In the fast-paced world of data management, accidental deletions happen. Whether
it’s a mistakenly deleted record or a systematic purge, the implications can be
significant. Microsoft Dataverse understands this challenge, and that’s why
they’ve in...
CRM does not seem to provide any methods in the SDK to check if a user has System Administrator privilege’s. One straightforward way to achieve this is to query for a roles associated with the user which has a title of ‘System Adminis...
CRM does not seem to provide any methods in the SDK to check if a user has System Administrator privilege’s. One straightforward way to achieve this is to query for a roles associated with the user which has a title of ‘System Adminis...
If you are new to PDF document generation in CRM refer my previous introduction blog. The latest 2020 Wave 2 update introduces some interesting updates to this feature.1. PDF generation capability is now enabled for all the entities (system &...
Dynamics 365 allows bulk import of data from an Excel/CSV file. This option is easily accessible on Home Grid for both system and custom entities.
However many a times, some entities may never have a Home Grid. i.e.: Some entities ma...
The Form Header usually consists of the below components
Record TitleRecord ImageForm Switcher (if case of multiple forms)Fields
Additionally, one can also configure the Header to display a custom Web Resource OR an I-Frame.
The Form Hea...
CRM Portal provides various ways to authenticate a User. This includes Local Login and various other Federated Login options. Depending on requirements one can enable any or all the login options.
By default, clicking on the Portal ‘Sign In&...
The ‘SharePoint Document Location’ entity record in CRM is the link between the CRM record and the actual document uploaded within SharePoint. For every document uploaded in SharePoint (from within CRM) there could be 1 or multiple &...
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