Dynamics 365 and Note upload(Drag & Drop)

In CRM as user always want feature to want add attachment via just drag and drop instead to following five click process.
But in Dyanmics CRM/365 there is no OOB feature

I have create a solution with the help of this web resource you are able to save attachment in notes using drag and drop feature.

1. You can add this this webresource(sav_/WS/sample.html) in any CRM form.
2. After adding this web resource user just drag and drop any attachment in this area.
3. It will store droped document as attachment in note to that entity.
4. After creation of notes notification will shown to user as alert.
5. When user upload any image file it will show image as preview also.

Download and install solution in your Dynamics 365.

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Dynamics 365 and Activity Timer

In CRM as a developer we always want to show how much time spent on an activity.

But in Dyanmics CRM/365 there is no provision to capture this information.

I have create a solution with the help of this web resource you are able to capture time spent in activity.

1. It will capture each time user open and close an activity.
2. I have enable this web resource on Task activity. 
3. You can enable on other activities or entity by adding web resource "sav_/WS/ActivityTimer.html".
4. Select any user from user drop down list, it will show all "Personal view" whose owner is selected user.
5. It will show time when last time activity was opened. 
6. It will show time how much time spent on opened activity.

Download and install solution in your Dynamics 365.

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Xrmtoolbox Personal-view

In CRM as a developer we always want to managed Personal Views created by users.

But in Dyanmics CRM/365 their is no provision to see other user personal view and change their share properties.

I have create a plugin for Xrm toolbox. with the help of this plugin you are able to see Personal views created by other users.

1. Install plugin to XRM toolbox.
2. Open "Personal View" plugin.
3. Click on "Retrieve Users" to get list of all users with that organization.
4. Select any user from user drop down list, it will show all "Personal view" whose owner is selected user.
5. "Double click" on any View from that list. It will show team within user "business unit". and user list and show all access list for that view.
6. Double click on any team or user which is not in access list, it will add user or team in access list.
7. Do required access modification in Access list.
8. Click on "Run" to submit the changes.

Note:- Remove all access from access list for particular team or user, if you want to remove share for that user or team.

Download and install plugin in your xrm toolbox plugin folder.

Download plugin