Dynamics CRM provide out of box autocomplete feature for lookup type attributes. But sometimes we need to show autocomplete feature in text box also. In this blog I will try to explain how we can configure autocomplete/intellisense/google like text box. Expectation: - When user click on text box it will show list of records from where user able to select any record also append textbox. On enter any character it should filter record based on input value. In lookup attribute user not allowed to append value and if we lookup value it will change all reference. Solution: - Classic Client: We ..read more

In 2017, a third party provide a solution that use to generate PDF from CRM templates. In recently, Dynamics 365 organization I have seen this solution as a part of Microsoft out-of-box solution list. And this solution is free. Also Microsoft still not taken this feature as they done for Resco field service module. So we can see all entity, web resource etc. solution component with third party prefix. We always need to send PDF to customer for quotation, Sales order or Invoices etc. In On-Premise CRM organization it was easy because we can us ..read more

In recent days Node Js becoming quite popular. Different kind of portals and applications are made on Node Js technology because of it's performance and efficiency. So it's becoming important to integrated Dynamics CRM 365 with node JS. In this blog I will try to explain how we can integrate Dynamics 365 to Node Js with help of Azure Apps. After creating azure app we can integrate Dynamics 365 with our other products also. There are two kind of Azure App which can be used for integration. 1. Native App 2. Web App/ API Application We can use Both type of application in integration. But t ..read more

With Dynamics 365, Web API use become quite popular and also Microsoft promoting Web API more than other CRUD operation method. So, sometime we need to execute our web API queries to test or build in JS or HTML web resource or other places. For this Postman is a great tool to execute or Test our Web API. In this blog I will try to explain how we can use Postman with Dynamics CRM 365.  1. Download and Install Postman in your local system. (Download)   2. Open Postman and create click on environment to create new environment. 3. Enter Name and add variables&nbs ..read more

Dynamics 365 online licensing works mainly on subscription based. Customer Engagement Plan provides access to use all modules (Sales, Marketing, Customer Service, Project Service and Field Service) of Dynamics 365. But it not provide access to Email outlook subscription. We need to add outlook in subscription or other exchange server. But here we are discussing to use Gmail as Email sender in Dynamics 365 . Dynamics 365 allows Gmail Integration. We can configure both Gmail personal and work/corporate account. We can use this setting in CRM trial version to send emails. Steps to configure Gma ..read more

Microsoft Dynamics Portal provides capability to allow login customers without needed any license. Here I am not explaining benefits of Dynamics Portal. I am going to show a use case for developers. Case Study: - There is a requirement in portal where we need to make attach note section mandatory based on value of quick view form.  Now Quick view form is supported by Dynamics Portal. So, it is nice to use Quick view form to show information based on lookup value. While creating a case from portal, customer needs to select reason (lookup field). On selection of this lookup Quick view for ..read more

Dynamics 365 provide out-of-box integration with SharePoint which we used to manage our documents. It hosts SharePoint document library in CRM page to upload or mange document. But sadly Dynamics CRM/365 do not provide any event when document is uploaded in CRM. Some time we to trigger an action like approval process, notification, email or task once document is uploaded. So, in this blog I will try to counter this issue with help of Microsoft Flow. So, let’s begin……… 1. Login in O365 portal with admin permission. https://www.office.com/?auth=2&home=1 2. Open SharePoint ..read more

With upgrade of Dynamics CRM after 2016 some time we faced different kind to strange issue. Recently I had faced issue in one of our running plugins. Error: - Parameter name: SandboxAppDomainHelper.Execute: The plug-in type could not be found in the plug-in assembly: MyAssemblyName Dynamics CRM Version: - After debugging and doing different R&D we find there is no issue in our plugin code. Issue was occurred due to Microsoft update. If you find this kind of error fellow below steps. Hope this will also works for you. Resolution Steps: - 1.       ..read more

In Dynamics CRM 2013 onward Microsoft introduce note control with more options. Note control have “Posts’, “Assistance”, “Activities” , “Notes”, “One Note” etc. This is a great Control to see all information in single control. But this control does not support any customization. Some time we need to customize this control for our users. I will try to explain how we can customize note control. However, this customization is Unsupported customization and not recommended by Microsoft. Requirement: - I had the requirement where I need to show “Activities” and “Notes” on contact ..read more

Currently I have faced a scenario where I need to remove few unused components from my managed solution in Production Instance. My first approach was remove unused components from my solution in Dev instance and export as managed solution than re-import in Production. But this approach not worked for me. So, my second approach was delete unused components from my solution in Dev instance and export as managed solution than re-import in Production. But this approach also not worked for me. Finally, I found one approach that works and fulfill my requirement. Here I am sharing my final approa ..read more