Dynamics 365

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Distribute Campaign Activity via “Email via Mail Merge”

We can distribute our campaign activity by “Email, Email via Mail Merge, Letter, Letter via mail merge, Fax, Fax via mail merge, phone call etc.”. When our channel is “[Email, Letter, Fax] via Mail Merge” then we cannot distribute the campaign activity in dynamics CRM web client, we need to distribute it from outlook client

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Campaign Response

In Microsoft Dynamics CRM, campaign responses are records of the communication you receive from potential customers in response to a specific marketing campaign. There are four ways to create campaign responses: Record campaign responses manually.You can create responses manually by first creating an activity and then converting it, or by creating a new campaign response

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Hide Views based on User Roles in Dynamics CRM

There are many scenarios where one can need to hide views for user roles. Here is an example code to hide views on Account entity for specific roles. Let us suppose that we need to hide “Inactive Accounts” and “Customers” views for Roles “Accounts Manager” & “CSR Manager”. Here you need to write and register

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Creating, Registering and Calling Custom Actions

Actions are actually Custom messages defined for an entity. Following action is created for lead entity having input and out parameters. Custom Action Plugin C# code, using input parameter and output parameters. Register the action plugin, and add step by selecting messge as “msd_CustomQualify” and “lead” as Primary entity. Calling an action associated with specific

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