In this blog, we’ll see how to apply language translation on custom entities, model driven apps and business process flows in Dynamics CRM Step 1- Go to Settings -> Administration->Languages. In Language settings select the required language and click on apply. Step 2- Include all the required components into the solution For example- Custom Entities … Continue reading Enable language translation on Custom solutions in Dynamics CRM →

In this blog we’ll see how to integrate SharePoint with Dynamics 365. Step 1- Configure SharePoint Option in Dynamics 365 Document Management option. Go to Advanced settings -> Document Management. Step 2- In Document Management select “Enable Server-based SharePoint Integration” Step 3- Now in the pop-up screen provide SharePoint site location as “Online” then proceed … Continue reading SharePoint Integration with Dynamics 365 →

Introduction: In this blog we will see how we can pass parameters to a JavaScript function where the function is generic and can be reused. Implementation: Let’s take an example where you would check if account number is present or not in the account field. 1. Create a JS function to check if account number … Continue reading Passing parameters to JavaScript Web Resource function in Dynamics CRM →

Introduction Below is the Syntax that’s available to create, delete, update a record in Dynamics 365 Online V9.X using JavaScript. Create record (Client API Reference) Below is the Syntax that’s available to create a record in Dynamics 365 Online V9.X using JavaScript Syntax : Xrm.WebApi.createRecord(entityLogicalName, data).then(successCallback, errorCallback); Implementation : Let’s take an example where you would like … Continue reading Create, Update, Delete data Client side using XRM Web API in Dynamics 365 (Client API Reference) →

In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form. Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox. Step 2- Name the ribbon button (anything as required) Step 3- Add … Continue reading Adding a button on ribbon and on click, opens quick create form using ribbon workbench in XRM ToolBox →

Introduction: In Dynamics 365, you can hide and show fields using JavaScript. This is useful if you have business logic that determines if fields are displayed or not to the user. Implementation: Let’s take an example where you would like to hide the Account field if the Contact field is populated. Next, we can check … Continue reading Hide And Show a Field in Dynamics 365 CRM Using JavaScript →

Customer Engagement apps running on a web browser on an iOS or Android tablet provide a similar experience to using it with a web browser on your desktop or laptop computer. However, some features are not available on the mobile app or mobile web browser out of which one is running SSRS reports. Let’s say … Continue reading Run/Enable Customer Engagement SSRS Reports on Mobile App Android / iPad →

Introduction – In this blog, you will learn about how we can perform different operations such as disable, enable, hide, etc. on D365 CRM Business Process flow using JavaScript. Set value in Business Process Flow Disable field on Business Process Flow here cf_outreach is the schema name of the field on BPF. for BPF we … Continue reading Operations in Business Process Flow using JavaScript in D365 CRM →

In this blog we will see how to integrate teams with Dynamics 365 for custom entities using Postman. Solution Step 1- Go to portal.azure.com and select Azure Active Directory. Step 2- On App Registration, click on new registration Step 3-Register an application and follow the steps: Name, Select Multitenant, Enter the required url. Then, click on register. … Continue reading Integration of Teams with Dynamics 365 for Custom Entities using Postman →

MS Forms offers a functionality to create a dropdown field which is similar to an option set fields in D365 CRM, But when it comes to mapping or storing values between these two field things become a bit tricky. However there are a few workaround using power automate capabilities. In this blog let’s see how … Continue reading Dynamically storing MS Forms Drop down field values into D365 CRM Option Set using Power Automate Flow →