Requirement: The user will create the record from the Quick Create and on change of specific field, the record should automatically save. Whenever the record will be saved it should open the created record. In our scenario, we are going to use the Account Entity. When the user will enter the main phone data in the Account Quick Create Form, the record will automatically save and it will open the created account record. Steps: Go to Default Solution or your customization solution and Open the Quick Create Form from Account Entity 2. Click on the Form Properties to edit the form properties of Account Quick Create Form and add the script on the form. 3. Click on the +New button to add the JavasScript web resources on the form so that you can use the script function on Form Events 4. If you wanted to use an existing Web Resource then you add it or else create new by click on new 5. Create a new Script and add it on form 6. Now, we need to add the event list and bind the calling function to it. To do it click on the + New on Event Listener of Form Properties. Note: Please don’t forget to pass the execution context as the first parameter to the function. 7. We will use formContext.data.save() function to get the created record’s GUID and open entity record using that GUID. Following is code for your reference: 8. Code Explanation: a. quickCreateonSave is a function that is trigger on change of Main phone fields of Account Quick Create. b. When the function is triggered we are using formcontext.data.save to save the save so that we can get the GUID of the recently created record. c. On formcontext.data.save() we can assign two functions — on success and failure as parameter to .then() [Reference] d. On Success, the function will return the following response where you can get the entityType, entity id, and name of the record. e. After getting the entity id and entity type, we can use the open form to open the record as mentioned in the Code. 9. Publish all the customization that you have done on the Account Entity Demo: I hope it helps you guys!!

Dynamics 365 for Customer Service is the right ERP software to use if you desire to see the customer service improvement in your company. When businesses provide excellent customer support, clients not only have the best experiences, but they also stay loyal to a business. Of course, there are so many ERP solutions out there in the market. Dynamics 365 solutions are, however, the best in the world as many companies tried and tested this product and love the way it helps them to become a lot more organized. Since Microsoft owns this product, they do a lot of research to enhance this particular product. One problem people do not know how to fix is the infinite loop issue. Here are some fantastic tips to help you to surpass the problem. While using fetch xml to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to retrieve more that 5000 records using the fetch xml in the script it is possible that you will get the into infilter loop. This happens due to the internal multiplication of table which gives fist and last records id same in fetch XML. You need to make sure that include the header as shown in the below screen Need to make sure that you have below check condition before calling the fetch next record collection if (data[“@Microsoft.Dynamics.CRM.fetchxmlpagingcookie”] != null && data[“@Microsoft.Dynamics.CRM.morerecords”] != null && data[“@Microsoft.Dynamics.CRM.morerecords”]==true) { It has more than 1 record true only than call the next request Conclusion Hope this helps you to solve your infinite loop issue.

Customer Service is one of the essential segments of any business if they want to become successful. Every single thing about it does matter. Dynamics 365 for customer service is one of the tools that a business can use to improve brand loyalty and also to improvise the value that the companies offer to their clients. Any company that wants to improve in this segment needs to work on this thing. D365 Customer Service will set your company apart from the rest of the firms out there. This software will help you stay ahead of the customer’s expectations and to resolve their concerns a lot faster. Customers can reach out to the company a lot quicker and get resolutions for the problems they are facing at a much faster pace. Microsoft Dynamics 365 CE streamlines the way your employees communicate with customers and enhances their ability to collaborate. Problem Statement Clients implement D365 CE for all departments also need home/landing/default page for each department. This blog will help you to configure default URI for each department in D365 CE implementation for Company. Configuration Steps 1.       Open Dynamics 365 Sales app 2.       Navigate to “My Apps” in Settings group 3.       Open Manage Roles Click on ellipses(…) and pop-up open, click on Manager Role 4.       Setup App URL Enter URL Suffix e.g. SL and automatically URL is generated. 5.       Setup Roles Roles are assigned to URL, Users with specific roles can only access App. 6.       Copy URL and click Save button also share with Users for opening. Conclusion After following above configuration steps, we can share App URL with Sales Department similarly we can configure for Customer Service, Project Service, Field Service or any custom App share with the respective department. Hope this blog helps you to configure Department-wise or based on App for a group of people.

Dynamics 365 for customer service assists businesses to provide efficient and excellent customer service to improve customer service in a team. When it comes to business, every interaction that you get from your customer does matter a lot. Maximizing brand loyalty is only possible when customers get their problems or issues resolved quickly. Companies need to invest in Dynamics 365 solutions if they desire to provide the best customer service to their existing and prospective customers. It has some of the best features that can enhance your business operations. And the best part, it is quite economical than all other solutions that you now find in the market. There are so many resources that are available to make things easy for those who install and use it. We had a requirement where need to open the newly created record. Here we were using an action to create the record. Description: We had a requirement on button click contact will be created and once the record is created we need to open that record as well. Opening of the record is dependent on the user if he wants open or not. we have created a custom button and call the action which perform the operation of creation of the record. this record was created inside the action Below action was created and called on the button. 2. Output parameter was defined for the contact record that has been created inside the action 3. Once the contact record is created we set newly created contact guide as an output parameter. 4. Once that is done we got the contact id as a parameter and open it using the open form request in CRM Conclusion Hope this helps while setting output parameter value using the action.