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Category Archives: D365 General

How to map Signature field into Word template

Introduction : As we know , signature field with pen control can not be mapped directly into word template. This blog will explain how to map  signature field into word template. Implementation : Steps to Add Signature Field Step 1 :  Create signature Field with data type multiple line of text and maximum length 15000 … Continue reading How to map Signature field into Word template

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How to run your SSRS Report for Past “N” Days from the Report run Date

Introduction If have a parameter on our report to see the past “N” days data on our report, we can perform the following steps. Step 1: Add a new Parameter, say “Days” Step 2: Under the Available Values Section, Add a new Value for the Parameter with value as 7 and expression having the following … Continue reading How to run your SSRS Report for Past “N” Days from the Report run Date

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D365 General Tip: Currency field affects PriceList field

In a hurry, you perhaps selected a similar looking Price List on your Quote and you want to change it. Example: By mistake, I have selected “SalesPriceListINR” and want to select “SalesPriceListUS” But when you try to do this, you can’t see the PriceList you want to set. Why is that? Currency That’s because the … Continue reading D365 General Tip: Currency field affects PriceList field

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How to Attach Word Template to Notes of record Automatically

Introduction: In this blog, we will look into How to Create Word Template Automatically and attach it to Notes. Steps to attach Word Template Using Workflow Navigate to Solution > Processes > Click on New > Enter your Process name, Select Workflow as your Category, Enter your Entity (Account), Check the button (Run this Workflow … Continue reading How to Attach Word Template to Notes of record Automatically

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Notes attachments in Word Template

Introduction : This blog explains how to add notes attachments in word template. Implementation : Let say we have word template on the account entity and we want to add attached notes in word template. Step 1: a. Create record( if no record is there) for an account entity. b. Select the record and download the … Continue reading Notes attachments in Word Template

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How to Replicate D365 View using XRM Tool

Introduction: In this blog we will look into How to Replicate your View to all the Views   Steps: Navigate to Solution > Expand the Entity (Account) > Views > Click on Quick Find Active Account Click On Add View Columns3. You can Add fields for the view based on what you want to view.4. … Continue reading How to Replicate D365 View using XRM Tool

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How to use System.Text.Json APIs in Asp.net

Posted On November 25, 2019 by Admin Posted in

Initially for parsing object to Json or json to object in Asp.net an additional Newtonsoft.Json Api was required, but now Microsoft has developed their own Apis “System.Test.Json”. Below Steps will guide you on how to use this api. Install the System.Text.Json NuGet package. To use the api make sure you import the following two namespaces: … Continue reading How to use System.Text.Json APIs in Asp.net

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10 Best Practices for implementing HTML web resources with Dynamics 365 CRM

Posted On November 25, 2019 by Admin Posted in

Do not use any CDN links for any .js or .css file, include them in your own project. Do not give multiple references of any .js or .css file on the same HTML. If any .js or .css file is going to be used on multiple Html web resources, then keep them at one common … Continue reading 10 Best Practices for implementing HTML web resources with Dynamics 365 CRM

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Set Lookups in Xrm.WebApi D365 v9 correctly

Using Xrm.WebApi needs you to be careful with the field names and what to use when. Especially, when you are dealing with Lookups. One of the most common errors you’ll come across is the one like below – “An undeclared property (fieldname you entered) which only has property annotations in the payload but no property … Continue reading Set Lookups in Xrm.WebApi D365 v9 correctly

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Display D365 Plugin Error on D365 Portals.

Introduction It is important for the end-user to understand the error displayed on D365 Portals. In this blog, we will display D365 Plugin Error on the D365 Portals. By default, the error will be displayed as shown below: Implementation Step 1: Create a new Site Setting record. Step 2: Set the values given below in … Continue reading Display D365 Plugin Error on D365 Portals.

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