{Back to Basic} Create a Plugin

If you don't see start page, Go to File > New > Project.  Visual Studio is best tool for Creating a plugin for MS CRM/MS D365.Open Visual studioSelect New Project in start Page In New project wizard, Under Visual C# Select Class Library , Class Library is the project which create's Dll, and Project Name and Solution … Continue reading {Back to Basic} Create a Plugin

Hybrid Features for Unified User Interface

Want  Advanced Find, Bulk edit, Merge records and Record sharing for Unified interface Apps as well ?? It's not a big deal. Just need to make one change. Go to Settings > Administration > System Settings. Select the General tab. Set Enable embedding of certain legacy dialog's in Unified Interface browser client to Yes.   When you enable the hybrid experience, commands appear on the … Continue reading Hybrid Features for Unified User Interface

Get CRM Record GUID with in browser.

  Simple Steps to get GUID of current record. Create a bookmark on any browser. I choose to use Google Chrome. In Name Add any friendly name you want. "Get CRM GUID" and In URL add Following Javascript Code. javascript: if (window.prompt("Here, copy this:", $("iframe").filter(function () { return ($(this).css('visibility') == 'visible') })[0].contentWindow.Xrm.Page.data.entity.getId().slice(1, -1))) { } … Continue reading Get CRM Record GUID with in browser.

What’s New in V 9.0 and what has changed for Developers?

SDK Changes : With the release of Dynamics 365 (online), version 9.0, there are a lot of changes in our developer documentation New location: https://docs.microsoft.com/dynamics365/customer-engagement/developer/ New name: Developer Guide No more monolithic SDK download Separation and fusion of reference content Client API documentation overhaul Detailed entity documentation New name: Developer Guide A Software Development Kit (SDK) … Continue reading What’s New in V 9.0 and what has changed for Developers?

Reference Panel {New in V 9.0 }

One More Option in Section, A Reference Panel -  A Reference panel is a single column section. You can insert sub grids, Quick view control, or a Knowledge Base Search control inside a Reference panel section. Facts About Reference Panel  1. You cannot add all Controls, Only controls for Reference panel are Sub Grid, Quick View … Continue reading Reference Panel {New in V 9.0 }

No More Form type (Main Form – Interactive Experience and Mobile – Express) {New in V 9.0 }

Yes. Before V 9.0 We had 6 Form types Main Form Mobile - Express  Quick View Form Quick Create Form Card Form Main Form - Interactive Experience In D365 v 9.0. We have only Four forms types Main Form Quick View Form Quick Create Form Card Form   With new UUI - Unified user interface,  … Continue reading No More Form type (Main Form – Interactive Experience and Mobile – Express) {New in V 9.0 }

[QA] Document Management

Different ways of File Management in MS CRM provided OOB? Notes (Stores File in Azure Cloud for CRM Online) SharePoint One Note One Drive [Notes] Default option for attaching files in Notes which is not configured at global level, CRM > Setting > Customization > Customize The System > Entities > Select Any entity (contact) … Continue reading [QA] Document Management

Unable to Connect Dynamics CRM OrganizationWebProxyURL is null

While connecting Dynamics 365, to be Specific 9.0 using Following code of Console **For Connecting CRM Via Console App, Find my Blog Here Application, you will not be able connect to CRM You will get Following Error in Log. Unable to Connect Dynamics CRM OrganizationWebProxyURL is null.   This Behavior of CRM is Because of … Continue reading Unable to Connect Dynamics CRM OrganizationWebProxyURL is null

Dynamics 365 Spring ’18 Release is here!

Spring '18 Release  is here Microsoft's another major release is here. • Unifying our business applications across marketing, sales, service, operations, finance, talent, and retail into a comprehensive family of capabilities that spans the entire business process landscape – so you can solve specific business problems with applications that work seamlessly together. • Ensuring you … Continue reading Dynamics 365 Spring ’18 Release is here!

How D365 V 9.0 is different from V 8.2?

Setting > Auditing > Audit Summary View  > Delete option Setting  > Document management > Removed option of Manage Document Suggestion Setting > Administrator has some changes in options Data performance is not in 8.2 but this option is now in V 9.0 Mobile offline configuration was there in 8.2 but now with Unified interface, … Continue reading How D365 V 9.0 is different from V 8.2?

What’s New in Dynamics 365 CRM V 9.0 ?

What’s New in V 9.0 and what has changed? Platform Separation : When Dynamics 365 launched, Microsoft signaled a move towards an app-centric platform to escape a bloated, monolithic model. This will be increasingly evident with the v9 release which sees Dynamics 365 break into modular apps that shift away from one platform with multiple … Continue reading What’s New in Dynamics 365 CRM V 9.0 ?

How to get Audit Details from MS CRM (C#.NET)

In CRM you can see Audit Details as below  But what about getting it in Code and having control over it. Below Code will have following object in it. In the Above Code i have used RetrieveAttributeChangeHistoryRequest to get Audit for specific Entity, Specific Record and also Specific Attribute. Then breaking RetrieveAttributeChangeHistoryResponse further into AuditDetailCollection and then into AuditDetails … Continue reading How to get Audit Details from MS CRM (C#.NET)