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 »
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 »
In the recent release of Dynamics 365 CRM, a feature called Focused View has been introduced which is the most useful feature for all CRM users. The main purpose of the Focused View feature is to focus on the ongoing task view manage the records along with their associated activities on one page and reduce… Read More »
Elastic tables are a new feature in Dynamics 365 Dataverse. They come in four types: Standard, Activity, Virtual, and Elastic tables. Elastic tables are designed to handle data that changes a lot. They are great when you have data that might look different depending on the situation. In this blog post, we will talk about… Read More »
Say hello to Microsoft Sales Copilot – it’s like a buddy for folks who sell things. This friendly helper is all about making your work easier and helping you do a better job with your customers. You can find Sales Copilot in places where you usually work, like Outlook, Microsoft Teams, or Dynamics 365 Sales.… Read More »
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 »
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 »
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 »
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 »
“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 »