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Category Archives: Dynamics 365, Enterprise

Check Security Roles of Logged in user using JavaScript

 Clinton D'Mello   Leave a comment

Introduction: In this blog I will be demonstrating how to use JavaScript to check user security roles. This is applicable in organization where, there are users with multiple security roles. And only users with a specific role assigned to them should be allowed to carry on certain tasks. Scenario: There is an organization with two … Continue reading Check Security Roles of Logged in user using JavaScript

Media Controls in Power App

 Vaishali Vyas   Leave a comment

Introduction: Working with Media controls in Power Apps Media Controls: There are 7 Media controls in Power Apps Image Camera Barcode Audio Video Microphone Add Picture Image Control: Shows an image from, for example, a local file or a data source. Description: If you add one or more Image controls to your app, you can show individual … Continue reading Media Controls in Power App

Adding notes section on entity forms in Dynamics CRM

 Krishna Bhanushali   Leave a comment

Introduction: This blog consists of information on adding notes section in to your form and the difficulties faced while adding the notes section. When to use notes on entity forms: Notes are quick, easy and create a time-stamp. You can use when temporary and not critical information need to be shared with others. Prerequisites: 1. … Continue reading Adding notes section on entity forms in Dynamics CRM

Create an App in Unified Interface in D365 v9.0

 Priyesh Wagh   Leave a comment

Overview: With the new v9 release of Dynamics 365, a lot of user-friendly features have made life easier. Talking about the slick new Unified Interface! And if you want to make an App based on the same with components you need, it’s a hell lot easier too. New App with Unified Interface: You can either … Continue reading Create an App in Unified Interface in D365 v9.0

Resource Bookings as Calendar in D365 Field Service Portal

 Shailesh Wath   Leave a comment

Introduction: This blog explains how to show Resource Bookings as Calendar in D365 Field Service Portal. Steps of Implementation: 1.  Create a new Entity List in D365 Field Service for “Bookable Resource Booking” Entity as shown below 2.  Set Calendar View on Entity List as shown below 3.  Set Grid Configuration as shown below 4. … Continue reading Resource Bookings as Calendar in D365 Field Service Portal

Integrating Twilio Web Service with D365 CRM Online to send SMS Messages

 Lester D'Souza   Leave a comment

Introduction: SMS Messages can be sent from a D365 CRM Online to an individual using the Twilio Web Services. In this blog, we will see how can we send SMS Messages from CRM using Twilio Web Service Scenario: We will create a message record from CRM which on save will call the Twilio web service … Continue reading Integrating Twilio Web Service with D365 CRM Online to send SMS Messages

Web Client UI Refresh: D365 v9

 Priyesh Wagh   Leave a comment

Overview: The new July 2017 update of the D365 is the latest update to Dynamics 365 and is called v9. This is a major change from not only functionality perspective but also from a visual perspective as well. And one such part of the visual upgrade is the refreshed web client UI. This is a … Continue reading Web Client UI Refresh: D365 v9

CRM Tip: Automatically Creating document from Word Template and attaching to Record

 Somesh Siripuram   Leave a comment

Background: In Dynamics CRM, one of the common requirement customer have is to Run a report and save the copy of the report (PDF/ Word/ Excel) as notes/ attachment on the record or send the created document as email attachment to customer. Sounds an innocent requirement, right? With CRM online, it is NOT. What we … Continue reading CRM Tip: Automatically Creating document from Word Template and attaching to Record

Business Process Flow enhancements- Dynamics 365 v9.0

 Krishna Bhanushali   Leave a comment

Introduction: In this blog, we will have a look on new updates on Business Process flow. Previous Release Updates: Business Process Type Run process as a task flow (Mobile) Run process as a business flow (Other clients) New Designer New Toolbar introduced with edit buttons, connector, new snapshot button to take screenshots of your business … Continue reading Business Process Flow enhancements- Dynamics 365 v9.0

Creating Learning Path for Dynamics 365

 Vaishali Vyas   Leave a comment

Introduction: This blog explains how to add learning path to your solution. Prerequisites: Dynamics 365 (online – latest version, or Dec 2016 update installed). Steps to be followed: Steps for enabling learning path Steps for adding users to Learning Path Authors Creating Learning Path content Stpes to create Guided Task Steps to create Sidebar 1. Steps … Continue reading Creating Learning Path for Dynamics 365