Introduction In this blog, you will get to know how to view contact and owner profile in any Dynamics 365 CRM record. By viewing contact profile you can easily find their email id, phone number, addresses etc. To view Contact and Owner details in any record follow the steps given below. By following these steps… Read More »
Introduction With 2020 Release Wave 1 Update for Dynamics 365, we can open main form of CRM record in dialog using navigateTo Client API. Earlier, we used Xrm.Navigation.openForm method to open CRM record and this method opened the CRM record in new window or same window of browser. Using navigateTo Client API, we can open the… Read More »
Until the introduction on these new data types, the only options for storing files had been the notes section. Enable notes for the entity and attach files in the notes section. Well there was Entity Image that has been available for some time now but that only allowed for one single image to be associated… Read More »
In continuation to the earlier blog posted about the new Advanced find filter options available through the funnel icon on the home page views, we now have many new filter conditions being made available from right within the view columns as well. 1. Lookups – You can now see the list of actual values to… Read More »
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 »