Author Archives: Roohi Shaikh

Embedding Canvas Power Apps to Microsoft Teams

In our previous post, we saw various apps to which a canvas app can be added. In continuation to this, here is another application where the canvas app can be easily added – Microsoft Teams. Moreover, to ease the process of adding canvas apps to teams, you now have an option right there i.e. ‘Add… Read More »

Embedding Canvas Apps within Model Driven Apps, Power Apps Portal, Power BI and Custom Websites

Canvas Apps is the new Citizen developer to quickly design pixel perfect mobile apps with very little to no pro-dev knowledge. While Model Driven apps allow for drag and drop interface for form design, they still do have a strict layout and you cannot really place controls wherever you want. This is where Canvas Apps… Read More »

Power Automate Flows now available from within Business Process Flows

Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More »

Sales Team Member App shows up in Dynamics 365 CRM

In the last few months, there have been a lot of communication being shared around enforcement of the Team Member license. Team member license have been introduced as an option for light-weight users that only need to access customer information and perhaps record activities but not really involved in sales process involving Quotes, Orders or… Read More »

How to run PCF Control in Multilanguage using .resx (resource) files

Introduction In this blog, we will see how to run PCF Control in multiple languages. Let’s consider a scenario where we have one PCF field control, which contains some user interface part which we currently display in only one language i.e English. Now, we want to display PCF control UI part in more than one… Read More »

New way for creating and updating records in Dynamics 365 CRM

Introduction We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The Import Data feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and Excel Online within Dynamics 365 CRM helps us to… Read More »

Creating Activities using Power Automate Flows now possible!

Introduction Power Automate is the next big thing for Microsoft as it helps to perform automated actions and operations without requiring pro-dev capabilities. The power of the flow however, depends on how comprehensive the connectors are. Microsoft has been working to enhance its connectors for Dynamics 365 CRM. This journey started with the release of… Read More »

Notes Analysis from Sales Insights

Introduction Sales Insights is available as an option to configure when Dynamics 365 for Sales is installed. As part of the Dynamics 365 Sales offering, only some of the basic features are available for free. Notes Analysis requires you to have a Sales Insight license. You can enable a free trial of this app though,… Read More »