Category Archives: Dynamics 365

Auto Scheduling, Optimized Routes, Check In-Out, Radius search et al – One Stop Field Service Solution within Dynamics 365 CRM!

No matter how digital the world gets, door to door servicing is not going away anytime soon. The facility of booking a service like repair, delivery, consultation, etc. at our fingertips and having it at our door in minutes keeps getting more convenient with time. Customers today appreciate being treated as a priority and expect… Read More »

How to set or map null value in Lookup Field using Power Automate CDS Connector (Current Environment)

Introduction Power Automate is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers’ help. In this blog, we will explore how to set a lookup field as null while mapping the Lookup field with another record’s lookup field which has null value. We can… Read More »

Text Functions Action in Power Automate within Dynamics 365

Introduction Whenever we want to extract part of a string, a common question comes to mind -how do we achieve this? In Power Automate, previously we used to write some expression manually like split, substring and so on. But now, in the recent update of Power Automate, it now gives you prebuilt actions for text/string… Read More »

Get Parent Record ID Using Dynamics 365 CRM Client API

Introduction There are a number of client APIs provided by Microsoft that helps developers work seamlessly with D365. One such useful method is getPageContext() in Xrm.Utility that can be used to get page context as an object representing the page. In this blog, we will see how we can use this method. For an instance,… Read More »

How to use Sales Accelerator (Preview) feature in Dynamics 365 CE

Microsoft has included quite a number of new capabilities in Dynamics 365 Wave 2 Release. In this blog, we will focus on one of the features under Sales Insight called Sales Accelerator. The first thing that we would like to emphasize is that please beware that this is preview feature and to use this feature,… Read More »

How to get rid of More information required screen after spinning up a new trial

Introduction Lately, if you have spun up any trial you might have come across the below screen every time you try to sign in. It’s Microsoft’s concept of Security Defaults. If your tenant was created on or after October 22nd, 2019, Microsoft has enforced Security Defaults to most of the environments that are getting created.… Read More »

New SharePoint Security Sync feature to add eSignature in your Dynamics 365 CRM documents using DocuSign – Close Deals Faster in a compliant and secure way!

In our last blog, you were reacquainted with the exclusive features of SharePoint Security Sync – a comprehensive solution integrating SharePoint with Dynamics 365 CRM/Power Apps for document/attachment management – which is also a Preferred App on Microsoft AppSource.  Now, to make it more appealing for our Dynamics 365 CRM friends, we are introducing a… Read More »

Dynamically filter the lookup on Field Service Mobile App

The Field Service Mobile app helps organizations to deliver services to customer locations. It provides the ability to work on the Bookings by the Technician i.e. Bookable Resource. This application includes various features to automate the process so that technicians can work efficiently and flawlessly. In this blog, we will walk through the ability to… Read More »