Category: Dynamics CRM

Navigate to settings from UCI

Hello Everyone, .As usual, I have started my day reaching office, finished my immediate and priority work and started thinking what to learn today. After couple of minutes, “I got a message from one of my friends Saying “After Oct classic mode will not be available . Then what?“ this is all about one of

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Timeline Improvements/Enhancements- 2020 Wave 1

2020 wave 1 adding colors to timeline on the record with rich formatting, Search filters and indicators. Below are the enhancements Text formatting Status of activity through an color indicator Overdue- Bright Red Active – Light Blue Closed- Gray Search for keywords on timeline (Filters) Hope this helps. Happy learning!! Thank you, Sreeni Pavalla

Enable preview Features- 2020 Wave release 1

Hello Everyone, Microsoft dynamics 365, power platform release has very existing features. As a developer, you will not be able to see them in your trail version until you enable the features in Settings. To enable, the preview features, Please follow the below. Go to Select the environment 3. Click on manage and update

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CRM 2015 XRM Tool box – Do everything with it !!!!

Hi, Recently one of customer asked us to give attributes list of each and every entity and other things like.  Enabled for Advanced find Enabled Field Level Security Location on form Data type Then we found an article which with few details which can be done through XRM tool box. We have been using XRM tool

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Limitations of Execute multiple request

Hi, Here are few limitations of execute multiple request. 1. Cannot invoke  execute multiple inside execute multiple. 2. Batch size limit is 1000. If you add more than 1000 it will throw a fault exception. 3. Only 2 concurrent executions can happen at a time, If you try running 3rd one, It will throw an exception

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Unified Service desk – Migrate/ import configuration data from one organization/ server to other

Hi, You may need to move configuration data from your development environment to QA, QA to UAT. In that case creating all configuration data again will be little tricky. Here is a process to export from one and import it to other. Export Configuration Data: Download CRM package from Extract it, You should find a

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Unified Service Desk – Create Sessions from Custom hosted control

Hi, To create a customer from type of custom hosted control, You need to inherit the interface IContextManager. Oncee you implement it, It should give you few methods which will be needful if you are working with sessions. GenerateSessionName // This will generate the session name , Put your logic here RenewSession SetContext // sets the context

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Unified Service Desk – Logged in user details in Hosted controls

Hi, You may need Logged in user details for different purposes in hosted controls. Here is the way to get them from replaced parameters. // This will give you actual logged in customer var customer = (Microsoft.Crm.UnifiedServiceDesk.Dynamics.DynamicsCustomerRecord)localSession.Customer.DesktopCustomer; Dictionary<string, CRMApplicationData> userInfo = null; if (!customer.CapturedReplacementVariables.TryGetValue(“$User”, out userInfo)) return; CRMApplicationData fullname = null; if (!userInfo.TryGetValue(“fullname”, out fullname))

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