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With Dynamics 365 release 9.0 we got an interesting feature to add Auto-Number attribute to an entity. Currently CRM has provided a way to add the attribute programmatically. I was searching for a way to achieve this in which I don’t need to write any code. Luckily I have found that XrmToolBox is giving the effortless way to create auto-number attribute for the entity. Let’s go step by step and add an auto-number attribute to opportunity entity. Step 1:   Download XrmToolBox v1.2017.7.18 or higher version. Step 2: Extract the downloaded solution and open the application. Step3: Go to Plugin Store-> select Auto Number Manager and click to install. As soon the plugin will get install it will be available for you to use in Toolbox. Step 4: Connect to your Organization and now open Auto Number Manager from the tool list. Step 5: Select earlier created solution and choose the entity in which you want to add attribute. In my case I have taken opportunit...

Let’s go step by step and learn how to hide OOB ribbon button. Step 1: Install Ribbon Workbench if you don’t have ribbon workbench installed. Please go to the following link  Download Ribbon Workbench click on download button and give your mail id to get the Ribbon workbench solution. Step 2: Go to Setting and Click on Import button to Import the downloaded RibbonWorkbench_Managed Solution to your CRM Instance. As soon as the solution will get imported to the instance you can find Ribbon Workbench you will find the tool installed on the top of solution page. Step 3: Create a solution and include the entity you want to do the customization. In my case I have taken Opportunity. Step 4: Open Ribbon Workbench and select the solution you created. Step 5 : On the left hand side select RIBBON , by default COMMAND BAR has been selected. Step 6 : Click on the button you want to hide and select Customize Command option, here I have s...

I n the previous blog  I have told you about the properties of CRM Workflow, let’s configure a workflow to see how it can make our job easier to automate the task. CRM workflow is a combination of series of stages and each stage can have multiple steps. We will identify the functionality of each action in this blog. Stage: In workflow there is no limit of stages to add as per my knowledge (Please correct me if I am wrong), Stages are used to arrange the logic in some manner that one can easily understand the flow of logic. Check Condition: This property will allow you to run workflow when the condition is met. The logic is applied by if and then condition. Conditional Branch: This property will allow you to run workflow when you have some condition that can be checked if one fails, the logic goes “Otherwise, if<condition>then. Default Action: This property uses logical else statement, one can make previously defined condition i.e. check condition,...

Workflow in Dynamics CRM comes under Process and it’s a great way to automate the simple/complex Business logic. The great deal about workflows are that you can initiate them without any user interaction. Workflows are specific to a single entity, which has been chosen at the time of creation of workflow. CRM gives you feasibility to run the workflow synchronously (real time) and asynchronously (in the background). Properties of Workflow When you create a workflow there are few component that must be entered to start a workflow: Process Name: Process name helps the user to identify which process they have created. It’s not necessary that the name should be unique but it will be more convenient if you have a unique one for all the workflows. Category: In Process Workflow is one of the category, the other process are Action, Business Process Flow, Dialog. While creating the workflow you need to choose “ Workflow ” as a category. Entity: You can choose OOB as w...