XRM Tool Box has this cool plugin to clone entity metadata. I wanted to create an entity similar to the out of the box contact entity. This should have all the out of the box fields and few additional fields. The design decision to clone the Contact entity rather than using the existing one was:
Contact entity was used for other requirement to store information about individuals.
Cloning the contact entity will have more diverse entity structure
Maintain simplicity, where if I used the Contact entity for storing both type of records, the design would be more complex, leading to maintenance overhead in the future.
Hello readers. In this article, I am going to explain few facts about Dynamics 365 auto-numbering feature. Previously we had to write some SDK code to generate the auto numbering for custom entities. But after version 9.X, this is possible for any entity. I have been commissioned to find solution to replace the custom written auto numbering solution. From the team, this came up and had the opportunity to explore it more. You can find more details about this feature from the following link.
In many organizations, they have different relationships between their customers. And these relationships can be very complex. If you get 10 businesses, they do operations in 10 different ways. And you must respect that in order for you to have healthy relationship with your client. Fortunately Dynamics CRM is here to save the day. You can maintain the complexity of your customer relationship in Dynamics CRM.
OneDrive integration is one of out of the box features that comes with Dynamics 365. But there are few other steps that you need to perform to enable it for the actual usage. This article is a step by step guide to enable OneDrive in your Dynamics 365 instance. Important thing is that, first you need to enable “Server based SharePoint integration”. Then only you can enable OneDrive to use with your crm instance.