Category Archives: Dynamics 365

How to bookmark activities on the timeline in Dynamics 365 CRM

Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks… Read More »

Simplify Form Design using Associated Grid Control

The newly introduced Associated Grid Control allows us to enhance the form’s simplicity and readability by showcasing related record details up to four subgrids. This Associated Grid Control is available for all tables. Steps to configure the Associated Grid Control, 1. Navigate to https://make.powerapps.com 2. Select the environment that contains your solution and select Table… Read More »

Use Dataverse search Suggestions API of Microsoft Dynamics 365

Dataverse Search has been a prominent feature in the Microsoft Dynamics 365 CRM environment, offering access to advanced search capabilities. The earlier “Relevance Search” has been upgraded to “Dataverse Search” with some interesting additional enhancements. Previously, we demonstrated how to utilize the Relevance Search API in Power Automate and Canvas Apps. Today, let’s explore the… Read More »

Using New Bulk Operation Messages in the Plugin

Make your developers’ lives easy with yet another feature added to Microsoft Dynamics where they can perform operations using new plug-in messages that have been Introduced for bulk operations as below. Let’s dig into this preview feature! CreateMultiple: Creates multiple records of the same type of entity in a single request. Example: UpdateMultiple: Updates multiple… Read More »

Execute SSRS report using JavaScript in Dynamics 365 Field Service Mobile App

Microsoft’s Dynamics 365 Field Service Mobile app provides the ability to work on tasks and resolve issues from the mobile platform in online and offline modes. The technician can view their daily schedule, which includes details such as customer names, addresses, and appointment times. They can see the priority of each service call, helping them… Read More »

Navigating the ‘RenderTemplate’ Request using HTTP Web Request

Discussing how to generate Excel documents in Dynamics 365 CRM using a non-documented “RenderTemplate” request. We also explore its uses in the native CRM environment, while overcoming sandbox isolation mode limitations within HTTP web requests. We also provide JSON format to successfully execute the requests. Recently, we encountered a unique requirement, we needed to generate… Read More »

Enable and use the integrated search providers as filters for knowledge search

“Any sufficiently advanced technology is equivalent to magic”- Arthur C. Clarke Microsoft’s additions to its enhancements of technology Waves are designed to resolve client pain points further. Integrated search providers, enabled as filters to speedily filter the knowledge articles are one such addition. Microsoft has come up with another addition to the enhancement of the… Read More »