New button is not enabled in Active Bookable Resource form Unified Interface

New button is not enabled in Active Bookable Resource form Unified Interface

Setting->Customization->BookableResource Entity, On the outlook and Mobile section "UnCheck the Read only in mobile"

Run workflow is missing on Dynamics CRM Unified Interface

Run workflow is missing on Dynamics CRM Unified Interface

It is moved under the Flow

Setting is not available in Dynamics 365 CRM Unified interface(new version)

Setting is not available in Dynamics 365 CRM Unified interface(new version)

Open the any CRM click setting wheel icon on the top right corner, where you can find the Advance setting. It will open the CRM setting customization page.

Download/Edit existing word template from Dynamics 365

Download/Edit existing word template from Dynamics 365

There is no direct ways to download the existing download template in Dynamics CRM. In order to do that it we can do it from SDK code.

            Guid templateId = new Guid("3AE567D9-BEB5-E711-8147-E0071B6AE051");
            Entity objDocTemplate = objService.Retrieve("documenttemplate", templateId, new ColumnSet(true));

            if (objDocTemplate != null && objDocTemplate.Attributes.Contains("content"))
            {
                var ms = new MemoryStream(Convert.FromBase64String(objDocTemplate["content"].ToString()));
                var fs = new FileStream(@"C:\LOAWordTemplate.docx", FileMode.CreateNew);
                ms.CopyTo(fs);
                fs.Flush();
                fs.Close();
            }

Remove/Hide the Assistance tab from Dynamics 365 CRM

Remove/Hide the Assistance tab from Dynamics 365 CRM

If you want to remove/hide the assistance tab in Dynamics 365 CRM. You can do either uncheck base cards from Settings->Sales AI->Assistance or do coding

In the Organizations entity set the "ispreviewenabledforactioncard" as false

Agreement Booking Date is not generating for monthly recurrence in field service

Agreement Booking Date setup(Recurrence)

When we configure as monthly booking date is not generating.

Solution:
The recurrence start and end date must be fall in between agreement start and end date.