Introduction: If we want to calculate the Age in a number of years using Birthdate field (i.e. Date type field) in CRM we can achieve this in multiple ways. Here we tried to achieve this functionality using MS Flow. Below example is configured for contact entity and flow will trigger whenever the record is created… Read More »
Introduction: Microsoft has introduced UCI in v9.0 and above version. While exploring UCI, we noticed one of the user in system getting error, when user trying open Activities in UCI App. This blog will help you to fix this issue and user will be able to open “Activities” in UCI app. Below is the error… Read More »
Introduction: With the release of Dynamics 365 v9.0 Project Service Automation has become more powerful in terms of project management capabilities, PSA version 3 has a new feature added called “Reconciliation View” which is available on Unified Interface. In this blog, we will explore the new feature of reconciliation view of PSA and its resource… Read More »
In Dynamics 365, Microsoft has introduced App Designer where we can create different apps based on security roles where we can controls which entities, dashboards different people in an organization can see. As we all know, Dynamics 365 v9.0 came with Unified Interface, which provides the same user interface in all devices. In this blog,… Read More »
Many times while working in Dynamics 365 CRM we found small clues tips which sometimes becomes life saver for us. Today in this blog I will share one of such small tip. If we enter special characters like # $ % & ( ‘ in text input the GetControl & Getattribute will give different result.… Read More »
Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More »
Introduction: Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form. As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.) Our client requirement is to… Read More »
Introduction: In our previous blog we have seen how to create Power BI reports using Dynamics 365 connector. In order to publish Power BI report, you must have a Power BI service account associated with it. In this blog, we will see how we can add Power BI report in Dynamics CRM dashboards. Once you… Read More »
Introduction: Microsoft Flow is the best thing ever happened to citizen developers. The flexibility to perform some actions and the ease at which those actions can be configured is the deal breaker. Microsoft Flow is a sister app to Azure Logic Apps, but the fact that it is so well integrated with Dynamics 365 Customer… Read More »
While doing data migration of Activity entities like Email, Phone call which has Party list fields like to, from, bcc, cc etc. where we set all values i.e. lookups of different entities like Account, Contact, Lead, User, Queue etc. and manually entered an email address for e.g. abc@gmail.com. While setting these party-list values, I was… Read More »