Working with Dynamics 365 Data Types- Sample Code

Few year back we wrote a quick blog post for working with Dynamics CRM 2011 data types which helped many developers and today we are sharing updated sample code to work with Dynamics 365/CRM data types. If you are looking for late bound sample code for setting different Dynamics 365/CRM data types, you can refer following sample code, We have… Read more »

Running business rule only on record create

Requirement: Execute business rule only on create of entity record. Solution: As we know that business rules are executed on form load and on change of the associated field, which means if we have business rule for any entity it will fire for new record as well for existing records when form will load. If you are new to business… Read more »

Using Client Side Response Routing in Voice of the Customer

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Requirement: We need to show/hide survey question based on the selection in previous question. In this article we are going to share steps to implement same. Solution: While working on survey we want make it responsive as much as possible based on the question inputs. Let say we are creating a survey for training program and we want to implement… Read more »

Centering Image in Voice of Customer Survey

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Requirement: We got business requirement to center voice of the customer survey logo, increase size of the logo and remove survey title. In this article we are going to share step to perform the same. . Solution: Above requirements can be implemented by modifying existing default theme or we can create new theme as well. In this demo we are going… Read more »

Getting Started with Voice of the Customer

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In any industry customer satisfaction plays a very important role. It provides a real picture about our happy and unhappy customers which helps us to manage and plan our business effectively. We can get customer satisfaction matrix using different ways and one of them is to use customer satisfaction survey. Image Source: pixabay In this article we are going to… Read more »

Free Webinar on Plug-in Development Day2

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Join us on 20 Aug 2017 at 5 PM IST for the second day of Plug-in Development Webinar. Here is the high level agenda for webinar: Plugin Execution Pipeline  Working with IPluginexecution context  Using Plugin Images  Using Configuration data in plugins  Debugging Plugin  Q&A Event Url:https://goo.gl/adrWVY Meeting Id:997784757 Entry Code:N/A About US We at HIMBAP are a team of highly skilled… Read more »

Free Webinar on Plug-in Development Day 1

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If you are new to Dynamics 365/CRM plug-in development and looking for how to get started join us on 19 Aug 2017 at 5 PM IST, Here is the high level agenda for webinar Overview to Dynamics 365/CRM Extensibility Architecture Introduction to Plug-ins Why we need Plug-ins Plug-in development process Writing Hello World Plug-in How to register Plug-in Q &… Read more »

Using Category to store your Master Data

In every CRM implementation, we deal with some sort of master data in CRM. Normally we use traditional way to store master records by creating custom entities. But we do have better way to store master data using Category entity. This entity was introduced in CRM 2016. This entity is very helpful to implement hierarchical structure. In this article we… Read more »

Track Security Role Changes using Auditing

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Requirement: Track security role changes in Dynamics 365/CRM or earlier versions. Have you been in a situation where client is complaining about sudden access to unwanted entities/not required for their process or suddenly they are not able to perform some set of actions? If yes this article is going to help you. Solution: This is very common in CRM implementation… Read more »

Dynamics 365 Email Bug -While using Legacy Forms

While working with Emails when legacy form rendering is enabled, I found one bug in Dynamics 365 which blanks From field and locks Regarding field as soon as email changes is saved on Received emails. This bug can be reproduced using following steps: Let say we have one queue configured, our sales team sent one email to this queue, you… Read more »