Recently when I was exploring the AI-driven out-of-the-box customer service reports “Customer Service Historical Analytics”, “Knowledge Analytics”, and “Omni-channel historical analytics”. I saw the newly added functionality in the report named “Bookmarks”. The “Bookmarks” feature is an important addition to the reports. Consider a use case where the Service Manager visits one of the report’s… Read More »
Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements, which provides us with a better UI interface along with various configuration settings. Previously only a search button was available for the users to search the records. In this blog, we will have a look at how when you filter… Read More »
Overview Recently, I was working on functionality where we needed to generate access and refresh tokens for third-party apps in Dynamics CRM 365. I had a button on the ribbon bar that would send an OAuth/ authorize request to the third-party app to get an authorization code, which would be returned to a specified redirect… Read More »
Overview We recently got a requirement from one of our clients whose company is a support based-company. Whenever the emails are received in their CRM using flow, they convert those emails into cases. They wanted the content of these emails to be visible in a section of their related case record. Our project was in… Read More »
Introduction While working on a project, there comes a time when you have some value that is unique and needs to be used regularly for your operations. Recently, I too have been through this and found an easy way to optimize the ‘get and set’ of this value by using App Settings. Settings in Power… Read More »
Recently Microsoft released a new feature to increase end-user productivity while using mobile devices and tablets for model-driven apps. In this blog, we have explained the latest enhancements in model-driven apps for Mobile devices and tablets. Lock the tabs on the form By enabling this the tabs displayed on the form will be locked and… Read More »
It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next… Read More »
Filtering the table records for the Multi Choice fields/columns is easier if only one option is selected and can be done using the “Equal & Does not equal” filters present. But while filtering the data when more than one option is selected, the “Equal & Does not equal” filter doesn’t work as required so, in… Read More »
Recently we had a requirement from one of our clients for incorporating the customization in the OOB Field service technician service report in the field service mobile and web app. Microsoft Field Service Reporting is a managed solution that can be installed in the environment. Once you install the solution, the Report will appear on… Read More »
With the Power Apps grid control, users can view, open and edit records from view and sub-grids, an evolution of Power Apps read-only control. In our previous blog, we saw how users can edit records within the grid and do infinite scrolling until they find the records they are interested in. Also, they can configure… Read More »