Entity Relationship Behavior in D365 CRM
Problem Statement: When a user changes the owner of Lead (either because the original owner has left the company or the lead is being assigned to a new salesperson), the system changes the owner on COMPLETED activities to the new owner of the record. This is a problem because it...
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How to create a Gantt Chart or Progress bar inside a Table in SSRS
In this article, we will create a Gantt Chart or Progress bar inside a table in SSRS . In SQL Server Reporting Service does not allow a report programmer to modify a “width” property at run time. The challenging part of this task is how to create a scale and...
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How to Attach Word Template to Notes of record Automatically
Introduction: In this blog, we will look into How to Create Word Template Automatically and attach it to Notes. Steps to attach Word Template Using Workflow Navigate to Solution > Processes > Click on New > Enter your Process name, Select Workflow as your Category, Enter your Entity (Account), Check...
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Notes attachments in Word Template
Introduction : This blog explains how to add notes attachments in word template. Implementation : Let say we have word template on the account entity and we want to add attached notes in word template. Step 1: a. Create record( if no record is there) for an account entity. b. Select...
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How to Replicate D365 View using XRM Tool
Introduction: In this blog we will look into How to Replicate your View to all the Views Steps: Navigate to Solution > Expand the Entity (Account) > Views > Click on Quick Find Active Account Click On Add View Columns3. You can Add fields for the view based on...
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How to make same record available in two different Organization / Environment? Part 2
Please refer to my previous blog better understand why the same records are required in two different Organizations or Environments. Click Here Import Phase: Login to Destination Environment in which you want to import the Data with the same GUID. In Destination Environment, Open the Entity View and click on right...
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How to use System.Text.Json APIs in Asp.net
Initially for parsing object to Json or json to object in Asp.net an additional Newtonsoft.Json Api was required, but now Microsoft has developed their own Apis “System.Test.Json”. Below Steps will guide you on how to use this api. Install the System.Text.Json NuGet package. To use the api make sure you...
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How to integrate OneDrive for Business with Dynamics 365
Most of the organization are using the built-in integration between Dynamics 365 and SharePoint, which allows the organization to manage and store documents in SharePoint. Microsoft has expanded the document management capabilities for Dynamics 365 with the built-in integration of Dynamics 365 with OneDrive for Business. With this integration, users...
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10 Best Practices for implementing HTML web resources with Dynamics 365 CRM
Do not use any CDN links for any .js or .css file, include them in your own project. Do not give multiple references of any .js or .css file on the same HTML. If any .js or .css file is going to be used on multiple Html web resources, then...
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Set Lookups in Xrm.WebApi D365 v9 correctly
Using Xrm.WebApi needs you to be careful with the field names and what to use when. Especially, when you are dealing with Lookups. One of the most common errors you’ll come across is the one like below – “An undeclared property (fieldname you entered) which only has property annotations in...
