Introduction In our recent project, we created a PCF Control in which we designed a date-time control. In the same control, we had a requirement to format the input date value to the given Date/Time field behavior in the date/time field of Dynamics 365 CRM. In Dynamics 365 CRM, date/time field have three types of… Read More: Format date-time value using Formatting API in PCF Control »
Since the global pandemic of 2020, digital transformation has witnessed unprecedented growth and development. The manner of data storage, too, has inclined more towards public cloud services. According to Gartner Inc, by 2024, more than 45% of the IT spending would be shifting to cloud services from traditional technology. In this situation, Microsoft Dynamics 365… Read More: D365 CE Summit: Explore Real-Time Location Tracking, Auto Scheduling, Territory… »
Introduction The sales forecasting feature of Dynamics 365 is useful for sellers and their managers to track the sales performance against Targets & Quotas. Recently when I was exploring the sales forecasting feature of Dynamics 365 in 2022 release wave1, I came across many enhancements in the forecast configuration. In the previous blog, we have… Read More: Exploring additional filtering capabilities in Sales Forecasting »
In recent years, subscription-based businesses have seen tremendous growth. This has also led to the growth of many third-party subscription management apps that helps businesses smoothly manage their subscription processes. Even though you have your own CRM application, it becomes necessary to incorporate one or the other kind of add-ons to effectively manage the rising… Read More: End your subscription woes with the new-age Microsoft Dynamics 365… »
Introduction: The Canvas app provides us with a visually rich representation of our data on mobile devices. Recently we came across a couple of requirements where we were needed to conditionally show respective options in the Dropdown and also conditionally disable the dropdown in the Canvas app. Now, let’s see the detailed steps on how… Read More: Conditionally Modify the Dropdown in the Canvas App »
Introduction The ability to search a record by scanning its barcode is an intuitive and useful feature making the searching process quite easier. In our previous blog you saw adding of the Barcode field in the Case form. By adding this you can scan any Barcode and unique value of that Barcode will get updated… Read More: Global search and Barcode scanning in Field Service Mobile App »
Now-a-days, more and more organizations are implementing gamification techniques in their business processes. From entertainment industries to logistics, you can find gamification has become a part and parcel of daily routine work. Why? Because gamification is a powerful mechanism that excites and engages everyone. It relates to basic human drives like motivation for mastery, desire… Read More: Webinar: Microsoft Dynamics 365 CRM Gamification to improve user adoption,… »
Introduction: In the recent Microsoft update, Dataverse Tables UI has been enhanced to help users edit/manage data easily in Power Apps and focus more on their work. Now, let’s explore the new UI of Dataverse Tables! Searching for Tables is now easier: Now you can easily find the required tables based on the classification added… Read More: The new look of Dataverse Tables! »
Introduction Using AI-based suggestions for similar Cases and Knowledge articles that have been successfully resolved and published previously helps a Salesperson in swiftly finding the proper solutions which increases the salesperson’s productivity in providing better and faster service to the customer. The AI-based recommendations for similar cases and knowledge articles appear in the smart assist… Read More: AI model-based suggestions for similar Cases and Knowledge Articles within… »
Introduction: In this blog, we will check how can we get the entity record information that is set in lookup control without losing the main entity form context. Problem: While we are on a record form of an entity, if we want to get the information about the record that is set in a lookup… Read More: How to retrieve set lookup record information using addOnLookupTagClick() function »