Category Archives: Dynamics 365 v9

Power Automate: Send an email using the Email Template – Part 1

Introduction What options do we have for sending an email using the email template on specific events/actions in Dynamics CRM? We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ request for this. Now we can do the same thing using Power Automate as well. This… Read More »

How to show Form based on a Condition in Resco Mobile App

With Resco Mobile App, we now have the ability to show a specific form of an entity. The Resco Mobile App provides the feature of ‘Select Form’ to control which form should be displayed based on a condition. Often the use case is that a type (e.g. Option Set) has a dedicated form which should… Read More »

1 Click is all you need to undo & restore Dynamics 365 CRM records!

1 Click… yes, it takes just one click to reverse the actions and restore records in Dynamics 365 CRM to its previous known state. This makes your daily mundane routine work quite effortless and hassle-free. And everyone loves to have smooth and hassle-free work. So, which is this ‘1 Click’ that will make your worries… Read More »

Building Custom Connectors for Power Apps and Power Automate Flows – Part 1

Custom logic has until now and still being developed mostly as plugin or workflow assemblies. If you wanted to extend the default behavior of the platform on certain actions like create or update record, you developed either a plugin or workflow and then had to use the Plugin Registration Tool to register this on the… Read More »

Mixed Reality Solutions with Power Apps / Dynamics 365 CRM / CDS

In recent times Pokemon Go was a mixed reality game, it showed pokemon characters in your real surrounding using the camera of your mobile phone. And that kind of brought about ideas to present customers with the ability to view the products in their own surroundings that would help them try placing the objects in… Read More »

Apps that best suit your needs, budget, and business – Power Platform ISV Showcase – Your favorite ISV’s under one roof #xrmvirtual

Yes, you read it right! Your favorite Dynamics 365 / PowerPlatform ISV’s under one roof right at the convenience of your home, hosted by xrmvirtual user group. Add to Calendar now for First virtual ISV/Partner Day where you can experience a selection of excellent apps from around the world built on the Microsoft Dynamics 365… Read More »

How to do Sales Forecast Projection in Dynamics 365 CRM using Trend Charts and Flow Snapshots

Introduction In the previous article , you saw that we only had the ability to create an org chart forecast and territory forecast. But now while exploring the ‘Sales Forecast’ feature I noticed a new option named ‘create from scratch’. In this extended blog, we will explore Sales Forecast experience through ‘create from scratch’. Organizations always… Read More »