Category Archives: Dynamics CRM

Power Platform: How to Build AI Object Detector using Power Platform

Introduction In this AI Builder three-part blog series, first blog was about how to use AI Builder to extract Form document data and second blog highlighted the use of AI Builder Text classification model. Now in the third and final blog we will see how to build an AI Object Detector using Power Platform. Object… Read More »

Use of Relative URLs in Dynamics 365 CRM Classic Web & Unified Interface SiteMap

Introduction In this blog, we’ll see how to use Relative URLs in Dynamics 365 CRM Classic Web, and Dynamics 365 CRM Unified Interface, and the difference between the two while opening a Relative URL. There are some entities in Dynamics 365 CRM which are not directly available or accessible on the SiteMap (e.g. Document Template,… Read More »

How to print current local date and time in Dynamics 365 CRM Word Template

Introduction Dynamics 365 CRM word template allows users to make their own standardized entity specific template to represent data according to their business standards. It is a requirement for businesses today to send quotation of their products or services to their customer. For this they mostly prefer to use Microsoft word template with their own… Read More »

Find records in Dynamics 365 CRM using Semicolon Separated Text

Introduction In this blog, we will see how to find records using semicolon separated text in lookup field in Dynamics 365 CRM. Recently, we were working on a requirement to check whether the records value are being updated correctly or not. So, to test this we followed the steps mentioned below: 1. Go to Advanced… Read More »

How to Detect Dataset PCF control is set for Home grid or Sub grid

Introduction In this blog, we will see how to identify whether the current Dataset PCF control is used for home grid or sub grid of Dynamics 365 CRM. Problem: Create one Dataset PCF control and set that control on Account entity home grid. In this control read the current entity home grid records using view… Read More »

Power Platform: How to use Text classification model of AI Builder

Introduction/Summary Emails, Web pages, social media, chat, survey responses, etc. are some of the channels through which customers communicate with a company or organization. The data or text messages coming through these channels are unstructured. Due to its unstructured nature it is difficult to extract insight like, whether the customer is happy or not, whether… Read More »