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Category: Dynamics 365 CE

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Simplified Lead Management Experience

One of the topics in the 2019 release wave 2 is the simplified lead management experience. Probably the most interesting feature for lead management will be that we can now…

Javascript Custom Action callback

We recently encountered a scenario where some JavaScript was no longer working after the Dynamics 365 environment was upgraded to the UCI. We started debugging and soon found that our…

Enable generate PDF feature

One of the long requested and anticipated missing components in Dynamics 365 CE is the creation of PDF documents. As of version 9.0.1905.2010 you will have the native capability to…

Caching is a great functionality and drastically improves the performance of your Dynamics 365 Portal. However sometimes you just need to be sure that you’re working with realtime data. To…

Exploring custom virtual entity provider data source configuration We were recently working on a custom virtual entity provider. While going through the Microsoft documentation https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/virtual-entities/custom-ve-data-providers . We noticed that it’s a good…

The introduction of Dynamics 365 CE version 9 brings a lot of new functionalities and changes to the table. One of those smaller changes, I really want to mention is…

Up until now, CRM Portals acted mostly as a self-service customer service for existing clients. It’s traditionally a place where they can follow up on existing orders, tickets, projects and…

If you’ve ever written more complex plugins that retrieve data of linked entities, chances are you’ve come across the AliasedValue object… and had a hard time with it. We’re here…

Microsoft recently introduced Microsoft Forms, which is now in preview. Forms is an easy way to interact with people and capture their feedback. Responses are saved directly as a form…

The dynamics 365 system settings as grown over the last couple of years, by now it contains a lot of settings that can also be useful when customizing or extending…