Follow

Tag: Dynamics 365

Enhancements of features in Dynamics 365 V9.0

Posted on November 6, 2017 by in CRM Solutions

Introduction

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 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

Helpmate_01

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 – 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.