Category Archives: Dynamics 365 v9

How to set or map null value in Lookup Field using Power Automate CDS Connector (Current Environment)

Introduction Power Automate is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers’ help. In this blog, we will explore how to set a lookup field as null while mapping the Lookup field with another record’s lookup field which has null value. We can… Read More »

Text Functions Action in Power Automate within Dynamics 365

Introduction Whenever we want to extract part of a string, a common question comes to mind -how do we achieve this? In Power Automate, previously we used to write some expression manually like split, substring and so on. But now, in the recent update of Power Automate, it now gives you prebuilt actions for text/string… Read More »

Get Parent Record ID Using Dynamics 365 CRM Client API

Introduction There are a number of client APIs provided by Microsoft that helps developers work seamlessly with D365. One such useful method is getPageContext() in Xrm.Utility that can be used to get page context as an object representing the page. In this blog, we will see how we can use this method. For an instance,… Read More »

How to use Sales Accelerator (Preview) feature in Dynamics 365 CE

Microsoft has included quite a number of new capabilities in Dynamics 365 Wave 2 Release. In this blog, we will focus on one of the features under Sales Insight called Sales Accelerator. The first thing that we would like to emphasize is that please beware that this is preview feature and to use this feature,… Read More »

How to add Dynamics365 Report in Notes of the Current Entity Record in Resco Mobile App

Introduction Recently we had a business requirement where we needed to add Dynamics365 Report as a Note of the current entity record in Resco Mobile App. So to achieve this, we followed the below steps: 1. We added a custom button (i.e.Command) on the Entity Form of the Invoice 2. Then we added an “HTML”… Read More »

Kanban View or Mind Map View within Dynamics 365 CRM – Make your Choice to Maximize Business Productivity!

Visual representation of data has become the norm today. As visualization makes it quicker and easier to understand any given data, we prefer dashboards, infographics, charts and graphs instead of written text. And keeping this thought in mind, we have brought you two amazing visualization apps for Dynamics 365 CRM/PowerApps – Kanban Board & Map… Read More »

Power Automate: Send an email using the Email Template – Part 2

Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More »

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 »