Category Archives: D365 Customer Engagement (CRM)

How to work with custom help panes and guided tasks?

Posted on December 30, 2022 by Paresh Sharma

You can configure a custom in-product help experience in Dynamics 365 that is tailored to your organization. Use custom help panes to provide table, form, and language-specific help and guidance that includes rich text, content links, images, and video links. … Continue reading →

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How to work with Global Custom Help URL & Table Help URL?

Posted on December 29, 2022 by Paresh Sharma

Microsoft Dynamics 365 for Customer Engagement provides you with two options when it comes to help features. However you can enable and use one of the feature at a time. These features are: Custom help for customizable entities Custom help … Continue reading →

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How to add sample data in Dynamics 365 Customer Engagement?

Posted on December 29, 2022 by Paresh Sharma

To install sample data in Dynamics 365, perform the following steps: Classic Environment If you are using classic environment: Go to Advanced Settings Click Data Management Click Sample Data In the pop up window, click Install Sample Data Note: To … Continue reading →

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D365 – Plug-in Deploying and Testing

Posted on October 25, 2020 by Paresh Sharma

In the previous blog “D365 – Pug-in Writing Code” we saw how we can write the Plug-in code. Now let us see how we can deploy and test the Plug-in. Note: The .NET Framework used in this case was 4.7.1. … Continue reading →

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D365 – Pug-in Writing Code

Posted on October 24, 2020 by Paresh Sharma

So in our last blog “D365 – Create Plugin Template” we saw, how we can create a plug-in template in visual studio. Now let us see how we can move forward and write plug-in code. So, the idea is that … Continue reading →

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D365 – Create Plugin Template

Posted on October 23, 2020 by Paresh Sharma

How to develop a Plugin? You need to have Visual Studio Community Edition: https://visualstudio.microsoft.com/free-developer-offers/ Create a Class Library project for C#. Download required assemblies using NuGet Package Manager. Add a reference to Microsoft.Xrm.SDK.dll. This assembly is available in SDK. You … Continue reading →

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D365 – Understanding Plug-in Pipeline

Posted on October 22, 2020 by Paresh Sharma

What is a Plugin? Plug-in is a class library or set of classes. And when you compile a set of classes you get something called DLL file or Assembly file. This assembly file has some custom code and we register … Continue reading →

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D365 – Web Services

Posted on October 21, 2020 by Paresh Sharma

Dynamics 365 offers two web services: Discovery Web Service Retrieve List of Instances or Organization for given Credentials Organization Web Service Connect to each Instance or Organization and perform all basic CRUD and advanced message operations Each of this service … Continue reading →

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D365 – Architecture Overview

Posted on October 20, 2020 by Paresh Sharma

Following is an overview of D265 CRM architecture. Understanding the architecture is important to understand the entire ecosystem of development tools here. So the first dotted line separates the client side components from the server side components. Wherever you see … Continue reading →

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D365 – How To Create A Publisher And Solution?

Posted on October 19, 2020 by Paresh Sharma

To be able to start customizing the system in Dynamics 365, you must first create a Publisher and then a Solution. Publisher is a Company Profile, whereas Solution is the work area, which you can later package and import in … Continue reading →

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