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 »
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 »
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 »
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 »
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 »
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 »
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 »
Dynamics 365 provides different ways to implement client side notifications, we can implement them in different level. In this article we are going to provide different methods which can be used to work with notifications. setNotification This method is used to work with individual control over entity form. We can make use of this method to implement our client side… Read more »
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 »
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 »
