Dynamics 365 Education and Knowledge

Working with Web resources without planning and organizing could lead to many difficulties related to development, maintenance and troubleshooting. In this previous post , we learned how to add and use namespace in JavaScript . This post will show you two areas to structure and organize your web resources . Visual Studio project In this chapter, I will explain how to create and organize Web Resources project in Visual Studio where you can easily work with web resources files and maintain them under a source control Create a new Class Library (.Net Framework) project and enter its name. I Mainly follow this format: <ClientName>.Xrm.WebResources Add a new folder under the project and name it with the prefix you are usin...

Working with Email Templates is very common and saves a lot of time especially if you have similar emails to send from CRM. The email templates are by default provided for some built-in entities that are listed when you create the template; however, when working with custom entities, it is not straight-forward and you have to do some additional work to make it done. To show you how to add custom entity fields in Email template content, I will create a new custom entity named Project and I will use some fields in order to build the email content In CRM Settings > Templates > Email Templates, create a new template and choose Global for Template Type In the Template screen, enter the Title of the template and the Subject of the email that will be sent To build the email content, ...