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Email Signatures in Dynamics 365 9.X

It is an interesting feature to add your different Email Signatures for every email that you send, like the same we do for outlook.

Follow the below steps to create Email Signatures in Dynamics 365 9.X.

Step 1: Login Dynamics 365 CRM and Click on Settings/ Gear Icon on the Top Right Corner of the CRM page.

Email Signatures - Options

Step 2: Click on Email Signatures and Click on New.

Email Signatures - Create New

Step 3: New Email Signature record will be opened and give the Title of the Signature, select the Language and custom Email Signature in the Email Body.

Save the record.

If you want this Email Signature to make it as Default for any Email that you send, click on Set as Default button on the Ribbon.

Email Signatures - Save Signature

If you don’t want this signature to be default, then click on Remove Default on the Email Signature record.

Email Signatures - Remove Default

Step 4: To test this Signature, Go to Sales -> Activities and click on Email button on the ribbon.

Email Signatures - Create Email record

Step 5: New Email record will be opened with the Default Signature.

If you want to insert any other signature, click on INSERT SIGNATURE button on the ribbon.

or

Click on the Icon as shown in the below picture.

Email Signatures - Insert Signature in Email

Hope you have learned a new feature today 🙂

 

USD 3.3: Help Improve Unified Service Desk

Ajit Patra

Help improve USD means Unified Service Desk sends information to Microsoft anonymously different data such as:

  • Operating system version and bit type

  • Web browser application and version
  • Unified Service Desk version

  • Number of monitors used and screen resolution of the primary monitor

  • Device processor class and RAM details

With the new version of USD released recently(USD 3.3) this option is ENABLED by default.

If USD administrator wants to DISABLE this option, then below are the steps to do it:

  1. Go to Settings–> Unified Service Desk
  2. Go to Options
  3. Click on New and create the new UII option as shown below:

False

In the earlier version of USD released for Dynamics 365 online, this option is DISABLED by default, which can be ENABLED by following above steps with value field as “TRUE” as shown below:

True

Another way to control this option of sending information to Microsoft is by Activating/Deactivating the UII option(HelpImproveUSD

View original post 37 more words

New API Limits – Dynamics 365 (8.x, 9.x)

Bansal Blogs - Microsoft .Net Technologies

There is a recent change which limits number of API calls per user within 5 minutes of interval. When limit is reached, exception will be thrown for more API calls. This new limit will make sure users making more calls not impacting any other users.api_calls_11Limit – 60,000 API requests per organization per user within five minutes of interval which is equivalent to 200 requests per second. ExecuteMultiple request will be counted as 1.

Exception Message – In case limit is reached, platform will throw below message:

Number of requests exceeded the limit of 60000, measured over time window of 300 seconds.

Impact – New limit of 200 API requests per second is very generous limit and is hardly achievable keeping execute multiple will be counted as one. This limit might overcome where large data migrations or integrations require heavy data volume to be processed or migrated. It depends upon…

View original post 79 more words

Dynamics 365 CRM V9+ New Feature: Dependent Attributes in JavaScript

Prashant Maurya

Dynamics 365 9.0 has introduced a new feature that enables adding field dependency with a JavaScript web resource. It gives below benefits

  1. It will restrict deletion of field(s) if it is being consumed in a js web resource. In earlier versions user was able to delete field(s) even if it is used in a js logic, and it causes exception in js execution.

  2. Dependent field(s) value will be available on form UI, even if it is not added on form. That’s right you don’t have to fetch its value from CRM now (earlier we have to fetch field(s) value using odata or web API if it is not available on form and its value is needed in js logic.)
  3. js web resources will be shown in field dependencies.

    To add attribute dependencies, follow below steps

    1. Open a web resource (from a solution, this option is not visible if you open…

View original post 52 more words