Category Archives: D365 General

Custom Business Process Flow is not showing in UCI

Scenario: We had created the custom Business Process Flow on order entity which was visible on web client but not in UCI. For making it visible in UCI we must add that Business Process Flow in App. Steps: Create new solution and add Existing App which you are using in that solution. Add Custom Business … Continue reading Custom Business Process Flow is not showing in UCI

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D365 App for Outlook Sitemap Edit

Dynamics 365 application development provides an end-to-end solution for your business right from design, development, appsource listing upto enhancements and support. The team has a set of expert developers, architects and technicians who are involved 24*7 in the process to enhance your business and take it to the next level. The team understands your business … Continue reading D365 App for Outlook Sitemap Edit

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Forcing Fields on BPF to be required programmatically

Overview: I had a requirement where I needed to make certain fields on BPF as required. So, I tried accessing the control using Xrm.Page.getControl(“header_process_description”) and then getAttribute().setRequiredLevel(“required”) on it would serve my purpose. But actually, not! To set perspective, the code runs and make the field required too. But there’s a catch! Required fields on … Continue reading Forcing Fields on BPF to be required programmatically

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Get Geolocation details using Xrm.Device for mobile devices

Posted On September 10, 2018 by Clinton D'Mello Posted in Tagged in

Introduction: In this blog we will use the  Xrm.Device Client API reference to get the location details as it provides methods to use native device capabilities of mobile devices. Implementation: Step 1 : First we have written a JavaScript code to get the Geolocation details and for this demonstration purpose we trigger this code to … Continue reading Get Geolocation details using Xrm.Device for mobile devices

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Create Leads when Email is received to the Queue

Introduction: This blog explains how to Create Leads when Email is received to the Queue. Creating Queue in MS CRM: Settings -> Service Management -> Queues Click on “+NEW” Enter Name and Incoming Email for the Queue. Save record. After Saving the record Mailbox will be created for the Queue. Configuring the Mailbox Open the Mailbox … Continue reading Create Leads when Email is received to the Queue

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How to Export and Import Voice of the Customer Surveys

Introduction: This blog explains how to Export and Import Voice of the Customer Surveys. Steps to be followed: Step 1 : Go to the Survey that you want to export. (survey should be in published state) Step 2 : Navigate to Notes section and download both the files. Step 3 : Navigate to your destination environment where … Continue reading How to Export and Import Voice of the Customer Surveys

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Email in Unified Interface as a separate app in D365

Introduction: Email in Unified Interface Dynamics 365 is also available as a separate app! Here’s how you can get it. By default, the new email capabilities are already available in the Unified Interface of D365. But you can have it as a separate app if you’d like. Installing the App: Here’s how you get it … Continue reading Email in Unified Interface as a separate app in D365

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Enable SharePoint for Dynamics 365

Introduction: If you try to configure SharePoint with dynamics 365 sales, it will pop up with “Microsoft Dynamics 365 list component is not installed”. This error used to come in earlier version of dynamics CRM but now we are start receiving message to install the list component. Description: As it is explained in the introduction … Continue reading Enable SharePoint for Dynamics 365

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Integrating Twilio with D365 CRM Online to send SMS Messages using Microsoft Flow

 One of the most popular ERP systems that is amazingly popular among all small and mid sized businesses is Microsoft dynamics NAV integration. Installing CRM NAV integration is extremely easy and simple and its interface is so easy to understand that anybody can learn it within no time. This is the reason NAV integration has … Continue reading Integrating Twilio with D365 CRM Online to send SMS Messages using Microsoft Flow

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HTTP POST Requests using Microsoft Flows

Introduction: In this blog we will demonstrate the working of HTTP Request -Response in Microsoft Flows. Implementation: Step 1:  In our example we will make a POST call to our Microsoft Flow so that we can further apply some logic in Flows. The POST request contains the following data. JSON: [{ “name”: “TestName”, “Address”: “TestAddress” … Continue reading HTTP POST Requests using Microsoft Flows

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