Category Archives: Dynamics 365

Seamless visualization of Dynamics 365 CRM / Power Apps data in Kanban View across devices – Desktops, Tablets and Mobiles, now possible!

Visual representation gets 90% more views than text-based information. Majority of the data is now presented in a visually appealing manner to capture the interest of audience and it also helps them to analyze data in a much better way. This has given rise to numerous visualization apps in market that projects complex information in… Read More: Seamless visualization of Dynamics 365 CRM / Power Apps data… »

Microsoft Document Automation Application using AI Builder Form Processing Model

Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More: Microsoft Document Automation Application using AI Builder Form Processing Model »

Improving Customer voice feedback quality with Ranking, Likert, Net Promoter Score & Copy Question with Customer Voice in Dynamics 365

Introduction One of the finest feedback products of Microsoft is Customer Voice that is integrated with Dynamics 365. It not only improves the quality of the product by taking valuable feedback from customers but also enhance the productivity of the team by monitoring the feedback given by the customer. There are some new options available… Read More: Improving Customer voice feedback quality with Ranking, Likert, Net Promoter… »

Managing header and footer of the form in Dynamics 365 using Client API

Introduction In this blog, we will see how to show/hide header and footer parts using Client API. As we know, form is divided in 3 parts i.e. Header, Body and Footer. Let’s discuss how to show/hide header and footer section using script. Header Section: The header is divided into 3 elements 1. Header Command Bar.… Read More: Managing header and footer of the form in Dynamics 365… »

Parse XML in Power Automate and Create records in Dynamics 365 CRM

Introduction In Dynamics 365, we can create multiple records through the OOB Import method, by using SSIS Package. In this blog, I will show how to create multiple records from XML using power automate. Microsoft introduces many new functions, which we can use in Power Automate. Please find the below reference link of the functions.… Read More: Parse XML in Power Automate and Create records in Dynamics… »

How to show Command Bar on PCF Component added to Sub-grid

Introduction PowerApps Component Framework is a natural successor of Web Resource. It gives us the choice to create field and dataset components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. While we were working on a request for a dataset PCF component that… Read More: How to show Command Bar on PCF Component added to… »

Automate a process to pick files from the on-premises network and upload them to Dynamics 365 CE (Online)

Introduction Using the Power Automate (Flow) and an on-premises data gateway, we can automate a process for organizations where they want to communicate their systems from on-premises networks to Cloud. For example, automating a routine task when a defined event triggers on on-premises networks or local servers. Defined event maybe when a file is created… Read More: Automate a process to pick files from the on-premises network… »

Execute Different Web API Operations using PowerApps Portals (Preview)

Introduction In the recent release, Microsoft has provided the ability using which we can perform different CRUD operations using Portals WEB API. The operations will run at server-side and are similar to Dynamics Web API Operations but the difference is in the way it is written and called in PowerApps Portals. If you have a… Read More: Execute Different Web API Operations using PowerApps Portals (Preview) »

Create Custom Function using Custom API in Dynamics 365 CRM

Introduction In the last blog, we saw how we could execute all available data types in Custom API. In this blog, we will be creating Custom Function using Custom API. Let’s create a custom API similarly to retrieve multiple as we have in Dynamics 365. However, we will extend the limit of 5000 records per… Read More: Create Custom Function using Custom API in Dynamics 365 CRM »

Work with all available parameter types in Custom API

Introduction In our previous blog, we have shown brief of custom API and have executed one Custom API request. In this blog, we will be discussing about the different data types available for the Custom API. We will also be explaining to you each one of them, and how we can incorporate it into our… Read More: Work with all available parameter types in Custom API »