Overview: FetchXML is used to query the Dynamics 365 database. A great advantage of using FetchXML is that it can be easily designed by using Dynamics 365 database and it is easy to understand. FetchXML tester is available in the XRM Toolbox which can let you test and fetch results quickly. FetchXML also provides facilities … Continue reading Leveraging FetchXML with Dynamics CRM →

Introduction: Editable Grid is a new feature introduced Out-Of-The-Box with D365 to ease of most common necessity of editing records from the grid itself. Up until now, you had to explicitly open a record and then update the changes. With Editable Grids, You can enable Editable Grid at the entity level so that all Entity … Continue reading Editable Grids in Dynamics 365 →

Problem Statement: Data in you CRM is critical and storage space for CRM is expensive i.e. $9.99/GB/Month. Often, CRM space is taken up by Attachments and background data (ex: completed system jobs and it is difficult to realize where our space is being consumed. This blog is about some quick tips to free your storage … Continue reading Freeing Storage Space in Dynamics 365 →

We all need to remind ourselves of what to do when we navigate around in our Dynamics 365. What if someone reminds you to do the same? Hence, Relationship Assistant. Relationship Insights are a new set of features introduced as preview in the Dynamics 365 December 2016 release. It is only available in the US … Continue reading Dynamics 365 – Relationship Assistant →

Auto Capture is a feature introduced in D365 so that you don’t need to go to your Outlook and explicitly tracked Emails to Dynamics 365. This is one cool feature that can help you poll your personal emails and show you if you want to track it or not! Overview Auto Capture is a sub-feature … Continue reading Auto Capture – Dynamics 365 →