Introduction: We can easily configure CRM entity form in Dynamics 365 Portal by creating an Entity Form. However, by using Entity Forms, we can only edit or create the fields on the Portal, we cannot add/edit records in the Sub Grid. To add/edit both the fields and the Sub Grids that are present on the… Read More: Configure Sub Grid from CRM forms in Dynamics 365 Portal »
Introduction: Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time datatype fields that are used on Entity Forms (For example, Annual Revenue field on the Account entity form). Formatting the Number and Currency datatype fields: The user can format the datatype fields by simply navigating to Settings >… Read More: Reading ‘Set Personal Options’ user settings and applying it on… »
Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More: Working with Report Pre-Filtering for related entities using Fetch XML »
Introduction: Organizations use Microsoft Dynamics 365 Portals as a hub for making relevant information available to the users at the right time. Many organizations need their portal users to attach documents that get stored in CRM but can be easily accessed from the portal for effortless information flow. Steps to attach documents from Microsoft Portal:… Read More: Attach Documents from Microsoft Dynamics 365 Portal »
We are ready for one of the biggest gatherings of Dynamics 365 peers, CRMUG Summit Nashville. Summit brings the Dynamics CRM community together from all over the world to interact, network, and get inspired. As a Gold Sponsor, we will be exhibiting our flagship product, Maplytics™, which is a native Map Visualization, Routing & Geo-analytics… Read More: Attending CRMUG Summit Nashville? Let’s catch-up at Booth 724! »
Introduction: Plug-in is used to inject a custom logic in the CRM process to transform or extend the out-of-the-box features/behavior of Dynamics 365 platform. Recently, we had a business requirement to develop a plugin for Dynamics CRM On-Premises. After developing the plug-in based on the business need, the next step was to register the plug-in… Read More: Fixed – Login issue for Dynamics CRM On-Premises using Plug-in… »
Introduction: Field Service capabilities in Microsoft Dynamics 365 helps service organizations in managing resources, work orders, inventory, customer assets, and more to improve overall resource productivity for on-site installation & maintenance services. In this blog, we will discuss how the work order generation process can be automated out-of-the-box. Generating Work Order in advance from Agreements:… Read More: Dynamics 365 Field Service: Generate Agreement Work Order in Advance »
What do you do when you get an urgent email from one of your clients you have been following up since last few weeks, and the client wants you to email a quote urgently? You hurriedly browse through Dynamics 365 to export the quote that you need in PDF format and realize that the process… Read More: Save Time by attaching Dynamics 365 Quote to an Email… »
Introduction: Very often, we need to retrieve an entity to update a field but due to concurrency issue, the entity is already updated, and we are stuck. In scenarios like this, we can use Optimistic Concurrency to determine whether an entity was modified since it was last retrieved! Recently, while working with one of our… Read More: Optimistic Concurrency in Dynamics 365 »
The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint. In one of our earlier… Read More: Fixed – AADSTS90100: Invalid request. The Accept request parameter value… »