26 April, 2017
Mark Gomez

How to Configure Rollup Views for Activities in Dynamics 365

By |April 26th, 2017|0 Comments

One of the awesome new features introduced in the release of Dynamics 365 is the Rollup Views. This feature allows users to configure and specify related activities records of selected out-of-the-box and custom entities to [...]

25 April, 2017
Gavin Tully

CRM Client Connections Intermittently Dropping in a Load Balanced Environment

By |April 25th, 2017|0 Comments

I was recently left scratching my head whilst trying to resolve an “intermittent dropped connection” issue between our client PC (SSIS Script Task using IOrganizationService) and an F5 load balanced on premises CRM installation, for [...]

24 April, 2017
Prashant Shukla

Auto-Numbering Through Real Time Workflows (No Customization, No Add-On)

By |April 24th, 2017|0 Comments

Generating a number automatically within Dynamics CRM is one of those requirements asked almost by all clients/projects. We all know that auto-numbering is available out of the box for entities like case, contracts, quote, order, [...]

20 April, 2017
Michael Sto. Niño

Capture Dynamics 365 Leads from Google Forms in 2 Steps

By |April 20th, 2017|0 Comments

  Last time, I discussed JavaScript customization through my blog posts here and here. Now let’s try some Dynamics 365 integration to capture leads. Wouldn’t it be nice if we can create a survey form or [...]

19 April, 2017
Sathis Kumar

Customise Security in CRM Portal/Adxstudio Using Liquid Template

By |April 19th, 2017|0 Comments

In CRM Portal, we can control the records using entity permission based on privileges, but it will be specific to Web Role not specific to the particular logged in user in Portal. This blog post [...]

18 April, 2017
Prashant Shukla

Adding fields to Quick Find Search/Global Search/Universal Search Result in Dynamics 365

By |April 18th, 2017|0 Comments

Hello Readers! Quick Find Search/Global Search/Universal Search is one of the most exciting features that makes life easier. This feature is available in Dynamics CRM 2015, 2016 & Dynamics 365. There are many blogs already existing to [...]

17 April, 2017
Prashant Shukla

Calculating Time Spent on an Activity via JavaScript in Dynamics 365

By |April 17th, 2017|0 Comments

Hello Readers! I have been asked so many times by my customers how to see the time spent on an activity if one has entered the ‘Start Time’ & ‘Finish Time’. It's easy and simple. This time [...]

14 April, 2017
Prashant Shukla

Dynamics CRM 2013 to 2015/2016 Upgrade Issue: Unable to Add Line Items

By |April 14th, 2017|0 Comments

A lot of my clients have faced issues after upgrading from Dynamics CRM 2013 to CRM 2015/2016. One such upgrade issue is ‘not being able to add product lines/line items’ in opportunity/quote/order/invoice. Here is a short [...]