Category Archives: D365 Customer Service

Capture Case Resolution data before reopening case using C#

Introduction: When we reactivate cases, the old case resolution record is set as cancelled and a new case resolution record is created, before you re open the case, you can actually store case resolution data, which you can later use when you re-close the case. Solution: Below is the code to get case resolution data … Continue reading Capture Case Resolution data before reopening case using C#

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Disable field on change of tab in D365 CE

Use case – Our requirement is to enable field description field on invoice line form on clicking of tab General. Let’s see how we can achieve this Solution – Step 1 – Create web resource with below function- var invoiceLineCustomization = {     unlockField : function(executionContext)     {         var formContext = executionContext.getFormContext();             formContext.getControl(“description”).setDisabled(false); … Continue reading Disable field on change of tab in D365 CE

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Disable field on Click of Button in D365 CE using JavaScript.

Use Case – One of my requirements is to disable the field on click of button Reopen Project on Project form. Let’s see how we can achieve this. Solution – Create Web resource and add below function: Here my function name is “markFieldsReadOnly“. Create Solution in CRM which contains only a single entity on where … Continue reading Disable field on Click of Button in D365 CE using JavaScript.

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Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

In this blog, we will learn how to create an Azure Function App to connect it with Dynamics 365 CRM and perform the CRUD operation in Dynamics 365 CRM. First, we will create an Azure Function project for Dynamics 365 CRM from Visual Studio, and below are the steps for the same. Open Visual Studio … Continue reading Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

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Change Currency format in D365 Customer Engagement

In this blog we will see how we can change the currency format in D365 CE. We are using the Currency field named Price on Account form and we wanted to price in XX,XX,XXX.XX format Let see how we can achieve this. Solution: Go to Settings and click on Personalization settings. After clicking on Personalization … Continue reading Change Currency format in D365 Customer Engagement

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Track an Entity record form opening / retrieve activity by system user in Dynamics 365 CRM

If you want to track a user who has opened records of any specific entity then you are on the right blog because today we are going to see how we can do simple customization to track the user activity of who has open which record for how many times. Step 1: Create an Entity to track … Continue reading Track an Entity record form opening / retrieve activity by system user in Dynamics 365 CRM

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Autosave quick create a form record on fields change and open the created record

Requirement: The user will create the record from the Quick Create and on change of specific field, the record should automatically save. Whenever the record will be saved it should open the created record. In our scenario, we are going to use the Account Entity. When the user will enter the main phone data in … Continue reading Autosave quick create a form record on fields change and open the created record

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Connect D365 CRM CDS Database from SQL Server

Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login … Continue reading Connect D365 CRM CDS Database from SQL Server

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Set Name Format In D365 CRM

Introduction: In some scenarios, we might need that Full name of Contact Person should be Last Name and then First Name. In this blog we will see how to change the Format of Full Name for Contact Entity. Step 1: Go to Advanced settings -> Administration -> System settings Step 2: Open System settings -> … Continue reading Set Name Format In D365 CRM

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Required Privilege for Canvas App in D365 CRM

Introduction This blog explains how to resolve the issue for Canvas App not loading which is embedded in D365 CRM using HTML Webresource. Issue After Canvas App was published and shared with Users still, they were unable to access the Power App. It was showing a blank page with no error. Resolution After debugging the … Continue reading Required Privilege for Canvas App in D365 CRM

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