Introduction Activities are tasks or sorts of homework that we as a team perform when contacting a customer for example making a phone call, making an appointment or calls, and so on. You can set the status of this activity to complete pending or in progress. For more details, please follow the link: Activity entities (Developer Guide for Dynamics 365 Customer Engagement … Steps to create and add/attach a custom activity entity in D365 CRM Step 1: Log in to the required D365 CRM environment using the URL https://home.dynamics.com. by providing a username and password and selecting your environment accordingly. Step 2: Once logging into your Dynamics 365 CRM, select the model-driven app you are currently working on. In my case, it’s Sales Team Member. Step 3: Once you are in your app, Click on the Settings icon and select [Advanced Settings]. Step 4: Click on Solutions. Create a solution or go to an existing solution. Click on Entities once inside the solution and Click on New. Once you name your entity don’t forget to tick on the [Define as an activity entity] checkbox. You can also check boxes on other options according to your need. Step 5: You can also notice the other checkboxes in Communication & Collaboration column, most of the options are non-editable.It’s because we are enabling it as an activity entity. Hence, all the checkboxes related to the Custom Activity Entity get non-editable. Step 6: Now we have to add the custom activity which we created. Click on the entity with which you are working. Then go onto the Forms inside that Entity in which you are working. Step 7: In Forms, once you have done your customizations, Add the activity timeline by enabling it during the entity creation on which you are currently working (checkbox those 2 columns and that’s how you can view the activities timeline in Form). Step 8: Once done with the above step, click on Activities & Notes and you can view the Activities & Notes Timeline. Step 9: Double tap on the Notes timeline and go to Activities. Step 10: Select the custom activity which you created. In my case, it was Order Review. Step 11: Click Ok. Save and Close and don’t forget to Publish the Customizations. Once this is done navigate to the Dynamics 365 CRM Main Form. As you Can the custom entity which we created has been added. Step 12: Click on ‘Order Review’ and add the details. Also, remember you can add many fields to this custom entity as per your requirements. How to do that is by going back to the Solution and navigating to this entity(Order Review). Create or add a new field and then add the Field to the Form. Save and Publish the Customizations. Hope this Helps.!!!

Introduction Global Search for Microsoft Dynamics 365 is a custom module, which allows you to search across all CRM entities at the same time, providing results in a single-view convenient layout. For more details please follow the link: Global Search for Microsoft Dynamics CRM Online User Manual Adding an Entity and fields in Global Search On Dynamics 365 CRM Step 1: Log in to the required Power Apps environment using the URL https://home.dynamics.com. by providing a username and password and select your environment accordingly. Step 2: Once you have logged into your environment, click on the Settings Icon and select Advanced Settings. Step 3: Drop down Settings and then click on Administration. Step 4: After clicking on Administration, select System Settings. Step 5: Go onto the option Set up Search and then click on Select. Step 6: For FYI, you can select 10 Entities at a time for Global Search. So Select the 10 Entities according to your requirements. We can even sort the Entities using the options Move up and Move down. Step 7: As I have said in Step 5, the maximum number of entities that can be added is 10. Step 8: Once the above steps are done, Return to the below page and click on [Solutions]. Create a solution and add the required table which you wanted to show in Global Search. In my case, the table name is Order Fulfillment. So accordingly add your Entity/Tables. Step 9: Click on the Entity in which you are working inside the solution and click on Views. Step 10: Typically, the global search option in D365 CRM is associated with Quick Find View. Select the Quick Find Active Order Fulfilments view. Step 11: Add the Fields which are needed for View and Find Columns. FYI, in the main D365 CRM Form, the global search has the feature of displaying only the first 3 fields of that view. So insert the important 3 fields in the view first. Step 12: Once all the customizations are done, Save and publish the solution. Step 13: Return to the D365 CRM Main page of our Model Driven App and as highlighted below, click on that icon and try searching for the value of the field. For example, If you have added a field named ‘Order Number’, Try searching the value of that field. Step 14: Once I type the value, the entity in which the value has been present has shown up. For your information, only three fields will be visible once you do the global search and 10 Entities can be visible during the global search. Hope this Helps!!!

Hi All, Have you ever wondered how to use Dataverse In-App notification that can be helpful in many scenarios, I’ll give an overview of the usage with a use-case. Documentation Link Business Insights in Real-Time – Documentation This is the In-App Notification Let’s see how to create such an In-App notification Step 1: In order to use this In-App notification, we need to enable it. -> Go to Editor of Model-Drivel App -> Click on Settings -> Click on ‘Features’ -> Enable ‘In-App Notification’ Note: This In-App notification creates records in Dataverse, therefore the storage will be consumed. There’s also a time-based auto-deletion that can be configured by Admin. Step 2: Save & Publish your Model-Driven App. You will see a Bell Icon on the top-right of the App. Step 3: Now, we will create the notification. There are 3 ways to create the notification, Using JavaScript -> will be using in this example Using C# Plugins (Dataverse SDK) Using HTTP Request (Web API) Step 4: As example, I will be sending a Notification to me but you can configure it to send to anyone in the organization. Note: You must have the necessary permissions to do so, Admin can configure these privileges by customizing Security Roles for the ‘app notification‘ table Refer what type of format you want to display from the documentation link provided above Step 5: I’ve created a Web-Resource that triggers when I manually close the case, So when I close a case, here’s the output. Note: You can automate these and send to anyone.Some examples are:1. Automatic send Notification of new case created to assigned person.2. Automatic notification to the Team whenever a critical ticket is raised.3. Apart from these, you can have notification whenever a Business critical flow has been failed. Some of the best ways to use is with having rich user experience with Icons and formatting options that are available to use.Icons, font styling and mentioning anyone That’s how we can achieve In-App notifications. Hope this helped you!