Category Archives: Dynamics 365 v9

How to bookmark activities on the timeline in Dynamics 365 CRM

Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks… Read More: How to bookmark activities on the timeline in Dynamics 365… »

Simplify Form Design using Associated Grid Control

The newly introduced Associated Grid Control allows us to enhance the form’s simplicity and readability by showcasing related record details up to four subgrids. This Associated Grid Control is available for all tables. Steps to configure the Associated Grid Control, 1. Navigate to https://make.powerapps.com 2. Select the environment that contains your solution and select Table… Read More: Simplify Form Design using Associated Grid Control »

Create a Journey with Copilot in Dynamics 365 Marketing (Customer Insights – Journeys)

In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 2. Anyone can now quickly construct customer journeys with Dynamics 365 Marketing (Customer Insights–Journeys), including those who have never done it before. The journey will be built for you by Copilot’s generative AI if you just describe… Read More: Create a Journey with Copilot in Dynamics 365 Marketing (Customer… »

Improvements in Sales Accelerator: Making Work Easier with Microsoft’s New Features

In the world of digital tools, Microsoft always tries to make things easier for people. Recently Microsoft released a new feature to increase end-user productivity and help users plan and prioritize their work items. It’s called the Sales Accelerator. In this article, we’ll talk about the new things in Sales Accelerator that can help you… Read More: Improvements in Sales Accelerator: Making Work Easier with Microsoft’s New… »

How to Make Elastic Tables in Microsoft Dynamics 365 CRM

Elastic tables are a new feature in Dynamics 365 Dataverse. They come in four types: Standard, Activity, Virtual, and Elastic tables. Elastic tables are designed to handle data that changes a lot. They are great when you have data that might look different depending on the situation. In this blog post, we will talk about… Read More: How to Make Elastic Tables in Microsoft Dynamics 365 CRM »

Boosting sales efficiency with Sales Copilot in Microsoft Dynamics 365 CRM

Say hello to Microsoft Sales Copilot – it’s like a buddy for folks who sell things. This friendly helper is all about making your work easier and helping you do a better job with your customers. You can find Sales Copilot in places where you usually work, like Outlook, Microsoft Teams, or Dynamics 365 Sales.… Read More: Boosting sales efficiency with Sales Copilot in Microsoft Dynamics 365… »

How to resolve the Filtered Lookup Dialog Challenge in On-Premise Dynamics CRM Using Xrm.Utility.lookupObjects Script

As part of our ongoing work, we are actively engaged in the development and deployment of one of our products. Our primary objective is to make it fully functional in an on-premises environment. During this process, we encountered a significant issue while executing an HTML page on the on-load event of one of the entities… Read More: How to resolve the Filtered Lookup Dialog Challenge in On-Premise… »

Using New Bulk Operation Messages in the Plugin

Make your developers’ lives easy with yet another feature added to Microsoft Dynamics where they can perform operations using new plug-in messages that have been Introduced for bulk operations as below. Let’s dig into this preview feature! CreateMultiple: Creates multiple records of the same type of entity in a single request. Example: UpdateMultiple: Updates multiple… Read More: Using New Bulk Operation Messages in the Plugin »

Navigating the ‘RenderTemplate’ Request using HTTP Web Request

Discussing how to generate Excel documents in Dynamics 365 CRM using a non-documented “RenderTemplate” request. We also explore its uses in the native CRM environment, while overcoming sandbox isolation mode limitations within HTTP web requests. We also provide JSON format to successfully execute the requests. Recently, we encountered a unique requirement, we needed to generate… Read More: Navigating the ‘RenderTemplate’ Request using HTTP Web Request »

Enable and use the integrated search providers as filters for knowledge search

“Any sufficiently advanced technology is equivalent to magic”- Arthur C. Clarke Microsoft’s additions to its enhancements of technology Waves are designed to resolve client pain points further. Integrated search providers, enabled as filters to speedily filter the knowledge articles are one such addition. Microsoft has come up with another addition to the enhancement of the… Read More: Enable and use the integrated search providers as filters for… »