Author Archive: Ricky Saini

Retrieve Dynamics CRM audit summary with CRM SDK If you need to obtain the audit history list of a particular entity, you can query the audit logs using CRM SDK and C# provided Auditing has been enabled in Dynamics CRM….
Read more

3,357 total views, 4 views today

Adding Case Resolution and CaseFields to the Case Form in Dynamics CRM In Dynamics CRM, when the Case is resolved a new form is required to be filled in which captures the resolution items as shown in the image below:…
Read more

2,002 total views, 3 views today

Dynamics CRM trick to temporarily unlock locked fields on a form for editing: Ever wanted to unlock locked fields on CRM form for testing and had to edit the form. This is time consuming. The following CRM trick will let…
Read more

4,433 total views, 4 views today

How to change metadata of a field ( display name, Audit setting, searchability etc.) using .Net code You will need to use RetrieveAttributeRequest and UpdateAttributeRequest to expose the metadata of the attribute. Once the entity is retrieved, you can change…
Read more

2,008 total views, 3 views today

Introducing new features of Dynamics 365 – Mobile App enhancements and Dynamics 365 App for Outlook enhancements Mobile App Improvements The below mentioned improvements have been introduced in the mobile app which greatly enhances the user experience: New Mobile workspace:…
Read more

3,177 total views, 3 views today

New Inbuilt Editable Grids in Dynamics CRM (Dynamics 365) With the release of Dynamics 365 on 1 November 2016, Microsoft’s Dynamics Team have released a highly desired and long waited feature of inbuilt Editable Grids, which provide rich inline editing…
Read more

2,723 total views, 3 views today

Some helpful Dynamics CRM workarounds and tips that will save you time: 1.  Remove Entity from Advanced Find without removing users access via security role If you just want to remove the entity from the AdvancedFind and still want users…
Read more

2,321 total views, 2 views today

Dynamics CRM page load is slow and Optimize performance using Microsoft CRM Form Load Performance Analyzer   If you are facing performance issues on Dynamics CRM page load you can try the following Tips Use Microsoft CRM Form Load Performance Analyzer to…
Read more

5,447 total views, 2 views today

Remove Entity from Advanced Find without removing users access via security role   If you want to remove users access to an entity as well as from AdvancedFind, you should manipulate the security role and remove the access altogether But…
Read more

3,939 total views, 4 views today

How to filter a lookup field in Business Process flow (BPF) in Dynamics CRM   Unfortunately there is no out of the box way to apply “related records filter’ on a lookup field in the Business process flow. Butt from…
Read more

5,890 total views, 2 views today