Category Archives: Dynamics 365 v9

Providing XML as an input to your Custom Connector Actions

One of the projects we were working on was to integrate with a third-party API that accepted input in the XML format. This is a quick tip on how to pass XML in the action body when it expects JSON. When you try to create a request and add XML string to the body, you… Read More »

Looking for a smart option to manage documents and disk space within Dynamics 365 CRM?

Don’t look further! Attach2Dynamics – one of our Preferred Apps on Microsoft AppSource – is what you need. How? Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization. Seamless Integration with Multiple Cloud Storages When it comes to freeing space… Read More »

How to remove GUID from folder name in Dynamics 365 CRM and SharePoint integration

Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden way to achieve this. It is stored in an OrganizationSettings, though they have not exposed a way on a UI to update this, however, this can be done programmatically. Please follow… Read More »

Send Email is now available on Mobile Apps and Tablets within Dynamics 365

Users can compose, edit and send emails from the Dynamics 365 Mobile App in Dynamics 365 -2020 release wave 2. Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads,… Read More »

Project Oakdale – AKA – APP Development (RAD) for Teams

First impression, Looks like SQL – creating table experience – and yes Tables, not entities. Next thought, Back to MS Access days – do nothing and have a fully functioning app! That’s Project Oakdale! And no, it is CDS framework but it does not include Common Data Model entities – so I had the impression… Read More »

New Alert features within Dynamics 365 CRM to Set User Preference or create Auto-Dismiss or Non-Dismissible Alerts!

Alert! Alert! Getting the right information at the right time is always useful. So here we are, announcing the release of three new additional features of Alerts4Dynamics – your go-to app for managing Alerts & Notifications in Dynamics 365 CRM/Power Apps – a Preferred App on Microsoft AppSource! So, without further ado, let us have… Read More »

Daily, Weekly, Monthly or Annually – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power Apps with Recurring Billing Manager!

Do you find it hard to manage multiple billings in Dynamics 365 CRM? Do you find it tedious to keep track of overdue payments? Don’t look further! Recurring Billing Manager – our popular billing app for Dynamics 365 CRM/Power Apps is just what you need! With a new name, new look and a very user-friendly… Read More »

Link custom entity record with another entity using Timeline Post

Introduction Let’s consider a scenario, you have a custom entity called Resources and you want to link Resource 1 record in any other entity using Timeline post. So here, by default, you won’t be able to link custom entity record. You can see that by default, the below list of OOB entities are allowed to… Read More »