Author Archives: Inogic

Find records in Dynamics 365 CRM using Semicolon Separated Text

Introduction In this blog, we will see how to find records using semicolon separated text in lookup field in Dynamics 365 CRM. Recently, we were working on a requirement to check whether the records value are being updated correctly or not. So, to test this we followed the steps mentioned below: 1. Go to Advanced… Read More: Find records in Dynamics 365 CRM using Semicolon Separated Text »

Integrating PowerApps and Power BI to build Multifaceted Apps

Introduction: PowerApps and Power BI can work together regardless of who is hosting. You can embed a PowerApps inside Power BI or vice versa. By combining Power BI and PowerApps together users can build great apps possessing powerful analysis and visualization as well as capability of enabling people to act right away at the same… Read More: Integrating PowerApps and Power BI to build Multifaceted Apps »

Set Regarding and Party list field in Dynamics 365 CRM UCI using Open Entity Form

Introduction With the release of Dynamics 365 V9.0 many client API has been changed. The list of the client API in which Dynamics 365 v9.0 is supported is available here. In this blog, we will see how to set regarding and party list field using open entity form in UCI. We had a requirement to… Read More: Set Regarding and Party list field in Dynamics 365 CRM… »

How to access Source Element of Relationship while creating new records in Resco Mobile App

Introduction Recently we had a business requirement in which we needed to create child records of Account entity from Parent Account record with pre-populated ‘Account Type’ field. For example, we have an Option Set field (‘Account Type’ with four options Architects, Customers, Designers and Drafters) and four Entity Lists added on the Account Entity Form.… Read More: How to access Source Element of Relationship while creating new… »

Execute multiple FetchXML and OData queries using Batch request

We have developed an application to fulfill one of our clients’ requirement. In that application we have perform multiple retrieval operation from CRM (around 10) either using FetchXML or OData of different entities. So, when we retrieve records from Dynamics 365 CRM of different entities for each retrieve operation it takes around 300 milliseconds and… Read More: Execute multiple FetchXML and OData queries using Batch request »

How to Detect Dataset PCF control is set for Home grid or Sub grid

Introduction In this blog, we will see how to identify whether the current Dataset PCF control is used for home grid or sub grid of Dynamics 365 CRM. Problem: Create one Dataset PCF control and set that control on Account entity home grid. In this control read the current entity home grid records using view… Read More: How to Detect Dataset PCF control is set for Home… »

Create Announcements, Alerts and Notifications to improve your Sales and Customer Service with Alerts4Dynamics in Dynamics 365 CRM

Ever since the launch of Alerts4Dynamics the number of downloads has been on the rise every day, but the best part is your astounding feedback. We are glad that with Alerts4Dynamics, we are able to serve the Dynamics community again and be a source of enriching experience. Recently we conducted a webinar for Alerts4Dynamics for… Read More: Create Announcements, Alerts and Notifications to improve your Sales and… »

How to Convert Currency Field Value as per logged in user’s Currency setting in SSRS

Introduction In this blog, we have explained how to convert currency field value as per the CRM logged-in user currency setting. Thus, it would be helpful for user to get the converted amount in their selected default currency. For example: User ‘A’ entered the amount as USD 10 and User ‘B’ have default currency as… Read More: How to Convert Currency Field Value as per logged in… »

Introducing Microsoft Wave 2 Release New Feature – High Density Header

Introduction With the commencement of Wave 2 Microsoft has introduced another cool feature – ‘High Density Header’. Well, High Density Header is a different approach towards the visual representation of form headers. This is also a step towards making the Unified Interface the primary Interface as this feature even though is implemented by default only… Read More: Introducing Microsoft Wave 2 Release New Feature – High Density… »