Introduction: Business Recommended a cool feature in Business Rules which came out last year in D365 that can be used by simple configuration in Business Rules rather than writing JS code to achieve the same. Here’s how we do it – Setting Up Business Rule for Recommendation: Now, can you setup a Business Rule as … Continue reading Business Recommendation in D365 using Business Rule →

Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Customer Engagement . In this blog we will demonstrate how we can use paging and fetch more than 5000+ records. In CRM when we fetch records using code we only get the first 5000 records, in some cases there are … Continue reading Paging in D365 Customer Engagement v9.0 →

Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be followed: Go to settings Under connections tab go to Microsoft Dynamics 365. Click in + to create connection and then click on Accept. Select the connection type. You can click on CHECK INSTANCES it will load the … Continue reading Set up Dynamics 365 connection in Microsoft Social Engagement →

In Power BI, Dynamics 365 is connected using its Web API i.e [organization URI]/api/data/v9.0 Dynamics 365 Web API does not support GET Request for calendarrule entity; because of which Power BI cannot retrieve calendar rule entity details. You can verify by browsing to the URL: [organization URI]/api/data/v9.0/calendarrules Please refer to the screen capture below for … Continue reading Calendar Rule Entity not supported in Power BI →

Introduction: In this blog we will be showing an example to attach the uploaded files to notes using the Xrm.Device.pickFile function in unified Interface in D365 v9.0 Implementation: Step 1: In this example we will create a button on the Contacts entity and we write a JavaScript function to trigger on button click. In Ribbon … Continue reading Xrm.Device.pickFile in D365 v9.0 →

Introduction: This blog explains how to Configure Alert Configuration in Microsoft Social Engagement. Steps to be followed: Go to Message Center Click on + to create alert configuration. Enter the following details: Name: Give name to your alert. Alert Type: select the type of alert  you want. Post alert/Trend alert Email recipients: Enter the email … Continue reading How to Configure Alert Configuration in Microsoft Social Engagement →

Introduction: This blog explains how to Create Approval Flow using Microsoft Flows.  Use Case: When work order is updated. (Trigger) Check condition:  system status: – open-completed and approved: -NO If condition satisfied: – Check Total amount: – If amount is greater than 1000       approval mail will be sent to approver.       … Continue reading Create Approval Flow with D365 conection →

Dynamic 365 development services has a team of experts, D365 architects and developers who works closely in every step in the business while closely understanding the requirements and designing the right solution for the business according to the needs as far as development is concerned the development team has a set of experts and developers … Continue reading Download Doucument Templates using Console App →

Introduction: In this blog we will demonstrate how to call a workflow directly from a button without any custom JavaScript code. Implementation: Step 1: Create the required workflow. In this example i have created a  simple workflow on the opportunity and remember to select the  “As an on-demand process” option. Step 2: After the workflow … Continue reading Call Workflow directly from a button using Ribbon Workbench →

Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to “ClientGlobalContext.js.aspx”. We need this library to gain access to the … Continue reading [Solved] – Backspace not working in HTML Web Resources →