Dynamics CRM for Professional Services

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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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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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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Create an SSRS Report for Dynamics 365 – Part 2

Part 2 – Building The Report   In the first part, we spoke about how to add the data source. Now, after adding that, we now have to add the dataset. The dataset is what we are going to be creating the report on. Let us take an example of creating a report on an …

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Using a CRM Checklist for a Successful Implementation in an SMB

Implementing CRM is a daunting task. It sounds easy if you have a reliable Implementation team or a Consultant working with you in your small and midsize business (SMB), to get it done. But trust me, there are so many factors that you have to check before you even begin the CRM implementation. The good news is, …

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Missing Form Editor through command bar in Microsoft Dynamics 365

As a Dynamics 365 CE customizer, I frequently need to work with forms. Now, to create or edit forms, we use a Form editor. This form editor can be accessed from the default solution or an unmanaged solution or command bar. Access form editor through default solution: To access it from the Default Solution, you …

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Cleaning up Data in Microsoft Dynamics CRM 365

It is important to clean up data in our CRM solution regularly. One of the main reasons is that unwanted data can lead to performance issues. Performance issues include taking too much time for the form load, saving records, random SQL timeouts etc. When working with applications like Microsoft Dynamics 365, one of the most predominant …

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Simple Project Management for Microsoft Dynamics 365

Simplify: verb (used with object): to make less complex or complicated; make plainer or easier: to simplify a problem. Would you like to simplify your work without becoming a slave to your “labor-saving” devices? The technology industry has been relentlessly adding tools and features to help us work, but sometimes the tools themselves can add …

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Key Features of Microsoft Dynamics 365 Customer Service

One of the most powerful yet often ignored features of Microsoft Dynamics 365 is Customer Service. Customer Service allows you to increase customer satisfaction while reducing the amount of time and money spent on each support case or service call. Dynamics 365 empowers your team to: Set up cases Record all interactions related to a …

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Comment les firmes comptables peuvent bénéficier de Dynamics 365 pour leurs opérations

Bien qu’elle soit plus connue en tant que solution de gestion de la relation client (CRM), Microsoft Dynamics 365 fait bien plus. Elle offre non seulement une gamme de modules pour optimiser vos affaires, mais aussi la flexibilité de développer des solutions spécifiques à certaines industries. JOVACO l’a donc fait pour les firmes comptables. Le …

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