CDS Power Platform · Customization and Configuration · Functional Info

{Dynamics CRM CE} Minimum privilege required to add User to Team and assign Role to them

Recently while working on one of the requirement in my project we wanted to have a custom security role though which user can add another User to Team and assign Roles to them. We did not wanted to have System Admin/Customizer role assigned to perform this specific task. Business Management TabEntityPrivAccess LevelTeamReadOrgTeamAppendOrgTeamAppend ToOrgTeamWriteOrgUserAppendOrgUser Append To OrgSecurity RoleAppend…… Continue reading {Dynamics CRM CE} Minimum privilege required to add User to Team and assign Role to them

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CDS Power Platform · Functional Info

{Power Platform} Run Diagnostics against Dynamics 365 User

Have you ever faced issue as why Dynamics CRM user not able to access CRM? To find out the answer to above question there is new capability available on Power Platform. Now you can run diagnostics against user to find out the basic details of an user in Dynamics CRM. Navigate to https://admin.powerplatform.microsoft.com/ and select…… Continue reading {Power Platform} Run Diagnostics against Dynamics 365 User

Dynamics 365 Quick Tips · Functional Info

{Common Data Service} Install and Uninstall Sample Data programatically

Sample data is great for any demo and testing of a feature in CRM instance. We can install and uninstall Sample Data from CRM by navigating to Settings->Data Management->Sample Data We could also install and uninstall Sample Data using Web API and Organization Service through C# code. Using the Web API Install sample data using…… Continue reading {Common Data Service} Install and Uninstall Sample Data programatically

Customization and Configuration · Dynamics 365 Quick Tips · Functional Info

Dynamics 365 Enable Send Direct Email Action in Unified Interface

Recently we had a requirement to send bulk email from Lead home grid. Initially we thought to implement custom button to be added on Home grid on Lead entity. And call custom action to send bulk email. However when we researched on microsoft doc, We have found out OOB feature Send Direct Email which is…… Continue reading Dynamics 365 Enable Send Direct Email Action in Unified Interface

Dynamics 365 2020 Wave 2 features · Functional Info

{Dynamics CRM New Feature} Enhanched Email experience on Timeline

Microsoft recently launched one of the cool feature in Dynamics which will enhance UI experience to compose email message from timeline. As part of this feature user can now cmpose email without navigating from the record and user can compose multiple email and work on them at the same time. To enable this feature open…… Continue reading {Dynamics CRM New Feature} Enhanched Email experience on Timeline

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

{Dynamics 365 Quick Tips } Modify Session and Inactivity Timeout settings

By default a session meaning when I log in before I get asked to login again my session will last 24 hours that is not only the default but limit which we can put in place for our users. To change the default settings login to Dynamics CRM instance->Select Gear icon besides Advanced FInd ->Click…… Continue reading {Dynamics 365 Quick Tips } Modify Session and Inactivity Timeout settings