read More »

Dynamics 365 v9.0: Xrm.WebApi – Operations Part – 2

Introduction: In our previous blog, we have discussed about performing CURD operations Create, Update, Delete and Retrieve using Xrm.WebApi. In this blog, we will discuss Retrieve Multiple and Execute Actions. Let’s explore about these operations one by one. 1. Retrieve Multiple:  Retrieve multiple is used to retrieve more than one record from MS CRM. Suppose… Read More »

Dynamics 365 Field Service: Payments related to Work Order and Invoice

Introduction: Field Service remains a critically important component for most of the organizations. It radically drives customer satisfaction and builds stronger trusted relationship with the customers. Recently, while working on field service, we came across an entity “Payments” and “Payment Details”, this created curiosity to explore more on this. And we did some research and… Read More »