Dynamics 365 Customer Engagement
Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM). Open the Form table for customization, here we need to add…
Dynamics 365 Customer Engagement
Suppose we have the below Customer Lookup in the Sample Stage of a Business Process Flow. As we can see the lookup shows the Recent records there. Now say we have applied…
Dynamics 365 Customer Engagement
Recently we wrote an SSIS package to delete the Elastic Table records using KingswaySoft’s Integration Toolkit for Dynamics 365. We had mapped the primary field for deletion and the package was also…
Dynamics 365 Customer Engagement
Suppose we have the following fields in the form as well as in the business process flow stage for the lead. And let us apply the below JavaScript on the form load.…
Dynamics 365 Customer Engagement
We might get this error while trying to update one of the records. Exception Message: EntityState must be set to null, Created (for Create message) or Changed (for Update message). EntityState of…
Dynamics 365 Customer Engagement
In one of our requirements, we wanted to create/send an email on the creation/update of the case with the description of the email same as the description of the case. In our…
Dynamics 365 Customer Engagement
Had shared the steps we had followed to reduce the storage space for one of our environments which was a copy of production below a few months back –https://nishantrana.me/2023/09/28/free-up-storage-space-dataverse-dynamics-365/ This time we…
Dynamics 365 Customer Engagement
Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value…
📅 9 October 2024
👁 375 views
Dynamics 365 Customer Engagement
Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want to Identify Sales Team…
Dynamics 365 Customer Engagement
Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want…
📅 8 October 2024
👁 196 views