Category: Dynamics 365 Customer Engagement (CRM)

Dynamics CRM provides the ability to do a quick search. To do this, click on the search icon and enter your search terms: This will open the search screen below: You have the ability to filter based on the entities that are being searched. Note that there are only a select few entities that the search applies to: To add and remove entities, go to Dynamics CRM system settings and click Select: … Continue reading Modify Quick Find Search in CRM

In our movie example, let’s create a new entity called Actors. The entity will have a first name and a last name attribute. One movie can have many actors, and many actors can act in one movie. So, the relationship type will be N:N Relationship: Click New Many-to-Many Relationship. Select Actor as the 2nd entity: Now, go to the Movies entity and edit the form. Add a subgrid: Note the Records … Continue reading Dynamics CRM Entity Relationships

In this post, we will look at how to set up a quick create form in Dynamics 365 / Power Apps. In my environment, I have 2 entities – Entity A and Entity B: Entity A has a one-to-many relationship with Entity B: So we can add a subgrid to the Entity A form to display records for Entity B: We have a + Entity B button: If we click … Continue reading How to Setup Quick Create Forms in Dynamics 365

To create a new entity in Dynamics CRM, go to the Customizations area and create a new solution. Let’s go through an example of creating a Movies entity in a fictional Xrm solution. Under Entities, select New: You will see the window below. Enter data. In our case, we will create a Movies entity: We will add this entity to the Sales menu area: Save and publish the solution: The entity … Continue reading Creating a New Entity in Dynamics CRM

Connections are a way in Dynamics CRM to link entities. You may want to link an opportunity to a contact if the contact was the referrer, for example. To make a connection, go to the record you would like to connect and click Connect: Select Look Up More Records: Here you have the option to select a different entity and then pick a record, or select a record from the same entity: Select a … Continue reading Dynamics CRM Connections

The Dynamics CRM SDK has a login control that you can use in your client applications. Let’s go through an example of how to use this. Open Visual Studio and create a new project. Go to CRM SDK Templates and select WPF Application for CRM with .NET Framework 4.5.2 selected: You will see something like this: Press F5 to run the application. You will see this window: Clicking Login to … Continue reading Xrm Tooling Login Control

Go to https://portal.office.com. Then, select Admin from the options: Select Dynamics 365: You can then set the name below:  

There may be a requirement to open an HTML page from a button. In this example, we will use the Ribbon Workbench to open a page from a button. First, create a new solution and go to Web Resources: Click New and enter details for the HTML page. Select Type: Select Type as Webpage and then select Text Editor: This will open an HTML page: Selecting the Source tab will … Continue reading Open HTML Page from Button with Ribbon Workbench

To add a navigation link to a form, go through the following steps. Edit the form you want to add the link. From the Home tab select Navigation: Then from the Insert tab, select Navigation Link: Enter details about the link. Here we will go to an external URL: From the Home tab, save and publish the customization: The new link will now appear in the Accounts form: