Role-Based Sitemap Navigation in Dynamics 365 CE
Inkey, November 1, 2023386 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 more
How to Get Barcode Value in Dynamics 365 Mobile App
Inkey, July 20, 2023532 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 more
Travel Insurance Industry’s Email Problem
Inkey, February 23, 2023352 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 […]Read more
Dynamics 365 Plugin Assemblies. Single or Multiple? You decide!
Inkey, December 22, 20222141 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 […]Read more
Dynamics 365 Sales Solutions: Are You Doing It Right?
Admin, October 7, 2022649 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 more
Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences
Inkey, October 28, 2021931 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 more
Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.
Inkey, August 12, 20213384 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 […]Read more
Secure Authentication of SharePoint with PnP Framework with C#(Code)
Inkey, April 30, 202114041 Views
For a while, we had been using a NuGet Package named SharePointPnPCoreOnline(as shown in below image), which can be used for authentication to SharePoint and other SharePoint Client Side Object Model (CSOM) tasks for managing SharePoint Online Data. This is what we used in our previous blog posts part1 and part2 to connect using clientid/client […]Read more
Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.
Inkey, January 21, 20214625 Views
There are some requirements at times when we need to book Appointment in Dynamics 365 for Sales on creation of Lead with prospective Client every other day or similar other requirement, for such scenarios scheduling Appointment manually may seem to be tedious at times, so there is always a need to automatically create it from […]Read more
Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2
Inkey, January 12, 20215910 Views
In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before we start with coding, the below nuget package should be installed. Nuget Package: Microsoft.CrmSdk.XrmTooling.CoreAssembly Reference link: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly For installing the package, open the Visual Studio -> Tools -> NuGet Package Manager […]Read more