Category Archives: D365 General
Upgrading D365 Online Portals to v8.3 in July Update
In this blog, we will see how can we upgrade the D365 online Portal to v8.3 and what are the new features that are available in this upgrade. Pre-Requisites: D365 CRM Portals D365 CRM Environment Overview: The new version 8.3 for D365 online Portals is made available in the July update provided by Microsoft. Along … Continue reading Upgrading D365 Online Portals to v8.3 in July Update
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Using the Administrative Wizard for D365 Online Portals
Introduction: In this blog, we will see how can we use the new feature of the ‘Administrative wizard’ for the D365 Online Portals Pre-Requisites: 1. D365 CRM Portals 2. D365 CRM Environment Overview In the new update of D365 Online Portal for v8.3, a new feature has been introduced which is the ‘Administrative wizard’ which … Continue reading Using the Administrative Wizard for D365 Online Portals
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Set Customer Type field in D365 Javascript Web API
Introduction: This blog explains how to set Customer Type field in D365 Javascript Web API. Problem Statement: We get error while setting value of Account lookup on Contact in D365 Javascript Web API as below: “An undeclared property ‘customerid’ which only has property annotations in the payload but no property value was found in the … Continue reading Set Customer Type field in D365 Javascript Web API
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How to add direct links into Dynamics 365 Site Map
This blog consists of steps to add an external link to navigation bar in the application using new sitemap editor in Dynamics 365. Steps to be followed are given below: Create an HTML Web Resource in CRM consisting of below code. <html> <body> <script> //open link in new window window.open(“https://www.google.com”); </script> </body> </html> Open the … Continue reading How to add direct links into Dynamics 365 Site Map
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AX 2012 R3 Commerce Data Exchange Service: Real Time Service Installation
Introduction: Real-time Service is an integrated service that provides real-time communication between Microsoft Dynamics AX and retail channels. Real-time Service enables individual point of sale (POS) computers and online stores to retrieve certain data from Microsoft Dynamics AX in real time. Redeem loyalty points Issue and redeem credit memos Create and update customer records Create, … Continue reading AX 2012 R3 Commerce Data Exchange Service: Real Time Service Installation
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CRM Tip: Issue with checking Security role GUID of custom security roles
Problem Statement: We often encounter a scenario where we need to perform some operations based on the fact if the user has a particular security role. We also know that the GUID of a custom security role created by us remains the same, even if is installed in some other environment. Consider the following scenario: … Continue reading CRM Tip: Issue with checking Security role GUID of custom security roles
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CRM Tip: How to Check Security Role in Plugins – Correct way
Problem Statement: We often have requirements to perform some action based on certain security role. For ex., we only want System Administrator to delete particular record, and no one else should delete irrespective of their security access. There are many ways to achieve this, but many of the times the solution is not foolproof Incorrect/ … Continue reading CRM Tip: How to Check Security Role in Plugins – Correct way
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Connection Entities in Dynamics 365
Overview: Connection entities provision an easy way to connect and describe relationships between two records in D365 CRM. This is supported across most Entity types in Dynamics 365. Some of the features of Connection entities are as follows: All Business and Custom entities can be enabled for Connections. Provision to add descriptive information between the … Continue reading Connection Entities in Dynamics 365
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Dynamics CRM behaviour on deletion of User
Introduction: Have you ever wondered what happens to the user owned records in CRM when the user itself is deleted from CRM? Will the records get deleted? Or Will it be assigned to some other user? What will happen to the existing system jobs? Let us see in the below example. Description: Suppose there is … Continue reading Dynamics CRM behaviour on deletion of User
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How to delete components from managed solution in Dynamics CRM?
Introduction: There can be requirements to delete the components from the managed solution. Neither directly deleting the components from managed solution works nor deleting the field from unmanaged solution and migrating as managed solution to target environment works. We can make use of OOB feature of solution management. OOB feature used is Clone the solution. … Continue reading How to delete components from managed solution in Dynamics CRM?