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.

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CRM Single Calendar

Most of the time in Dynamics 365 we needs some functionality for  single calendar where we can find our all work at single glance but their is no such process.

Unfortunately Dynamics not give and built-in capability for this.
But Dynamics 365 developer can build their own customization to achieve this.

This solution provide single calendar for activities (appointment, phone call, task). You can extend the functionality by adding more activities or entity as per your requirement.
It will show all these activities in single glance. User can open activity directly from single calendar. I have add this as web resource, so you can add this in Dashboard or in site map. It have multiple view like month, week or day. User can switch to today any time. You can extend color coding.
I have added bookable resource booking also in this calendar. 
Make if you should comment or remove ' retrieveDatabyFetch(fetchXmlBRB, "1");' function in
'crmCalender.js' web resource.
Now you can also create activities from calendar page.

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Xrmtoolbox SoapLogger

Xrmtoolbox has made Dynamics CRM developer life easy.
Dynamics CRM or now Dynamics 365 provide out of box way to execute our workflows. We can execute on demand workflows from CRM for multiple and single record on click of Run Workflow. In Dynamics CRM 2013 onwords CRM has launched a new process know as Action. We can create Action and call them from JavaScript or plugin. In Dynamics 365 we can call Action in workflow also. But their is limitation in Dynamics 365 that we cannot run Action on single click as we can do for workflow on single click. 

To resolve that I have created a plugin for XRMTOOLBOX, with the help of this Plugin you can execute Action for any entity. It will show list of all Action based on selected entity. It will get one record as default on action selection, but user can change this record id based on their requirement. On click on Run button it will execute that Action and return you request and response string in first text box. On click of >> button it will convert that output string in format that can be used in JavaScript or C# directly. Their are two button in bottom to copy that string to clipboard.

This plugin support .net 4.5.2 version.

You can download plugin form below link. I have also shared the project if any one want to enhance functionality.
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Xrmtoolbox Role Replicator

Xrmtoolbox has made Dynamics CRM developer life easy. 

I have created a plugin for Xrmtoolbox developers with the help of this plugin:-

1. You can check user's Security roles.
2. You can check user's Teams.
3. You can check user's Queue.
4. This tool allow you to copy one user Security roles, teams and Queues to list of selected users. 

Note: Selected users and copy from user should be of same business unit.

This plugin support .net 4.5.2 version.

You can download plugin form below link. I have also shared the project if any one want to enhance functionality.
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Dynamics 365 and Internal Chat

Most of the time in Dynamics 365 we needs some functionality to add Chat.
We want to communicate with Dynamics CRM. There are some third party which allow user chat from Portal to dynamics CRM or Dynamics unified service
Unfortunately Dynamics not give and built-in capability for this.
But Dynamics 365 developer can build their own customization to achieve this.

I am sharing the solution with help of these can integrate Internal Chat in your Dynamics 365.
You can send your instance message to other users. They can see message on single.
I have added a global button in Site map bar. So user can use this feature anytime.

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