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Filter Subgrid in Dynamics 365 CRM (Version 9.2)

For a task in my current project, a requirement was to show only those records in a subgrid for a custom entity “Compliance Item Regardings” on the Task entity form. There was no direct relationship available between the Task entity with the ment...

Spring Wave 2016 325
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Use CRM Web API in C# in Dynamics 365 using Azure Authentication

Login to Azure Portal using URL http://portal.azure.com/ Use Credentials for your Dynamics 365 Account and you will land on the page like this. Click the Azure service icon “Azure Active Directory” here. Then click on “App registrat...

Spring Wave 2016 325
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Create, Configure and Use new User in Dynamics 365 Online

In this article, I will take you step by step to create, configure a new user in Dynamics 365 and fixing of issues which I faced on login with that user. At first step, go to this link and login with your admin user for your trial environment....

Spring Wave 2016 325
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Dynamics 365 CRM – Add HTML WebResources as Sub Area in Sitemap

In daily routine, while working in CRM, we keep using entities from the sitemap. In this article, I am going to show you how we can add HTML web resources in Sitemap as Sub Area. An HTML page can be accessed in the same way as we access any entity...

Spring Wave 2016 325
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Dynamics 365: Get Display Text of TimeZone field in C#

In one of our routine tasks, we received a requirement to retrieve TimeZone display text from the selected option of a whole number field in C# code. So, here I will give detail on how the code is used to retrieve that. Note that this field is not...

Spring Wave 2016 325
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Moving to Unified Interface

In this article, I am going to explain how you can enable Unified Interface in your Dynamics 365 environment. Besides that, I will also give other useful tips at the end of this article. There are two main options to enable Unified Interface in Dy...

Spring Wave 2016 325
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Dynamics 365: Unified Interface Introduction

Unified Interface was introduced with the release of Dynamics 365 Customer Engagement apps (V9.0) which is focused on consistent user experience across all types of screen sizes (i.e. Web Client, Phone, Tablet, etc.). User will be able to see a si...

Spring Wave 2016 325
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Dynamics 365: Facing a notification error message in Trial Dynamics 365 CE i.e. “Y...

After Creation of new trial version of 365 CE, I have seen a message on the app home page “You are using apps designed for the legacy web client. For best results, update your apps to Unified Interface.” Similar notification will be v...

Spring Wave 2016 325