All posts under category "Dynamics 365"
（1）Install and open User Settings Utility in XrmToolBox （2）Load user information （3）Select and check the users, choose the desired time …
Global Version Navigate to and sign in to the Microsoft 365 admin center. In the navigation menu, select Billing → Your products. In the …
A user recently reported that approvers were not receiving email notifications.
Learn how to export entity metadata and option set values from Microsoft Dynamics 365 or Power Apps using XrmToolBox plugins such as Metadata Document Generator and Attributes Factory, with step-by-step guidance and Excel output examples.
This blog post explores how to store display names of multi-select fields in text fields within Dynamics 365. It covers common challenges faced in SSRS paginated reports and provides step-by-step solutions using plugins and third-party workflow tools like Dynamics-365-Workflow-Tools. Learn effective strategies to enhance your reporting capabilities by managing multi-select options efficiently.
This blog post provides a comprehensive guide on implementing in-app notifications in Dynamics 365 CRM. It outlines a practical scenario using three methods: Cloud Flow, Client API, and C#. The article includes detailed steps for enabling notifications, creating and configuring a Cloud Flow, and testing the notification functionality. Perfect for developers and users looking to enhance their Dynamics 365 experience with real-time alerts and reminders.
Comprehensive guide to Date and Time fields in Dynamics 365 and Dataverse. Learn how formats and time zone behaviors work, how values are stored in the database, how they display across user time zones, and best practices for Client API and Web API usage.
Detailed guide to Dynamics 365 currency fields in Microsoft Dataverse. Explains how currency values are stored, base currency conversion, exchange rates, rollup fields, and user default currency configuration, with practical examples in Invoice and Invoice Detail entities.
Discover solutions to common loading errors in XrmToolBox, including issues with NuGet packages. This comprehensive guide walks you through troubleshooting steps, including how to locate and manage the plugin installation directory. Learn how to efficiently resolve plugin-related problems to ensure smooth operation of your XrmToolBox environment.
A guide on commonly used SQL queries in Dynamics 365 for querying views, reports, file sizes, security roles, and user assignments.
Plugin Registration is used to register and manage plugins. If you prefer not to install it separately, you can directly install and use it …
A step-by-step guide on how to share Dynamics 365 canvas apps with security groups in Microsoft Power Apps. Learn how to create security groups, add users, and efficiently manage app sharing across development, testing, and production environments.
Learn how to set editable subgrid columns to read-only in Microsoft Dynamics 365 using JavaScript. This guide covers both disabling all columns and selectively disabling specific columns, with practical code examples and step-by-step instructions.
A step-by-step guide on how to add a custom System Update Log in Dynamics 365. Learn how to create entities, configure log details, and build a custom HTML page to display update history, using Vue3 and Element Plus.
A comprehensive exploration of the development history of Dynamics 365, including its evolution from Microsoft CRM to Dynamics CRM and the introduction of the Power Platform, with insights into the XRM era and the integration of Power Apps, Flow, and Power BI.
Learn how to add color labels to OptionSet fields in Dynamics 365 to enhance visibility and improve user experience. This guide covers both global and local configurations, including steps for views, forms, subgrids, and quick create forms.
This blog post provides a comprehensive guide on developing SSRS reports in Dynamics 365 using FetchXML. It covers the necessary environment setup, including Visual Studio and SQL Server Data Tools, and walks through a practical example of retrieving user login times. Follow the step-by-step instructions to create, design, and publish your custom reports efficiently. Perfect for developers looking to enhance their reporting capabilities in Dynamics 365.
This blog post provides a detailed guide on exporting reports as PDF in Dynamics 365. It discusses a real-world scenario involving a complex SSRS report for quotations and outlines the implementation steps to create a custom export button. The article covers the rationale behind choosing a custom button approach over standard features, along with practical instructions for adding JavaScript and binding it to the button. Ideal for developers and users looking to enhance their reporting capabilities in Dynamics 365.
A guide on using API testing tools to access CRM in Dynamics 365.
If your environment URL is: https://sample.dynamics.cn/main.aspx Append the following path to the URL: /tools/diagnostics/diag.aspx As a …
A quick reference guide to Dynamics 365 standard entity status options (statecode) and status reason codes (statuscode), with examples for common entities such as Account and Activity.
This blog post provides a detailed guide on connecting to Dynamics 365 using a Console Application with the ClientSecret authentication method. It covers the necessary steps to register an application in Azure, obtain ClientId and ClientSecret, add application users, and create a console application for testing. Ideal for developers looking to integrate Dynamics 365 with .NET applications.
This guide explains how to connect a .NET Framework Console Application to Microsoft Dynamics 365 using the Office365 authentication method. It provides detailed steps for setting up a new project in Visual Studio, configuring App.config with connection strings, adding required NuGet packages, and writing test code with CrmServiceClient and IOrganizationService. A practical example using the WhoAmI request is included to validate the connection.
Dynamics 365 plugin comment template for extending functionality and customization requirements.
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