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Controls in Dynamics 365 for Mobile App: Multimedia
In our previous blog of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask Control which enabled users to add a predefined format for error free phone number entry by mobile...
View ArticleTracking a Won Opportunity Client Subscriptions
New to CRM and I'm tasked with trying to capture our Accounts Subscription Timeframe/Fee/Application in CRM.We have an opportunity we won, the account has a 2 years subscription for a specific...
View ArticleHow to create two instances within a single plugin.
Hello All,Whether it is possible to create two instances of the organizationserviceproxy within plugin where one will be used for admin role and one will be for another role user .Admin has more...
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EntityList workflow will not trigger
I have an on-premise version of the portal set up and have an entitylist with a workflow defined. This works fine. I have created an online trial account with the portal and have the exact same...
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Controls in Dynamics 365 for Mobile App: Input Mask
Introduction:Dynamics 365 provides a wide variety of controls which allow developers to add interactive components in the Dynamics 365 mobile app. Each control supports a specific set of input so you...
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Controls in Dynamics 365 for Mobile App: Website Preview
In our previous blog posts of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask and Multimedia Control. Multimedia Control allow users to add audio or video to CRM records...
View ArticleAdd-on or tools for the maps
Hi All,I'm looking for a tool to map.I would like to have, for an account, a map which allows to view others accounts within a radius of 10/20 KM. The salesman will be able to select another account...
View ArticleCRM integration with hosted telephony (VoIP)
Hi allWe have a new phone system using VoIP with the handset Yealink T23G. We would like to integrate this with our Microsoft Dynamics CRM so that users would be able to at least:- Record call activity...
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Portal - Entity List workflow not executing if confirmation set to yes.
If I have "Confirmation Required?" set to YES in the Entity List the workflow will not trigger when selected from the drop down menu. It triggers the workflow fine if this is set to NO. I have even...
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Dynamics 365/CRM + Add-Ons = Better Productivity
People drive businesses! When you equip people with the right tools, they can conquer complex situations effortlessly. Dynamics 365/CRM is a platform designed to empower users to achieve more. In...
View ArticleDoes WEB API Work with CRM 2016 On premise Installation?
I need some help.I have an on premise CRM 2016 installation. I have been trying to use the CRM sample programs in order to learn Web API. In the asyncTask getWebAPIVersion()method I am having an issue...
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Modify OOB ribbon button for Specific Activity Type Entity
Introduction:We recently had a business requirement where we wanted to hide the ‘Mark Complete’ OOB button from the home page of Activity entity. However, we wanted to hide this button for Service...
View ArticleSecurity Role for System Customizer (but not quite)
I'd like to give someone the ability to have *almost* system customizer permission and haven't found an easy OOB way to do this. Guessing someone else has already done it though.I need the user to be...
View ArticleHow to create two instances within a single plugin.
Hello All,Whether it is possible to create two instances of the organizationserviceproxy within plugin where one will be used for admin role and one will be for another role user .Admin has more...
View ArticleCustom Portal - Entity Lists Not Showing
Hi.I have just configured a trial hosted Custom Portal against my CRM instance.No matter what I do I simply cannot get an entity list to show up on my pages.I have done this before on a different...
View ArticleSharepoint integration with CRM window not getting refreshed automatically
Hi All,We have a sharepoint integration with CRM box on the customer form. We add the folder by clicling on Add button on that window and then we select the file and upload it. Upload goes well. We can...
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Controls in Dynamics 365 for Mobile App: Auto-Complete
In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia and Website Preview Control. Website Preview Control allow users to get a brief...
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Display the Value of Dialog in entity Form
Hello,I created one dialog which takes the feedback from Customer.Now, I want to display the value which are given by the customer in dialog in Feedback Section in Customer entity.Is it Possible...
View ArticleError while trying to render Entity Form on Web Template
Hello all!I'm trying to set entity form on the custom page using Web Template. But in the result i have an error like thisAn unknown error has occurred. Error detection...
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Watch out for Issues with Version & Updating Plug-in assembly in Dynamics...
Introduction:Plugin Assemblies are versioned and need to be signed with a strong key for them to be registered to Dynamics CRM.Any update to the library and compiling the project may cause the version...
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