Dynamics 365 CE and Power Platform April 2019 Release – Important Updates

With new release of Dynamics 365 and Power Platform in April 2019, here are some of the important features list I found will be useful. This post only highlights features related to Sales and Customer Service. Dynamics 365 Sales: Content recommendation through playbooks Productive sales collaboration with Microsoft Teams Seamless configure-price-quote (CPQ) integrated experience (this … Continue reading Dynamics 365 CE and Power Platform April 2019 Release – Important Updates

Dynamics 365 Tip: Sending Emails using Unified Interface

The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the best features in Unified Interface was Timeline view, but the timeline view did not have ability to send emails. The Unified client has a new Email UI with rich text controls and advanced editor. This … Continue reading Dynamics 365 Tip: Sending Emails using Unified Interface

Dynamics 365 For Customer Engagement v9 (July Release)- Deprecated Features

"Deprecated" means Microsoft intends to remove the feature or capability from a future major release of Dynamics 365. The feature or capability will continue to work and is fully supported until it is officially removed. This deprecation notification can span a few years. After removal, the feature or capability will no longer work. Microsoft notifies … Continue reading Dynamics 365 For Customer Engagement v9 (July Release)- Deprecated Features

CRM tip: How to Check Security Role in Plugins – Correct way

Problem Statement: We often have requirements to perform some action based on certain security role. For ex., we only want System Administrator to delete particular record, and no one else should delete irrespective of their security access. There are many ways to achieve this, but many of the times the solution is not foolproof Incorrect/ … Continue reading CRM tip: How to Check Security Role in Plugins – Correct way

Create Attachment of Signature/ Pen control data in Dynamics CRM

Introduction We already saw how to use Pen/ Signature control in Dynamics CRM in the previous blog: https://someshblogs.wordpress.com/2017/05/03/adding-signature-control-on-mobile-and-tablets-in-dynamics-crm/ In this blog, we will see how to generate an image of the pen control data and store in Record as an attachment. Steps As we saw in the previous blog, the signature captured from phone is stored … Continue reading Create Attachment of Signature/ Pen control data in Dynamics CRM

Adding Signature control on Mobile and Tablets in Dynamics CRM

Introduction With CRM 2016, Dynamics added controls which can be used in Phones, tablets and some on web forms as well. One such important control is the signature control in Dynamics CRM. This control is available for Phones and tablets, and very important in the modern sales process. In this blog, we will see how … Continue reading Adding Signature control on Mobile and Tablets in Dynamics CRM