Category Archives: Ms CRM 2016

Copy Phone call field to Case while converting -Nocode Solution

Introduction Today I saw one question on Microsoft Community, which helped me to write this article (If you are still not part of Microsoft Community forum you are really missing lot of learning, this is a great learning source, I have learned a lot from community forums, so join it today to share your knowledge with others and learn from… Read more »

Get contact based on name and it’s BU- Sample Code

If you got requirement to get contact record based on it’s full name and it’s business unit name, this sample code will help you. Sharing following sample code to get contact using Query Expression. Hope it will help someone !!

Query intersect entity and it’s attribute- Sample Code

Introduction When we setup system N:N relationship between two entities an intersect entity is created internally, which is not accessible directly. Let’s say we have N:N relationship between case and workorder entity. And if you will try to see attributes of this entity, you will find following attributes So in case we want to query this entity, we need to… Read more »

Modifying Profile Page in Dynamics 365 Portal

webportal

Introduction In this article we are going to discuss how we can customize Dynamics 365 portal profile page. Requirement Let’s say we got following requirement to change profile page 1. Hide Parent account 2. Hide Manage access 3. Change Text to “Please make sure your personal information is up to date” 4. Hide Email confirmation 5. Hide Preferred Language 6…. Read more »

Capturing Survey Response for Grid Questions- Voice of the Customer

VOC6

Introduction In our last article we discussed about training feedback survey using Voice of the customer, if you are new to voice of the customer, please refer our earlier article for getting started. In this article we are going to discuss how we can capture survey response, especially for grid questions. Requirement Let’s say we want to capture training feedback… Read more »

Designing Training Feedback Survey using Voice of the Customer

VOC6

Introduction In this article we are going to discuss how we can use Voice of the Customer to design our Dynamics 365 training feedback survey or it can be used for any feedback survey similarly. If you are new to, I will suggest you check our earlier articles Getting Started with Voice of the Customer Requirement We need to capture… Read more »

No Code solution for Filtering Subgrid based on the Lookup

There is a common requirement to filter subgrid based on the lookup field, but there is no easy way to implement it without writing code. In this post I am going to discuss a quick workaround to implement this requirement. Let’s see how we can implement this. Requirement: We want to show marketing list for accounts in contact form based… Read more »

Creating html web resource to show image attached in Notes using Web API

WebAPI

Some time back I wrote a post for retrieving image attached to notes using OData, as now for Dynamics 365 CE, we use Web API, so I am going to share how we can do it using Web API. Microsoft Dynamics CRM store all the notes and attachment in annotation entity. Most of the out of box entity used to… Read more »

Get Optionset Label using stringmap- Web API

WebAPI

Requirement: Get Optionset label based on optionset value using client side code. Solution: We have different option to implement this requirement. Earlier we wrote a post to get option set label using formatted values, today we are going to discuss how we can use stringmap to get optionset label using Web API. Stringmap entity store details about optionsets, it has… Read more »