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Category: CRM Solutions

Field Security behaviour in calculated fields

Posted on May 29, 2017 by in CRM Solutions

Introduction

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

Posted on April 25, 2017 by in CRM Solutions

INTRODUCTION

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.

FEATURES OF DYNAMICS DEV HELPMATE

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Dynamics 365: Trigger action using JS

Posted on April 20, 2017 by in CRM Solutions

Trigger action using JS

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.

Example

Let us create a simple action which will trigger on save of the account and create a primary contact.

Dynamics 365 – Add Icons to Entity Views

Posted on January 21, 2017 by in CRM Solutions

1.   Introduction

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.

This can be done by using JavaScript web resource and icons as image web resource. Below are the steps to add icons and tool-tips to entity view.

Dynamics 365 – Backup/Restore online CRM instance

Posted on January 6, 2017 by in CRM Solutions

Maintaining backup of CRM is always suggestible to save organization(s) from unforeseen errors. Microsoft introduced on demand backups for online CRM instances. Backups can be,

Dynamics 365 – App & Site Map Designer

Posted on December 29, 2016 by in CRM Solutions

Continuing from our previous post of Dynamics 365 features, today we will go through the App Designer and Site map editor.

App Designer:

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.

Dynamics 365 – Editable Grids in CRM

Posted on November 24, 2016 by in CRM Solutions

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

Posted on July 4, 2016 by in CRM Solutions

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).

XRM Webkit

Posted on July 4, 2016 by in CRM Solutions

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Osmosys is delighted to introduce its new service “XRM Webkit” to all the Microsoft Dynamics CRM users at free of cost.

Communicate with WCF web service from JavaScript using CRM actions

Posted on August 10, 2015 by in CRM Solutions

For one of our clients’ we needed to communicate to a WCF service using JQuery/Ajax from CRM.

CRM is a hosted version, uses IFD and the WCF service which communicates to and from CRM uses http protocol.

When we tried to access the WCF web service method directly from JQuery Ajax call, it was throwing a  cross domain error. CRM Actions came to the rescue this time. We would like to share the approach we have taken to call WCF from CRM javascript.