Tag: Dynamics CRM
How to Change Auto number seed in Dynamics 365 Sales
Inkey, April 30, 2024736 Views
This blog will help you with the scenario where you must reset the Auto number field seed using the Power Automate and Plugin in Dynamics 365 Sales. Suppose we have the following AutoNumber field created with, Seed value – {DATETIMEUTC:MMM-yy}_001 Using Power Automate: Here, reset the seed back to the original “001”-seed every month Using […]
Read moreHow to get direct count using Fetch XML capabilities
Inkey, February 27, 20243273 Views
FetchXML in Dynamics 365 is a query language used to retrieve data from the system. It is a powerful and flexible tool that allows users to define complex queries to retrieve specific data from Dynamics 365 entities. An aggregate function into FetchXML queries, we can enhance data retrieval capabilities in Dynamics 365. Whether we can […]
Read moreSequence in Dynamics 365 Sales process
Inkey, December 15, 2023993 Views
An email, phone conversation, task creation, or record update in the Dynamics 365 Sales system are examples of preset stages that make up a sequence. These actions can be initiated manually by the user or automatically in response to predetermined criteria. They are set up to happen in a particular order. These can be referred […]
Read moreRole-Based Sitemap Navigation in Dynamics 365 CE
Inkey, November 1, 20232542 Views
Different users’ access to different kinds of records is defined by their security roles. You can limit access to entities by using security roles and the rights associated with them. In this blog, we will discover how to set up role-based SiteMap navigation in Dynamics 365 CE. We shall limit the area of a role-based […]
Read moreHow to Get Barcode Value in Dynamics 365 Mobile App
Inkey, July 20, 20231706 Views
Microsoft Dynamics 365 provides the ability to scan the barcode from the mobile phone and tablets. For that you can enable “Barcode Scanner” control on any single line of text field from the form. One can use this Barcode Scanning option to access the data easily. Let’s take an example to understand it in a […]
Read moreTravel Insurance Industry’s Email Problem
Inkey, February 23, 2023694 Views
The one thing that anyone working in the travel insurance industry will say is difficult to deal with is the number of emails that they receive. They may hit that sweet spot, the magic number of people that is just right for this task, but they may not be aware of a hidden problem that […]
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Dynamics 365 Plugin Assemblies. Single or Multiple? You decide!
Inkey, December 22, 20224102 Views
In most projects with Plugins, there will be an obvious need for more than one plugin. This brings up challenges for how to organize and manage the assemblies and normally will result in having to strike a balance between maximizing plugin deployment segregation, (A single plugin class per plugin assembly) and ease of deployment/visual studio […]
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Dynamics 365 Sales Solutions: Are You Doing It Right?
Admin, October 7, 20221011 Views
Let me ask you a question. I give you two options and ask you to choose. I will ask you to give the reason for your choice. Simple? Wait. Hear the options and you will realize just how sadistic I actually am. Give yourself some time to think and you will sympathize with me. You […]
Read moreDynamics 365 Sales data import. Anomalous materials and unforeseen consequences
Inkey, October 28, 20211225 Views
We all have imported data into CRM at some point in our life. And a part of the process of importing data is cleaning up the data the is to be imported. I am sure almost all of us have encountered some unusual data that we had to clean up and some unusual data that looks […]
Read moreLoad metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.
Inkey, August 12, 20214348 Views
In this blog I’ll be taking you over how to get the Object type Code for the particular entity based on the Entity name. Suppose we need to get object type code for different entities in a loop in an stand alone .Net application. Generally, people are writing a fetch into the loop but not […]
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