Author Archives: Inogic

Explore the new “Open Folder” button within Dynamics 365 CRM to open SharePoint site – Document Management gets more flexible!

Attach2Dynamics – a Preferred App on Microsoft AppSource – is a one stop solution for managing documents/attachments in multiple cloud storages from within Dynamics 365 CRM/Power Apps. SharePoint, Dropbox or Azure Blob Storage – Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments in any or all of these cloud… Read More: Explore the new “Open Folder” button within Dynamics 365 CRM… »

Enhanced experience for Product Properties in Dynamics 365 CRM

The product properties concept used in the product is an important feature of the Dynamics 365 Product Catlog. In this blog, we will have an overview of the new features and improvements included while using product properties in the D365 online release. Defining product properties is useful to distinguish one product from another. You can… Read More: Enhanced experience for Product Properties in Dynamics 365 CRM »

Managing header and footer of the form in Dynamics 365 using Client API

Introduction In this blog, we will see how to show/hide header and footer parts using Client API. As we know, form is divided in 3 parts i.e. Header, Body and Footer. Let’s discuss how to show/hide header and footer section using script. Header Section: The header is divided into 3 elements 1. Header Command Bar.… Read More: Managing header and footer of the form in Dynamics 365… »

Matrix Dynamic Component within Inspections for Dynamics 365 Field Service

Introduction Field Service Inspections are used by Technicians to log the answers for various questions while working on the work orders. These questions can be related to Security Queries, Asset Property Details, Pass-Fail Test for asset-based on various measures, Customer Signature, Customer Feedback, etc. Microsoft has introduced this Inspection Template feature in Dynamics 365 Field… Read More: Matrix Dynamic Component within Inspections for Dynamics 365 Field Service »

Using Enhanced Delegation for CDS in Canvas App

Introduction Canvas App is used to perform all kinds of functionalities on the mobile app. In some apps we need to perform various operations. For example, we can search a particular word using a specific letter and finding the count of records as a result. To achieve this, we use functions in the Canvas App.… Read More: Using Enhanced Delegation for CDS in Canvas App »

Parse XML in Power Automate and Create records in Dynamics 365 CRM

Introduction In Dynamics 365, we can create multiple records through the OOB Import method, by using SSIS Package. In this blog, I will show how to create multiple records from XML using power automate. Microsoft introduces many new functions, which we can use in Power Automate. Please find the below reference link of the functions.… Read More: Parse XML in Power Automate and Create records in Dynamics… »

Create Alerts & Notifications in Dynamics 365 CRM for task, event or occasion of your choice and effectively manage it too!

Business meetings, appointments or bill payments – most of us have reminders set for each of these day-to-day activities. This ensures that we are up-to-date for meetings, be on time for appointments and pay bills on time. And what if you could implement this in your work? Reminders or notifications that will alert you of… Read More: Create Alerts & Notifications in Dynamics 365 CRM for task,… »

Bulk Edit Multiselect optionset/choices fields using Microsoft Power Automate

Introduction I ran into a situation where I need to edit the Multiselect optionset (choices) field in bulk. I thought it could be easily achieved by using the Bulk Edit option but there was a problem. I could not do that because when I select the records and click on Bulk edit, the form does… Read More: Bulk Edit Multiselect optionset/choices fields using Microsoft Power Automate »

How to show Command Bar on PCF Component added to Sub-grid

Introduction PowerApps Component Framework is a natural successor of Web Resource. It gives us the choice to create field and dataset components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. While we were working on a request for a dataset PCF component that… Read More: How to show Command Bar on PCF Component added to… »

Automate a process to pick files from the on-premises network and upload them to Dynamics 365 CE (Online)

Introduction Using the Power Automate (Flow) and an on-premises data gateway, we can automate a process for organizations where they want to communicate their systems from on-premises networks to Cloud. For example, automating a routine task when a defined event triggers on on-premises networks or local servers. Defined event maybe when a file is created… Read More: Automate a process to pick files from the on-premises network… »