Add any active product in line item grids, even though it is not available in the price list.
Introduction Have you encountered below error? Solution You must have visited multiple community blogs, and community answers and yet some solutions worked, some solutions didn’t work and frankly, I still don’t know the root cause of this issue. But finally, I figured out the way to solve this issue permanently and below is the simple … Continue reading Solved – Error in connecting CRM instance from SDK Tools
Introduction Recently, many customers started using Unified Client Interface and asked me about few basic questions like, they are not able to add new product, or add new Email. These inquiries were asked mostly for OOB entities. I have gone through several blogs & communities and the solutions were suggested as, using Ribbon Workbench to … Continue reading Why new, edit, delete buttons of some OOB entities are not shown in Unified Client Interface?
Introduction This is the shortest blog I have ever written so far. One of my clients asked to rename OOB Case entity to Ticket and all the references where Case was mentioned should be replaced by Ticket. Ordinary Solution Typically, all of us start to modify the display name wherever we see the Case. This … Continue reading Tips & Tricks – Update entity’s display name everywhere
Introduction This is second part of blog, which I published few days back. Second part explains how we can use SharePoint integration to create folder structure and move the attachments to SharePoint using MS Flow. Note:I have removed basic steps in this blog as I have explained the steps in details in first part of … Continue reading Part 2: Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint
Introduction In this blog I have explained how Microsoft Flow helps in moving attachments from Notes to SharePoint without any coding. I have explained the steps with the help of use case scenario. This topic is divided into series of 2 blogs: First part explains how we can skip OOB SharePoint integration and create our … Continue reading Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint
Introduction I observed that, recently our clients are focusing more towards security aspect and hence the typical first thing they do is enabling multi-factor authentication. Now from developer’s perspective, there is no issue in accessing CRM through User Interface, because developers can get OTP on their mobile phones. But, many times we use different third-party … Continue reading Programmatically authenticate multi-factor enabled Dynamics 365 CRM environment
Introduction We come across frequent requirement where customers ask to create a custom page and embed it in their website and write logic to get leads into Dynamics 365 CRM. In this blog, I have explained how without coding we can achieve this requirement. Approaches Traditional Approach We will create custom HTML page and … Continue reading Embed Microsoft Forms in your website and get leads in Dynamics 365 CRM without writing code