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: This blog explains how to hide custom buttons on create form in D365. Problem Statement: We often get requirement from Client to hide custom buttons on Create record and to be shown on updating of record. Solution: We can achieve this functionality by having ribbon Customization with Enable Rules using FormStateRule. Steps of Implementation: … Continue reading Hide Custom Button on Create Form in D365 →

Introduction: Like asynchronous workflows, real-time workflows can be used to model and automate real world business processes. Real-time workflows are for business users, for example business analysts, to implement similar functionality to synchronous plug-ins without requiring .NET Framework programming experience. How to use Real time Workflows for Custom Business Validations: Real time workflows can be … Continue reading Using Real time workflows for Business Validations in Dynamics CRM →

Introduction: In this blog, we shall see how can a user create an Entity List OData Feed using custom JavaScript in CRM Portals. Pre-Requisites: D365 CRM Portals D365 CRM Environment Why Use OData (Open Data) Protocol? OData provides external access to a data source via a website. Recommended for the Open Government Data Initiative. Data … Continue reading Creating Entity Lists OData Feed Using Custom JavaScript in CRM Portals →

Introduction: In this blog, we are going to discuss how to set a party list field using JavaScript in Dynamics CRM. Many times, there is a requirement that any email send from CRM must be send from a specific user, irrespective of the user logged in to CRM. Scenario: In the Incident Management, there is … Continue reading Set Party List field using JavaScript in Dynamics CRM →

Introduction: CRM SDK provides a data migration tool/application called “DataMigrationUtility” which allows simple data migration from one CRM environment to another CRM environment. Prerequisite: Microsoft Dynamics CRM. CRM SDK Purpose of the set up Our goal is to migrate accounts from one Online CRM environment to another CRM environment. Steps: Open CRM SDK folder and … Continue reading CRM Data Migration tool →

Introduction: Microsoft introduced a cloud-based platform that works with Mobile Devices known as Microsoft Staff Hub. This platform enables workers and their Managers to manage, communicate and share content. Workers can ask for time off or swap and offer their shifts with their co- workers whereas Managers can send messages to one person or the … Continue reading Microsoft Staff Hub →

Scenario: CRM space is expensive, and often clients want alternatives to CRM storage for storing documents, images as these take up most of the space. Available solutions: SharePoint Online with Dynamics CRM OneDrive for Business with Dynamics CRM Currently, SharePoint document management is the preferred choice for most of the customers as alternative to storing … Continue reading Alternatives of Document storage in 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 →

Introduction: In this blog, we are going to discuss how to find the users having the System Administrator role. This can be done using the basic feature of CRM. Instead of checking all the Users separately and identifying the System Administrator(s) we can utilize the CRM feature of Advance Find. Steps: Step 1: Login to … Continue reading Identify Users with System Administrator Role →