Blog - Dynamics CRM

Modernizing Business Processes with SharePoint and Power Platform in 2025

Mon, 19 May 2025 12:04:00 GMT

In 2025, SharePoint continues to play a critical role in enabling digital transformation across organizations. One of the most impactful ways companies are modernizing their operations is through the tight integration between SharePoint and the Microsoft Power Platform—specifically Power Automate, Power Apps, and Power BI.

Creating a Console Application in C# to Merge Contacts in CRM and Export a CSV of the Merged Records

Mon, 09 Oct 2023 08:50:00 GMT

In this detailed guide, we will create a C# console application to connect to a Dynamics 365 CRM instance, identify duplicate contact records based on specific criteria, merge them into a single record, and export the merged records to a CSV file. We will also log any errors that occur during this process.

How to dynamically change option set dropdown values

Tue, 29 Aug 2023 09:11:00 GMT

Sometimes while working with MSCRM forms, we are faced with a business scenario where we must change or limit available options in an option set field depending on the value of a previous drop down for instance changing city dropdown option set values based on state or province option set value. We can achieve this in MSCRM with the help of JavaScript, Let’s look at the following example:

Filter Lookup Field Based on Option Set field

Thu, 17 Aug 2023 19:55:00 GMT

Dynamics 365 is a powerful customer relationship management (CRM) tool that allows businesses to manage their data and relationships effectively. One common requirement in CRM customization is the ability to filter lookup fields based on the values of another field, particularly when dealing with Option Set fields. In this blog post, we will explore how to achieve this using JavaScript.

How to Run JS snippet using Smart Button in Ribbon Workbench?

Tue, 25 Apr 2023 15:25:00 GMT

How to Run JS snippet using Smart Button in Ribbon Workbench?

In this blog, we’ll show you how you can call a piece of JavaScript code snippet using a smart button in the Ribbon Workbench. If you haven’t yet installed smart Buttons to your Ribbon Workbench in your organization – For that here's a blog from which you could add buttons – https://www.xrmlabs.com/About-Us/XRMs-Blog/Post/8466/How-to-Install-Smart-Buttons-for-Ribbon-Workbench-XrmToolBox

How to Run Workflow Smart Button in Ribbon Workbench | XrmToolBox?

Wed, 15 Mar 2023 17:15:00 GMT

How to Run Workflow Smart Button in Ribbon Workbench | XrmToolBox?

In this blog, we will show you how you can use the Run Workflow button from Smart Buttons in the Ribbon Workbench. In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – For that here is a post from which you can add buttons – https://www.xrmlabs.com/About-Us/XRMs-Blog/Post/8466/How-to-Install-Smart-Buttons-for-Ribbon-Workbench-XrmToolBox

How to Run Report using Smart Button in Ribbon Workbench?

Mon, 06 Feb 2023 11:54:00 GMT

In this blog, we will show you how you can use the Run Report button from Smart Buttons in the Ribbon Workbench. In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – For that here is a post from which you can add buttons – https://www.xrmlabs.com/About-Us/XRMs-Blog/Post/8466/How-to-Install-Smart-Buttons-for-Ribbon-Workbench-XrmToolBox

How to Install Smart Buttons for Ribbon Workbench | XrmToolBox?

Fri, 20 Jan 2023 18:10:00 GMT

In this blog, we will tell you how to install Smart Buttons in Ribbon Workbench.

So, to make effects indeed more in Ribbon Workbench, Smart Buttons have been introduced, and then what they do and how you can get started with it!

How to Get model-driven app notifications on mobile using Power Automate?

Mon, 05 Dec 2022 09:24:00 GMT

In this blog, we will understand how we can get notifications related to a model-driven app on mobile using Power Automate (MS Flow).

How to show the custom business process flow in a model-driven app if it is not visible?

Mon, 28 Nov 2022 18:48:00 GMT

This blog will tell you how to resolve the “Custom Business Process Flow is not showing in model-driven app”.

Microsoft Dynamic 365 CRM Testing

Tue, 07 Sep 2021 17:02:00 GMT

Basically to test a MS Dynamic CRM , There are two general domains in CRM which need to be tested thoroughly .These two domains are Data quality and data conversion , core functionality of CRM. Apart from these two domains other testing is also important like: Performance Testing.

How to create auto number field in Dynamics 365 Power Apps

Mon, 29 Mar 2021 04:29:00 GMT

What is auto number?

It is a field that we can include in an entity to create numeric identification for each record of that entity. The number is inherently incremented for each new record that you create. In this blog we will see how we can create an auto number type field in Dynamics 365.

How to Load your SSRS Reports in Dynamic 365

Wed, 24 Feb 2021 10:40:00 GMT

In the last blog, I told you how to show Currency Symbol dynamically in Dynamics 365 SSRS Reports.

How to show Currency Symbol dynamically in Dynamics 365 SSRS Reports

Mon, 22 Feb 2021 10:26:00 GMT

In the last blog, I told you how to Implement Expressions in Dynamics 365 SSRS Reports using in-build Functions.

How to Implement Expressions in Dynamics 365 SSRS Reports using in-build Functions

Wed, 17 Feb 2021 09:07:00 GMT

In the last blog, I told you how to create Dynamic Fetch Report using Parameters.

How to create Dynamic Fetch Report using Parameters in Dynamics 365 SSRS Reports

Fri, 12 Feb 2021 08:27:00 GMT

In the last blog, I told you how to Create First Dynamics 365 SSRS Report with Datasource, Datasets, Design and FetchXML.

How to Create First Dynamics 365 SSRS Report with Datasource, Datasets, Design and FetchXML

Wed, 10 Feb 2021 07:18:00 GMT

In the last blog, I told you how to Set up your workstation to create Dynamics 365 SSRS Reports.

How to set up your workstation to create Dynamics 365 SSRS Reports

Sat, 06 Feb 2021 06:36:00 GMT

In this blog, we will tell you Set up your workstation to create Dynamics 365 SSRS Reports.

How to get Records Count for Multiple Entities Through Web API

Mon, 01 Feb 2021 13:14:00 GMT

This can be done fairly easily through Web API even if you are not a developer. Below is the one-line API call which lets you fetch the total records count for multiple entities in one-go:

How to get Record Change History Through Web API

Thu, 28 Jan 2021 13:05:00 GMT

Microsoft Dynamics provides you a feature to see if any record is altered in any way. It also allows you to see what change has happened related to that account such as any field value is changed or status of record has changed, etc.