[Solved] – Backspace not working in HTML Web Resources

Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to "ClientGlobalContext.js.aspx". We need this library to gain access to the … Continue reading [Solved] – Backspace not working in HTML Web Resources

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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

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

Customizing Entity Icons for Unified Interface – Dynamics 365 v9

With D365 v9 release, we have the new Unified Interface. Observation: When I started working with it, I observed that I cannot see the entity icons in the navigation even though I had uploaded but 16*16 and 32*32 icons for the entity. I was also able to see the Entity icons in the web interface … Continue reading Customizing Entity Icons for Unified Interface – Dynamics 365 v9

Dynamics 365 – Uninstalling Microsoft Portals – Steps

Introduction: Those who have tried Uninstalling Microsoft Portals or ADX portals are well aware it is extremely painful task. It will be even more painful if the Portal customizations done are no managed properly in a solution. I had to do this task recently, for my learning as well as a POC, and below are … Continue reading Dynamics 365 – Uninstalling Microsoft Portals – Steps

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

CRM Tip: Dynamics 365 – Privacy Preferences

Background: In CRM, Generally people keep getting error pop-ups, asking Users to send Information to send to Microsoft. We know that this behavior can be customized in User Personal options under Privacy by each user. Like below: Tip: Instead of asking each user to set this option manually, Administrators can set the privacy settings for … Continue reading CRM Tip: Dynamics 365 – Privacy Preferences