Dynamics 365 CRM Blogs

The Default behavior of Marketing form for lead creation in Dynamics 365 Marketing is when a lead is submitted by user from a website then system checks whether the same lead exists in Dynamics 365 Marketing, if yes, then it updates the existing lead with the new data that user has submitted but if no, then it creates new lead in the system. But what if we get a requirement to create a new lead on each form submission irrespective of the same lead exists in Dynamics 365 Marketing? This blog will help you to achieve the same. Go to Marketing forms in D365 CRM Marketing App as shown below. Open form record on which you want to make changes to allow lead creation for each form requested submitted by user and click on edit button in header. Now, click Summary Tab, under Content section changes value of Generate leads without matching field to Yes and if you want you can set purpose field value to Lead generation. Now, Save the changes. Congratulations, you have successfully achieved the ...

Hi, this blog will guide you on how you can make an Entity as Read only in Dynamics 365 CRM. Steps : Ensure that the entity which you want to make read only is not already read only. In my case it is account entity and you can see it in not read only. Now, Open solution. Expand Entities node and click on Account. After clicking Accounts on right side you will see a general tab. In, General tab just scroll down and go to Outlook and Mobile section and ‘Tick’ Enable for Unified Client and then ‘Tick’ Read-only in Unified Client. Now save and Publish the solution. G o back to entity and check it is now read only. Hope this helps you out!

Connect D365 CRM CDS Database from SQL Server Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server. Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login to https://admin.powerplatform.microsoft.com/ using administrator credentials. In Environment section, click on your environment for which you want to enable D365 CRM CDS for MS SQL Server. (In my case I am clicking on DemoEnvironment as shown below.) When Environment opens click on settings in header. Settings page will open, Click on Product and then click on Features. When features Page opens enable TDS Endpoint (Preview) and click save. Now, we have successfully enabled D365 CRM CDS to connect it from MS SQL Server. Steps to Connect CDS Database from MS SQL Server: Open MS SQL Server. In connect to SQL Server Window enter Server name (It will be your D365 CRM UR...

 Register Web Hook on Dynamics 365 CRM Entity Many times we get requirement to integrate 3 rd party application with dynamics 365 CRM and we write a plugin that calls Azure Function or Web API who actually Performs operation of Get or Post data from or To 3 rd Party Application, but we can avoid writing plugin by directly calling Azure Function or web API using Web Hook through Plugin registration tool. This blog will guide you on how to register a Web Hook on D365 CRM Entity. Steps to Register Web Hook:       1.    Open plugin registration tool and connect to your organization where you want to register Web Hook.         2.  After successful connection to organization you will see below screen. 3.   Click on register and select Register New Web Hook.        4.  After clicking on Register New Web Hook, you will be prompted to enter “ Name ”, “ End Point URL ”, “ Authentication ”, “ Key Values ” Fill i...

D365 CRM Business card scan To edit the mappings of Business card scanner control, refer below steps. 1. Select the Settings icon, and then select Advanced Settings. 2. The Business Management page opens. 3. On the navigation bar, select Settings, and then under Customization, select Customization. 4. Select Customize the System. 5. Under Components in the solution explorer, expand Entities, and then expand the Contact or Lead 6.  Select Forms. 7. Open the form of type Quick Create. 8. Locate and select the Business Card field on the form, and select Change Properties in the Edit 9.In the Field Properties dialog box, select AI Builder Business Card control on the Control 10.Select the property that you want to change the mapping for, and select the Edit...