Customization and Configuration · Low Code No Code

Customize fields diplsayed on Activities Records in Timeline Section on Contact Form

When Im creating an activity for example like task. Now on the timeline, the task record that was created is showing the owner name but im expecting the username who has actually created the activity. In the above image, highlighted is the owner of the record but what im expecting is the user name which…… Continue reading Customize fields diplsayed on Activities Records in Timeline Section on Contact Form

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Dynamics 365 Power Automate · Low Code No Code

{Dynamics 365 Power Automate} Notify Team members when Case record status changed

While working on one of the project we had the requirement to send an email to all team members of a specific team. We have used Power Automate to achieve this requirement as OOB workflow does not provide capabilities to fetch all members from team. Step – 1 Login to flow.microsoft.com and select appropriate environment.…… Continue reading {Dynamics 365 Power Automate} Notify Team members when Case record status changed

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

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