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”.
In this blog, we will achieve this with some customizations and Plug-in. To achieve the above requirement, we need to follow below mentioned steps:
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Most of the time we need to have custom functionality that improves the efficiency of the product. Console application is one of them.
In this blog, we will learn how we can Connect Dynamics 365 from the Console Application.
To achieve this, we need to have a Visual Studio setup on your computer.

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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.
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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…)

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.

SCENARIO:

In this blog, we will Show how to remove decimals using custom Label format into CRM chart Xml.

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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.

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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. 

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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:

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Multi Select Option Sets were introduced in version 9.0 of Microsoft Dynamics 365 CRM. D365CE Multi Select Option Sets are a great new capability. The way to apply business rule functions to a Multi Select field is to use JavaScript.

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.

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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.

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