Category Archives: Dynamics 365 v9

Associate / Disassociate two entities with 1: N and N: N relationship using Relate & Unrelate records in Power Automate

Introduction Power Automate has been introducing new features and one of them is ‘Relate/Unrelate Records’ feature. This is a step towards new common data service connector and it supports 1: N, N: N relationships. Now, let’s see with an example how it works. We have two entities ‘Contact’ and ‘Web Role’ and there is N:… 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 »

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 »

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 »

How to use Enhanced Reference Panel in UCI for rendering multiple sub-grids

Introduction: Enhanced Reference Panels is now available in UCI/UII Client. Reference panel have been around for a couple of versions now. However, it has gone mostly unnoticed and under-utilized. Reference panels are a good way to organize sub-grid information without utilizing too much of the screen space. It is compact and allows quick access to… 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 »