These are the following requirements for enabling D365 for Outlook.  License that includes Outlook Email Exchange services  Mailbox configured in D365 CRM  Steps Below are the steps to approve the mailbox configuration of the Outlook add-in – Go to Advanced Settings -> Email Configuration 2. Select Mailboxes 3. Select the User you want to configure mailbox  Note: Global Admin is required for Mailbox Approval. Once done proceed to next step 4. After clicking on OK, click on Test & Enable Mailbox  5. You will see success status as below  6. After the status changes to success, go to Outlook -> File -> Manage Add-ins  7. n Add-Ins for Outlook, search for Dynamics 365 and add it That’s it.  Now you have D365 Addon for Outlook enabled.  Hope this helps!!

Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example – “PMO Member” – On change of the option, it will switch to PMO Member Form “HR” – On change of the option, it will switch to HR Form 2. To get the current form Guid use the following in the console- 3. Below JavaScript Code- Hope this helps!!

In today’s blog, we will cover how to change the BPF using JavaScript in the unified interface when the form loads based on a custom field Lead Type on the Lead form. Let’s take a closer look! Steps – In the example below, we have a new option set field called Lead Type with values of TAB Member and TBO. When the Lead Type has a value of TAB Member, update the business process flow to the TAB Member BPF and when the value is TBO, update the business process flow to TBO BPF. 2. Create two separate BPFs for the required entity. In this case, we created two separate BPFs for the Lead entity. 3.  From each BPF, grab the record GUID using the console. 4. JavaScript Code- Results – Hope this helps!!

In this blog, I am going to show how we can create a collapsing and retracting gallery control in Canvas Power app. Let’s start making this into our Canvas PowerApps Step 1: Insert a Flexible Height Gallery on the screen. For the current example, I’m using a table of User details. Items property of Gallery Step 2: Adding a ‘button’ which is stay visible all time and a ‘Container’ which will only be visible when that specific record is selected. Step 3: Adding variables to store information of selected record unique ID. OnSelect property of Button, Visible property of Container, Step 4: Modify as you like, I’ve added color indication which record is selected. That’s all, We have finally created the collapsible Gallery control in Power App. Hope this helps!!

In this blog, I am going to show how we can filter a field (multi-select option set) item dynamically based on another field (single-select option set) item. Let’s consider a use case, We have a field named ‘Application Area’ which is a (single-select option set) field and ‘Application Type’ which is a (multi-select option set) field. Let’s have a look at JavaScript where the magic is making this possible. Step 1: Below is the entire code of JS For Table/Entity Main Form customization, select ‘Form Properties’ to include JavaScript function as below, On Load: oApplicationAreaType.Main On Change of field ‘Application Area’: oApplicationAreaType.getDetails Note: Pass the execution context for calling the JS function. That’s all, we have created a dynamic filtering of multi-select option set using JavaScript. Hope this helps!!

In this blog, I am going to show how we can display a validation on the field if the entered text is not in the required format Let’s consider a use case, We have a field name ‘DMV Initial License’ which is a single line of text field. When text is entered the Date format for this field should be MM/YYYY Let’s have a look at JavaScript where the magic is making this possible. Step 1: Regex Expression for Date in the required format MM/YYYY – date_regex = /^(0[1-9]|1[0-2])\/[/]?([0-9]{4})$/ Step 2: Below is the entire code of JS For Table/Entity Main Form customization, select ‘Form Properties’ to include JavaScript function as below, On Change of field ‘ DMV Initial License ’: oCustomerFormCustomization.checkDateFormat Note: Pass the execution context for calling the JS function. Hope this helps!!

Hi All, Have you tried setting Field level notification on the Form Header of the Record? Let’s consider an example, We have an Estimated Revenue field which should never be set a $0.00. Therefore, we must throw a notification error based on this validation. The formula for setting field level notification is generalized as follows, Now let’s see how this general formula changes based on the field’s location set on the Form. If Field is located on the Form Formula will be: If Field is located on the Form Header Formula will be: If Field is located on the Form Business Process Flow (BPF) Formula will be: Hope this helps!!

In this blog, we’ll see how to apply language translation on custom entities, model driven apps and business process flows in Dynamics CRM Step 1- Go to Settings -> Administration->Languages. In Language settings select the required language and click on apply. Step 2- Include all the required components into the solution For example- Custom Entities Model Driven App- For example – Sales Hub Business Process Flow (BPF)- Include the BPF entity as well as process Step 3- Select the solution and click on Export Translation to export the translations to an archived file. Step 4- Extract the contents of the downloaded CrmTranslations_<solutionname>_1_0.zip. This will extract two files. Step 5- After extracting the file, open the CrmTranslations.xml file in excel. You will find 3 sheets in it. Open Localized Labels file, you will find columns for each of the languages you have deployed. Fill in the translations for each language options available. Step 6- Zip the file again and re-import the translations to the same solution using the Import translations button. Step 7- After successful import, click on publish all customizations. Step 8- Go to settings ->Personalization Settings -> Languages. Select the language you wanted to translate into. Output- Hope this helps!!

In this blog we’ll see how to integrate SharePoint with Dynamics 365. Step 1- Configure SharePoint Option in Dynamics 365 Document Management option. Go to Advanced settings -> Document Management. Step 2- In Document Management select “Enable Server-based SharePoint Integration” Step 3- Now in the pop-up screen provide SharePoint site location as “Online” then proceed to next. Step 4- Now provide a valid SharePoint URL and click on finish. Step 5- Enable Share point Document setting for Entities using Document Management Settings. Step 6- Now in the Pop-up screen select the entities that you want to use to manage SharePoint documents. You will find some entities like Account are already Enabled and if you want you can enable other entities. We can also add custom entities if required. Step 7- Check Based on entity, document libraries and folders that are based on Account entity are automatically created on SharePoint site. Step 8- We can store a document for an Account or for any other entity in SharePoint. Open an Account and click on Related tab to choose Document option. Hope this helps!!

In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form. Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox. Step 2- Name the ribbon button (anything as required) Step 3- Add button properties- Give ID name Label name Icon for the button Step 4- Add the following code to open a quick create form on click of the button var RecordaMeeting = {     //RecordaMeeting.OpenRecord     OpenRecord: function (primaryControl) {         var entityFormOptions = {};         entityFormOptions[“entityName”] = “Add the entity name”;         entityFormOptions[“useQuickCreateForm”] = true;         var formParameters = {};         // Open the form.         Xrm.Navigation.openForm(entityFormOptions, formParameters).then(             function (success) {                 console.log(success);             },             function (error) {                 console.log(error);             });     }, Step 5- After adding the script, add the command for the button- Web resources library name Web resources function name CRM Parameter: PrimaryControl Step 6- Add command on button properties. Step 7- Publish the button. Screenshots of implementation: Step 8- Button appears on the ribbon for the required entity. Step 9- On click of button, quick create form opens. Hope this helps!!