Friday 31 March 2017

Rename social panel Notes tab in CRM 2016/Dynamics 365

Rename social panel Notes tab as Attachments in CRM 2016/Dynamics 365

  • Create new solution
  • Add existing - Note to that solution
  • Export Translation to that solution
  • Unzip the file and rename the "LocalizedCollectionName" 
  • Rename Notes as "Attachements" 
  • Now zip the files in the directory with the changes
  • Import the Translations
  • Publish All Customization



Note: It supports almost all the versions of on premise and online


Wednesday 8 March 2017

How to get/display Current logged-in User name in Dynamics CRM Portal

How to get/display Current logged-in User name in CRM Portal



This is generic requirement to say welcome message to the logged-in user on any portal.If portal user is logged-in user it will show their name and if not will show as guest user.


{% if user %}
  Hello, {{ user.lastname }}!
{% else %}

Welcome Guest{{user.anonymous}}!
{% endif %}