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...
Dynamics CRM: 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 domain.We… 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 – 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 blog I will… Continue Reading Santosh...
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: 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 we can… Continue Reading Santosh Bhagat’s Article on their blog...
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...
Dynamics CRM: 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 instance and… Continue Reading Santosh...
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 :...
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. This tool is… Continue Reading Santosh...
Dynamics CRM: Manage Solutions
People says, “Necessity is the mother of invention”. But I think “Laziness also initiator of invention”. ?In CRM as a developer we always played with Solution. We create new solution to manages our development and to transfer our work from Dev to Test instance etc. Solution also required for marketplace package movement.After CRM 2016, Microsoft also added two new option in… Continue Reading Santosh Bhagat’s Article...
Dynamics CRM: Access Local Web API
In Microsoft Dynamics 365 we always need to integrate with other software or application.Most of integration need custom or built-in connector to send and receive data from Dynamics CRM. In almost each integration we need web API to sent and receive request. This mainly consider through server-side code or scripting.But in some cases, we need to implement client-side scripting to use our web… Continue Reading Santosh...
Dynamics CRM: HTML Games
In Microsoft Dynamics 365 we can create multiple Add-ons with help of capability of HTML, Javascript and CSS.Now these HTML 5 is becoming more popular and powerful and most of the browser start supporting HTML 5. HTML 5 give us some more interesting elements. Today I will discuss about “Canvas” element of HTML5.HTML Canvas:...
Dyanmics CRM : Change Version
Microsoft provide us liberty to create Trial version of Dynamics CRM. When we create a new trial, version of Dynamics CRM it always creates latest available version of Dynamics CRM.Create TrialBut there are few scenarios where we need lower versions of Dynamics CRM.Our client working on previous versions.We have any solution which created in lower version.We need to compare our solution in… Continue Reading Santosh...
Dynamics CRM : Composite Fields
Dynamics CRM provide Composite Address for Lead, Account and Contact entity. Currently there is no option to create custom composite attribute Might be in future Microsoft provide this capability.In this article we will understand below topics: -Composite FieldLookup attribute filterPassing message(Event) from CRM form to HTML web resourceSending Parent Control in open formDownload Solution1…. Continue Reading Santosh...
Dynamics 365: TLS connection Issue
In Dynamics 365 after release of version 9.0 we started facing issue while connecting to Dynamics CRM in our console , window etc. application.You will face below issue.{“The underlying connection was closed: An unexpected error occurred on a send.”}Solution: -Reason behind this issue Dynamics 365 version 9.0 following TLS 1.2.That means you are not able to connect Dynamics 365 until you… Continue Reading Santosh...
Dynamics 365: Generic Assembly
Dynamics 365 extended their capability with help of workflows and actions.Even we can create UI workflows in Dynamics 365 easily. But still we need custom workflows, plugins and action to meet user requirements. To create any custom workflows, plugin we need knowledge to .net and any supported language like VB or C#.To meet this requirement, we are trying to create a generic assembly which can… Continue Reading Santosh...
Dynamics CRM: Chrome Console
Declaration: – This article is only for learning purpose. Use these articles only in development environment. I am not prompting this to use in any production environment. This article only for CRM developer. I am not prompting this to use by any end customer.Problem: – As a developer some type we do not remember each, and every function given by XRM library or some time syntax not correct. We… Continue Reading...
Dynamics CRM : Bulk Execution Workflow
Bulk Execution WorkflowCase Study: -Some time we need to run on demand workflow for selected set of records. This task need manual intervention. In some scenario we want to schedule this task on hourly basis or daily basis. In Dynamics CRM there is no provision for scheduling on demand workflow execution for set of selected records. Like Dynamics CRM provide provision to schedule Bulk… Continue Reading Santosh...
Dynamics CRM: Entity Security
In CRM as a developer we sometime need to see permission given to any entity in each security role.But in Dynamics CRM/365 there is no provision to see this in single glance. We need to open each security role to check permission for any entity.Case Study: -Developer X is working in an organization as support engineer. He was not part of implementation team.Now an issue in raised by users they… Continue Reading Santosh...
Dynamics CRM: Sorting of related column in view
In Dynamics CRM sometimes we need to change sorting of a view. We can use main entity columns to configure sorting. But Out-of-box Dynamics CRM not allows to use column of lookup entity.Example: – We need to sort the “Active Account” view based on Primary contact email.Issue: – If we go to the view of “Active Account” and try to configure sorting we will see only column of Account… Continue Reading Santosh...