Recently we came across this error at a customer site. We had them come back to us stating their workflows did not fire. For On-Premises deployments, it would have always been to first check if the Async services were running but for Online, we couldn’t control the services could we? While for Production environments, we… Read More: The async operation was skipped because the org is in… »
Introduction While doing any development with Dynamics 365 CRM, there might be a requirement of handling a few things like form attributes based on the security role. In many projects or applications of Dynamics 365 CRM where developers have to handle a few fields or tabs of CRM by showing/hiding the same to Dynamics 365… Read More: How to get user’s security role name using client API… »
With the help of our Microsoft AppSource preferred solution Attach2Dynamics, management of Dynamics 365 CRM files and folders on cloud storage viz Dropbox, SharePoint and Azure Blob Storage became easier. The next part is to look after the security of the Dynamics CRM records. The record-based, role-based and field-level security to control access to information… Read More: Document Security and Management with SharePoint Security Sync – SharePoint… »
Introduction “Send Direct Email” button allows to send an email to multiple recipients by using email templates. Also known as direct or bulk emailing. This feature was only available in Classic UI. Now, “Send Direct Email” button is also supported in Unified Interface. By default, the direct email feature is disabled. An administrator must enable the direct email feature. Enable… Read More: Enable “Send Direct Email” button in Unified Interface »
Introduction While working with Microsoft Dynamics 365, it is often necessary to sort view by more than two columns. For example, if we are displaying an Active Accounts view, user might want to display with sorting by Country, City, and ZIP/Postal Code. This would be useful if there are multiple accounts with the same Country… Read More: How to sort view by multiple columns using PowerApps »
Introduction EasyRepro is the library that provides Dynamics 365 CRM developers the ability to facilitate automated UI testing. It provides several methods to interact with Dynamics 365 CRM UI and allows us to use those to perform automated UI testing. In this blog, we will share one hack that we used to validate the test… Read More: EasyRepro – Retrieve record to validate test case »
Dynamics 365 comprises bulk of data that needs to be managed carefully for a quick overview of organizational statistical structure. For this, Reports are maintained in CRM that can be exported for offline consumption to move around in organization for seamless analysis and decision making. This data can be maintained in Reports and Excel/Word Templates.… Read More: 1 Click to Export and auto-send Dynamics 365 CRM Views… »
Microsoft Power Automate Flows are the recommended path forward for extending business logic that traditionally was extended using Plugins and Workflows. For code execution trigger we were only offered message as an option and in case of the update message a step forward to choose the fields that need to be updated for the plugin… Read More: Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions… »
Earlier when we wanted to search a record in an entity, we used to do it through Quick Find search on the entity Grid. However, the 2020 Release Wave 1 new feature – ‘Search this view’ – gives this capability on the grid. It now applies the current view conditions and then searches the fields… Read More: Now get better Quick Find search experience on grid with… »
Thank you for always encouraging us with your kind feedback and love for Inogic Productivity Apps also popularly known as 1 click apps. After 1 Click to Clone, 1 Click to Export we are glad to announce release of another app in our 1 click series, something which you have always missed and wanted to… Read More: Missed the 1 Click “Undo” Button in your Dynamics 365… »