Introduction : This blog explains how to add notes attachments in word template. Implementation : Let say we have word template on the account entity and we want to add attached notes in word template. Step 1: a. Create record( if no record is there) for an account entity. b. Select the record and download the … Continue reading Notes attachments in Word Template →

Introduction: In this blog we will look into How to Replicate your View to all the Views   Steps: Navigate to Solution > Expand the Entity (Account) > Views > Click on Quick Find Active Account Click On Add View Columns3. You can Add fields for the view based on what you want to view.4. … Continue reading How to Replicate D365 View using XRM Tool →

Please refer to my previous blog better understand why the same records are required in two different Organizations or Environments. Click Here Import Phase: Login to Destination Environment in which you want to import the Data with the same GUID. In Destination Environment, Open the Entity View and click on right three dots for import options. … Continue reading How to make same record available in two different Organization / Environment? Part 2 →

Initially for parsing object to Json or json to object in Asp.net an additional Newtonsoft.Json Api was required, but now Microsoft has developed their own Apis “System.Test.Json”. Below Steps will guide you on how to use this api. Install the System.Text.Json NuGet package. To use the api make sure you import the following two namespaces: … Continue reading How to use System.Text.Json APIs in Asp.net →

Most of the organization are using the built-in integration between Dynamics 365 and SharePoint, which allows the organization to manage and store documents in SharePoint. Microsoft has expanded the document management capabilities for Dynamics 365 with the built-in integration of Dynamics 365 with OneDrive for Business. With this integration, users can manage the documents for … Continue reading How to integrate OneDrive for Business with Dynamics 365 →

Do not use any CDN links for any .js or .css file, include them in your own project. Do not give multiple references of any .js or .css file on the same HTML. If any .js or .css file is going to be used on multiple Html web resources, then keep them at one common … Continue reading 10 Best Practices for implementing HTML web resources with Dynamics 365 CRM →

Using Xrm.WebApi needs you to be careful with the field names and what to use when. Especially, when you are dealing with Lookups. One of the most common errors you’ll come across is the one like below – “An undeclared property (fieldname you entered) which only has property annotations in the payload but no property … Continue reading Set Lookups in Xrm.WebApi D365 v9 correctly →

One of the common tasks to import multiple users in Office 365 is to be able to create multiple users in the most efficient way possible. Here’s a quick guide to doing so using Import multiple users feature in Office 365 Admin Center. Download Template for Importing Users Let’s say you are in the Admin … Continue reading Import multiple Users in Office 365 →

Why it is required? Let’s discuss the scenario where we will be required to have some records in the Multiple Environment. Let’s say we have workflow or flow which is configured or running with specific records. So, if we move the flow or workflow to another organization or Instance so the same record is not … Continue reading How to make same record available in two different Organization / Environment? Part 1 →

Introduction It is important for the end-user to understand the error displayed on D365 Portals. In this blog, we will display D365 Plugin Error on the D365 Portals. By default, the error will be displayed as shown below: Implementation Step 1: Create a new Site Setting record. Step 2: Set the values given below in … Continue reading Display D365 Plugin Error on D365 Portals. →