Microsoft Dynamics 365 Portals Source Code Available for On-Premise Customers

On August 24, Microsoft release the Microsoft Dynamics 365 Customer Engagement Portals Source Code. The download contains the self-hosted Portals which are available for Dynamics 365 On-Premise. This will allow your to customize the portals per your requirements and deploy then to Dynamics 365 (On-Premise) as well as Dynamics 365 (Online).

Create Email a Link to Selected Records in KBArticle Grid View

Recently somebody asked, why does the KB Article home page view does not have an option to Email a Link to multiple records like a lot of the other entities do, In looking at the Ribbon Xml, we notice that is true and there is no Email a Link split button to display that, so we were looking at the best approach to implement this.

Add Command using Ribbon Workbench – Part II

The purpose of the original post (Part I), was to demonstrate how to add a button to a read only entity record, in order to create a new child record. This is a complex scenario that requires a lot of customization to the Ribbon/Command Bar. A much easier solution exists, if all you are looking for is to add the capability of adding child records to a read only record, as we discussed in the first part of this article.

Add Command using Ribbon Workbench – Part I

Recently someone asked if there is a way to add a child record to a Contract Line (contractdetail) entity for a record that has already been saved (and is set to read only/existing). We found that there are two parts to this solution. The first part of this article will focus on creating a button on the Contract Line entity, and calling logic to create a new record.

Controlling Attribute Status in Editable Grids

Recently we blogged about some of the functionality of Editable Grids in the Dynamics 365 release of the CRM application. We pointed out some of the features of the grid, including the capability of having read-only (disabled) fields. In this post we will discuss how to control the status of the fields based on a value of another field.

Features being deprecated in Dynamics 365 Customer Engagement

Deprecated features are features that Microsoft is planning on removing in a future release of Dynamics 365. The feature will still be available in the current release, which will allow organization the time to prepare and plan on updating their solution before the feature is completely removed.

Deprecation of Microsoft Outlook Client for Dynamics CRM

Towards the end of June, Microsoft announced that the Microsoft Dynamics CRM/365 Outlook client will be deprecated in a future release. The Legacy Outlook client has been around since early versions of Dynamics CRM. The deprecation of the Outlook client does not mean that this is happening immediately, but is planned for the next Major Release (version 10). Version 9.0 is on the way, and the Outlook client will still be included, but with no additional features or enhancements.