Articles By: AhaApps

Configuring Different Actions for onClick of Cancel Button and X Button

By Nikhil Rajendran | Reading time 6 mins Recently, I was given a requirement to develop a Xrm.Navigation.openConfirmDialog window. The interesting part of the requirement was that it was not meant to be used as the traditional dialog. The traditional version generally has a “Ok” button and “Cancel” button. OnClick of the Ok button, we can configure …

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Managing Donor Data In Nonprofits With Dynamics 365

Maintaining and building relationships is vital for nonprofits. They need to be in touch with stakeholders, donors, sponsors, volunteers, and members at the right time and foster relationships ensuring that the mission objectives are rightfully met. A lot of nonprofit organizations face challenges around maintaining relationships. Microsoft Dynamics 365 provides a relationship management system that …

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Updating JavaScript code in Dynamics CRM Made Easy for Developers

Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. Why do we need to update JavaScript? The updates depend on the requirements. If …

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Data Management in Nonprofits With Microsoft Dynamics 365

Microsoft Dynamics CRM 365 helps nonprofits to build strong relationships with donors, volunteers, and clients daily. They have created a solution that changes a powerful sales and marketing tool into a robust CRM tailored to non-profit needs. It provides a powerful yet user-friendly solution that can accelerate your operations which is both flexible and budget effective …

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The advantages of Dynamics 365 for nonprofits

You may wonder whether nonprofits need a CRM solution? The answer is almost always a ‘Yes!’. Whether it’s a big conglomerate or a small firm or an association, a CRM helps a company manage its contact details, strengthen its relationships and foster new ones. While their serviceability may not appear applicable from a nonprofit stance, CRM …

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JavaScript Coding Best Practices for Microsoft Dynamics 365

In any Microsoft Dynamics CRM instance, there are functionalities requested by the clients that go beyond the functionalities offered by the out-of-the-box CRM instance. To deliver these functionalities we often need to write Java. As a developer, if you have coded long enough on a project and know the CRM instance well, it is very easy …

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Customizing The Opportunity Close Dialog/Form

I have spent quite a few years in the Dynamics CRM domain and have come across more than a few clients requesting to Customize the dialog box that appears when a user clicks on the Opportunity Close button. This is essentially a way to capture the information when the Opportunity is being closed. If it …

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The Need for Dynamics 365 In Non-Profit Organizations

For a nonprofit preparing for even fundamental activities like building relationships with clients, donors, and volunteers especially in the current world scenario can be quite daunting without the right tools and applications. Thankfully, software solutions like Dynamics 365 which is set up to support such good causes, and such organizations gain admittance to platforms that help …

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Best Practices For Creating A CRM User Training Plan In An SMB

Purchasing and implementing a new CRM solution can be an exciting yet a challenging endeavor. Your small and mid-sized business (SMB) is keen on taking steps to streamline its workflow, and employees aim to gain new features and tools to assist them during their work. Now, as an SMB, you are a part of this …

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Add The Knowledge Base Search Control To Form In Dynamics 365

I ran into a feature the other day that I thought would be worth writing a blog about. This feature has been around for a while, but I felt that it might be in existence without a lot of us noticing, and will definitely help a lot of us, so here it goes! Why is …

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