Category Archives: Dynamics 365

Synchronizing Dynamics CRM Tasks with Google Tasks

Introduction: With the introduction of Microsoft flow, it has now been hassle free experience for users who wish to sync their Dynamics 365 CRM tasks with their respective Google accounts tasks. In our last posts, we have covered how we can Create a record in Dynamics 365 using Gmail Connector and Create Dynamics 365 Records from an Excel on Google Drive using Microsoft Flow. In… Read More: Synchronizing Dynamics CRM Tasks with Google Tasks »

JavaScript: “Execution Context” provides Form Values on Web as well as UCI in Dynamics 365 v9.0

Introduction: No doubt, Microsoft Dynamics 365 v9.0 surprised us with the UCI feature which provides a generic user interface to users, this is about UI but behind the scene for developers also Microsoft provided “Execution Context” object which is a collection of array. Recently we have a business requirement to perform some action using Custom… Read More: JavaScript: “Execution Context” provides Form Values on Web as well… »

Capture Image API in Dynamics 365 v9.0

Introduction: As we all know Microsoft has introduced many of new client APIs in Dynamics 365 v9.0 which makes dynamics CRM developer’s life easy. ‘CaptureImage’ is one of the useful API for Dynamics 365 mobile users. In this blog, we will see how this API helps Dynamics 365 mobile users to capture image and use… Read More: Capture Image API in Dynamics 365 v9.0 »

Sitemap – Privileges feature in Dynamics 365

Introduction: Earlier it was possible to edit sitemap only for developers through Site Map editor or editing the Sitemap XML. But with new features added in the Sitemap designer, it is easily editable for any user even for a non-technical person to edit Sitemap. For this please refer our earlier blog. In this blog, we… Read More: Sitemap – Privileges feature in Dynamics 365 »

How to Retrieve SiteMap XML programmatically in Dynamic 365

Introduction: We can edit Sitemap by using Microsoft Dynamic SiteMap Designer or SiteMap Editor using XrmToolBox. Whereas we can also update SiteMap programmatically, but before updating SiteMap we have to retrieve SiteMap XML programmatically. So in this blog, we will discuss about how to retrieve SiteMap XML programmatically. Recently, we came across below scenario, Where… Read More: How to Retrieve SiteMap XML programmatically in Dynamic 365 »

Use WEB API Batch Request in Dynamics 365 to execute long FetchXML

Introduction: Recently we had a project where we use WEB API for retrieve the records from Dynamics CRM. In our project, we dynamically create FetchXML to retrieve records but sometimes Fetchxml have a lot of columns and conditions etc so its length get increase and we this the fetchxml in URL which violates the browser… Read More: Use WEB API Batch Request in Dynamics 365 to execute… »

Booking Alert activity on Schedule Board in Dynamics 365

Introduction: Microsoft Dynamics CRM 365 always surprises us with the new features that are being introduced. One such feature is “Booking Alert” on Schedule board. Booking Alerts in Field services is an activity type which has ability to show in the schedule board. Booking Alert is actually an effective alert for the Dispatcher who is working with… Read More: Booking Alert activity on Schedule Board in Dynamics 365 »

Create Customer Lookup in PowerApps using Data Context

Introduction: Recently, we had a business requirement to show customer lookup in PowerApps similar to the customer lookup in Dynamic 365. For example – In Dynamic 365, we have customer lookup of contact and account, using this we can select contact and account. To achieve the same thing in PowerApps, we have to use “Context”… Read More: Create Customer Lookup in PowerApps using Data Context »

Implement offline support for Canvas App in Dynamics 365 CRM

Introduction: Recently, we had a requirement where customer wants use Dynamics365 CE using PowerApp in Offline mode. Following are the steps to implement offline support for Power App to Dynamics365: 1. Create a default Canvas app by using Dynamics 365. You can refer to our previous blog here. 2. Insert a new Screen in the… Read More: Implement offline support for Canvas App in Dynamics 365 CRM »

Create Dynamics 365 Records from an Excel using Microsoft Flow

Introduction: Dynamics 365 Records can be created from Excel using Microsoft flow “Create Dynamics 365 Leads from an Excel table”. This is useful if user wants to create Records for each row from the Excel that is uploaded on any cloud storage space like google drive, OneDrive, DropBox, FTP, etc. In this blog, we will… Read More: Create Dynamics 365 Records from an Excel using Microsoft Flow »