Nishant Rana
Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app
Category: attachment,Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 5 hours ago Comments: 0

Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App. Attachment to Notes à https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/ Using SetWordTemplate to combine multiple attachments as a single doc à https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/ Using the above approach, we can get … Continue reading “Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app”
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Calling SetWordTemplate from custom ribbon button in Dynamics 365
Category: Dynamics 365,Microsoft Dynamics 365 Author: Nishant Rana Date: 19 hours ago Comments: 0

Let us continue our previous post and this time instead of calling SetWordTemplate action / request from a workflow, we will call it using a custom ribbon button. If we try calling the action directly using Xrm.WebApi.online.execute method from a custom ribbon button, we will get the below error “Resource not found for the segment … Continue reading “Calling SetWordTemplate from custom ribbon button in Dynamics 365”
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MS CRM Version & Names
Category: Microsoft Dynamics 365 Author: Nishant Rana Date: 19 hours ago Comments: 0

Originally posted on Soma crm:
Microsoft Giving a code name to every version  , CRM 4.0  –  Titan CRM 2011 On premise –  no name given CRM 2011 Online    – Polaris CRM 2013 -version 6.0     – Orin CRM 2013 SP1     version 6.1 – Leo CRM 2015 — version  7.0 —  Vega CRM…
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Limitations of Microsoft dynamic CRM Word Templates
Category: Microsoft Dynamics 365 Author: Nishant Rana Date: 23 hours ago Comments: 0

Originally posted on Ranjeet Patel:
It cannot Filter/Sort the repeater data. We can only go up to one level down in context of relationship. If any of the attribute value is empty then it reserves the place (template looks dirty because of empty spaces) Repeater Only shows 100 lines( if you have more than 100…
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Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365
Category: Dynamics 365,Microsoft Dynamics 365 Author: Nishant Rana Date: 2 days ago Comments: 0

Continuing our previous post, https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/ wherein we used word template to generate a document having all the note’s attachments (picture) to it. To enhance it further, we can write a custom workflow that calls the SetWordTemplate in Perform Action step. SetWordTemplate action will generate the document, based on the word template defined, and will attach … Continue reading “Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365”
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Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365
Category: Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,PowerApps,PowerPlatform,wordtemplate Author: Nishant Rana Date: 2 days ago Comments: 0

Recently in one of our projects, we had proposed Dynamics 365 for Phone / Tablet as the device for our sales user. The user will be capturing the image of the customer’s document and will be attaching it in notes, which will then later be moved to the document management system. Here, one of the … Continue reading “Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365”
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Attachments to Notes in Dynamics 365 for phone and tablet app
Category: Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 3 days ago Comments: 0

In one of our recent projects we were analysing the Dynamics 365 for phone and tablet app, for one of the requirements where the user will be uploading the documents through phone or tablet app as an attachment to notes. Below were some of our findings à For mobile app à We are limited to … Continue reading “Attachments to Notes in Dynamics 365 for phone and tablet app”
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