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

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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 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

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

XRMToolBox – Important tools for Admins and Developers

What is XRMToolbox XrmToolBox is a Windows application that connects to Microsoft Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to make administration, customization or configuration tasks easier and less time consuming. XRMToolBox is free of cost, but you can donate to support development. In … Continue reading XRMToolBox – Important tools for Admins and Developers

User Adoption and Monitoring in Dynamics 365 Online (CRM)

Summary The final phase of any Dynamics CRM implementation is to review the User monitoring closely and to ensure user uses the application. It is important that sales people understand the benefits of using Dynamics CRM and help them use CRM for managing their work and customers/ opportunities. With Dynamics 365, Microsoft has introduced following … Continue reading User Adoption and Monitoring in Dynamics 365 Online (CRM)