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.
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.
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.