Category Archives: Dynamics CRM

Ability to customize Case Resolution Form now available with 2020 Release Wave 1

With every release Microsoft brings some new features and it is the same case in this 2020 wave 1 release. In this 2020 wave 1 release, Microsoft has given us the ability to Customize Case Resolution FORM. Earlier, it was not feasible with OOB field required level properties or Business Rules to customize case resolution… Read More: Ability to customize Case Resolution Form now available with 2020… »

How to restrict user from executing On Demand Flow/Workflow

Introduction In Dynamics 365 CRM, we can create On Demand Flows / Workflows, which allows user to execute them manually to perform certain actions as and when required. But what if you do not want specific users to execute these Flows manually? In such case, follow the steps given below to restrict users from executing… Read More: How to restrict user from executing On Demand Flow/Workflow »

Advanced filtering options for home grid views now available – 2020 Release Wave 1 – Power Apps

And this week’s update includes a filter button on the home grid views! Yes, the familiar Advanced find icon! As you know, Advanced find UI still uses the classic web UI and has been waiting for an upgrade and looks like this is the beginning. Here is what the new UI looks like today: It… Read More: Advanced filtering options for home grid views now available –… »

Embedding Canvas Power Apps to Microsoft Teams

In our previous post, we saw various apps to which a canvas app can be added. In continuation to this, here is another application where the canvas app can be easily added – Microsoft Teams. Moreover, to ease the process of adding canvas apps to teams, you now have an option right there i.e. ‘Add… Read More: Embedding Canvas Power Apps to Microsoft Teams »

How to develop PCF control using Office UI Fabric

Introduction PCF stands for PowerApps Component Framework. PCF is used to build the full custom component to enrich user experience. On the other hand, Office UI Fabric is a responsive, mobile-first, front-end framework for developers which is designed to make it simple to create web experiences quickly using the Office Design Language. Recently, we had… Read More: How to develop PCF control using Office UI Fabric »

Set null value to Date field in Dynamics 365 CRM using PowerApps

Introduction PowerApps lets you create, customize and run mobile apps with very less code. By using Dynamics 365 Connectors we can create mobile apps which can be shared within an organization. Users can run these apps in web browser and on their mobile devices. In this blog, we will explore how to set null value… Read More: Set null value to Date field in Dynamics 365 CRM… »

Sales Forecast for Dynamics 365 Sales – 2020 Release Wave 1 – Goals in a new look

Goals were introduced as an accelerator the first time around way back in CRM 4 or CRM 2011 days and it continued to be included as a part of the Sales offering within Dynamics 365 CRM till date with little to no update to this feature over the years. Honestly this was one area on… Read More: Sales Forecast for Dynamics 365 Sales – 2020 Release Wave… »

Power Automate Flows now available from within Business Process Flows

Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More: Power Automate Flows now available from within Business Process Flows »

How to remove private views in Field Service Mobile app(Woodford)

Introduction This blog is especially for users who have recently started working on Woodford solution for the field service mobile app for Dynamics 365 CRM. If you are developing in field service Woodford solution you must be aware that we need to redo the work for views on field service separately as we do in… Read More: How to remove private views in Field Service Mobile app(Woodford) »

Sales Team Member App shows up in Dynamics 365 CRM

In the last few months, there have been a lot of communication being shared around enforcement of the Team Member license. Team member license have been introduced as an option for light-weight users that only need to access customer information and perhaps record activities but not really involved in sales process involving Quotes, Orders or… Read More: Sales Team Member App shows up in Dynamics 365 CRM »