Category Archives: Dynamics 365

Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE

Use Business Process Checklist for guided selling in Dynamics 365 for Sales Automate repeatable tasks and enforce best practices for day-to-day sales processes using your own customizable Dynamics 365 CRM Playbook using Inogic’s Business Process Checklist. Managers and admins can create plans in the form of checklists/to-do lists or processes for their users to follow… Read More: Launch Playbooks using sales insight cards (assistant V3) in Dynamics… »

New activity dropdown to show only relevant activities in Dynamics 365 CRM

Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will walk through the features of ‘New Activity’ dropdown that shows only relevant activities in the model-driven app. Activity Dropdown to show only relevant activities: Initially, ‘All activities’ were being displayed in Dynamics 365 CRM irrespective… Read More: New activity dropdown to show only relevant activities in Dynamics… »

Editable Grid feature in Model-driven apps with Power Apps grid control

Introduction: Microsoft has brought in some intuitive features in its 2022 Wave 1 release. In this blog, we will explore the new editable features in the Power Apps grid control in model-driven apps. There are two primary additions to the new Power Apps grid control (preview) for model-driven apps: Infinite scrolling: Users no longer need… Read More: Editable Grid feature in Model-driven apps with Power Apps grid… »

Use of “Close all Quotes” button to close all Quotes of opportunity in Dynamics 365 CRM

Introduction: In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity entity. Scenario: We have one Opportunity with multiple Quotes which are in ‘Draft’ status. Due to some product irrelevancy, we have lost the… Read More: Use of “Close all Quotes” button to close all Quotes… »

Perform activities from sequence step in Sales Accelerator and correlate it with timeline activities

In this blog, we will see how the sequence feature makes teamwork or Sales Manager’s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1 and blog 2 ) we have shown how to configure Sales Accelerator and create Sequence. Now, let’s see some… Read More: Perform activities from sequence step in Sales Accelerator and correlate… »

How to hide Ribbon Bar options

Introduction: Recently we added a PCF Control for our entity which didn’t have any interaction with ribbon bar options. Hence, we wanted to hide the ribbon bar options like commandbar, viewSelector, quickfind and groupby. We achieved this by setting the following properties in ControlManifest file: cds-data-set-options=”displayCommandBar:false;displayViewSelector:false;displayQuickFind:false;displayGroupBy:false;” Given below is the PCF Control for our grid… Read More: How to hide Ribbon Bar options »

Sequence Stats and Reshuffling of columns in Sales Accelerator

Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: “Sequence Stats”: Used for comparing sequence performance statistics over… Read More: Sequence Stats and Reshuffling of columns in Sales Accelerator »

File Picker in PowerApps Component Framework

Introduction: There are many methods in PowerApps Component Framework (PCF) that allows you to create more productive and less dependent components. In PCF, you may have created many components to pick something like Color, Date etc. from a third party UI framework. However, what if I tell you that you can now pick files in… Read More: File Picker in PowerApps Component Framework »

Add functionality on opening of a knowledge article using the addOnResultOpened API

Introduction: As we all know, Microsoft’s most recent release of the Client API References includes a slew of new features. Microsoft offers several Client APIs that allow developers to seamlessly interface with Dynamics 365 CRM. In this blog we’ll look at one of the Client APIs that uses Knowledge Base Search Control and call specific… Read More: Add functionality on opening of a knowledge article using the… »

Open the respective Knowledge Base search result using the openSearchResult API

Introduction: Microsoft presents a range of client APIs that enable developers to interact flawlessly with Dynamics 365 CRM. One of its recent addition is the openSearchResult, which opens one of the knowledge base article listed as per the search in the search control. Now whenever we search for any article in knowledge based search control,… Read More: Open the respective Knowledge Base search result using the openSearchResult… »