Quantcast
Channel: Dynamics 365 Customer Engagement
Browsing all 286 articles
Browse latest View live

Shared Projects Reference not showing in Visual Studio - Dynamics 365...

Hi Everyone, Today I was working on new project setup on Dynamics 365 Customer Engagement. We are using Developer Tool Kit, we all know that for some reason we have to stop using ILMerge and start...

View Article


Company News Timeline in Dynamics 365 Customer Engagement

Hi Everyone, Today I was working on some POC and I had a requirement where I have to take some information from Opportunity and open the search on the form. Somehow, I thought I heard about this...

View Article


Cannot update Closed or Cancelled Activity - Not for Admin

Hi Team, Today have observed a strange behavior when updating the completed activity. We have written the code to update the Completed Activity in the plugin and as we always do use Admin account for...

View Article

How do I enable 2020 release Wave 1 updates

Hi Everyone, As we all know that Wave 2 is release for preview and here are the steps to be followed to update your instances. 1) Visit Power Platform Admin Center 2) Select the environment which you...

View Article

2020 Release Wave 1 Features

Hi Everyone, It seems we have good features released for preview with 2020 release wave 1 plan. Personally, I was waiting for the below. For more information, check this. 1) Configurable Case...

View Article


Generate PDF/Send PDF as an Email Attachment - Dynamics 365 CE OOB - No Code...

Hi,We were building many solutions to generate PDF and send it as an attachment via email. Generating /Creating PDF is one of the most awaiting feature.Here are the steps for the same.1) Open Sales...

View Article

Advanced Settings is Opening Power Platform Admin Center instead of Settings...

Hi Everyone, Today, I was working on importing some solutions and when I clicked on Advanced Settings it opened the Power Platform Admin Center instead of Settings. I wondered as I cannot find a way...

View Article

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

Hi Everyone, Kanban view is one of the coolest feature that has been released in Dynamics 365 for Sales (Sales Hub) in 2020 Release Wave 1 Plan. Let's see how can we configure and understand more...

View Article


Dynamics 365 - Get the details of Parent record to child using Calculated...

Hi, Today I was working on some requirement to show data from Parent record. Normally, we go with Quick view form but here we need the data to be stored on the child entity so that Advanced find,...

View Article


Email as a popup on Sales Hub - Dynamics 365 - 2020 Release Wave 1

Hi Everyone, Today I was doing some testing Sales Hub and observed that there is a popup opening when we click on Email button from Activities View. Not sure why it is applied only on Sales Hub and...

View Article

Using the Plugin Registration tool with MFA-enabled accounts in Dynamics 365

Hi Everyone, Today, I was working on some plugins and there is multi factor authentication enabled on the user account which I was using and I was not sure about the process that has to be followed to...

View Article

How to enable Sales Hub in Dynamics 365 CE Environment

Hi Team, To test some of the new functionalities, I have created a trail account of Dynamics 365 and while set up I haven't selected Sales option. After setup for my testing I needed Sales Hub and as...

View Article

How to get the Iteration count in an Apply to Each Function in Power...

Hi Everyone, Here is the way to get the count of Apply to Each function.  You can initialize a variable outside of the Apply to Each, then use the Increment Variable inside the Apply To Each to...

View Article


List Records - Increase the count of the records that are retrieved - Power...

Hi Everyone, Today I was working on the some flow and while testing I have used List Records and intentionally I have not used any filter as I would like to understand the performance. While testing I...

View Article

Open Entity Record as a Modal Popup in Dynamics 365 CE Release Wave 1 2020

Hi Everyone, Today I was testing new features of PowerApps Release Wave 1 2020 in trial instance and found that now we can open Entity record as a popup.  Here is the piece of code and it is supported...

View Article


addOnLookupTagClick event in Dynamics 365 Release Wave 1 2020 - Restrict...

Hi Everyone, I was just going through Microsoft Docs to understand the new features that were released in Dynamics 365 Release Wave 1 2020 and found a new event introduced for lookups and I feel it is...

View Article

Add Flow Step to Business Process Flow - In Preview - Dynamics 365 CE

Hi Everyone, Today I was a creating Business Process Flow as per my requirement and noticed a Add Flow Step (Preview) when I was trying to Add a Stage. Just went ahead and explored it. Added a step...

View Article


Refresh button missing on Roll-Up fields in Dynamics 365 UCI?

Hi Everyone, Today I got a call from one of my friends asking is there any change in the Roll-up Fields implementation on UCI? I was wondered for sometime and I didn't read about the limitation as...

View Article

Global notification - Xrm.App (Client API Reference) - In Preview - Dynamics 365

Hi Everyone, There are many times we might have got an requirement to show some kind of notifications globally in Dynamics 365 and there is no supported way to do it. Here is the supported way to do...

View Article

Sales Team Member app for users with Team Member license - Dynamics 365...

Hi Everyone, The new Sales Team Member app is designed for the lightweight sales scenarios where users don't need the full capabilities of an enterprise application. This app is included with the Team...

View Article
Browsing all 286 articles
Browse latest View live