Tag Archives: Dynamics CRM
[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
Before you begin with this Blog, please read my previous blog which was on How to Create Object Detection Model inside the Power Platform — PowerApps | AI Builder. In a previous blog, we have created the Object Detection Model that we are going to use in this blog. Step 1: Expand the AI Builder section … Continue reading Create Fruit Detection App inside Power Platform — PowerApps and AI Build
We have a requirement that we want to change button text and description for case entity to the incident. Since the case is system entity which is managed, dynamics 365 not allowed you to make any modification in button text or description. For the unmanaged entity, you can make a modification with the help of … Continue reading How to Change button text or description of the system entity or managed entity