HOW TO RETRIEVE ATTRIBUTES OF AN ENTITY USING GUID IN DYNAMICS 365 USING JAVASCRIPT?

In this blog we will learn how to retrieve attributes of an entity in Dynamics 365 using JavaScript.

In JavaScript we can only fetch attributes of the entity on which we create the event. Usually, we come across scenarios where we have the relationship between two entities and from child entity record, we try to fetch parent entity record and update values.
(more…)

Continue ReadingHOW TO RETRIEVE ATTRIBUTES OF AN ENTITY USING GUID IN DYNAMICS 365 USING JAVASCRIPT?

HOW TO CHANGE DEFAULT FONT PROPERTIES OF EMAIL BODY IN DYNAMICS 365 USING JAVASCRIPT?

The email configuration experience enables users to be more effective and efficient when using email to communicate with customers. To change the default font properties of email body, we can use an existing web resource file (JScript) by the following approach:

  1. Configure the web resource file
  2. Enable the RTE control in the email form

(more…)

Continue ReadingHOW TO CHANGE DEFAULT FONT PROPERTIES OF EMAIL BODY IN DYNAMICS 365 USING JAVASCRIPT?

HOW TO GET AND SET LOOKUP FIELD VALUES USING JAVASCRIPT IN DYNAMICS 365?

There may be cases where you need to set one lookup field value into another lookup field on the form using JavaScript in Dynamics 365 .

What is Lookup field?
A Lookup field type represents the relationship attribute on the related entity.
(more…)

Continue ReadingHOW TO GET AND SET LOOKUP FIELD VALUES USING JAVASCRIPT IN DYNAMICS 365?

How can BPF on work orders be automated based on system status?

In Dynamics 365, Business Process Flow is a tool that gives visual representations of processes. The heading across the top of an entity form displays them. It is only supported till stage dialogue box is open. We can interact with it by using pre-defined fields within pre-defined stages.

(more…)

Continue ReadingHow can BPF on work orders be automated based on system status?

How to Setup Dynamics 365 integration with SharePoint?

Dynamics 365’s SharePoint integration allows us to create, manage, upload, view, and remove SharePoint documents 365. Expanding the use of SharePoint’s document management and team communication features produces excellent outcomes that results in enhanced productivity for most firms. Furthermore, SharePoint has significantly more storage space than Dynamics 365. We do not have to worry about D365 instance running out of storage or the cost of additional storage escalating. So, let’s get started with the integration process:

(more…)

Continue ReadingHow to Setup Dynamics 365 integration with SharePoint?

How to create Dynamics 365 Scheduled Report using Microsoft Flow?

Learn how to create Dynamics 365 Scheduled Report using Microsoft Flow. Microsoft released Flow about a year and a half ago, and it has seen significant upgrades since then. We can use flow to schedule a report and also include an HTML table in the email body.
(more…)

Continue ReadingHow to create Dynamics 365 Scheduled Report using Microsoft Flow?

How to implement Dynamics 365 Field Service Mobile App?

Dynamics 365 Field Service mobile app helps the frontline workers manage and complete their service tasks while onsite at a job. The mobile app enables them to view their daily schedule, complete inspections, bill for products and services, send reports to customers, and submit their time-off requests. It is built on Microsoft Power Platform.

(more…)

Continue ReadingHow to implement Dynamics 365 Field Service Mobile App?

HOW TO CREATE WORKFLOWS IN MICROSOFT DYNAMICS 365?

Let us see how users can create workflows in Dynamics 365 to automate certain business processes without requiring user interaction. Small workflows are an excellent method for non-developers to improve specific processes and get the most out of their CRM. Let’s look at how to design a workflow that sends an email to “everyone” when a lead is created.

(more…)

Continue ReadingHOW TO CREATE WORKFLOWS IN MICROSOFT DYNAMICS 365?

HOW TO SWITCH BUSINESS PROCESS FLOW IN DYNAMICS 365 USING JAVASCRIPT?

Let us see how to switch Business Process Flow BPF in Dynamics 365 of an Entity using JavaScript.
We come across scenarios where we need to switch a BPF based on change of form or on change of a Field value. BPFs currently have a limitation on the number of stages (30 max) and the number of conditional levels (5 deep). 

(more…)

Continue ReadingHOW TO SWITCH BUSINESS PROCESS FLOW IN DYNAMICS 365 USING JAVASCRIPT?

HOW TO SEND EMAIL TO SECONDARY EMAIL ADDRESS USING PLUGINS IN DYNAMICS 365?

SCENARIO:

By default, CRM will send E-mail to “Primary Email Address” for Accounts, Contacts and Leads. Sometimes we may need to send the E-mail to “Secondary Email Address” (or) “Third Email Address”.
Let us see how we will achieve this with some customizations and Plug-in. To achieve the above requirement, we need to follow below mentioned steps:
(more…)

Continue ReadingHOW TO SEND EMAIL TO SECONDARY EMAIL ADDRESS USING PLUGINS IN DYNAMICS 365?