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Did you know on Dynamic 365 Sales Hub aa new feature has been added in 2020 release wave 1.

I was working on custom entity on the sales hub and there is a requirement to add a sub grid to fetch existing products from “product catalog”.

Here is the magic..

so you can add the products directly instead of clicking on the “+” sign on web client previously.

I hope this helps.

I have been working on new Unified Interface upgrade from web client of Dynamics 365 Customer Engagement..

Client have complained that they are not able to see the “Business Process Flow” on the case form when opened.

As you all know when you are transitioning from web client to New Unified Interface you will need to check your solution with solution checker.

Simple solution is to open the “customer service” app on the app designer and select the Case entity and add the missing “Business Process Flows” to the entity.

similarly if there is any forms missing for particular entity just add them to the related entity then save, validate and publish.. finally “Play” the app from the app designer itself.

I hope this helps.

A very happy new year 2020.

Today i am going to share a tip on how to populate custom entity on the Unified Interface of Dynamics 365.

Suppose you have created a custom entity on web client of Dynamics 365 and published the entity and when you see on the web client it is showing the entity, but when opened the Unified Interface is not.

Resolution: open the Model driven App from the customizations area and add the custom entity over there and publish the entity app.
Dynamics 365 > Settings > Customizations > Model-Driven Apps

once you add the custom entity then save and publish.

Finally add the custom entity to the site map.

Now open the Sales Hub navigate to the section, there you can see the Sample Request entity.

I hope this helps.