Thanks Microsoft and community for the BUSINESS SOLUTIONS MVP AWARD 2018-19

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I was awarded for the fourth time as a Dynamics Business Solutions MVP.

I want to keep contributing for the next year and beyond. It has been a great journey so far for me and blog has been an integral part of it.

I want to thanks everyone in the community that view my videos on read my blog, my CRM YouTube channel  and finally follow me on twitter and other social media networks.

Thanks Microsoft within the organization as well which gave me the boost to start leveraging my ability well for serving the community.

Happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

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{Quick Tip} How to change fields that are available on Lookup fields drop down list in Dynamics 365

Business Requirement: Often there is requirement in Dynamics 365 CRM Application to change the fields that are shown when a Lookup field is clicked and drop down list is presented. For example, by default in Primary contact the default fields that available on click of Lookup field are Contact Name, Email and Business Phone. In case this needs to be changed to Contact Name, Email and Contact City.

Default configuration of the Primary contact lookup drop down list is mentioned below:

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Solution:

Please follow below steps to change this to the required fields to appear in Lookup dropdown list.

1. Navigate to the Solution that contains Contact entity. Expand Contact entity, select Views and locate Contacts Lookup view. Double click on the Contacts Lookup view:

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2. Notice in the view editor that the first 3 columns in the Lookup view are Full Name, Email and Business Phone.

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3. Change them to Full Name, Email and Address 1: City: Save and Close.

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4. Publish your customizations.

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Result:

If you now navigate to Primary Contact field, notice the columns appearing in the Lookup drop down list have changed as desired:

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Hope it helps and Happy Learning.

Interested in Training: Click here

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Quick Tip} Plugin registration tool stopped connecting to Dynamics 365

In case you have been trying to get the Dynamics 365 SDK plugin registration tool to work for latest version of Dynamics 365 online and facing issues like this one:

· At making a connection stage the tool keeps on circling all the data centres and still does not connect and gives error such as Bad username or password

· Error during connection such as Bad request

· IF you pick specific data centre also, still get error while connecting.

Well, you need to download the latest plugin registration tool. Following simple steps help to download Dynamics 365 9.0 tools:

You can follow below steps with screens or for more details information look into Microsoft docs link

1. Open Power Shell from windows menu.

2. Navigate to folder location where tools will download.

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3. Copy Paste following command in PowerShell command( referred from the Microsoft Link).

$sourceNugetExe = “https://dist.nuget.org/win-x86-commandline/latest/nuget.exe”

$targetNugetExe = “.\nuget.exe”

Remove-Item .\Tools -Force -Recurse -ErrorAction Ignore

Invoke-WebRequest $sourceNugetExe -OutFile $targetNugetExe

Set-Alias nuget $targetNugetExe -Scope Global -Verbose

##

##Download Plugin Registration Tool

##

./nuget install Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool -O .\Tools

md .\Tools\PluginRegistration

$prtFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match ‘Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool.’}

move .\Tools\$prtFolder\tools\*.* .\Tools\PluginRegistration

Remove-Item .\Tools\$prtFolder -Force -Recurse

##

##Download CoreTools

##

./nuget install Microsoft.CrmSdk.CoreTools -O .\Tools

md .\Tools\CoreTools

$coreToolsFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match ‘Microsoft.CrmSdk.CoreTools.’}

move .\Tools\$coreToolsFolder\content\bin\coretools\*.* .\Tools\CoreTools

Remove-Item .\Tools\$coreToolsFolder -Force -Recurse

##

##Download Configuration Migration

##

./nuget install Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf -O .\Tools

md .\Tools\ConfigurationMigration

$configMigFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match ‘Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf.’}

move .\Tools\$configMigFolder\tools\*.* .\Tools\ConfigurationMigration

Remove-Item .\Tools\$configMigFolder -Force -Recurse

##

##Download Package Deployer

##

./nuget install Microsoft.CrmSdk.XrmTooling.PackageDeployment.WPF -O .\Tools

md .\Tools\PackageDeployment

$pdFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match ‘Microsoft.CrmSdk.XrmTooling.PackageDeployment.Wpf.’}

move .\Tools\$pdFolder\tools\*.* .\Tools\PackageDeployment

Remove-Item .\Tools\$pdFolder -Force -Recurse

##

##Remove NuGet.exe

##

Remove-Item nuget.exe

4. Hit enter button Tools will be downloaded in specific folder.

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5. After successful execution of command check tools downloaded in specific location.

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Try using this Plugin registration tool with latest version of Dynamics 365 and it will work just fine.

Hope it helps and Happy Learning.

Interested in Training: Click here

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{New Announcement}Training details page added

Hi All,

A new page has been added to the site for trainings. In case you appreciate the learning from this blog and require training, Please get in touch here. Also share in your networks.

On this page you can get information about various trainings available and can also submit a request if any: https://dynamicsofdynamicscrm.com/training/

Link is also available on the site Menu:

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Hope it helps and Happy Learning.

 

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

ABOUT THE AUTHOR:

clip_image004

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Happy Milestone}300000+ hits and a Thank you note!

 

Thank you note for all the readers and CRM community, I crossed 300000 hits on my blog and was read in 181 countries in its journey so far.

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Hope it helps and Happy CRMing.

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: deepeshsomani@hotmail.com

ABOUT THE AUTHOR:

clip_image004

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Quick Tip} Colour Sub-grid header panel in Dynamics 365 forms

Dynamics 365 has introduced lot of new features – one of which is the ability to provide panel colours to the sub-grids on Dynamics 365 forms.

Please have a look at the Opportunity sub-grid available on the Out of Box Dynamics 365 Competitor form and notice the change of colour on the Opportunity panel below:

A. Royal Blue Tone:

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B. Light Orange Tone:

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Wondering, how this was achieved? Follow the below steps for customizing sub-grids to your needs:

Navigate to the form editor for the intended form, Select the required sub-grid and click on Change properties:

On the Property window, notice a new configuration available to set the Hex code for the sub-grid header:

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Set OK, Save and Publish the customizations to reflect the changes.

Hope it helps and Happy CRMing.

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: deepeshsomani@hotmail.com

ABOUT THE AUTHOR:

clip_image001

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en