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.
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.
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.
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.
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.
As we are all eagerly waiting for the release of the July 2017 Update (v9) of Microsoft Dynamics 365, let’s take out time and look at some of the differences between the Business and Enterprise editions. Both editions combine the power of CRM and ERP, but what are the real differences.
With the upcoming release of Dynamics CRM (version 9.0), or with the new Dynamics 365 Customer Engagement, Microsoft is continuing to provide additional tools for customizing your solutions.
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.
Finally, after a long wait, editable grids are here. With the release of the editable grids, there have been some changes implemented not only on the grid, but also on the way that data that is manipulated from the form. There is now a single set of code that can be run from both the form and the grid, so that you don’t have to write your code separately for each.
Our CRM Exchange Sync with support for Microsoft Dynamics 365 has just been released, now with additional functionality and support for additional environments. The CRM Exchange Sync application provides the capability of synchronizing between Microsoft Dynamics CRM Marketing Lists and Contacts with Exchange Distribution Groups, Mail Contacts and Mail User records.