Category Archives: Dynamics 365

Google Address Auto Complete for Dynamics 365 on Form Field


Google Address Auto Complete for CRM Form field Download the HTML and CSS files from the GitHub (GoogleAddressAutoCompleteForDynamics365) Get the API Key from Google Places and Replace “Google API KEY” with the API Key Edit the HTML for the CRM … Continue reading

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Reading Excel and Creating the Records in CRM


Install the following Packages Reference the DLLs Use the following Code: var filePath = @”D:\CRM\records.xlsx”;                 using (var stream = File.Open(filePath, FileMode.Open, FileAccess.Read))                 {                     // Auto-detect format, supports:                     using (var reader = ExcelReaderFactory.CreateReader(stream))                     {                         do … Continue reading

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Filter N:N Sub-Grid in Dynamics 365 without Custom Actions


Below code is for only N:N Relationship Sub-Grids. Copy the below code and register on OnLoad event of the Parent Entity Form on which the Sub-Grid exists. Replace the <Sub-Grid Name>, <Form Lookup Field Name>, new_testingid, <Schema name of the Related … Continue reading

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Moving Default Solution from Dynamics CRM 2016 On-Premise to Dynamics CRM 2016 online Failure


If your Solution failing to import in Online environment due to following issue Solution: Unzip the Default Solution and edit the Solution.xml Locate the following line and Remove it. <RootComponent type=”61″ schemaName=”msdyn_LoadGuidedHelpISH.js” behavior=”0″ /> And find for the text “msdyn_LoadGuidedHelpISH.js” … Continue reading

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Generate the Word Document in JavaScript using Word Templates


Pre-Requisites: Add XRMServiceToolKit Library (Click Here) Add Process Helper Library (Click Here) Follow the Steps below. //Fetch XML for Getting the ID of Document Template var templateName = “Testing Template”; var fetchXml = “<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’>” + “<entity … Continue reading

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How to get Last Run of the Reports in Dynamics 365 On-Premise


Navigate to the CRM Organization Database – Right Click – Select “New Query” Paste the following Query and replace the “ORG_MSCRM” with your Organization Database and “ReportServer_MSCRM” with your Report Server Database. Execute the Query. with ReportNames as ( select … Continue reading

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