Microsoft Dynamics CRM 365 - Customer Engagement

Case Resolution using Power Automate 1. Create a flow, 2. Add a step to create a new record for Case Resolutions.  4. Give a Subject as per your case title, here in the example i gave it as Case Resolution 5. Resolution Type as Problem Solved . 5. Cases Reference to be added in the Case field. 6. Save the flow. When the below flow is run, it will create a Case Resolution Record and mark the case as resolved.

Power Apps - Dynamics CRM Spell Checker - Spell Correction in Email Editor Simple tip to find the correct spelling of the word in Dynamics CRM email Editor. Double Click the Word that you need the correction for in the editor and then press Ctr + Shift and then right click. It will show you the correct word.

Dynamics CRM Portals - Disable checkbox using Custom JavaScript on Portal Entity Form onLoad. Login to CRM & Navigate to Entity Form. Go to the Custom Javascript  Area and past the below script to disable the checkbox field on the CRM.  $(document).ready( function () { var IsChecked= $( "#attributelogicalname" ).is( ":checked" ); if (IsChecked){ $( " #attributelogicalname " ).show(); $( " #attributelogicalname _label" ).show(); $( " #attributelogicalname " ).attr( "disabled" , true ); } else { $( " #attributelogicalname " ).hide(); $( " #attributelogicalname _label" ).hide(); } }); Happy CRMing..!!

Dynamics CRM V9  -  ICEBREAKERSCONFIG After the CRM V9 Upgrade, I noticed in the advance find there was a new entity called IcebreakersConfig. I first googled to find what is this exactly ? then i found the following articles related to it so i am putting this all into one blog. ICEBREAKERSCONFIG -  problems-with-microsoft-dynamics-365-patches ICEBREAKERS HIDDEN SOLUTION https://medium.com/capgemini-dynamics-365-team/traces-of-the-icebreakers-hidden-solutions-of-a-vanilla-dynamics-version-9-465bcdc67ef9 I searched for Icebreaker through out the microsoft documents and just found one link in the result which is this   https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/integrate-sales-navigator Hope this blog helped you. Happy CRMing..!!

Connect to Dynamics CRM Online V9 from a console application Using CrmServiceClient Nuget Package Required :  C# Code :  Extra Step in the connect code we have to add for CRMV9 :     ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12; public   static   IOrganizationService  getCRMConnection() {   ServicePointManager . SecurityProtocol  =   SecurityProtocolType . Tls12;   var  connectionStringName  =   Config . ConnectionString . CRM;   var  connectionStringValue  =     ConfigurationManager . ConnectionStrings[connectionStringName] . ConnectionString;   var  crmConnection  =   new   CrmServiceClient (connectionStringValue);   return    ( IOrganizationService )crmConnection . OrganizationWebProxyClient  !=   null   ?    ( IOrganizationService )crmConnection . OrganizationWebProxyCli...

Dynamics CRM v9 Visual Studio Template Download the Extension from the Visual Studio Market Place   Close all the Visual Studio instances Install the extension.  After successful installation Happy CRMing..!!

Go to Internet Explorer Settings and uncheck the disable debug options as shown below Add debugger; with terminator as first line in your javscript function.  Once you have above steps done, clean all your browsing history and reload the form where you have this ribbon button.  Open Debugger from F12 when debugger will open it will load CRM in browser again.  Now when the javascript function is called, pointer will come at debugger to debug.  Enjoy CRMing...!!

I thought to share this with you people, so that you wont waste your time setting up your Visual Studio. Errors that i was getting. 1. Name Property can not be null. 2. RegistrationFile property must be set.- PRT_RegisterPluginsAndWorkflows I was trying to deploy the webresource and plugins throgh the Developer tool from Visual Studio and  was getting the error "Registration File Property must be set". I upgraded my CRM developer tool from Visual Studio and after that i was not able to deploy webresources or plugins or workflows from my Visual Studio. So from Visual Studio , i created a new Project using the Dynamics 365 Package Template and started comparing the project file, to see if any thing is changed. After doing a comparision, i noticed that in the CRM project file, the tag Content was not present in the new Project file, and is been replaced with the  RegisterPlugin.   So i just replaced the text "Content" with RegisterPlugin and sta...

Social CRM Add-On for Dynamics CRM 2013 With Focus Live Social CRM Add-on for Dynamics CRM you can easily view social information from different social networks such as Facebook, Linked-in, Google+, Video, Twitter etc. You can find quickly people close to you who may know your lead through linked-in or Facebook contacts and get introduced. Features : •         Works with leads and contacts record. •         Directly access to contact or lead profile pages on social networks within contact and lead forms. •         View additional information about your contacts and lead using Facebook, LinkedIn, Twitter, Google Plus or Video. •         Find quickly people close to you who may know your lead through linked-in or Facebook contacts and get introduced. •         Can be customiz...

Microsoft Dynamics CRM 2011 SDK Examples   http://mileyja.blogspot.in/p/microsoft-dynamics-crm-2011-sdk-example.html  

How to Deploy developer applications in Windows 8. 1) On Windows 8, Search for “Windows PowerShell” 2) Right click the icon and “Run as administrator” 3) At the PS prompt type “Show-WindowsDeveloperLicenseRegistration” and hit enter. 4) At the following prompt enter any valid Windows Live ID and Password.  This step will install the developer license to your Windows 8 machine. 5) When complete, close PowerShell. 6) Navigate to the folder containing the app you wish to install. 7) Right click on the Windows PowerShell Script file and select “Run with PowerShell”. 8) A PowerShell box will open.  Follow the prompts, hitting enter and “y” when prompted.  Eventually a progress bar will appear in the PowerShell box across the top.  When done, the app is installed. 9) Hit enter when prompted to close PowerShell. 10) Return to Modern view in Windows 8 and locate the app you just installed. Additional information: http://blogs.technet.com/b/scd-o...

Unable to download Download log during the import Solution       Hi,   I was gettting the error  WindowInformationImplementation.getWindowInformationInternal is null   This is due to the IE security Settings.     Soution :-     1. In  Internet Explorer, On the Advanced tab, under Settings , scroll down to Security settings and verify that the Do not save encrypted pages to disk check box is cleared, and then click OK .   For more Details refer the below link :-     http://social.microsoft.com/Forums/en-US/crm/thread/7976fb01-4a2d-41af-8162-f9dce62ce6e4/      

Field Security Profiles A Field Security Profile defines the permissions that security principals (users and teams) have on secured fields.  The main components of a Field Security Profile are: • A name • A list of security principals (users or teams) to which the access rights apply • A list of all secured fields. The access rights for each field are stored against the field. Field Permissions The access rights you can grant to each secured field in a Field Security Profile are: • Read: The security principals can read the data in the field. • Update: The security principals can change the data in the field • Create: The security principals can enter data into the field at the time a record is created. Limitations • Security Profiles cannot be created based on ‘Security Roles’

MSCRM 2011  DEFAULT TEAMS In CRM 2011, When a Business Unit is created, a Team with the same name is created in it. This is known as the ‘ Default Team’ for the Business Unit. All Users created in or added to the Business Unit are automatically added to the default Team. This makes the Team a useful tool for assigning the same Security Roles to all users in a Business Unit. Default Teams cannot: • be deleted • be renamed • be moved to another Business Unit • have their membership edited.  

MS CRM Developer Tool Kit The Developer Toolkit is a set of Microsoft Visual Studio 2010 integration tools focused on accelerating the development of custom code for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online. With the Developer Toolkit, you can do the following: · Easily generate strongly typed proxy classes without having to run CrmSvcUtil.exe. · Get access to entity and option set definitions within Visual Studio. · Generate plug-in code so you can immediately begin to write code for business logic. · Edit and register plug-ins without using the Plug-in registration tool. · Create new web resources or extract existing web resources, add them to your solution, edit them, and deploy changes all wit hin Visual Studio. · Create and edit workflow and dialog processes from within Visual Studio. · Create and deploy XAML workflows in Visual Studio. · Ge...