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

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D365 for Customer Engagement V9 – Advanced Find Changes (July release)

Background In D365/ CRM, Customers always have a common query which goes like this – How do we list all the Accounts which do not have Any opportunity associated to them, or any contact associated to them? The requirement is simple, and the customer will hope it is a straight forward advanced find. But this … Continue reading D365 for Customer Engagement V9 – Advanced Find Changes (July release)

CRM – Issue with retrieving large document body using Fetch XML [SOLUTION]

Problem Statement When we want to export Attachments from CRM (both Notes and Email attachments), we can do this using a Console Application where we read the documentbody from CRM using Fetch XML, and then we convert that to bytes and export to a local folder (or any target system) This Method is proper and … Continue reading CRM – Issue with retrieving large document body using Fetch XML [SOLUTION]

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: Issue with checking Security role GUID of custom security roles

Problem Statement: We often encounter a scenario where we need to perform some operations based on the fact if the user has a particular security role. We also know that the GUID of a custom security role created by us remains the same, even if is installed in some other environment. Consider the following scenario: … Continue reading CRM Tip: Issue with checking Security role GUID of custom security roles

D365 Mobile: Auto Complete Control

Background: CRM 2016 Introduced Auto-complete feature on web forms. This allowed us to help users in filling out data faster and easier without creating any unwanted relationships. Sample: Auto-complete in Dynamics 365 controls For ex, if we wanted Users to choose from list of cities, we can configure it and user will see dropdown with … Continue reading D365 Mobile: Auto Complete Control

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

CRM tip: How to Publish Multiple Products from CRM UI

Problem Statement: In CRM, most organizations generally import products from other Source through Excel or other data import means. In general, we do not want to publish the product as soon as they are created because we need to set the price list and units before they are available anywhere in CRM. If there are … Continue reading CRM tip: How to Publish Multiple Products from CRM UI

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

Create Attachment of Signature/ Pen control data in Dynamics CRM

Introduction We already saw how to use Pen/ Signature control in Dynamics CRM in the previous blog: https://someshblogs.wordpress.com/2017/05/03/adding-signature-control-on-mobile-and-tablets-in-dynamics-crm/ In this blog, we will see how to generate an image of the pen control data and store in Record as an attachment. Steps As we saw in the previous blog, the signature captured from phone is stored … Continue reading Create Attachment of Signature/ Pen control data in Dynamics CRM