Category Archives: Dynamics 365

How to Retrieve Entity Icons using JavaScript

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: How to Retrieve Entity Icons using JavaScript »

Set null value to Date field in Dynamics 365 CRM using PowerApps

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: Set null value to Date field in Dynamics 365 CRM… »

Sales Forecast for Dynamics 365 Sales – 2020 Release Wave 1 – Goals in a new look

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: Sales Forecast for Dynamics 365 Sales – 2020 Release Wave… »

Power Automate Flows now available from within Business Process Flows

Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More: Power Automate Flows now available from within Business Process Flows »

Associate / Disassociate two entities with 1: N and N: N relationship using Relate & Unrelate records in Power Automate

Introduction Power Automate has been introducing new features and one of them is ‘Relate/Unrelate Records’ feature. This is a step towards new common data service connector and it supports 1: N, N: N relationships. Now, let’s see with an example how it works. We have two entities ‘Contact’ and ‘Web Role’ and there is N:… Read More: Associate / Disassociate two entities with 1: N and N:… »

Programmatically validate Pre/Post plugin step

Introduction In this blog, we will see how to programmatically check whether plugin step already exists or not for both Pre & Post stage. We came across this situation when we received a requirement, where we had to programmatically register plugins. Well, the registration piece was quite easy, however, we struggled to see if the… Read More: Programmatically validate Pre/Post plugin step »

How to run PCF Control in Multilanguage using .resx (resource) files

Introduction In this blog, we will see how to run PCF Control in multiple languages. Let’s consider a scenario where we have one PCF field control, which contains some user interface part which we currently display in only one language i.e English. Now, we want to display PCF control UI part in more than one… Read More: How to run PCF Control in Multilanguage using .resx (resource)… »

Webinar: Dynamics 365 Attachment Management on cloud storage of your choice along with sync of CRM security model in SharePoint!

We are back with another exciting webinar on two of our very interesting apps for Dynamics 365 CRM and PowerApps viz. Attach2Dynamics and SharePoint Security Sync. Attach2Dynamics is a productivity app that offers integration with cloud storage systems of your choice namely SharePoint, Dropbox and, Azure Blob Storage while SharePoint Security Sync is designed as… Read More: Webinar: Dynamics 365 Attachment Management on cloud storage of your… »

New way for creating and updating records in Dynamics 365 CRM

Introduction We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The Import Data feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and Excel Online within Dynamics 365 CRM helps us to… Read More: New way for creating and updating records in Dynamics 365… »

How to automatically assign Leads in Dynamics 365 CRM & PowerApps

In this day and age automation is everywhere. Dealing with your day-to-day mundane tasks have become easier due to automation. Be it any industry – Manufacturing, Transport etc – automation has become an indispensable part of it. Similarly, there are various productivity apps and solutions available in market which will ease the day-to-day workload of… Read More: How to automatically assign Leads in Dynamics 365 CRM &… »