Related Tab provides access to the related entities in dynamics 365. In some cases, we need to hide this tab for some reason. So let’s see how we can hide Related Tab from dynamics 365 form. To hide/remove Related Tab from Dynamics 365 form then follow the below steps: Select the form (Case) from which we need to hide Related Tab Open the form and go to Form properties Uncheck “Show navigation items” and Click on OK. Save and Publish the form changes. Then refresh the form, we can see the Related Tab is now hide from the form ..read more

Please follow the below steps to create a trial instance of Dynamics 365 using personal email address(Gmail, Hotmail etc.): Step 1: Go to https://trials.dynamics.com/. Click on “Sign up here” link. After creating a trial instance, we can access below CE apps like Sales, Customer Service, Field Service and Project Service. If we want to create a trial instance for Finance and Operations, Business Central or Human Resources then we need work email address. Step 2: It will display popup to sign in or signing up like below. Click on “No, continue signing up” link. Step 3: It will redirect user ..read more

Go to Sitemap –> App Settings –> Sales Administration –> Sales Territories Click on New button to create new sales territory. Enter Territory Name, Parent territory if required, Manager (User’s lookup) and Description. When you’re done, then select Save. In the sales territory form, fill in your information. Name. Enter the geographical name for the territory such as the name of a city, country/region, or a state. Manager. Enter the name of the user who is the manager for this territory. This person would typically assign leads to salespeople.  You can’t allocate the same user t ..read more

Go to Settings –> Administration –> System Settings –> Sales tab Settings related to set product in active state by default, default price list, set max no. of products in a bundle etc ..read more

Email Template Error – “There was a problem creating your template. Please try again or contact Microsoft Support” when creating Email Template with permission level equals to Organization. User has CSR Manager security role in Customer Service Hub. Email Template privileges are as below : Solution: In CSR Manager Role, Under Core Records, I found that Email Template does not have any privileges for Share. Need to set Business Unit level privileges for Share. Problem resolved ..read more

Nishant Rana's Weblog Listing down Administration Center URL(s) for quick reference à Admin Center URL Microsoft 365 Admin Center https://admin.microsoft.com/ Power Platform Admin Center https://admin.powerplatform.microsoft.com/ PowerApps Admin Center https://admin.powerapps.com/ Dynamics 365 Admin Center https://port.<region>.dynamics.com/G/instances/instancePicker.aspx for e.g. EMEA https://port.crm4.dynamics.com/G/instances/instancePicker.aspx UAE https://port.crm15.dynamics.com/G/instances/instancePicker.aspx North America https://port.crm.dynamics.com/G/instance ..read more

Step 1: In Customer Service Hub App, go to Service Management area. Step 2: In the left pane, select Queue from the Case Settings. Step 3: To create a new queue, Select New button. Step 4: In the Summary section, complete the required fields.             Name: Enter the name of the queue.             Type: Select type of queue – Private or Public. We can use a private queue to allow only a specific set of people to work on activities in this queue. We need to add members to ..read more

ReadyXRM PowerApps Portals is now in public preview! Please read the annoucement: https://powerapps.microsoft.com/en-us/blog/powerapps-portals-is-now-available-for-public-preview/ The true power of PowerApps Portals is to be able to surface and interact with CDS data. The following are some quick steps to surface some sample data to allow you to get started using PowerApps Portals. PowerApps Portals 10 minute Quick Start To begin, all you will need is a Power Platform Tenant (even a trial). Navigate to https://make.powerapps.com and you should now see the option to create a Portal from blank ..read more

Dynamics 365 CRM Plugin Shared Variables – Explained with Example Use of Shared Variables in Plugins Shared variables in Dynamics 365 Customer Engagement (CRM) Plugins : Advanced Plugin Concepts https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/310706/alternative-for-shared-variables-in-plugin-to-pass-data-in-context/926961 ..read more

We had requirement to update field on multiple records of an entity based on another entity flag. We need to keep it in mind that In future, If we change View of an entity then it will not affect our plugin logic. Here we need to retrieve records from one of the active views of an entity instead of writing query directly on entity or relationship. We have option to query on views using CRM base entity : 1. savedquery (https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/savedquery?view=dynamics-ce-odata-9) 2. userquery (https://docs.microsoft.com/en-us/dynamics365/customer ..read more