How to add Email\Phone Call Activity buttons on Entity Form – CRM

There’re some situations where your client may ask you to bring the out of the box CRM Activity button e.g. Phone Call, Email on the Entity form rather then the entity Activity Associated views. The are some benefits of adding the button in the Entity form – More user friendly view Eliminate 4-Click Rule mentioned in … More How to add Email\Phone Call Activity buttons on Entity Form – CRM

Dynamics CRM Data Types – Part 1

This post will discuss about data types available in Microsoft Dynamic CRM (2015 version and later). Over the past few years, Microsoft Dynamics CRM has been constantly adding some new data types, field types, and formats. CRM 2013 Onwards Data types – “Image” data type released in 2013, “Calculated” field type in 2015. ‘Customer’ & ‘MultiSelect … More Dynamics CRM Data Types – Part 1

Limitation with Email Templates in Dynamics 365

Everyone is talking about the improvements in Dynamics 365 or the later 2016 version but no one talked about the limitation with “CRM Email Templates“.    It’s still the same issue i.e. can’t create HTML Email Templates within CRM. Well, there’s definitely a workaround to create HTML templates in notepad/notepad++ or any other editor, copy/paste … More Limitation with Email Templates in Dynamics 365