Introduction The purpose of enabling/disabling configured Related Records Filtering is that users can set lookup value from pre-defined filter criteria or simply uncheck the checkbox and see all records belonging to selected view from lookup. Earlier, when we wanted to search a record that doesn’t have current Company Name lookup set on it, we used… Read More: Enhancement in Lookup Filtering »
Power Apps Component which was also known as Custom Control is the natural successor to HTML Web resources which was, or still is part of the Dynamics 365 CRM ecosystem for quite a long time. Developers are quite skilled when it comes to HTML web resources, however, Power Apps Component Framework is pretty simple to… Read More: Debug Power Apps Component for Model Driven App »
If you have been using Dynamics 365 Sales for a while now, you would know that adding products to Opportunity has always been a tedious job. That’s because until a couple of years ago, it only supported adding one product at a time. It would open up a Line Detail form with the option to… Read More: Productivity booster – Enhanced experience for adding line items/products with… »
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: How to view Contact and Owner details in Dynamics 365… »
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: Now Open CRM record in dialog using navigateTo Client API »
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: File and Image type attributes now supported in Model Driven… »
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: New filter conditions now available for view columns with 2020… »
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: How to click on Ribbon buttons easily using Easyrepro in… »
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: Format Number in Microsoft Power Automate »
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: How to use Predictive Lead and Opportunity Scoring feature of… »