Dynamics 365 Customizations

Hi All, Introduction: Microsoft introduced a new data type called Multi Select Option Set in  Dynamics 365 v9.0 , using Multi Select Option Set we can select more than one option set in Dynamics 365. It contains a list of Options and we can select more than one option from the list on selecting the checkboxes and also we can search the option from the list of options. Create a filed in CRM like below: Add this filed on the Form. Click on Save and Publish . Below code is used for saving the Multi Select Option Set using the C# code.         public static void CreateRecordwithMultiSelectOptionSet()         {             Entity entity = new Entity("new_employee");             entity.Attributes["new_name"] = "Ram";             int[] optionsetValues = { 100000000, 100000001 };             OptionSetValueCollection collection = new OptionSetValueCollection();             foreach (var item in optionsetValues)          

Hi All, A plug-in is custom business logic (code) that you can integrate with Dynamics 365 CE to modify or augment the standard behavior of the platform. Create a plug-in project You need to use Visual Studio to write a plug-in. Use these steps to write a basic plug-in. 1. Open Visual Studio 2017 and open a new Class Library (.NET Framework) project using .NET Framework 4.6.2 The name used for the project will be the name of the assembly. This tutorial uses the name BasicPlugin. 2. In Solution Explorer , right-click the project and select Manage NuGet Packages… from the context menu.  3. Select Browse and search for Microsoft.CrmSdk.CoreAssemblies         install the latest version.       click on OK        click on I Accept 4. In Solution Explorer, right-click the Class1.cs file and choose Rename in the context menu.     Rename the Class1.cs file to PreCreate_Contact_SetDefaultCreditLimit.cs. 5. When prompted, allow Vis

Hi All, Microsoft has introduced a new feature called Plugin Trace Log in Dynamics CRM 2016. In this blog we will see how to enable logs for Plugin and custom workflow.  The following steps are to enable Plugin Trace Log in Dynamics CRM. Login into D365 CRM with administrator > goto  Settings  area > select System Settings In Customization tab we have an option set  Enable logging to plug-in trace log OFF:(Value is 0)   Writing to the trace log is disabled. No PluginTraceLog records will be created. However, custom code can still call the Trace(String, Object[]) method even though no log is written. Exception:(Value is 1)  Trace information is written to the log if an exception is passed back to the platform from custom code. ALL:(Value is 2)   Trace information is written to the log upon code completion or an exception is passed back to the platform from the custom code. Below is the code is used for log tracing service:  //Extract the tracing servi

Hi All, here we are looking how to enable/disable auto save on all forms in D365. Login into D365 CRM with Administrator > Goto Settings area > select System Settings. In General table we have an option  Enable auto save on all forms  YES : enabled auto save. NO : disabled auto save. Click OK to save option. Try it once. Thank you. Best Regards, Pavan Kumar K.

Hi All, Please follow the below steps to view MS CRM in legacy web client. Login into MS Dynamics CRM with administrator and open new tab and browse the below link. It is related to Power platform admin center. https://admin.powerplatform.microsoft.com/ Go to Environments >  Select an environment.  Go to Settings > Behavior Opens the following screen and click on Behavior link button Turn OFF  Use Unified Interface only and click Save button. Once settings saved goto the CRM organization URL. For example:  https://<you-org-name>.crm8.dynamics.com/ Now it opens Legacy web client like below. Note: Deprecation of the legacy web client for MS Dynamics 365 Online was announced in September 2019 and Microsoft says this will no longer be available from 1 October 2020. Please share this blog, if it uses. Thank you. Best Regards, Pavan Kumar K.

Hi All, Here, I am explaining how to create trail instance of Dynamics CRM. Click on below link  https://signup.microsoft.com/Signup?OfferId=bd569279-37f5-4f5c-99d0-425873bb9a4b&dl=DYN365_ENTERPRISE_PLAN1&Culture=en-us&Country=us&ali=1 It will opens the D365 registration form and fill the mandatory fields with proper mail id and phone number. Click on Next, it opens another form related to D365 login user and password screen like below. Make note it the UserId and Password for feature purpose. Example UserId :  admin@CompanyName.onmicrosoft.com Password :  #P@ssw0rd   (Use 8-256 characters including upper and lowercase letters, numbers, and any of these symbols: !( ) @ # $ % ^ & * - _ + = [ ] | \ : ' , . ? / ` ~ " ;. Spaces are allowed, but not at the beginning or the end. You can't combine &# and you can't use < or >.) Click on Create my account button. It opens the another screen as follows.