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Santosh Bhagat

38 Posts
2,434 Views
Dynamics 365 Customer Engagement

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…

📅 6 November 2018 👁 41 views
Dynamics 365 Customer Engagement

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…

📅 13 September 2018 👁 63 views
Dynamics 365 Customer Engagement

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…

📅 30 August 2018 👁 71 views
Dynamics 365 Customer Engagement

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…

📅 1 August 2018 👁 41 views
Dynamics 365 Customer Engagement

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…

📅 19 July 2018 👁 49 views