Category Archives: CRM 2015

Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan

Originally posted on Nishant Rana's Weblog:
With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity. To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publish the changes. This adds the Kanban view to the Opportunity’s view. There…

Dynamics 365 – You can’t add new forms to the appointment entity

Originally posted on Hosk's Dynamic Blog:
I can’t change the direction of the wind, but I can adjust my sails to always reach my destination. Jimmy Dean Thinking is difficult, which is why most people avoid it #HoskWisdom Just when you think you understand Dynamics 365 it bamboozles you making you think your browsers broken.…

Plugin on Retrieve and Retrieve Multiple – How bad is it?

Originally posted on Salim Adamon – Dynamics 365 Blog:
I have managed to be in the Dynamics CRM/365 world for over 7 years without having to write a single plugin on Retrieve and Retrieve Multiple. The recommendation that I give is to stay away from those. The reason is simple, it sounds horrible from a performance…

Get the list of all the dirty fields in the form in Dynamics 365

Originally posted on Nishant Rana's Weblog:
Hi, Recently on opening our opportunity entity records we were getting unsaved changes message. To quickly get the list of all the fields Open the debugger tool and put the following script in the console window frames[0].Xrm.Page.data.entity.getDataXml(); Check this thread http://stackoverflow.com/questions/32735019/dirty-form-with-no-dirty-fields-on-crm-2015-online Hope it helps..

Crm Exception: Message: Customer lookup [CustomerId] is invalid. Customer lookups can only be associated with 1 Account and 1 Contact error while importing solution in CRM

Originally posted on Nishant Rana's Weblog:
While trying to import solution to our test environment from our dev environment we got the below error  “Crm Exception: Message: Customer lookup [CustomerId] is invalid. Customer lookups can only be associated with 1 Account and 1 Contact” The way we got it fixed Unzip the solution and…

Web API Enhancements -Dynamics 365

Hey Techies, I was going through new What’s new for Developers    and found some thing useful for the developers who uses Web API. We may need to retrieve entity as soon as you created/updated. To do this we had to do two operations before Create/Update Retrieve with this new update we can do the bothContinue reading “Web API Enhancements -Dynamics 365”

Customer Data type – MS CRM 2016 Update 1

Hello Everyone,   There is a new data type named “Customer” which can be used to save values of Account or Contact. Previously it used to be a OOB field on the below entities. Case Lead Opportunity Quote etc.. While adding a new field, You can see a new data type as below Hope this helps!!Continue reading “Customer Data type – MS CRM 2016 Update 1”

New Sort Date DateTime attribute added in Activity Entity in Dynamics 365.

Originally posted on Nishant Rana's Weblog:
A new SortDate attribute of type DateTime is added for Activity Entity (so basically to all child Task, Phone Call, Email activity etc.) The value is null for it for the existing records and for the new record as well until we populate it through Business Rule, Plugin…