Category Archives: Dynamics CRM

Use Playbooks in Dynamics 365 CE

Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customizations like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created… Read More »

Avoid delegation while filtering records in Power Apps

Introduction Delegation in Power Apps means process of retrieving data to the data source itself. This means Power Apps will retrieve small amount of data to make sure the performance is consistent. We often get delegation warning when we filter huge data source in Power Apps as shown in below screenshot. To avoid the delegation… Read More »

How to Convert Personal View to System View in Dynamics 365 CRM

Introduction In this blog we are going to explain how to convert personal views into system views without any coding or without using any third party solution. System views, similar to Public views are automatically created by Dynamics 365 CRM on installation. Why we need to convert personal views to system views? Personal view is only… Read More »

Interacting with Power Automate Flows from Power Apps – Canvas Apps

Introduction It is well-known that Power Automate is a low-code, no-code solution to automation with various triggers that it supports including Event driven, HTTP request, Timer/Scheduled and Manual flows. Manual/Button flows help in designing powerful Canvas Apps that can offload complex logic executions to flow while focusing on user experience of the app. In this… Read More »

How to Call an Action through Power Automate(MS Flow)

Introduction As Microsoft is providing us more flexibility with Power Automate (MS Flow), recently we found that now we can call the Action through Power Automate (MS Flow) directly. Previously we used to call an Action through HTTP request, but now we can directly call an Action through the Power Automate (flow) steps. Before that… Read More »

Display Error Message in header from the Editable Grid in Dynamics 365 CRM

Introduction: Dynamics 365 CRM added yet another feature which will show the error message and error icon for the editable grid in the unified interface. This error message comes from the Business rule and plugin which will prevent saving of record. Working: Here we are creating the Business rule to display error message in the… Read More »