Skip to content
Introduction: In this blog we will learn how to check what Security Roles are available to logged in User and do Custom Logic in Dynamics 365.
We come across scenarios where a ribbon button should be show/hide based on logged in user’s security role or enable/disable some functionality based on logged in user’s security role.
Most of the customers wanted to have a different form based on a particular field value. Due to this we need to have custom functionality that improves the efficiency of the product.
In this blog, we will learn how to Change the form based on field value.
To achieve this, we need to have a XRM toolbox setup in your computer and connected to your working CRM Environment. (more…)
Continue Reading CHANGE FORM BASED ON LOOKUP FIELD
A chart is a graphic representation of data from multiple records of an entity. Charts interact with the views and filters which are currently applied to the view and a chart is refreshed each time you change your view.
In this blog, we will Show how to remove decimals using custom Label format into CRM chart Xml.
Continue Reading FORMAT CHART LABELS IN DYNAMICS 365
Microsoft Dynamics 365 CRM sales process aims to generate potential sales opportunities and nurture leads for businesses. It is designed to support the sales process from acquiring a new lead through the close of a sale and to generate accurate sales forecasting. By automating and optimizing several stages, it helps streamline the sales process while improving the rate of closure. It also helps track and measure every sales activity and understand every number and component of the sales funnel in order to grow income. Using Microsoft Dynamics 365 CRM sales process, you can zero-in on the right leads.
Continue Reading Microsoft Dynamics 365 CRM Sales Process
In an ideal world, it would be great to not have any escalations at all. Escalations can crop up due to a bunch of reasons like miscommunication with agents, technical delays, missed service level agreements (SLAs), and more. And managers must be at the forefront to pacify customers in such situations. It is, therefore, essential to set up the right processes and mechanisms to effectively manage escalations and prevent them from getting in the way of a good customer experience.
Continue Reading ESCALATIONS OF SLA IN DYNAMICS 365
There may be a requirement to open an HTML page from a button. In this example, we will use the Ribbon Workbench to open a page from a button.
First, create a new solution and go to Web Resources:
Continue Reading Open HTML Page from Button with Ribbon Workbench
Multiselect Option Sets are also limited in the case of Workflows. We can not select these fields in a condition nor modified in an update record step. The field will not even appear on the update record form. However, the field can still be selected as a trigger for the workflow.
Continue Reading HOW TO APPEND MULTI SELECT OPTION SET IN DYNAMICS 365 USING MICROSOFT FLOW
In this blog we will learn how to sort a lookup field in a custom order in Dynamics 365.
Sorting makes it easy for us to get a quick overview of the data. For example, if we have many customers, we could sort them by Customer No., Currency Code, or Country Region Code to get the overview we need.
Consider a scenario, on a Work Order we have Incident Type and the values in the lookup sort based on the primary field. If we must sort the Incident Type records based on the priority.
Continue Reading HOW TO SORT LOOKUP FIELD IN A CUSTOM ORDER IN DYNAMICS 365?
Dynamics 365 allows bulk import of data from an Excel/CSV file. This option is easily accessible on Home Grid for both system and custom entities.
However, many a times, some entities may never have a Home Grid. i.e.: Some entities may be a child of some parent entity and may end up only being displayed as a Sub Grid on the parent entity record.
Dynamics 365 does not provide the Import options on the Sub Grid. Fortunately, it is possible to customize the Sub Grid to add a custom button and invoke the OOB import functionality.
Since we are invoking the OOB Import Excel functionality there is no need to create any custom command.
Continue Reading Import Excel/CSV from Sub Grid within Dynamics 365
In this blog, we will learn how to handle the visibility of RibbonButton based on selection of records.
To achieve this, we need to have a XRM toolbox setup in your computer and connected to your working CRM Environment.
Most of the customers wanted to have a custom RibbonButton on a particular entity and due to this visibility of that RibbonButton comes in a picture that improves the efficiency of the product.
We can handle button visibility from Entity form, Entity List view and from any Subgrid on entity from.
Here in this blog we will cover the visibility of custom button from Home grid.
Continue Reading HANDLE VISIBILITY OF RIBBON BUTTON BASED ON SELECTION OF 1 OR MORE RECORDS