In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to… Read More: Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App »
Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure OpenAI, Copilot, and Power Platform. Drawing from a pool of teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered professionally and proficiently. 150+ experts with 15+ years of experience, we provide rapid access to skilled… Read More: Outsource Dynamics 365 CRM and Power Platform Development: 3 Reasons… »
In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this… Read More: How to revert the managed solution’s version in case of… »
Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View”… Read More: Enhancements to ‘Focused View’ and its usage within Dynamics 365 »
Introduction: Microsoft has introduced a noteworthy addition to the Wave 2 release, enhancing the attachment experience within emails. This feature empowers agents, allowing them to work with attachments more efficiently, ultimately saving time and boosting overall productivity. This guide in general provides an outline of how this enhanced attachment experience can overall benefit while working… Read More: Enhanced way of Handling Attachments of Emails in Microsoft Power… »
I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details. After… Read More: Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo »
Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing… Read More: Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM »
Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new… Read More: Group Opportunities for better analysis by aggregating the numeric fields… »
Introduction Work items can be routed using artificial intelligence (AI)-based sentiment predictions in Microsoft’s Unified Routing for Dynamics 365. Let’s say the user begins a customer service conversation via the customer service admin center and notices that the customer is really unhappy. By using this feature, the user could direct the customer to a particular… Read More: Utilize a model for work classification based on sentiment prediction… »
Introduction Dynamics 365 forms offer a powerful platform for customizing user interactions and logic using JavaScript. One often overlooked gem in this toolbox is the isDefaultPrevented() method. This little powerhouse is key to unlocking intricate control over your form’s save behavior, leading to smoother workflows and enhanced user experiences. The isDefaultPrevented() method is available on… Read More: Unleashing the Power of ‘isDefaultPrevented()’ method in Dynamics 365 »