Tip - How to convert a XML file to filters in Advanced Find in Dynamics 365 (CRM)

Tip - How to convert a XML file to filters in Advanced Find in Dynamics 365 (CRM)

  October 21, 2021    afei2046

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XML fileFor instance, if we’ve already got a XMl file like below, <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="contact"> <attribute name="fullname" /> <attribute name="telephone1" /> ...

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How to configure the Lookup views for a lookup field on a form

How to configure the Lookup views for a lookup field on a form

  October 16, 2021    afei2046

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A Typical Layout in a Lookup FieldBelow information is from Microsoft Doc, you can refer to below link to find ithttps://docs.microsoft.com/en-us/powerapps/user/lookup-fieldbelow is a screen shot of the layout from new Unified InterfaceLegend Look for records: Select the...

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Different types of lookups

Different types of lookups

  October 16, 2021    afei2046

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When you create a new lookup field you are creating a new Many-to-One (N:1) entity relationship between the entity you’re working with and the Target Record Type defined for the lookup. There are additional configuration options for this relationship that are described...

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How to set up Regional Settings in Windows 10

How to set up Regional Settings in Windows 10

  October 11, 2021    afei2046

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Scenario:When you’re using Power BI, Excel, etc., you may come across some data format issues, when you try to import some data that contain the Date & time, Number, or Currency data type. it’s probably because that your system Regional Setting may be not able to recognize...

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How to create a new XrmToolBox connection right away using Connection Wizard

How to create a new XrmToolBox connection right away using Connection Wizard

  October 10, 2021    afei2046

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ScenarioFor some of you that just start using XrmToolBox the 3rd party tool recently, and you may be wondering how to make a connection to one of your Dynamics 365 (CRM) environments as soon as possible, then you can utilize those amazing 3rd party tools in it to improve...

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Tip - How to change Default Font style and size for email form in Rich text editor control in Dynamics CRM

Tip - How to change Default Font style and size for email form in Rich text editor control in Dynamics CRM

  October 09, 2021    afei2046

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Tip - How to change Default Font style and size for email form in Rich text editor control in Dynamics CRMScenario:Sometimes, we would come across a business requirement to change the default font for email forms or some other forms. Unfortunately, there is no such out...

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How to change the default properties of the Rich Text Editor Control

How to change the default properties of the Rich Text Editor Control

  October 06, 2021    afei2046

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The default RTE webresource is available with the display name "RTEGlobalConfiguration.json". This configuration is used for all instances of the RTE control, and can be used to make organization wide changes. This includes RTE used in: timeline rich-text notes, knowledge...

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