Dynamics CRM · Dynamics 365 · Configuration

Set custom icon for Case Source (CaseOriginCode)

Case view displays different icons depending on the case source as displayed in red circle below. There are a number of default icons, however custom value for CaseOriginCode will show the Yammer logo with red cross. Here is how to make Dynamics display custom icons to add polish to user experience. Icon schema name format:… Continue reading Set custom icon for Case Source (CaseOriginCode)

Configuration · Dynamics 365

What’s up with Dynamics Business Apps?

Overview Dynamics 365 has arrived with a myriad of new features and functionalities. One of them is Business Apps. In this post, we’ll talk about what it is and how it can benefit users and developers. Well, what is it? The official description describes Apps as solution-aware components that store references to the existing Dynamics… Continue reading What’s up with Dynamics Business Apps?

Configuration · Dynamics 365

Dynamics 365’s Slick New Business Process Flow Designer

At long last, Dynamics 365 has brought us a new and improved Business Process Flow (BPF) designer. The latest incarnation is quite an improvement from its predecessor. In this blog we will discuss the brand new user interface and features of the new designer. The NEW Designer Interface In the screenshot below, we can see… Continue reading Dynamics 365’s Slick New Business Process Flow Designer

Configuration · Dynamics 365

How to enable SetWordTemplate action for Custom entity for Dynamics CRM 2016

In a recent project, we needed to automatically generate a document when an Application record is created. Previously, we would have used Reporting Services or Mail Merge to achieve this, however, with Dynamics CRM 2016 new Document Template functionality, this can be achieved with a simple Workflow via SetWordTemplate action as illustrated below. The next… Continue reading How to enable SetWordTemplate action for Custom entity for Dynamics CRM 2016

Dynamics 365 · Online · Reporting · Reports

Dynamics 365 Online: Business Intelligence Report Connection String for CRM Fetch

Here’s a quick blog about Connection String for BI Reports Data Source (Visual Studio). Connection string format Replace [xxx] and [y] to suit your organisation URL. Replace [zzz] with unique name of you organisation (Developer Resources). Don’t forget to enter the Credentials. Cheers, Sy