Category Archives: Dynamics CRM

Get your own ‘ctrl+z’ button to Undo & Restore changes in Dynamics 365 CRM/Power Apps records with just a single click!

A Preferred App on Microsoft AppSource – Click2Undo is a productivity app for Dynamics 365 CRM/Power Apps that has combined features of the ‘ctrl+z’ button and recycle bin. You can undo the last changes made to the record(s), undo changes made in the past or restore deleted record(s) in Dynamics 365 CRM/Power Apps with just… Read More »

What is PopupService in PowerApps Component Framework?

Introduction While creating PCF control, we have mostly encountered difficulties to create popups and dialog boxes. We use external UI libraries like Fluent UI that enables us to manage popups in our PCF control. Have you heard of PopupService in PowerApps Component Framework? Let us find out what the PopupService is. PopupService is a native… Read More »

Error “The import of solution: Case Failed” while importing solution in Dynamics 365 CRM resolved

Introduction We were getting an error while importing a solution that contains a newly added case form. We had two CRM environments, one for development and one for testing. We created new form for Case entity in the development environment and when we tried to move that to the testing environment, we were getting the… Read More »

Export and Email your Dynamics 365 CRM/Power Apps Views Data in just 1 Click!

One of our 1 Click productivity apps for Dynamics 365 CRM/Power Apps – Click2Export – is your go-to app to export and email reports/word/excel templates with just a single click. A preferred app on Microsoft AppSource, Click2Export effectively saves your time and effort when it comes to exporting data from Dynamics 365 CRM/Power Apps. Be… Read More »

How to Build Responsive Canvas Apps

Introduction Recently Microsoft has released the preview of the new horizontal and vertical container in the Canvas apps layout. While building the apps it is essential that apps are uniform and responsive within any type of device or different screen sizes for an optimized user experience. These layout containers improve the creation of responsive apps… Read More »

Use Relevance Search API in Power Automate & Canvas App – Part 2

Introduction In the previous blog, we obtained the response from the Relevance Search API request through Power Automate Flow. In this blog, we will use that response in the Canvas app. We will see how we can leverage the potential of Relevance search in the Canvas app. If you are not familiar with how to… Read More »

Use Relevance Search API in Power Automate & Canvas App – Part 1

Introduction Relevance Search has been there for a while in our Dynamics 365 CRM that provides access to exciting new search capabilities in the environment. However, before you use this feature, an administrator must enable relevance search in target environment. Using relevance search we can search across multiple tables/entities, sorted by relevance. Let us say… Read More »

App Profiles to Manage User Privileges for Customer Service Workspace

App Profiles is a new concept introduced with Customer Service workspace to manage app behavior for users. Traditionally this has been something that was managed by introducing specific privileges for the same in the Security Role. For example, the ability to control editing of price on Sales documents like quote/order/invoice could be determined by the… Read More »

Maps integration within Dynamics 365 CRM/Power Apps – Auto Scheduling, Territory Management and more smart upgrades in December release!

It’s time for an upgrade! We are thrilled to announce the latest December 2020 release for your favorite mapping solution within Dynamics 365 CRM / Power Apps. This release enhances highly useful features for the management teams of businesses, features like Auto Scheduling, Territory Management, Detail Map PCF control, and Security Templates. Let’s unpack these… Read More »

Opening an iFrame in a Modal Dialog with Custom Parameters in Resco Mobile App

Sometimes working with the Resco Mobile app, we need an Iframe to open programmatically within the application same as Dynamics 365 CRM. For example, opening a web resource in a window on click of a custom ribbon button, we can add the same functionality in Resco Mobile App as well. In order to open child… Read More »