The concept of Actions and Workflows are very easy to be get confused. Here I have specified some of the key points which differentiate Actions from Workflows in Dynamics 365 applications. Actions Workflow Triggers Only can triggered by Code or Processes Can be called by User On-demand or can be called from script Arguments Supports…
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This article holds all the required concept to use and configure Product Catalog using, A product catalog is a collection of products with their pricing information. The product catalog entities let you create a rich product classification system in Microsoft Dynamics 365 that provides support for … A bundle or a kit is a collection of…
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Price lists in Dynamics 365 is the level of pricing business apply for specific products. Different Price list can be configured for products for different types of customers. Level of Pricing we give to certain type of customers Price list contains Price List Items Provides ability to sell a product in different pricing For Example…
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Discount List are used in Dynamics 365 to apply discounts on products while selling to customers. Discounts are configured with product quantity ranges. Notes: Can be associated with Price lists Within a Price list, a user can apply discount for a price list item for quantities in specified range Example For a Product suppose say…
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This tutorial will help you to create SSRS reports using FetchXML in Dynamics 365. Here we will discuss below points. Installing Report Authoring Extension (with SQL Server Data Tools support) from Microsoft Page here. How to create a SSRS Project in Visual Studio How to Connect Dynamics 365 Online from SSRS Data source wizard. Build…
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A unit group is a collection of the different units. In Dynamics 365 We first create a Unit Group and then create units in the Group. A Unit is a measurement of products or services. Unit Of Measurement (UOM) is the very fundamental concept while selling or Buying a product or service. For example :…
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This article gives you an idea how to use “Query Dynamics 365 Data” step in designing Dialogs. Here is a video I have made for better understanding. Concept Dialogs use many steps to achieve a specific task. Sometimes we need to Query some entities data in steps so for this purpose we use the step…
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Welcome to another session on Dialogs. One of the most interesting concept of Dynamics 365 is Dialogs. Here I will discuss everything related to Dialogs to explain the fundamental points with practical development of Dialogs. Watch the video below and go through the article to understand the theory and practical concepts of Dynamics 365 Dialogs.…
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Here are the new features in Dynamics 365 for developers. In every release Microsoft introduces some exciting features so here is a collection of the new features in MSD 365. Follow the link for more info MSDN Article Customer Insights Customer Insights is a Azure-based SaaS service that enables organizations of all sizes to bring…
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Solution Packager is the best tool provided by customer to automate CRM Solution Build & Deploy. This tools comes with CRM Software Development Toolkit. This tool can reversibly decompose a Microsoft Dynamics 365 compressed solution file into multiple XML files and other files so that these files can be easily managed by a source control system. The…
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Dynamics 365 has a great feature called as Editable Grids. Here I will show you how to add an editable grid on an Customer form. Editable grids, one of the most highly requested features for Microsoft Dynamics 365, provide rich inline editing in main grids and sub-grids so you can update the information you need…
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A new Data Type called as “Customer“is introduced in Dynamics 365 to have a lookup to either Account or Contact entity. In order to add a Customer type field, modify an existing form or create a new one, and add a new field. In the data type select from the drop-down Customer, as seen below. Remember…
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Concept Microsoft Dynamics 365 (online & on-premises) supports the registration and execution of custom workflow activities in addition to the out-of-box activities provided by Windows Workflow Foundation. Windows Workflow Foundation includes an activity library that provides activities for control flow, sending and receiving messages, doing work in parallel, and more. However, to build applications that…
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Here is a list of TOP 20 articles of the year 2016. Have a look for this list and Wish you a very special NEW Year 2017 to all of my beloved readers. All about Script Customization in CRM Retrieve More than 5000 records in CRM custom Code CRM Best Practices Create Sequential GUID CRM…
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Welcome to another exciting article on Dynamics CRM. In this article we will discuss some common exceptions of Dynamics CRM and the ways to deal with these exceptions. While developing Dynamics extended projects like Plugins, Workflows, Batch jobs etc we face some exceptions in run-time. Errors in Dynamics CRM development & Solutions. The given key…
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Welcome to another exciting post on Dynamics 365 (New brand name of CRM) Solutions. Here we will discuss in-depth about CRM Solutions with below points: Fundamentals of CRM Solution CRM Version Compatibility Matrix Solution Components Default Solution(System) & Custom Solution Un-managed & Managed Solution Solution Publisher Managed Properties Conflict Resolution : Merge & Top-Win Dependency…
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This article will explain how we can be an expert writing and handling CRM plugins. As we know plugin is nothing but a custom business logic which gets injected into CRM platform to augment the default behavior of a specific process. Here we will discuss below points regarding CRM plugins. Plugin Concept Sample Task Build,…
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The best way to predict your future is to create it !!! I have came across a query from some of my friends that what is the future of Microsoft Dynamics CRM to be specific how the JOBs in this career will be demanding in future? But I did not have an answer because I…
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REst is an important protocol to interact with CRM objects through javascript. Here I will discuss how to start REST codings using Dynamics CRM. Pre-requisites: Download the CRM SDK for your CRM version from here : Download SDK Here (Imp: Choose your correct version of SDK) Once you downloaded the SDK extract the package and you…
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I am very much thrilled for the release of Dynamics 365 which is scheduled to available on 1st November in India.This product comes with a common data model for all Microsoft Business apps under one roof. The pain for integration between Microsoft business products is solved in this new Avatar of Dynamics 365 suit. Dynamics 365 is…
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Dynamics CRM provides a flexible system to customize in a easy way. There are various components those which can be customized in CRM. I termed a word to remember all customization areas in an abbreviation form called as SSPUAT as explained below. Before I will jump to the customization and configuration scope lets discuss what…
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Testing is the important part of every development project. Here we will discuss what are the best practices we should follow before delivering a project. Please follow the best practices for testing CRM projects. Honestly the Unit testing in Dynamics CRM Customization is underutilized by developers. But there are always a way to do unit…
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Here is some ready made JS function that we can use in our web pages or form. Validate a Mandatory Field [code language=”css”] function CheckRequiredFields() { if (document.getElementById("txtMobile").value== "") { alert("Value is Required !"); return false; } } [/code] Allow Only Numeric Values [code language=”css”] function IsNumericKey(e) { var inputvalue = window.event.keyCode; if (inputvalue >…
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The below best practices should be followed while preparing build and release for Dynamics CRM application. Please follow the below steps for Build Best Practice: Automatic Build preparation is recommended for CRM. here is a detailed step by step article in this regard. Use Solution Packager tool to Compress and Extract a solution zip file. Check…
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While Deploying Dynamics CRM Solutions we should follow the proven best practices and some pre and post deployment check lists to ensure a proper deployment. The deployment best practices depends on the deployments you choose, as there are different considerations for each. As an overview, with Microsoft Dynamics CRM On Premises you would have to install,…
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Handling exceptions is very crucial in our dynamics projects. Handling exceptions is an important part of any development effort. Prevention is better then cure. As a developer I always try to prevent errors or exceptions but sometimes there will be exceptions beyond control so we have to handle this type of exceptions correctly. Handling Exceptions…
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