How-To

Creating a customer record when status on contact record changes in Dynamics 365

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In this How-To article, I will cover how we could create a record on the Customer entity if a contact status gets updated with status reason = customer. In the last How-To article, we covered how to create a ribbon/button to change the status on one or multiple contacts. Now we want to create a …

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Creating ribbon for entity main grid in Dynamics 365 (Ribbon for multiple selections)

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In this How-To article, I will cover how we could make a button in Dynamics 365 using Ribbon Workbench. The button will be located in the main grid of the contact entity and will appear when you select multiple records. When no records are selected, the button is hidden. Business case As a salesperson for …

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