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Microsoft Dynamics 365...
2019 release wave 2 – Add product lines without Price List
Yadnyesh Kuvalekar 4,102
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Microsoft Dynamics 365...
Solved – Error in connecting CRM instance from SDK Tools
Yadnyesh Kuvalekar 4,102
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Microsoft Dynamics 365...
Why new, edit, delete buttons of some OOB entities are not shown in Unified Client...
Yadnyesh Kuvalekar 4,102
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Microsoft Dynamics 365...
Tips & Tricks – Update entity’s display name everywhere
Yadnyesh Kuvalekar 4,102
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2019 release wave 2 – Add product lines without Price List

Introduction Setting up product catalog has always been time consuming tasks for business owners. To add product to appear selection for salespeople in line item entries, it WAS mandatory to add it as Price List Item. With 2019 release wave...

Yadnyesh Kuvalekar 4,102
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Solved – Error in connecting CRM instance from SDK Tools

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 caus...

Yadnyesh Kuvalekar 4,102
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Why new, edit, delete buttons of some OOB entities are not shown in Unified Client...

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 gon...

Yadnyesh Kuvalekar 4,102
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Tips & Tricks – Update entity’s display name everywhere

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...

Yadnyesh Kuvalekar 4,102
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Part 2: Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint

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...

Yadnyesh Kuvalekar 4,102
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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:...

Yadnyesh Kuvalekar 4,102
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Identify field level permissions for specific user/team

Introduction                 Nowadays, developers frequently write JavaScript code on entity forms to read/modify field values. But, in some scenarios, our JavaScript code may not receive the expected value from the field (even though the value...

Yadnyesh Kuvalekar 4,102
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Programmatically authenticate multi-factor enabled Dynamics 365 CRM environment

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 th...

Yadnyesh Kuvalekar 4,102