When we write code for plugins/Custom Workflow/Console Application in Late bound style, We often need logical name and relationship name of an entity attributes. A tool that you can use to find this information easily is the Metadata Browser. This is an app you can download and install in your organization. Download Metadata Browser Tool…… Continue reading {Dynamics CRM} Browse the metadata for your CRM Instance
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
One of integration performance issue is to set related entity lookup field where we need to get record ID and then set the lookup field while creating/updating record from C#. As per latest update of SDK, we can now set lookup field using Alternate Key without having to first get record ID. This will improve…… Continue reading {CDS Developer Quick Tip} Set Lookup field using Altername key during Create and Update record from C#
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
In today’s blog we will see how to enable rich text Notes in Timeline. Earlier we used to enter only normal text in Notes in timeline. To enable this feature navigate to Advanced Settings->Settings Then go to Administartion->System Settings->Generate Tab Tick Use rich text to make it easier to format notes created in Timeline. Click…… Continue reading {Dynamics 365} Enable Rich Text Notes in Timeline
Microsoft dynamics has many apps such as Sales Hub, Customer Service Hub etc. Before 2020 wave 2 release there was a down arrow which was used to switch to different app. Now the UI behaviour has been changed in 2020 wave 2 release. To switch to different app we need to click on the name…… Continue reading {Dynamics 365 2020 Release Wave 2} App Switcher
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
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
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
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
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