Field Security Profile – Based on Owner
Recently received requirement related to Field security profile. Expectation: – 1. Set to users need access of secure attributes.2. Owner of record need access of secure attributes.3. Access of secure attributes need to change once ownership of record changed.4. Share Access of secure attributes once record is shared. Solution: – ...
AutoComplete Textbox
Dynamics CRM provide out of box autocomplete feature for lookup type attributes.But sometimes we need to show autocomplete feature in text box also. In this blog I will try to explain how we can configure autocomplete/intellisense/google like text box. Expectation: -When user click on text box it will show list of records from where user able to select any record also append textbox. On enter… Continue Reading Santosh...
Dynamics – PDF Generator
In 2017, HCL AMERICA INC. provide a solution that use to generate PDF from CRM templates.In recently, Dynamics 365 organization I have seen this solution as a part of Microsoft out-of-box solution list. And this solution is free.Also Microsoft still not taken this feature as they done for Resco field service module. So we can see all entity, web resource etc. solution component with “hcl”… Continue Reading Santosh...
Integrate Dynamics CRM 365 with Node Js Application
In recent days Node Js becoming quite popular. Different kind of portals and applications are made on Node Js technology because of it’s performance and efficiency.So it’s becoming important to integrated Dynamics CRM 365 with node JS.In this blog I will try to explain how we can integrate Dynamics 365 to Node Js with help of Azure Apps.After creating azure app we can integrate Dynamics 365… Continue Reading Santosh...
How to use post man with Dynamics CRM 365
With Dynamics 365, Web API use become quite popular and also Microsoft promoting Web API more than other CRUD operation method.So, sometime we need to execute our web API queries to test or build in JS or HTML web resource or other places.For this Postman is a great tool to execute or Test our Web API.In this blog I will try to explain how we can use Postman with Dynamics CRM 365. 1. Download… Continue Reading Santosh...
Dynamics CRM and Gmail Integration
Dynamics 365 online licensing works mainly on subscription based. Customer Engagement Plan provides access to use all modules (Sales, Marketing, Customer Service, Project Service and Field Service) of Dynamics 365. But it not provide access to Email outlook subscription. We need to add outlook in subscription or other exchange server. But here we are discussing to use Gmail as Email sender… Continue Reading Santosh...
Dynamics Portal-Note Required Based On Quick View Form Value
Microsoft Dynamics Portal provides capability to allow login customers without needed any license. Here I am not explaining benefits of Dynamics Portal. I am going to show a use case for developers.Case Study: – There is a requirement in portal where we need to make attach note section mandatory based on value of quick view form. Now Quick view form is supported by Dynamics Portal. So, it is… Continue Reading Santosh...
Sent Email Template With Conditional Image
In Dynamics CRM we use Email activity a lot to send all kind of notification and approval. CRM also provide Email Template that we can use to send customize email. But some time we need to extend this capability. Sample Case: – We need to send email to customer based on case origin type with below conditions. We need to use embedded image. We cannot use global image hosted on public… Continue Reading Santosh...
Dynamics CRM : Export Security Role
Continue Reading Santosh Bhagat’s Article on their blog
Dynamics CRM: Dynamics CRM – Sharepoint Upload Event
Dynamics 365 provide out-of-box integration with SharePoint which we used to manage our documents. It hosts SharePoint document library in CRM page to upload or mange document. But sadly Dynamics CRM/365 do not provide any event when document is uploaded in CRM. Some time we to trigger an action like approval process, notification, email or task once document is uploaded. So, in this… Continue Reading Santosh Bhagat’s...
Dynamics CRM: SandboxAppDomainHelper.Execute
With upgrade of Dynamics CRM after 2016 some time we faced different kind to strange issue.Recently I had faced issue in one of our running plugins.Error: -Parameter name: SandboxAppDomainHelper.Execute: The plug-in type could not be found in the plug-in assembly: MyAssemblyName Dynamics CRM Version: – After debugging and doing different R&D we find there is no issue in our plugin code.
Dynamics CRM: Dynamics CRM: Note Control Customization
In Dynamics CRM 2013 onward Microsoft introduce note control with more options. Note control have “Posts’, “Assistance”, “Activities” , “Notes”, “One Note” etc. This is a great Control to see all information in single control. But this control does not support any customization. Some time we need to customize this control for our users. I will try to explain how… Continue Reading Santosh Bhagat’s Article on their...
Delete Components From Managed Solution
Currently I have faced a scenario where I need to remove few unused components from my managed solution in Production Instance. My first approach was remove unused components from my solution in Dev instance and export as managed solution than re-import in Production. But this approach not worked for me. So, my second approach was delete unused components from my solution in Dev… Continue Reading Santosh Bhagat’s Article...
Dynamics CRM: Dynamics CRM : ViewRoleConfiguration
Recently in Dynamics 365 I got a requirement to show system views based on user security role. I try find any out-of-box way to achieve this but unfortunately there is no Out-of-box way to achieve this. I had developed customize way to configure System views visibility based on security role. After completing my solution, I think this might be requirement for other CRM users also. Dynamics CRM: Dynamics CRM :...
