Introduction Easyrepro has given us an easy way of UI Automation testing for Dynamics 365 CRM. There are many functions related to Command bar, which makes clicking any button on the Command bar easy. In this blog, we will share our experience while working with Ribbon buttons. If you need to click on ‘New’ button… Read More »
Introduction As Microsoft comes up with new connectors in Power Automate frequently, one more useful action has been added which is going to simplify the number formatting while working with Power Automate. In many scenarios, when we work with invoices where the amount required should be in the specific currency format, the format number action… Read More »
Introduction Predictive Lead and Opportunity Scoring is an advanced sales feature that provides intelligent insights on leads, opportunities and sales data that help sellers to take timely action to close deals and generate revenue. In this blog, you will get to learn about this advanced sales feature of Dynamics 365 CRM in depth. Enable Advanced… Read More »
Introduction Data can be stored in spreadsheets, databases, or any other systems from where you can import that data into Dynamics 365 CRM. Dynamics 365 CRM allows us to import data using different file types. In this blog, we will see how to work with each file type and import data. XML Spreadsheet 2003 (.xml)… Read More »
Introduction In Dynamics 365 CRM, we can create On Demand Flows / Workflows, which allows user to execute them manually to perform certain actions as and when required. But what if you do not want specific users to execute these Flows manually? In such case, follow the steps given below to restrict users from executing… Read More »
In our previous post, we saw various apps to which a canvas app can be added. In continuation to this, here is another application where the canvas app can be easily added – Microsoft Teams. Moreover, to ease the process of adding canvas apps to teams, you now have an option right there i.e. ‘Add… Read More »
Canvas Apps is the new Citizen developer to quickly design pixel perfect mobile apps with very little to no pro-dev knowledge. While Model Driven apps allow for drag and drop interface for form design, they still do have a strict layout and you cannot really place controls wherever you want. This is where Canvas Apps… Read More »
Introduction In this blog, we will see how to retrieve Entity icon using the JavaScript. Recently, one of our client wanted to retrieve the related entity along with the icons of entity in the table and wanted to create the related record. Now the client wanted to identify the entities. Suppose the client has two… Read More »
Introduction PowerApps lets you create, customize and run mobile apps with very less code. By using Dynamics 365 Connectors we can create mobile apps which can be shared within an organization. Users can run these apps in web browser and on their mobile devices. In this blog, we will explore how to set null value… Read More »
Goals were introduced as an accelerator the first time around way back in CRM 4 or CRM 2011 days and it continued to be included as a part of the Sales offering within Dynamics 365 CRM till date with little to no update to this feature over the years. Honestly this was one area on… Read More »