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Category Archives: D365 General

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

Posted On July 10, 2017 by Priyesh Wagh Posted in

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?

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Themes in D365

Posted On June 12, 2017 by Shailesh Wath Posted in

Introduction: With themes in D365, organizations have the ability to uniquely brand the D365 System with supported way to apply organization’s logo and colour choices to the application. Themes: Themes in D365 can be incorporated in several simple steps, Step 1: Under Settings, select Customizations and then Themes. Step 2: By default, D365 default theme … Continue reading Themes in D365

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XRM Toolbox – Important tools for Admins and Developers

What is XRM toolbox? XrmToolBox is a Windows application that connects to Microsoft Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to make administration, customization or configuration tasks easier and less time consuming. XRMToolBox is free of cost, but you can donate to support development. … Continue reading XRM Toolbox – Important tools for Admins and Developers

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Using JavaScript and where to write it in D365 CRM Portals

Posted On June 9, 2017 by Admin Posted in

In this blog, we shall see how can a user can write a JavaScript Code and where exactly should the user place the code in order to customize the D365 CRM Portal for version 8.0+. Pre-Requisites: D365 CRM Portals D365 CRM Environment Scenario: The user is often confused as to where exactly should he write … Continue reading Using JavaScript and where to write it in D365 CRM Portals

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How to call a Web Service from Plugin in Dynamics CRM

Introduction: In this blog, we will have a look on how a web service can be call from Plugin in Dynamics CRM. Steps to be followed: 1)     Create an entity “Product Configuration” which consists of 2 fields Key – Name of the Web Service Value – Web Service URL The basic purpose of this entity … Continue reading How to call a Web Service from Plugin in Dynamics CRM

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Customizations of CRM Portal Entity Forms using Entity Form Metadata

Posted On May 25, 2017 by Admin Posted in

In this blog, we shall see how can a user make simple modifications to the CRM Portal Entity Form using ‘Entity Form Metadata’. Pre-Requisites: D365 CRM Portals D365 CRM Environment Why Use Entity Form Metadata? Entity Form Metadata has a modification logic to arguments or has the ability to override the functionality of form fields … Continue reading Customizations of CRM Portal Entity Forms using Entity Form Metadata

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OneNote Integration with Dynamics 365

Posted On May 24, 2017 by Priyesh Wagh Posted in

Introduction: Want to make a dedicated OneNote notebook per Dynamics 365 record? Dynamics 365 Integration is what you need. This integration provides you the ability to take notes in the notebook in context of Dynamics 365 record for selected entities. OneNote records can be directly accessed on the Activity wall of the record whether on … Continue reading OneNote Integration with Dynamics 365

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