Tag Archives: Dynamics 365

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


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 »

Understanding Solution in Dynamics 365


Join us on 18 Feb 2017 for free webinar on Dynamics 365 Solutions. In this webinar we are going to discuss following topics: 1. Understanding Dynamics 365 Solutions 2. Working with Publishers 3. Adding components to Solution 4. Managed vs Unmanaged solution 5. Export/Import solution 6. Q & A You can find registration details here

Design custom app using Dynamics 365


Dynamics 365 provides different individual apps for various functionality compared to earlier versions where we had complete application to fulfill specific business needs. We may simply start with Dynamics 365 for Sales app or any other app based on our initial requirement and can add apps if and when required. Now we do have a dedicated app store, you can… Read more »

Server Side Execution of Business Rules

Recently we hosted a free webinar on Dynamics 365 Business Rules. During webinar, there was one question regarding server side execution of the business rule: “Will it execute during create request”? And I answered it depends. If you are setting any field which has business rule associated with it, it will fire, but if you are not using that field… Read more »

Social Pane enhancements in Dynamics 365


If you have worked with earlier versions of Dynamics CRM, you might have faced common ask from your clients to customize social pane to sort activity based on createdon date or any other date apart from modifiedon, which was the only option available. But before Dynamics 365 there was no way to do this, as we can’t do any customization in… Read more »

Business Process Flow Enhancements in Dynamics 365


This is article is part of our new Dynamics 365 features series. In this article we are going to discuss new enhancements in Business Process Flow. Business process flow is one of the process category that we can use to automate our business related activities. Business process flow is different from other processes in terms of the visualization. It visually… Read more »

Adding apps to Dynamics 365

Sometime back Microsoft introduced Microsoft Appsource where you can find all the apps from Microsoft and other vendors. We can purchase or use trial apps from Appsource. In this article we will demonstrate how we can add app to our Dynamics 365. We are using Dynamics 365 trial. Let’s say while setting up Dynamics 365 trial, we have not selected… Read more »

Dynamics 365 Web API enhancement Part 1

Dynamics 365 released some new enhancements to Web API. If you are new to Web API, we will suggest you to refer our earlier articles for Web API. In this release create and update Web API requests are enhanced to return entity object after record created or updated. Let’s understand this enhancement using following create request example. Let say we… Read more »

Business rules enhancements in Dynamics 365

Business rules was initially released in Dynamics 2013 and after that we got improvements in these. If you are new to business rule you can refer our earlier article for business rules. Now let’s discuss what is new in Dynamics 365 for business rules. Completely New Designer Dynamics 365 replaced business rule designer with completely new look and feel. The… Read more »

Editable Grids – The most awaited feature!! – Continued..

In our last article we started discussing Editable grid and we are continuing discussing some more features of editable grid here. So let’s start !! We discussed how to configure editable grid for views, similarly we can also apply editable grids to sub grid and perform inline editing. And once our changes published we can do inline editing in sub grids… Read more »