Dynamics 365 has launched a new update, version 9, with exciting features which are extremely helpful.
We’ve picked a few minor changes among them to discuss in this post.
Server-based authentication process can be done by following the steps from below URL.
Reference URL: https://technet.microsoft.com/en-us/library/mt171421.aspx
Pre-step – 1: Verify prerequisites before starting the process.
Pre-step – 2: Two softwares are to be installed before starting the configuration.
The whole process including software installation has to be done in server where CRM is installed and with the user and Deployment administrator rights.
Field level security in Microsoft Dynamics 365/CRM restricts access to the fields containing sensitive business data which are only accessible by authorized users.
It also serves as a means of adding an extra security around the field i.e Create, Update and Read value.
Dynamics Dev Helpmate – was developed as a bookmarklet for Microsoft Dynamics 365 developers. The idea behind this is to minimize the efforts and time in accomplishing the tasks related to customizations & navigations. This tool supports MS CRM 2013 and above versions.
In many cases we may encounter a requirement where we are required to perform server side logic utilizing client side events (onchange, onsave, onload…etc) in MS CRM. We generally prefer to use actions for dealing with these kinds of operations.
So in this blog, we’ll take a detailed look at how to trigger an action and retrieve the action output parameters using script with a simple example.
Let us create a simple action which will trigger on save of the account and create a primary contact.
Microsoft Dynamics 365 has a new feature added for customizing entity views, where-in we can add custom icons with tool-tip text to display in a column depending on the column value; we can also specify localized tool-tip text.
Continuing from our previous post of Dynamics 365 features, today we will go through the App Designer and Site map editor.
Apps are solution-aware components which are designed to simplify the work experience of the users. Based on the CRM license apps like Sales, Marketing, Customer Service, Project Service apps are given OOB.
App designer gives a CRM customizer ability to design apps tailored to their users/needs easily. Site map editor is integrated with app designer and simplifies the process of creating navigation and site maps with WYSIWYG designer.
The much-awaited feature of full-fledged inline editing in grids is now an OOB feature in Dynamics 365. As a company, which has been working in MSCRM for a decade and knowing requirements of various clients of ours-we were delighted to see this in action.
CRM Port (Import Tool) is equipped to make import/update/delete data from the CRM easy. Supported files include .xls, .csv.
One of the key features of Import Tool is the flexibility to use it on all the Microsoft Dynamics platforms (Online, On-Premise, Hosted).