Month: September 2019
Attach files to Notes record of Microsoft Dynamics 365 CRM/CE from the D365 CRM Custom Portal
Inkey, September 30, 201923894 Views
From the D365 CRM portal, it is now very easy to attach files to the Notes record of an entity. In the Additional Settings area of the Entity form, there is a section named “Add Attach File”. You just need to select the checkbox for “Attach File”. Doing this will add a File Control on […]
Read morePower BI > How to fetch Dynamics 365 CE data
Inkey, September 20, 20195657 Views
Power BI provides several different ways to fetch data from Dynamics 365 CE and today I will share my know-how on them. 1. Dynamics 365 Online Connector This method is mostly used to fetch data from Dynamics 365 CE. Initially, this was the only method to fetch data from CE. To use this, go to Get […]
Read moreFilter subgrid based on the lookup field value in Microsoft Dynamics 365 CE
Inkey, September 10, 201911059 Views
Let’s learn today how to filter the sub-grid on a form based on the lookup field value. Below is an example where we will create a sub-grid of a custom entity named “Agents” on the Contact entity form which will display records based on the “Account Name” lookup field value on the Contact form. For […]
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