Category Archives: Dynamics 365

Easy Configuration of ‘Choices’ Column in Power Apps Portal

Introduction: In this blog, we have explained how to configure the Choices column in Power Apps Portal and how to retrieve the selected options from the same. This latest feature will help us to display the Choices column i.e. Multi-Select Option fields on Basic Forms. To configure this feature in Power Apps Portal, we need… Read More: Easy Configuration of ‘Choices’ Column in Power Apps Portal »

Error Faced while registering Plugin in On-premise CRM

Introduction: In Dynamics 365 CRM, plugin is the most useful component to implement custom business logic. Plugin is the most used feature of Dynamics 365 CRM. Recently, a client requested us to add their functional requirement in Dynamics 365 CRM, so we developed a plugin to fulfill these requirements. But when we tried to register… Read More: Error Faced while registering Plugin in On-premise CRM »

Enhancements in Sales Accelerator using Segments

Introduction: In Dynamics 365 2021 release wave 2, when I was exploring “Sales Accelerator” feature, I came across another newly introduced feature “Segments”. Previously, if you activate the “Sequence” for the “Sales Accelerator” and you want that sequence to work on a particular set of records, then first you have to manually connect the records… Read More: Enhancements in Sales Accelerator using Segments »

How to use the SetValue and Save Methods in PCF Dataset Component

Introduction: As new features and functionalities are being introduced in PowerApps Component Framework, we have observed many new methods in the PCF Dataset Component. In this blog, we will discuss about the new entity record methods which are going to replace the WebApi update methods and custom requests to update the records in the dataset… Read More: How to use the SetValue and Save Methods in PCF… »

Check entity form design of different devices using Power Apps

Introduction: In this blog, we will see how we can test entity form (OOB, Custom) on different devices such as Desktops, Tablets, and Mobile Phones using Power Apps. When we use classic mode to customize entity form, we don’t get the ability to preview the designed entity from on different resolution. To test the form… Read More: Check entity form design of different devices using Power Apps »

How to read the value from a Flip Switch Control in EasyRepro?

Introduction: Over time we have seen how by using EasyRepro we can perform UI Automation testing in Dynamics 365 CRM by getting and setting values in fields of different datatypes. In EasyRepro we do find predefined methods to get and set values of fields of different data types. However, recently while creating an automation project… Read More: How to read the value from a Flip Switch Control… »

‘Error occured.System.Exception: Can not create the routing rule item as selected queue is not of entity type…’ Solved

Introduction: While working with case entity and queue entity in the Customer Service Hub app we encountered an issue which states that we can only route to Entity type queue. After investigating, we found that this issue arises due to OmniChannel Apps installed in Dynamics 365 CRM environment. What is the issue? We created a… Read More: ‘Error occured.System.Exception: Can not create the routing rule item as… »

Reusable components using Component Library in Canvas Power Apps

Reusable components or code blocks have always been the best practice to be followed to avoid re-designing or coding the same components again and again. It also ensures a single centralized location to manage updates or changes. Any change made to this component or code block will auto reflect in all programs that this has… Read More: Reusable components using Component Library in Canvas Power Apps »

Co-presence notification now in Preview for Dataverse and Dynamics 365 CRM

Collaboration is the key to success and being able to collaborate with other users while using an APP is no different. Microsoft has been working on strengthening the collaborations available for Dynamics 365 CRM for a while now. Collaborate using Teams – where there is a channel created with regards to an account and that… Read More: Co-presence notification now in Preview for Dataverse and Dynamics 365… »

Open SMS application with predefined details from Resco Mobile App

Introduction Sometimes while working with the Resco Mobile app, there may be situations where we need to send a SMS to a specific client based on certain conditions; for instance like creating Booking related for Account or Technician started travelling toward the address to visit. So, in order to achieve this, previously there was no… Read More: Open SMS application with predefined details from Resco Mobile App »