The General Data Protection Regulation (GDPR) by the European Union is designed to protect the personal information of the EU citizens, which means every organization around the globe who have their customers who are citizens of the EU must comply to this law. As per this law, an organization should not hold any personal information… Read More »
Introduction: We all know, PowerApps, helps you build business apps. The potential that PowerApps beholds is humongous. PowerApps can help us build an app as basic as a Survey App or maybe a complex one which could have a potential of being a calculator. Well! This blog post is dedicated to describing one of the… Read More »
Introduction: In one of our recent blog we saw, How to automatically send greeting email on Birthdays using Microsoft Flow. In order to take customer relations to a next level, any company or establishment would surely like to greet their valuable customers regardless of whether they are born on 29 Feb or not. This blog… Read More »
Introduction: With the release of Dynamics 365 v9.0 Microsoft introduced a new data type i.e. Multi Select Option Set with the help of this we can select more than one option set in Dynamics 365. Multi-Select Option Set has a list of options and we can select more than one option from the list on… Read More »
Introduction: Schedule Board provides an overview of the resource availability and bookings. It is a feature within Dynamics 365 Field Service module. Schedule Board by default provides all schedulers with an “Initial Public View” that includes all resource types, territories and unscheduled work orders. Users have the ability to create their own tabs by bringing… Read More »
Recently we received a business requirement where client wants to send Birthday Emails to the CRM contacts. We tried this using Microsoft Flow. In this blog we will discuss this. First we need to create a Recurrence trigger so that this functionality will run every day. To create recurrence trigger in Flow please follow below… Read More »
Introduction: Microsoft Power BI is a powerful tool used for data analysis and reporting using data from different sources, for instance, Dynamics 365. Sometimes reports demand the use of a filter and recently we had a business requirement to apply a filter based on a column from two data sets. The requirement was to have… Read More »
Introduction: With the release of Dynamics 365 Microsoft has brought many new exciting features, one of them is common user interface across all devices. The core idea behind this feature is to bring a single client technology to cover all the different UI’s across devices. Web, Outlook, Mobile, Tablet. In this blog, we will see… Read More »
Introduction: Microsoft Portals can be accessed by authenticated and as well as anonymous contacts. So if a user has privileges to create records in Dynamics CRM, irrespective of the fact that they are logged into the Portal or not, then when such records get created in CRM-owner of those records will be set as SYSTEM.… Read More »
Introduction: As we all know we can edit Sitemap by using Microsoft Dynamic Site Map Designer or SiteMap Editor using XrmToolBox. But, we can’t see the updated changes on the Site Map until we save and publish that sitemap. Whereas we can also update SiteMap programmatically, after update we need to publish the sitemap XML… Read More »