Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb17

Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan

Similar to the Opportunity entity, we can add a Kanban view to Activities. https://nishantrana.me/2020/02/14/kanban-view-for-opportunity-in-dynamics-365-sales-2020-release-wave-1-plan/ Open the Activity entity for Customization and add the Kanban control and publish the changes. *similar to Kanban, we can configure Calendar control for Activity. After publishing the changes we will have both… Continue Reading Nishant...

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.NET Core CDS SDK Alpha Availability
Feb14

.NET Core CDS SDK Alpha Availability

Originally posted on Colin Vermander: At long last a version of the CDS SDK is available with .NET Core 3.0 and 3.1 as target frameworks! This release marks a lot of significant change as well with the SDK to align with how CDS and Dynamics are marketed and sold. Gone are the days of XRM… Continue Reading Nishant Rana’s Article on their blog .NET Core CDS SDK Alpha Availability Colin Vermander At long last a version of the...

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Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb14

Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan

With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity. To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publish the changes. This adds the Kanban view to the Opportunity’s view. There are 2 different Kanban views available Based … Continue reading “Kanban View for Opportunity in Dynamics 365 Sales –… Continue Reading...

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Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb13

Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan

The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice. As an Admin, we can configure it here. Enabling it adds the Create PDF and Email as PDF commands. Create PDF and Email as PDF options will let the user select the … Continue reading “Save and Email PDF options added to Dynamics 365 Sales… Continue Reading...

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Sales Team Member app module in 2020 Release Wave 1 Plan
Feb13

Sales Team Member app module in 2020 Release Wave 1 Plan

A new Sales Team Member App has been made available in the 2020 Release Wave 1 plan that is specifically designed for users having Team Member License. Below are the roles assigned to the app. Below are the entities available for the users within the Sales Team Member app Team member licensing is targeted towards … Continue reading “Sales Team Member app module in 2020 Release Wave… Continue Reading Nishant...

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Configure Sales Hub from Centralized Location  (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1
Feb12

Configure Sales Hub from Centralized Location (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have a new General Settings section add to App Settings for Dynamics 365 for Sales for easy configuration of the app from a centralised location. In 2019 Release wave 2 à There is no general setting section. In 2020 Release Wave 1 à We have the General Settings section … Continue reading “Configure Sales Hub from Centralized Location (General Settings Section… Continue Reading Nishant...

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Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1
Feb11

Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have new features added to email templates selection, which makes it more intuitive and easier for the users to pick the correct template. In 2019 Release wave 2 à Clicking on the Insert Template button will open up a dialog box to specify language and search for the template. … Continue reading “Email template enhancements in Dynamics 365 for Sales – 2020… Continue Reading Nishant...

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Opportunity Products enhancement in Dynamics 365 for Sales – 2020 Release wave 1
Feb10

Opportunity Products enhancement in Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have new features added to the experience of adding opportunity product (product line items) to an opportunity, which makes it easy to search, explore and add multiple products at once. In 2019 Release Wave 2 à Clicking on Add Product button Opens the new opportunity line form With 2020 … Continue reading “Opportunity Products enhancement in Dynamics 365 for Sales… Continue Reading Nishant...

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Microsoft.Crm.CrmException: Property  ‘x’  isn’t declared on the control manifest in Microsoft Dynamics 365
Jan28

Microsoft.Crm.CrmException: Property ‘x’ isn’t declared on the control manifest in Microsoft Dynamics 365

We got this error while trying to save the form which uses the PCF Control. This was because the name of the property was changed And the updated solution was imported, while the control on the form was still referring to the old property name. Fix is straightforward, remove the field using that control with … Continue reading “Microsoft.Crm.CrmException: Property ‘x’ isn’t declared on… Continue Reading Nishant...

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PCF Control to show Twitter Likes Timeline
Jan28

PCF Control to show Twitter Likes Timeline

In the same line as Profile Timeline PCF Control, we can use the same concept to create a control that shows likes timeline that displays the recently like tweets of a specific public Twitter Account. More on this https://developer.twitter.com/en/docs/twitter-for-websites/timelines/guides/likes-timeline Here we have specified the public twitter account nishantranacrm in this case, it will show… Continue Reading Nishant...

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PCF Control to show the Twitter profile timelines
Jan27

PCF Control to show the Twitter profile timelines

Created a simple PCF Control to show the twitter timelines for the profile. It basically uses embedded tweets. Get the control here https://github.com/nishantranacrm/TwitterPCFControl Simply enter the twitter profile in the text field and it will render the latest tweets of that profile. Inside an account form à For the contact record à Embedded timelines make … Continue reading “PCF Control… Continue Reading Nishant...

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Best resources to start with Power Apps Code Component (PCF)
Jan20

Best resources to start with Power Apps Code Component (PCF)

There are so many outstanding blogs, videos out there for learning PCF, below my favourite resources for someone who is just starting with development of Power Apps custom code components https://debajmecrm.com/2019/04/26/in-depth-end-end-walkthrough-develop-your-custom-controls-using-power-apps-component-framework-and-use-it-on-your-crm-interface/… Continue Reading Nishant Rana’s Article on their blog Best resources to...

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Very simple PCF Control to show Gravatar
Jan20

Very simple PCF Control to show Gravatar

The Gravatar or globally recognised avatar is basically an image associated to our email id, which appears besides our comments, blogs posts, sites etc. https://en.gravatar.com/site/implement/ To request an image of Gravatar, we need to first calculate hash of the email id and pass it to the URL The format à https://www.gravatar.com/avatar/{HASH} e.g…. Continue Reading Nishant Rana’s Article on their blog Very simple PCF...

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Configure Customer lookup to show either contacts or accounts in Canvas Apps
Jan08

Configure Customer lookup to show either contacts or accounts in Canvas Apps

Originally posted on Debajit's Dynamic CRM Blog: Happy new year to all my blog readers and this is my first blog of 2020. And how about starting with a simple one and that too on canvas apps! So this was my customer requirement. They were designing a canvas app for their business users which… Continue Reading Nishant Rana’s Article on their blog...

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Advanced condition builder in Power Automate (Microsoft Flow)
Jan06

Advanced condition builder in Power Automate (Microsoft Flow)

Was just exploring the advanced condition builder added to the Power Automate (Flow) beginning of the last year. The new conditional builder makes it very easy to write complex conditional logic compared to using expressions. We can easily add row (conditions) and group them The row (condition) can be grouped by either And or Or. … Continue reading “Advanced condition builder in Power Automate… Continue Reading...

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Publishing the bot– Power Virtual agent
Jan03

Publishing the bot– Power Virtual agent

In the last post, we saw how to create a simple bot, now let us see how we can publish it. Navigate to the Publish tab in the side navigation pane and click on Publish. After a successful publish click on the demo website to test the bot Navigate to Manage à Channels to configure … Continue reading “Publishing the bot– Power Virtual agent” Continue Reading Nishant Rana’s Article on their blog Publishing...

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Using Power Virtual Agent and Power Automate (Flow) to create a simple bot for Cases in Dynamics 365 for Customer Service
Jan02

Using Power Virtual Agent and Power Automate (Flow) to create a simple bot for Cases in Dynamics 365 for Customer Service

Here we will take a very simple example to see how Power Virtual Agent be used along with Power Automate to interact with Dynamics 365 model-driven App Basically, the user enters the case number (ticketnumber) in the chatbot to get the current status of the Case. To begin with, Sign in / Sign up to … Continue reading “Using Power Virtual Agent and Power Automate (Flow) to create a simple bot… Continue Reading Nishant...

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Dynamics 365 2019 release wave 2 blog posts
Dec31

Dynamics 365 2019 release wave 2 blog posts

Customize Opportunity Close Dialog box https://nishantrana.me/2019/11/22/customize-opportunity-close-dialog-box-dynamics-365-for-sales/ Lead related enhancements https://nishantrana.me/2019/11/22/lead-enhancements-in-dynamics-365-for-sales-2019-release-wave-2/ Contextual Email Communication… Continue Reading Nishant Rana’s Article on their blog Dynamics 365 2019 release wave 2 blog posts Customize Opportunity Close Dialog...

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Reference Panel section for Forms in Dynamics 365
Dec29

Reference Panel section for Forms in Dynamics 365

With the reference panel section, users can move across the different grid and quick view control that are part of it at a single place instead of scrolling. Reference Panel is a new type of section that can be added on form. Only one reference panel can be added per form. It is a single … Continue reading “Reference Panel section for Forms in Dynamics 365” Continue Reading Nishant Rana’s Article on their...

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Opportunity/Quote/Order/Invoice Product-related enhancements in Dynamics 365 for Sales
Dec28

Opportunity/Quote/Order/Invoice Product-related enhancements in Dynamics 365 for Sales

Below are some of the features added in the Opportunity/Quote/Order/Invoice products for the users to improve their experience. If we try adding a new product line item without specifying the price list we will get the pop-up message box that asks us to specify the price list. To override this behavior, Go to Product Catalog … Continue reading “Opportunity/Quote/Order/Invoice Product-related… Continue Reading Nishant...

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D365: Enable Rule for button with asynchronous API request using promise
Dec27

D365: Enable Rule for button with asynchronous API request using promise

Originally posted on Ajit Patra: Many times, we get requirement to show/hide a button based on certain condition for which we define Enable Rule in Ribbon Workbench. If we need javaScript code for evaluation then we use Custom Enable Rule mentioning library, method to execute, passing PrimaryControl CRM parameter and additional parameters if necessary. Sometimes,… Continue Reading Nishant Rana’s Article on their blog D365:...

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Knowledge management enhancements in Dynamics 365 For Customer Service – 2019 Release Wave 2
Dec27

Knowledge management enhancements in Dynamics 365 For Customer Service – 2019 Release Wave 2

This release adds a new feature called Knowledge Article Template, using which users can quickly create an article by referring the Article Template, which helps in maintaining consistency and can also create their own article template. To create an Article Template, navigate to Service Management area and select Article Template Below is how the Article … Continue reading “Knowledge… Continue Reading Nishant...

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{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record
Dec26

{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record

Originally posted on Debajit's Dynamic CRM Blog: Business Process flows are used everywhere and as a Power platform consultant you might be working with them almost everyday. However sometimes the intricacies of the most mundane stuffs seems to baffle us. And one of them is was this requirement that I recently had. And trust… Continue Reading Nishant Rana’s Article on their blog {Know How} Apply Business process flow...

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PackageDeployerWrapper: Import operation time out exception while trying to create a new organization in Dynamics 365 Customer Engagement (On-Premise)
Dec26

PackageDeployerWrapper: Import operation time out exception while trying to create a new organization in Dynamics 365 Customer Engagement (On-Premise)

Recently for one our projects, where had Dynamics CRM On-Premise already installed by the IT team quite sometime back, when we tried create a new organization through Deployment Manager, we got the below error “Create new Organization (Name=46d256f4-1009-ea11-a2df-00505680070e, Id=FABUAECIBSIT) failed with Exception: System.Exception: Error.ActionFailed… Continue Reading Nishant Rana’s Article on their blog...

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Lookup Filter, Error Notifications, Territory entity enhancements in Dynamics 365 for Sales / Customer Service – 2019 Release Wave 2 (Unified Interface)
Dec25

Lookup Filter, Error Notifications, Territory entity enhancements in Dynamics 365 for Sales / Customer Service – 2019 Release Wave 2 (Unified Interface)

Let us look at some other enhancements added as part of 2019 Release Wave 2 in the product. Lookup filter enhancement The lookup filter on searching for a specific term will show the different types of record (entity) that are there in the results for filtering. T This allows the user to easily find the … Continue reading “Lookup Filter, Error Notifications, Territory entity enhancements in… Continue Reading Nishant...

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Timeline and Grid control enhancement in Dynamics 365 Customer Service – 2019 Release wave 2 (Unified Interface)
Dec24

Timeline and Grid control enhancement in Dynamics 365 Customer Service – 2019 Release wave 2 (Unified Interface)

Below are few enhancements made to timeline and grid control as part of 2019 Release wave 2. The new timer control shows more customer interactions/records/activities compared to the older version of the control, thus enabling users to have access to much more information without the need for scrolling. The user can hover over the activity … Continue reading “Timeline and Grid control… Continue Reading Nishant...

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Scan business cards in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Interface)
Dec23

Scan business cards in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Interface)

The scan business card feature added as part of release wave 2, allows salespeople to quickly scan business cards using the Quick Create Form. The scanner reads the information from the card and populates the corresponding mapped fields in the record. Out of the box, it is available in quick create form of lead and … Continue reading “Scan business cards in Dynamics 365 for Sales – 2019… Continue Reading Nishant...

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Open webresources Modal or Inline using Xrm.Naviagtion.naviagteTo in Dynamics 365 Unified interface
Nov28

Open webresources Modal or Inline using Xrm.Naviagtion.naviagteTo in Dynamics 365 Unified interface

Originally posted on Debajit's Dynamic CRM Blog: Release wave 2 have released some wonderful features and one of them is the capability to open a webresource as modal or inline. I bet this is going to ease the life of lot of consultants who were traditionally using Xrm.Navigation.openWebResource or Xrm.Utility.openWebResource (deprecated) to open webresource… Continue Reading Nishant Rana’s Article on their blog Open...

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Migration of multi-select option sets in Dynamics 365 – SSIS (KingswaySoft)
Nov27

Migration of multi-select option sets in Dynamics 365 – SSIS (KingswaySoft)

Let us take a very simple example to understand how to migrate the multi-select option set in Dynamics 365. Here we will take excel as our source. Create a new SSIS package, add the Excel Source component and Dynamics CRM Destination component in the Data Flow. https://www.kingswaysoft.com/products/ssis-productivity-pack… Continue Reading Nishant Rana’s Article on their blog Migration of multi-select option sets in...

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High Density Headers in Dynamics 365 – 2019 Release Wave 2 (Unified Interface)
Nov26

High Density Headers in Dynamics 365 – 2019 Release Wave 2 (Unified Interface)

New high-density headers have been introduced for Dynamics 365 Entity Forms as part of 2019 Release Wave 2 for Unified Interface. Let us try to understand various settings available for it Log in to https://make.powerapps.com/ select the environment, and select Data à Entities à Forms Click on Edit Header Density to open the properties section … Continue reading “High Density Headers in… Continue Reading Nishant...

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Save and New Button in Quick Create Form – 2019 Release Wave 2 (Unified Interface)
Nov25

Save and New Button in Quick Create Form – 2019 Release Wave 2 (Unified Interface)

With 2019 Release wave 2, now we have Save and New button available in Unified Interface. However, for now, it is limited to the Quick Create Form. For our main form, for both legacy web client and unified interface form, the Save and New button is not available in the command bar. Unified Interface – … Continue reading “Save and New Button in Quick Create Form – 2019 Release Wave 2… Continue Reading Nishant...

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Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client)
Nov23

Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client)

The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the data without navigating away from it, easily attach documents and can leave the drafts record open. The existing experience à Clicking on the email takes us to … Continue reading “Contextual Email Communication in Dynamics 365… Continue Reading Nishant...

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Lead Enhancements in Dynamics 365 for Sales – 2019 Release wave 2
Nov22

Lead Enhancements in Dynamics 365 for Sales – 2019 Release wave 2

Below are some of the capabilities added in Dynamics 365 for Sales with lead management. When creating a new lead, for Qualify sales stage, on the selection of Existing Contact First Name, Last Name, Job Title, Business Phone, Mobile Phone, and Email field will be populated On selection of Existing Account Company Name will be … Continue reading “Lead Enhancements in Dynamics 365 for Sales –… Continue Reading Nishant...

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Customize Opportunity Close Dialog Box – Dynamics 365 For Sales
Nov22

Customize Opportunity Close Dialog Box – Dynamics 365 For Sales

With the 2019 release wave 2 plan, finally, we can customize the opportunity close dialog box (Unified Interface only) Enable it from the Sales tab of System Settings dialog box. The default out of the box Close Opportunity Dialog Box à Now to add or remove fields to the dialog box, we need to customize … Continue reading “Customize Opportunity Close Dialog Box – Dynamics 365… Continue Reading Nishant Rana’s...

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No capacity available please check with your administrator error while using business card scanner control in Dynamics 365 Sales
Nov19

No capacity available please check with your administrator error while using business card scanner control in Dynamics 365 Sales

We might get below error while trying to use scan business card feature in Dynamics 365 Sales This is because as pre requisite it requires AI Builder licensing. https://docs.microsoft.com/en-us/ai-builder/administer-licensing For enabling the 30 day free trial login to PowerApps https://make.powerapps.com/ For the AI Builder, start the free trial. Once enable we can see the business … Continue… Continue Reading Nishant...

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Export Dynamics 365 Data to Excel – different options
Nov15

Export Dynamics 365 Data to Excel – different options

There are different options available for exporting Dynamics 365 Entity records to excel. The simplest being Export to Excel feature available in the product. However, we might run into limitations like below https://nishantrana.me/2018/08/15/maximum-file-size-exceeded-while-using-export-to-excel-in-dynamics-365-ce/ The easiest way of overcoming these limitations is to use the XrmToolBox… Continue Reading Nishant Rana’s...

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Synchronize (Bi-Directional) Dynamics 365 CRM Cloud data with SQL Azure using Skyvia’s Synchronization Package
Nov15

Synchronize (Bi-Directional) Dynamics 365 CRM Cloud data with SQL Azure using Skyvia’s Synchronization Package

Continuing our previous post where we used the replication package https://nishantrana.me/2019/11/13/easily-set-up-dynamics-365-ce-crm-replication-incremental-to-azure-sql-sql-on-premise-using-skyvias-data-integration-services/ here we will see how we can use the synchronization service for bi-directional sync. Below of the prerequisites of synchronization package to perform bi-directional… Continue Reading Nishant Rana’s...

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Easily set up Dynamics 365 CE  CRM replication (incremental) to Azure SQL / SQL On-Premise using Skyvia’s Data Integration services
Nov13

Easily set up Dynamics 365 CE CRM replication (incremental) to Azure SQL / SQL On-Premise using Skyvia’s Data Integration services

In the earlier post, we saw how we can use Skyvia’s query feature to execute SQL command against our Dynamics 365 CE https://nishantrana.me/2019/10/25/execute-sql-select-insert-update-and-delete-command-on-dynamics-365-customer-engagement-data-using-skyvia-query/ In this post, we will cover how we can use Skyvia’s replication feature to create a copy of our cloud data i.e. Dynamics 365 Online… Continue Reading...

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Perform actions on the host model-driven form from embedded canvas app using ModelDrivenFormIntegration control in Dynamics 365
Nov05

Perform actions on the host model-driven form from embedded canvas app using ModelDrivenFormIntegration control in Dynamics 365

Let us continue our previous example of embedding the canvas app within the model-driven app and extend it to perform actions on the host form using ModelDrivenFormIntegration control. This ModelDrivenFormIntegration control acts as a bridge and brings the contextual data from the host model-driven form to the embedded canvas app. Here we will look at … Continue reading “Perform actions on the… Continue Reading...

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KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 vs using Data Import Wizard
Nov05

KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 vs using Data Import Wizard

KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 vs using Data Import Wizard I was recently asked that what are the benefits of using KingswaySoft tools for Data Migration need vs our out of the box Data Import wizard. We are talking about 2 different solutions altogether so the direct comparison might not be appropriate. … Continue reading “KingswaySoft SSIS Integration… Continue Reading Nishant...

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Embedding a canvas app on a model-driven app in Dynamics 365
Nov05

Embedding a canvas app on a model-driven app in Dynamics 365

Let us start with some of the key points about the embedded canvas app The embedded canvas app is now generally available. During preview. The embedded canvas app supported sub grid control in preview, which is now no longer available. The canvas app custom control is only supported for the Unified Interface Web client type. … Continue reading “Embedding a canvas app on a model-driven app in… Continue Reading Nishant...

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Step by Step – Calling Flow from PowerApps  (Dynamics 365 CE/CRM)
Nov04

Step by Step – Calling Flow from PowerApps (Dynamics 365 CE/CRM)

Let us take a simple example of creating lead to understand how we can call Flow from PowerApps. Log in to PowerApps Studio and create the form as below. TextInput for entering the Last Name, First Name and Email ID. Button to call Flow. The label named GUID which will display the GUID of the … Continue reading “Step by Step – Calling Flow from PowerApps (Dynamics 365 CE/CRM)” Continue Reading Nishant...

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Execute SQL Select, Insert, Update and Delete command on Dynamics 365 Customer Engagement Data using Skyvia Query
Oct25

Execute SQL Select, Insert, Update and Delete command on Dynamics 365 Customer Engagement Data using Skyvia Query

Recently came across the wonderful product called Skyvia Query It is one of the most advanced Visual Query Builders out there, that let us write complex SQL queries with simple drag and drip and configuration. The most interesting part is that it works with both Cloud as well as On-Premise databases. To try it out … Continue reading “Execute SQL Select, Insert, Update and Delete command on… Continue Reading Nishant...

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Using PCF Custom Control Builder (XrmToolBox Plugin) to update existing control in Dynamics 365 / PowerApps
Oct22

Using PCF Custom Control Builder (XrmToolBox Plugin) to update existing control in Dynamics 365 / PowerApps

A couple of months back I had written my first PCF Control to display GUID of the record, it was more of a hello world kind of thing. https://pcf.gallery/guid-control/ Well, the code was using Xrm.Page client API which as we know is deprecated. So, it was time to update it to use context instead. More … Continue reading “Using PCF Custom Control Builder (XrmToolBox Plugin) to update existing… Continue Reading Nishant...

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Working with Git Branches in Visual Studio 2019
Oct22

Working with Git Branches in Visual Studio 2019

Continuing our previous posts, let us now see how we can work with branches within Visual Studio 2019. Branches give the option to isolate the work from the original code base, this way we could have a developer(s) working on bug fixes, new features etc. which then can be merged back to the master branch … Continue reading “Working with Git Branches in Visual Studio 2019” Continue Reading Nishant Rana’s...

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Perform basic Git operations with Visual Studio 2019
Oct22

Perform basic Git operations with Visual Studio 2019

In the previous post, https://nishantrana.me/2019/10/21/getting-started-with-git-repository-in-visual-studio-2019/ we learned how to setup and  get started with Git Repository in Visual Studio 2019. In this post, we will learn how to perform some of the basic operations like commit, push, fetch, pull, etc. and how to merge the conflicts. Let us open the solution created in the last … Continue… Continue Reading Nishant...

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Getting started with Git Repository in Visual Studio 2019
Oct21

Getting started with Git Repository in Visual Studio 2019

Let us go through the steps to set up a Git Repository in Visual Studio 2019. Open Visual Studio 2019 Go to Tools à Option and Set Git as source control plugin (if not set) To create a new Repository, select Home àProjects and New Repository. Provide the path and click on Create. Click on the … Continue reading “Getting started with Git Repository in Visual Studio 2019” Continue Reading Nishant Rana’s...

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Single Instance / Organization Considerations in Dynamics 365 Customer Engagement / Dynamics CRM
Oct17

Single Instance / Organization Considerations in Dynamics 365 Customer Engagement / Dynamics CRM

Let us start from the scenario that the enterprise has decided to use Microsoft Dynamics CRM /365 CE as a preferred customer relationship solution for their organization. For a large enterprise and/or having multiple different departments, the first question that comes up is, do they need to have a single instance or organization or multiple … Continue reading “Single Instance / Organization… Continue Reading Nishant...

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New features of Visual Studio 2019 – Code Clean up, Faster Debugging, Refactoring, Live Share
Oct15

New features of Visual Studio 2019 – Code Clean up, Faster Debugging, Refactoring, Live Share

Earlier we covered below features Intellicode Search Experience Export / Import Configuration Settings Let us have a look at the other new features, that are now part of Visual Studio 2019 (couple of features were available with VS 2017 as marketplace extension earlier) Health Indicators à With Health Indicators, which can be found at the … Continue reading “New features of Visual Studio 2019… Continue Reading...

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Business Unit Hierarchy – My First XrmToolBox Plugin
Oct04

Business Unit Hierarchy – My First XrmToolBox Plugin

Originally posted on Phani Rajasekhar: I am very happy to announce that my first plugin “Business Unit Hierarchy” is listed in XrmToolBox now. Thanks to Nishant Rana for giving me an idea to develop this. This plugin is simple but very useful. Most of the times we navigate to so many windows to understand the… Continue Reading Nishant Rana’s Article on their blog Business Unit Hierarchy – My First...

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