Category Archives: Dynamics CRM

Associate / Disassociate two entities with 1: N and N: N relationship using Relate & Unrelate records in Power Automate

Introduction Power Automate has been introducing new features and one of them is ‘Relate/Unrelate Records’ feature. This is a step towards new common data service connector and it supports 1: N, N: N relationships. Now, let’s see with an example how it works. We have two entities ‘Contact’ and ‘Web Role’ and there is N:… Read More: Associate / Disassociate two entities with 1: N and N:… »

Programmatically validate Pre/Post plugin step

Introduction In this blog, we will see how to programmatically check whether plugin step already exists or not for both Pre & Post stage. We came across this situation when we received a requirement, where we had to programmatically register plugins. Well, the registration piece was quite easy, however, we struggled to see if the… Read More: Programmatically validate Pre/Post plugin step »

How to run PCF Control in Multilanguage using .resx (resource) files

Introduction In this blog, we will see how to run PCF Control in multiple languages. Let’s consider a scenario where we have one PCF field control, which contains some user interface part which we currently display in only one language i.e English. Now, we want to display PCF control UI part in more than one… Read More: How to run PCF Control in Multilanguage using .resx (resource)… »

New way for creating and updating records in Dynamics 365 CRM

Introduction We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The Import Data feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and Excel Online within Dynamics 365 CRM helps us to… Read More: New way for creating and updating records in Dynamics 365… »

Knowledge Article Templates in Dynamics 365 CS as per 2019 Release Wave 2

Introduction Knowledge Articles are part of a knowledge base that is used to store vital information on Products and Services that the Clients are using. Knowledge Articles are perfect for Service, however, they can be used in other departments as well, for example, to help the Users find solutions to the problems that they are… Read More: Knowledge Article Templates in Dynamics 365 CS as per 2019… »

How to create Alerts or Reminders for Individual Records in Dynamics 365 CRM

In our previous few posts, we have seen how managers can create Alerts and Announcements for Dynamics 365 using Alerts4Dynamics. This post will focus on one more profound feature of the app where any user can create Record Based Alerts. Usually, managers can create any sort of alerts, but with this new feature, users also… Read More: How to create Alerts or Reminders for Individual Records in… »

How to see Business Process Flows in UCI App

Introduction In the recent times, Dynamics 365 CRM have undergone a complete UI overhaul. The new UI is called Unified Client Interface which is most commonly known as UCI. To be honest, the new UI is great, the load page time has improved as compared to the yesteryear UI. But, the simplest of things can… Read More: How to see Business Process Flows in UCI App »

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: Use Playbooks in Dynamics 365 CE »

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: Avoid delegation while filtering records in Power Apps »

How to add users in Office 365 using ‘User Template’

Introduction In this blog, we will focus on ‘User Template’. Adding Users to Office 365 with same configuration is now possible by creating ‘User Template’. User Template allows you to quickly add the user with a saved configuration. Let’s consider a scenario of adding 5-6 users (Salesperson) to Dynamics 365 CRM with same basic information… Read More: How to add users in Office 365 using ‘User Template’ »