Kanban View or Mind Map View within Dynamics 365 CRM – Make your Choice to Maximize Business Productivity!

Visual representation of data has become the norm today. As visualization makes it quicker and easier to understand any given data, we prefer dashboards, infographics, charts and graphs instead of written text. And keeping this thought in mind, we have brought you two amazing visualization apps for Dynamics 365 CRM/PowerApps – Kanban Board & Map… Read More »

Power Automate: Send an email using the Email Template – Part 2

Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More »

Power Automate: Send an email using the Email Template – Part 1

Introduction What options do we have for sending an email using the email template on specific events/actions in Dynamics CRM? We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ request for this. Now we can do the same thing using Power Automate as well. This… Read More »

How to show Form based on a Condition in Resco Mobile App

With Resco Mobile App, we now have the ability to show a specific form of an entity. The Resco Mobile App provides the feature of ‘Select Form’ to control which form should be displayed based on a condition. Often the use case is that a type (e.g. Option Set) has a dedicated form which should… Read More »

1 Click is all you need to undo & restore Dynamics 365 CRM records!

1 Click… yes, it takes just one click to reverse the actions and restore records in Dynamics 365 CRM to its previous known state. This makes your daily mundane routine work quite effortless and hassle-free. And everyone loves to have smooth and hassle-free work. So, which is this ‘1 Click’ that will make your worries… Read More »

Configure new Timeline features in Dynamics 365 CE

Introduction In the 2020 wave 2 release, Microsoft has released some interesting new features which are now available for early access, among them one feature is customizing the timeline for the below new features. Expand the timeline records by default. Hide “What you’ve missed.” Hide status tags. Show email as Conversation or as individual messages.… Read More »

Field Comparisons now available for Queries in Power Platform

Dynamics 365 CRM and the platform underneath has always provided for a proprietary query language called FetchXML. With the introduction of CRM Online, this became the defacto query language as SQL commands could no longer be used (well querying data through sql is being reintroduced, under preview right now, but that is another topic for… Read More »

Why SharePoint Security Sync is a must have app for Dynamics 365 CRM and SharePoint document management?

Data security is the most important factor for businesses around the world. And as we know, in today’s world we face many threats with regards to data security. In these situations, adding different layers of security to all business data is quite common. You can also do this with our quite formidable Dynamics 365 CRM… Read More »

How to use Receipt Processor AI Builder in Canvas App

As like with every release, Microsoft brings various new features that help to improve productivity and make the user’s life easier and faster. So, here we explore one such amazing feature -Receipt Processor (AI Builder). Before proceeding further, I would like to inform you that to use this feature you need to enable the AI… Read More »