Dynamics CRM Javascript · Javascript · Low Code No Code

{Dynamics 365} Lock a field after saving a record

Wondering if we can disable a field after save. For example, when user creates a new record, it is editable, but after save, it not editable. Low Code No Code solution To achieve this requirement we can make use of Business Rule where we can check if CreatedOn field contains data and if true lock…… Continue reading {Dynamics 365} Lock a field after saving a record

Dynamics 365 Quick Tips · Functional Info · Low Code No Code

{Dynamics 365 Quick Tips} Allow Appointment to be Saved As Draft

In today’s blog I will show you how to Allow Appointment to be saves as Draft. One of business requirement was from client to save the appointment as draft which can be later updated. Currently we don’t have OOB settings which can be used to enable this feature. To achieve this I am going to…… Continue reading {Dynamics 365 Quick Tips} Allow Appointment to be Saved As Draft

Dynamics 365 Quick Tips · Functional Info · Low Code No Code

{Dynamics 365 Quick Tips} Enable Rich Text Editor on an Appointment Entity form

Currently CRM Email activity description/body field support Rich Text Editor. However, When you create an appointment entity you will see plain editor on description field. Current state of the appointment form Recently I was asked to enable rich text editor on an appointment entity same as Email. I checked on form editor and couldn’t find…… Continue reading {Dynamics 365 Quick Tips} Enable Rich Text Editor on an Appointment Entity form

Dynamics 365 Quick Tips · Functional Info · Low Code No Code

{Dynamics 365 Quick Tips} Export 1 million record using Excel static sheet

By default we can only export 10000 records at a time from Dynamics CRM 356 export to excel feature. In today’s blog I am going to tell you trick to increase this limitation and then you shoud be able to export 1 million records. Step 1: Go to Github repository to download managed solution. Once…… Continue reading {Dynamics 365 Quick Tips} Export 1 million record using Excel static sheet

Dynamics 365 Quick Tips · Functional Info · Low Code No Code

{Dynamics 365 Quick Tips} Increase Microsoft Dynamics 365 for Phones client limitations

Recently I was working on one of the projects where business ask was to enable Mobile client for Dynamics 365. We had complex customizations of the form and had included more than 80 fields, more than 10 list and more than 5 tabs on the form. The challenge which we were facing that not all…… Continue reading {Dynamics 365 Quick Tips} Increase Microsoft Dynamics 365 for Phones client limitations

Functional Info · Low Code No Code

Dynamics CRM 365 Custom Activity Entity not appearing on Timeline

While I was working on one of the business requirement, I created new Custom Activity Entity and the requirement was to show on Timeline of Lead entity as well. I though it will be visible as soon as we create entity and publish. However the result was different on UCI app. So I decided to…… Continue reading Dynamics CRM 365 Custom Activity Entity not appearing on Timeline