Introduction: In the Field Service, we can provide preventive maintenance to the client, based on the recursive work order. To create recursive work order automatically based on certain date interval, we need to configure the Booking Recurrence pattern. To configure, we set the date interval and based on this date interval the Booking Date record… Read More »
Introduction: Dynamics 365 was introduced with lots of useful new features and improvements over the previous versions. Editable grid is one of the most requested feature by Dynamics CRM users. Editable grid provides the ability to register events, so you can execute your business logic. Let us explore this feature in detail: You can register… Read More »
Introduction In SSIS, if you want to migrate the data from Oracle to Microsoft Dynamics CRM we need to connect to the OLA DB source to execute the Oracle queries. This blog will discuss how to connect to the Oracle server. Prerequisite: Install the software mentioned below on the client machine: 1) Oracle 11g Database… Read More »
Microsoft Dynamics CRM/365 users often work with reports for analysis purpose. A standard operation implemented regarding reports is exporting them to send them to customers or attach it to the record for future reference. This can be a time-consuming manual process, and hence users look for ways to expedite this process. For instance, a CRM… Read More »
Introduction Recently, we had a requirement where we wanted to Execute Custom Action in Dynamics CRM by passing “EntityCollection” type parameter using Web API. We have discussed how to execute the action using Web API in one of our earlier blog. However, in this blog we just explained executing action with string parameter. Here we… Read More »
Introduction With Dynamics 365 update, plethora of features has been introduced in CRM. Some of them are enhancements while some are complete UI overhaul. Business Rules is one of them! Business Rule configuration has been enhanced with a complete UI overhaul from being a step-by-step action addition to a drag and drop action addition. In… Read More »
Introduction: When we have visual elements to support the data, our analysis becomes relatively simple. With Dynamics 365 we can add custom icon and tooltips to the fields in Views. We can add it using the JavaScript through Web resource. Let’s see how we can add custom icon and tooltip to columns in views: Suppose… Read More »
Introduction With new releases, Microsoft always introduces new features to automate the process and minimize the code required. With this release as well, Microsoft has come up with few more Predefined Actions in the Perform Action step of Workflows. “Perform Action” was introduced in Dynamics CRM 2015 Update 1. For more information, you may refer… Read More »
Dynamics 365 has many useful improvements over the previous versions of Dynamics CRM. Like, Activity Pane, which was present in previous versions but there was no option to sort the activities. Dynamics CRM activity pane sorting was a descending order list of last updated activities. Recent activities were always on the top. However, there was… Read More »
Analytical Dashboard is a perfect place to get essential information of business at a single glance. It allows gaining insights of your historical, current, and predictive data of Dynamics 365/CRM to analyze it and make strategies for optimized Sales profits. These dashboards play an important role in bringing all critical information at one place letting… Read More »