Introduction: While migrating Cases, the migration of activities of type ‘Case Resolution’ is necessary. However, the complexity in migrating this increases due to the fact that when the status of a case is updated, a blank case resolution activity is created automatically by the system. This system-generated case resolution needs to be deleted as this … Continue reading Migrating Activities Of Type ‘Case Resolution’ Between Two Microsoft Dynamics CRM Environments →

Introduction: In this blog we will see how to filter customer type field in Dynamics 365 to only show Accounts/Contacts dropdown. Implementation: Step 1: For demonstration purpose we will filter to only show Accounts. In the below image we can see that we have  a Customer type field which allows to choose from Contacts as … Continue reading Filter Customer Type field to display only Accounts in D365 V9.0 using JavaScript →

I would like to share a consideration I take while designing Teams that you might need to make certain records shareable. I faced an issue once when users started to use Default Teams created on Business Units. And after several months, it occurred that some users from other Business Units too needed to be on … Continue reading Default Teams of other Business Unit can’t be added →

Introduction: In this blog we will demonstrate how to set visibility of a field in Dynamics CRM based on Security Roles using JavaScript. Implementation: Step 1: First we create a security role, Here for our demonstration I have created a Blank Security Role with the name “CustomEditAccess”. Copy the GUID of the security Role as … Continue reading Set Field Visiblity based on Security Roles in Dynamics 365 →

Introduction: This blog explains how to Authenticate Dynamics 365 Online with Client Credentials. Steps: Steps in Azure 1. Register a App in Azure Active Directory. Login to portal.azure.com Navigate to Azure Active Directory –> App Registration –> New Application registration 2.  Create App with Application type -> Web app/ API. Copy the Value of Application ID. … Continue reading Dynamics 365 Online Authentication with Client Credentials →

Introduction: Ever thought of how tracking in Dynamics 365 App for Outlook could be easier? Guess What? Using “Category Based Tracking” you can now easily track Mails, Appointments and Tasks by simply setting a category on them in Outlook. This feature is beneficial as you can select multiple emails, set the category, and the rest … Continue reading Track Emails by setting “Tracked To Dynamics 365” Category in Outlook →

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access … Continue reading Assign your D365 records but keep access as well →

Introduction: In this blog we will demonstrate how to send custom emails using SendGrids API. Scenario: If we want to send custom emails to customers stored in Dynamics 365 with different email body for every customer based on their data stored in CRM, it is not possible to do so by using the normal Email … Continue reading Send Custom Emails using SendGrids API →

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access … Continue reading Keep access to Assigned records in D365 →

For every sales person, getting a signed contract from the client is a euphoric moment. You finally closed the deal, and everything seems right. But the process after winning the deal is cumbersome for many of us. This article documents how we made this process a lot less painful through MS Flow and the D365 … Continue reading Using MS Flow and D365 App For Outlook To Track Proposals and Win Opportunities Without Leaving Outlook →