Category Archives: Dynamics CRM

Daily, Weekly, Monthly or Annually – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power Apps with Recurring Billing Manager!

Do you find it hard to manage multiple billings in Dynamics 365 CRM? Do you find it tedious to keep track of overdue payments? Don’t look further! Recurring Billing Manager – our popular billing app for Dynamics 365 CRM/Power Apps is just what you need! With a new name, new look and a very user-friendly… Read More »

Link custom entity record with another entity using Timeline Post

Introduction Let’s consider a scenario, you have a custom entity called Resources and you want to link Resource 1 record in any other entity using Timeline post. So here, by default, you won’t be able to link custom entity record. You can see that by default, the below list of OOB entities are allowed to… Read More »

Auto Scheduling, Optimized Routes, Check In-Out, Radius search et al – One Stop Field Service Solution within Dynamics 365 CRM!

No matter how digital the world gets, door to door servicing is not going away anytime soon. The facility of booking a service like repair, delivery, consultation, etc. at our fingertips and having it at our door in minutes keeps getting more convenient with time. Customers today appreciate being treated as a priority and expect… Read More »

How to set or map null value in Lookup Field using Power Automate CDS Connector (Current Environment)

Introduction Power Automate is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers’ help. In this blog, we will explore how to set a lookup field as null while mapping the Lookup field with another record’s lookup field which has null value. We can… Read More »

Text Functions Action in Power Automate within Dynamics 365

Introduction Whenever we want to extract part of a string, a common question comes to mind -how do we achieve this? In Power Automate, previously we used to write some expression manually like split, substring and so on. But now, in the recent update of Power Automate, it now gives you prebuilt actions for text/string… Read More »

Get Parent Record ID Using Dynamics 365 CRM Client API

Introduction There are a number of client APIs provided by Microsoft that helps developers work seamlessly with D365. One such useful method is getPageContext() in Xrm.Utility that can be used to get page context as an object representing the page. In this blog, we will see how we can use this method. For an instance,… Read More »

Top 5 reasons why Click2Clone is Preferred App to Clone Dynamics 365 CRM records

Is repetitive data entry in Dynamics 365 CRM taking too much of your time? Are you looking for an easy way to overcome this daily mundane task? Then look no further! Our 1 Click productivity app, Click2Clone, now also a Preferred App on Microsoft AppSource, is just what you were looking for! Want to know… Read More »

How to use Sales Accelerator (Preview) feature in Dynamics 365 CE

Microsoft has included quite a number of new capabilities in Dynamics 365 Wave 2 Release. In this blog, we will focus on one of the features under Sales Insight called Sales Accelerator. The first thing that we would like to emphasize is that please beware that this is preview feature and to use this feature,… Read More »

How to get rid of More information required screen after spinning up a new trial

Introduction Lately, if you have spun up any trial you might have come across the below screen every time you try to sign in. It’s Microsoft’s concept of Security Defaults. If your tenant was created on or after October 22nd, 2019, Microsoft has enforced Security Defaults to most of the environments that are getting created.… Read More »