As a part of product configuration every organization creates user for their Dynamics 365 platform or import users from excel sheets. In this post we will see below points. How to create a user for online Dynamics 365 How to search the user in Dynamics 365 How to assign security role for that newly created…
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Goals are very important part to any organization, as they can be used for compensation, bonuses, or even advancement within an organization. Dynamics 365 provides the ability to define and work with goals. Some examples of goals might include: A salesperson might have targets for a certain amount of ‘won’ opportunities where ‘in-progress’ and ‘won’…
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In this post we will see how to add buttons on an Entity form and attach a JavaScript event to interact with Form Fields using Form Context except Xrm.Page as Xrm.Page will not be used in future as per recommended by Microsoft. So let’s start. First we have to create a JavaScript web resource named…
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Calculated fields are the fields for which the value can be automatically calculated using some conditions and formulae in design time. The value will be automatically assigned to the field once the conditions are satisfied. For example, if I want to have a functionality to store the next birthday automatically of a specific contact after…
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We can use organization service end point to connect online Dynamics 365 entities from Console application using C#. Lets see how to do that, Step-1 : Create Console App and add the code below in your code. Update your username and password and org. Step-2 : It requires assemblies of SDK and you can install…
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Here is the complete syllabus for Functional Training in Dynamics 365 Customer Engagement.
Normally in JavaScript we use window.confirm to display a dialog box but in Dynamics 365 CE we use Xrm.Navigation objects. Lets see how we can display confirm dialog box in below video.
In our day to day development activities we create web resources and more often we need to call JavaScript web resources in an HTML web resource. In this video I explained how we can do that. KEYWORDS: How to call one web resource in another web resource in Dynamics 365 Refer one web resource in…
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Normally when we subscribe the trial version it does not come with sample data. It is very time taken process to configure data so the easy way to have some sample data is to follow the advanced settings area to enable Sample Data. KEYWORDS: How to install sample data in Dynamics 365
Microsoft is updating the process of trial version subscription of Dynamics 365 keeping Power Platform in mind. So lets see how we can subscribe 30 days trial using new process. Follow the below video to know more. Please subscribe for free videos everyday. Subscribe HERE. For any Training queries on Dynamics 365 & Power Platform…
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If you want to be Microsoft Certified Trainer. With the video below to understand the benefits and enrollment process of MCT.
Hello everyone. In this post I will discuss some easy steps to understand how to pass MB-210 Exam :Microsoft Dynamics 365 Sales. Many people has given many ways to follow some are complex steps and some are time consuming. I am giving some specified steps to clear the exam by which I have cleared the…
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Hello everyone. In this post I will discuss some easy steps to understand how to pass MB-200 Exam : Microsoft Power Platform + Dynamics 365 Core. Many people has given many ways to follow some are complex steps and some are time consuming. I am giving some specified steps to clear the exam by which…
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In my previous blog I have discussed regarding the introduction and demo on Power virtual agent. If you have not yet visited then check here. In this post I will discuss how we can integrate Microsoft Power Automate (Flow) with Microsoft Power Virtual Agent. We will first design a Power Automate and use Power virtual…
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What is Power Virtual Agent The Power Virtual Agent is another pillar of Microsoft Power Platform Ecosystem which provides exceptional support to customers and employees with AI-driven virtual agents. Easily create and maintain bots with a no-code interface. The Chat-bots save time of agents and money of Company. The benefits of Chat-bots are very much…
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Plugins How will you implement custom auditing feature in Dynamics CRM as OOB auditing is not good for reporting purpose? On update of any address fields on account entity, you need to re-build string of new complete address and save it into a custom address field on the same account. How will you achieve this?…
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In this post we will see how to create Email Templates in Dynamics 365 CE. Email Template is a predefined email layout, that may already include content like images or text. Rather than create a new email from scratch each time, we can use a template as a base. Templates are also handy for making sure email designs follow brand guidelines. We can create two types…
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While working with Plugin debugging, you might have faced the issue below on clicking Install “Plugin Profiler” in Plugin Registration tool in dynamics 365. Unhandled Exception: System.InvalidOperationException: Unable to locate the “PluginProfiler.Solution.zip” file. The error comes when you open Plugin Registration tool as an External Tool in Visual studio. SO to Resolve this issue you…
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You might have faced the error mentioned below saying that “The requested record was not found or you do not have sufficient permissions to view it” in Dynamics 365. Once you download a long notepad file will show some technical details but its very difficult to understand the technical stuffs written there. This error normally…
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I have recently added an User to the Dynamics 365 Platform and assigned the D365 CE Subscription. But when the user logs in he is not able to see the Sales Hub and some other apps in the dynamics 365 home page. We have cross checked also that the security role has been assigned to…
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Quick view form is a configuration by which we can show parent entity information on a child entity without writing code. Lets see how to do this. Step-1: Create a Quick View form in Parent Entity Lets say we want to show the login user’s Manger and Business Unit on a Lead form while creating…
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Dynamics 365 can be integrate with Outlook using the Dynamics 365 App for Microsoft Outlook. Microsoft Dynamics 365 App for Outlook is an Office add-in that you can quickly add to your users’ mailbox so they can track communication and review Dynamics 365 for Customer Engagement applications’ information in Outlook. Lets see how to proceed.…
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Integrating OneDrive with Dynamics 365 is preety much straight forward. Follow the steps below to understand the process of integration. Step-1 : Enable the Integration Settings in Dynamics 365 CE Login Dynamics 365 CE and navigate to Advanced Settings-> Settings-> Document Management and then click on “Enable OneDrive for Business”. Click the checkbox and proceed…
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Assuming you have a SharePoint subscription I am proceeding with the post. To Integrate with SharePoint follow the below steps. Step-1: Open Office Portal and Open SharePoint Browse Office Portal with the address http://portal.office.com/. Login using your Dynamics 365 CE credential. Once Logged in click on SharePoint icon from the App Dashboard. Now the SharePoint…
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In this post we will discuss how to Integrate Power BI with our Dynamics 365 Customer Engagement App. Lets follow below steps. Step-1 : Login to Power BI and Instal App for Dynamics 365 Go to Power BI Portal. https://powerbi.microsoft.com/en-us/landing/signin/ Sign in using Dynamics 365 CE Online credential. You may be prompted to sign up…
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Power Automate a very powerful concept to be used for robust integration requirements for cloud or native business applications. Power Automate is a service that helps us create automated workflows between our favorite apps and services to synchronize files, get notifications, collect data and more. We can create different type of Power Automate apps as…
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