Tag Archives: Dynamics CRM
How to create and add/attach a custom activity-type entity to an existing entity in Dynamics 365 CRM
Introduction Activities are tasks or sorts of homework that we as a team perform when contacting a customer for example making a phone call, making an appointment or calls, and so on. You can set the status of this activity to complete pending or in progress. For more details, please follow the link: Activity entities … Continue reading How to create and add/attach a custom activity-type entity to an existing entity in Dynamics 365 CRM
Introduction Global Search for Microsoft Dynamics 365 is a custom module, which allows you to search across all CRM entities at the same time, providing results in a single-view convenient layout. For more details please follow the link: Global Search for Microsoft Dynamics CRM Online User Manual Adding an Entity and fields in Global Search … Continue reading How to add an Entity and fields in Global Search On Dynamics 365 CRM
Hi Everyone, If you are using Custom Pages in your Model Driven App and would like to have multiple languages as per User’s Personal settings? Here’s a quick helpful method for Custom Pages Step 1: Let’s start by creating a Custom Page Go to PowerApps Maker Studio, in your selected environment outside or inside a … Continue reading Quick Tip: Language Translation on Custom PowerApps Page in Model Driven Apps
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
Introduction: Let’s say we want to set an icon for a button on a form in Dynamics 365. We will use the Ribbon Workbench to do this. Let’s add this to our Quote form. First, create a solution and add Quote Entity: To add buttons, we will use SVG images. For the Web Client, we … Continue reading How to Set Button Icons in Dynamics 365
[Quick Tip] Get SubGrid View Id using Primary Control or Selected Control for Ribbon button’s enable rule in Dynamics 365 CRM.
Use case: I have two entity Awards and Awards category. We have SubGrid on the Awards entity form for Category with Custom Ribbon button. We want to have the button should be visible on specific view only and below are steps to do so. Step 1: Configure the Ribbon Button Create a Ribbon Button, create … Continue reading [Quick Tip] Get SubGrid View Id using Primary Control or Selected Control for Ribbon button’s enable rule in Dynamics 365 CRM.
In this blog we will see how we can change the currency format in D365 CE. We are using the Currency field named Price on Account form and we wanted to price in XX,XX,XXX.XX format Let see how we can achieve this. Solution: Go to Settings and click on Personalization settings. After clicking on Personalization … Continue reading Change Currency format in D365 Customer Engagement
If you want to track a user who has opened records of any specific entity then you are on the right blog because today we are going to see how we can do simple customization to track the user activity of who has open which record for how many times. Step 1: Create an Entity to track … Continue reading Track an Entity record form opening / retrieve activity by system user in Dynamics 365 CRM
Consider a case where users create a record say an opportunity. The name of the opportunity may contain special characters such as ampersand “&” and many more. This might not look like an issue, but these special characters are not accepted if you are trying to fetch a record using query expressions, that may be … Continue reading Flow to Replace Special Characters from any text Field in Dynamics 365