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Tag: MSCRM

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 – 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).