Hide Add Button on a Subgrid by Applying Custom JavaScript Rule

Recently we came across a scenario where we needed to show and hide the subgrid add button on satisfaction of a certain condition. We had to take the help of Ribbon Workbench to achieve the same. Working: Install Ribbon workbench in your Dynamics CRM/365. Create a solution with the entity whose subgrid button you want… Read More »

Custom solution components missing from Site Map – Solved!

Introduction: With Dynamics 365 came in the concept of app modules. Every module be it Sales, Customer Service or Project Service, Field Service, are all app modules. You can now decide to install either or all of the modules to your CRM. How do you locate your modules? Clicking on Dynamics 365 on the top… Read More »

Configure Rollup view for activities with Dynamics CRM/365

Introduction: This is another “big” enhancement that I am sure a lot of us had been waiting for. This has now been enabled for Account and Contact Entities. Ever since Dynamics CRM has been around, you would have seen the activities view on CRM has a drop-down for filtering the view with the following options.… Read More »

Gamification for Dynamics CRM/365 – Take User Adoption to the next level!

Successful implementation of any application in any organization highly depends on user adoption of that application. Our clients and partners loved User Adoption Monitor and how it enabled them to improve user adoption of Dynamics 365/CRM significantly. We have been working for quite some time now to take the User Adoption Monitor to the next… Read More »

How to show signature accepted using Pen Control in Reports & HTML web resources – Dynamics CRM/365

Introduction In our earlier blog, we explained about how we can use newly introduced Pen control in Dynamics 365. This is an impressive feature, which helps to capture the signature on mobile and tablet devices. While working with Pen control, we came up with couple of questions, Display the drawing/signature on the report For example,… Read More »

Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM 2016/365

With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps. With Dynamics CRM 2016 / 365 many new controls were introduced to create a more… Read More »

Maplytics Jan 2017 Release Coming Soon – We speak your language!

Hello, 2017! We are not stopping and what’s more special than to start New Year with great news! This New Year brings a New Maplytics Release! Last year we came up with two major releases, Maplytics May Release and Maplytics August Release and with these successful releases, many of our users were curious what would… Read More »

Configure Booking Recurrence Pattern based on Custom OptionSet

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 »

Events in Dynamics 365 Editable Grid

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 »