How to access Source Element of Relationship while creating new records in Resco Mobile App

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 »

How to Detect Dataset PCF control is set for Home grid or Sub grid

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 »

Create Announcements, Alerts and Notifications to improve your Sales and Customer Service with Alerts4Dynamics in Dynamics 365 CRM

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 »

How to Convert Currency Field Value as per logged in user’s Currency setting in SSRS

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 »

Introducing Microsoft Wave 2 Release New Feature – High Density Header

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 »

1 Click to Export them All – Report, Word and Excel Templates in Dynamics 365 CRM!

Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, you have seen some major updates which makes Click2Export a must have app for your Dynamics 365 CRM. Today let’s take this one more step ahead with our new release. Let’s learn in detail… Read More »

Dynamics 365 CRM Wave 2 Release Highlights!

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 »