Author Archives: Inogic

How to update records within Resco Rules for Field Service Mobile App

Introduction Field service mobile app provides information which is essential for Field technicians to work at customer location and complete their work orders on time. There are various features that are available while working with customization of the Field Service Mobile app. Woodford is the configuration for customizing components for Field Service Mobile app. It… Read More »

1-Click to deep clone Dynamics 365 CRM records with hierarchical relationships

As Dynamics 365 CRM/PowerApps users have a continuous need to create duplicate records it eventually turns to be a hectic job tiring the workforce. Creating bulk of duplicate records not only is tiresome, but also at the same time takes up a lot of your productive time. A solution for this would be cloning similar… Read More »

Use Playbooks in Dynamics 365 CE

Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customizations like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created… Read More »

Webinar – 1 Click to export, schedule, email, attach as note or upload Dynamics 365 CRM reports/templates to SharePoint!

Yes, you read it right! Join us for Live Webinar to know how our 1-Click Productivity App – Click2Export, the Microsoft Preferred App on AppSource makes exporting Report, Word and Excel Templates impeccable. Click2EXport is a 1-click productivity app for Microsoft Dynamics 365 CRM which allows users to export Dynamics 365 CRM Report, Word or… Read More »

How to Add PCF Data-set Control in Dynamics 365 CRM

Introduction: PCF (PowerApps Component Framework) are used to create Field type and Data-set type code components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. In this blog, you will be given information about how to add Data-set control and where you can see… Read More »

Avoid delegation while filtering records in Power Apps

Introduction Delegation in Power Apps means process of retrieving data to the data source itself. This means Power Apps will retrieve small amount of data to make sure the performance is consistent. We often get delegation warning when we filter huge data source in Power Apps as shown in below screenshot. To avoid the delegation… Read More »

Smart and Secure way to manage your attachments on SharePoint, Dropbox and Azure Blob Storage within Dynamics 365 CRM

Attach2Dynamics has covered a huge milestone in a limited period of time and continues to pave its way in the process. This app for Dynamics 365 CRM and PowerApps is now a preferred solution on Microsoft AppSource. It does cater to all industries but one of the industries that have benefitted majorly with Attach2Dynamics is… Read More »

How to Convert Personal View to System View in Dynamics 365 CRM

Introduction In this blog we are going to explain how to convert personal views into system views without any coding or without using any third party solution. System views, similar to Public views are automatically created by Dynamics 365 CRM on installation. Why we need to convert personal views to system views? Personal view is only… Read More »