Free Webinar on Plug-in Development Day 1

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

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 »

Update Entity Form JS Library without removing event handlers- Quick Workaround

Requirement: – Let’s say we have one entity with good amount of custom fields and we have developed a web resource for main form. Many of the fields have onchange event associated with them. Now we got new requirement where we need to implement similar kind of form with some new functionality for different type of users and some of… Read more »

Web API Sample Code Index

We have written couple of articles about using Web API, which is a new way to work with Dynamics CRM 2016 and Dynamics 365/CRM data and metadata. Web API implements OData V4 and can be used for any operation that we can be done using organization service. If you are new to Web API following index can help you in… 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 »

Form and Fields Notification in Dynamics 365 Part 2

In our earlier article we started discussing about notification in Dynamics 365, in this article we are going to discuss some new notification method which was introduced in Dynamics 365. So let’s discuss this new method. This method provides similar functionality like recommendation action in business rule, if you are new to business rule check our following articles related to… Read more »