Introduction Recently we had a business requirement where we needed to add Dynamics365 Report as a Note of the current entity record in Resco Mobile App. So to achieve this, we followed the below steps: 1. We added a custom button (i.e.Command) on the Entity Form of the Invoice 2. Then we added an “HTML”… Read More: How to add Dynamics365 Report in Notes of the Current… »
Data visualization has become the norm today. As visualization makes it quicker and easier to understand any given data, we prefer dashboards, infographics, charts and graphs instead of written text. And keeping this thought in mind, we have brought you two amazing visualization apps for Dynamics 365 CRM/PowerApps – Kanban Board & Map My Relationships. Map… Read More: Kanban View or Mind Map View within Dynamics 365 CRM… »
Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More: Power Automate: Send an email using the Email Template –… »
During an online conference with Power Platform experts, a technical enthusiast asked an important question: “What options do we have for emailing using templates on specific events or actions in Dynamics CRM?” A panelist responded that traditionally this was achieved using: Classic workflows with Send Email and Use Template actions, or Plugins using InstantiateTemplate and… Read More: Power Automate: Send an email using the Email Template –… »
With Resco Mobile App, we now have the ability to show a specific form of an entity. The Resco Mobile App provides the feature of ‘Select Form’ to control which form should be displayed based on a condition. Often the use case is that a type (e.g. Option Set) has a dedicated form which should… Read More: How to show Form based on a Condition in Resco… »
Are you tired of spending hours fixing errors in your Dynamics 365 CRM records? Well, what if we told you that it only takes one click to reverse the actions and restore records to their previous state? With Click2Undo, our 1 Click productivity app for Dynamics 365 CRM, you can easily undo the last changes… Read More: 1 Click is all you Need to Undo & Restore… »
Introduction In the 2020 wave 2 release, Microsoft has released some interesting new features which are now available for early access, among them one feature is customizing the timeline for the below new features. Expand the timeline records by default. Hide “What you’ve missed.” Hide status tags. Show email as Conversation or as individual messages.… Read More: Configure new Timeline features in Dynamics 365 CE »
Introduction In our previous blog, we saw how to create configurable PCF Dataset control. In this blog, we will see how to set filters in your PCF control to manage the data. Sometimes, we are working on large datasets and filtering that data becomes a nightmare. For such scenarios, we can use setFilter method to filter… Read More: How to set filters in PCF Dataset control using setFilter… »
Data security is the most important factor for businesses around the world. And as we know, in today’s world we face many threats with regards to data security. In these situations, adding different layers of security to all business data is quite common. You can also do this with our quite formidable Dynamics 365 CRM… Read More: Why SharePoint Security Sync is a must have app for… »
Advanced Similarity Rules support the customers to view similar case suggestions in the Customer Service Hub. This allows users to view cases similar to their current case and resolve customer issues in the first contact and within a short period. It also helps to reduce operating costs and in turn, increases customer satisfaction. If the… Read More: How to Use Advanced Similarity Rules to view similar case… »