Category Archives: Dynamics 365

3 Best Practices for Increasing your Lead Conversion Rates – Lead Assignment and Distribution Automation in Dynamics 365 CRM is what you need!

Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More: 3 Best Practices for Increasing your Lead Conversion Rates –… »

Perform changes in Power Apps Portal with newly introduced Microsoft Power Platform CLI

Introduction: Microsoft recently introduced Microsoft Power Platform Command Line Interface to perform various operations on Microsoft Dataverse environments, Power Apps Portal, PCF, Plugin, Solution, Admin, and Canvas by using Visual Studio Code. In this blog, we will be focusing on Power Apps Portal and will see how we can connect Portal using Microsoft Power Platform… Read More: Perform changes in Power Apps Portal with newly introduced Microsoft… »

How to convert an editable Basic Form (Entity Form) to read mode programmatically in Power Apps Portal

Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even… Read More: How to convert an editable Basic Form (Entity Form) to… »

How to get quick results by using ‘Global Intelligent Search’

Introduction: In the recent release, Microsoft added one powerful feature called ‘Global Intelligent Search’. In this blog, we will see how the admin can enable this for the organization and how it helps the user, and some tricks to get quick results. Enable Relevance Search: In the Power Platform admin center, select an environment. Select Settings> Product > Features. Under Search,… Read More: How to get quick results by using ‘Global Intelligent Search’ »

Get 360 degrees view of your Customer using Dynamics Customer Insights

A recent addition to the suite of “insights” applications has been the Dynamics Customer Insights. This is a standalone application that can be subscribed to and is part of their Customer Data Platform offering. The idea behind this app being the ability to collate customer information including transaction history or behavioral actions across multiple systems… Read More: Get 360 degrees view of your Customer using Dynamics Customer… »

Get Quick details on new Async OnSave Event in Dynamics 365 CRM

Introduction: I am sure you may have used OnSave event several times in your projects. We generally use this event and write code in it to do some validation on record to restrict the user from saving the record (using prevenDefaults method). The nature of OnSave event is synchronous. It is not right to call… Read More: Get Quick details on new Async OnSave Event in Dynamics… »

How to Identify missing permissions in Dynamics 365 CRM

Introduction: Dynamics 365 CRM security module plays a very crucial role in terms of managing data like limiting the access to data for each department/team/user in an organization. So, while working on CRM sometimes the end users, such as salespersons, might get some permission issues while accessing any record in the CRM. And they report… Read More: How to Identify missing permissions in Dynamics 365 CRM »

How to Read URL Parameters from URL using uriQuery() function in Power Automate

Introduction In this blog, we will see how to read the parameter from the URL in Power Automate. For example, let’s take the below URL: https://inogic.com?EmpId=1&EmpName=JohnThomas Here, we have passed Employee Id and Employee Name in the web URL and now we have to get those two parameters from URL. There is one inbuilt function… Read More: How to Read URL Parameters from URL using uriQuery() function… »

Behavior Properties in Canvas Power App

Canvas App is no code/low code business app with which you can design the app by dragging and dropping elements onto a canvas. Canvas app is used to build mobile apps with various functionalities. Recently, we had a client requirement and to fulfill this requirement we needed to create multiple screens where some of the… Read More: Behavior Properties in Canvas Power App »

How to Bulk Update Prices in Dynamics 365 CRM

Introduction While working on the Product Catalog, I noticed that there are “Updated Prices” button on the “Price List Item”, “Role Prices” and “Category Prices” table sub-grids present on the “Price List” table record that gives provision to bulk update the pricing i.e., increase/decrease prices by a certain percentage. Update Prices button on Price List… Read More: How to Bulk Update Prices in Dynamics 365 CRM »