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Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example R...
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Introduction: Ever thought of how tracking in Dynamics 365 App for Outlook could be easier? Guess What? Using “Category Based Tracking” you can now easily track Mails, Appointments and Tasks by simply setting a category on them in Outlook. This f...
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Introduction: This blog explains how to Authenticate Dynamics 365 Online with Client Credentials. Steps: Steps in Azure 1. Register a App in Azure Active Directory. Login to portal.azure.com Navigate to Azure Active Directory –> App...
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Introduction: In this blog we will demonstrate how to set visibility of a field in Dynamics CRM based on Security Roles using JavaScript. Implementation: Step 1: First we create a security role, Here for our demonstration I have created a Blank Se...
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I would like to share a consideration I take while designing Teams that you might need to make certain records shareable. I faced an issue once when users started to use Default Teams created on Business Units. And after several months, it occurre...
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Introduction: In this blog we will see how to filter customer type field in Dynamics 365 to only show Accounts/Contacts dropdown. Implementation: Step 1: For demonstration purpose we will filter to only show Accounts. In the below image we can se...
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Introduction: While migrating Cases, the migration of activities of type ‘Case Resolution’ is necessary. However, the complexity in migrating this increases due to the fact that when the status of a case is updated, a blank case resol...
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Introduction: One of the most common blunders often made in Data Import are importing whole lot of records without finalizing. And when you import, you realize you needed to add something more to the Import or some things were pending in the Exce...
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Most new users get stuck with issues saying ‘Email address of the recipient was not resolved’. Like in case you want to send out an email from D365 but you don’t have the same saved in the system as a Contact/Lead or any other record. And it resul...