Quick Tip – Creating copy of Dashboards in D365

Select the Dashboard that you want to copy Click the Save as Button It will 'copy' and create another dashboard, then you can modify for the second. Thanks Aileen Gusni for the information. Happy CRMing

New D365 Admin portal and new way to access Organization Insights

Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see the … Continue reading New D365 Admin portal and new way to access Organization Insights

Enable Reporting and common Buttons on D365 PSA – Project Entity

Summary: I have observed Project entity in PSA does not have common buttons like Run workflow, Run Report or Start Dialog. Sometimes we need these options, which we can easily enable by following below steps: Steps: Create a new solution for Ribbon Customizations. Add project entity in the solution Add Another entity which has Reporting … Continue reading Enable Reporting and common Buttons on D365 PSA – Project Entity

D365 V9 – Developer Updates – Part 1: Show Progress Indicator

Summary With D365 V9, there are lot of updates to Development specially in Client API/ Form Scripting in CRM. I am starting a series of blogs to cover all the new features with code samples and examples. Lets start with Xrm.Utility client API updates showProgressIndicator This function displays a dialog, where you can customize the … Continue reading D365 V9 – Developer Updates – Part 1: Show Progress Indicator

How is CRM solution publisher important

In this blog, I wanted to discuss about one of the topics that many people tend to ignore- CRM Solution Publishers. Background When creating solutions, most people tend to use the default publisher for the solution. The only thing most people understand about publisher is that it allows us to set the prefix and optionset … Continue reading How is CRM solution publisher important

CRM Tip: Automatically Creating document from Word Template and attaching to Record

Background In Dynamics CRM, one of the common requirement customer have is to Run a report and save the copy of the report (PDF/ Word/ Excel) as notes/ attachment on the record or send the created document as email attachment to customer. Sounds an innocent requirement, right? With CRM online, it is NOT. What we … Continue reading CRM Tip: Automatically Creating document from Word Template and attaching to Record

CRM Observation – Why Alternate Keys are not published sometimes

Background I have heard a repeated question/ complaint from people regarding Alternate key - Alternate key does not work sometimes randomly or for some specific combinations. Alternate keys do not get activated in target environment on deploying or installing the solution with Alternate key Resolution Alternate keys always work and are in no way random. … Continue reading CRM Observation – Why Alternate Keys are not published sometimes

Creating SharePoint Folder automatically – Custom Plugin Code

Requirement: We had a requirement for creating SharePoint Folder automatically when we create a record in D365 CRM Online. We tried lot of workarounds but could not get a concrete solution PS: The Automatic Folder creation option in Document Management settings does not actually create the folder when the record is created. It only creates … Continue reading Creating SharePoint Folder automatically – Custom Plugin Code

D365 for Customer Engagement V9 – Advanced Find Changes (July release)

Background In D365/ CRM, Customers always have a common query which goes like this – How do we list all the Accounts which do not have Any opportunity associated to them, or any contact associated to them? The requirement is simple, and the customer will hope it is a straight forward advanced find. But this … Continue reading D365 for Customer Engagement V9 – Advanced Find Changes (July release)

CRM – Issue with retrieving large document body using Fetch XML [SOLUTION]

Problem Statement When we want to export Attachments from CRM (both Notes and Email attachments), we can do this using a Console Application where we read the documentbody from CRM using Fetch XML, and then we convert that to bytes and export to a local folder (or any target system) This Method is proper and … Continue reading CRM – Issue with retrieving large document body using Fetch XML [SOLUTION]