Introduction In this blog we are going to explain how to convert personal views into system views without any coding or without using any third party solution. System views, similar to Public views are automatically created by Dynamics 365 CRM on installation. Why we need to convert personal views to system views? Personal view is only… Read More: How to Convert Personal View to System View in Dynamics… »
Introduction It is well-known that Power Automate is a low-code, no-code solution to automation with various triggers that it supports including Event driven, HTTP request, Timer/Scheduled and Manual flows. Manual/Button flows help in designing powerful Canvas Apps that can offload complex logic executions to flow while focusing on user experience of the app. In this… Read More: Interacting with Power Automate Flows from Power Apps – Canvas… »
Introduction When data is added using the Get Data button by connecting to the services, Power BI generates a query in the background and we can modify this query and its data sources using the ‘Advanced Editor’ Button. Recently, we had a business requirement from one of our old clients to create a Power BI report. Thus, we… Read More: How to modify Data Source Queries of Power BI Report… »
Introduction As Microsoft is providing us more flexibility with Power Automate (MS Flow), recently we found that now we can call the Action through Power Automate (MS Flow) directly. Previously we used to call an Action through HTTP request, but now we can directly call an Action through the Power Automate (flow) steps. Before that… Read More: How to Call an Action through Power Automate(MS Flow) »
Introduction: Dynamics 365 CRM added yet another feature which will show the error message and error icon for the editable grid in the unified interface. This error message comes from the Business rule and plugin which will prevent saving of record. Working: Here we are creating the Business rule to display error message in the… Read More: Display Error Message in header from the Editable Grid in… »
Introduction In this blog, we will take a look at ‘navigateTo()’ method inside new namespace Navigation of new Xrm Object Model. The Xrm object is globally available to use in your code without having to use the execution context in Client API. Recently we received a request from client to add button on the home page of… Read More: How to Use ‘Navigate To’ Method of Dynamics 365 CRM »
Introduction Introduction of Microsoft Flow for Dynamics 365 CRM has extended the functionality of Dynamics 365 CRM thereby allowing it an easy way to interact with other systems or include features which required much more custom development. It is also considered as an advanced version of Workflow where we can achieve tasks which were difficult… Read More: Working of ‘Delay Until’ Microsoft Flow component with different Dynamics… »
Introduction Recently we had a requirement that BCC emails should be received in Dynamics 365 CRM i.e. while sending email if user adds another user as a BCC then email should be received against that user in Dynamics 365 CRM. But only the emails of ‘To’ and ‘CC’ participants gets tracked in Dynamics 365… Read More: How to Track the BCC emails in Dynamics 365 CRM »
Introduction In this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM. Microsoft Forms Pro allows you to create and send surveys to your customers or employees and collect their valuable feedback about your products or services. With Forms Pro, you can create and… Read More: Send and Store Survey Responses in Dynamics 365 CRM using… »
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: Power Platform: How to Build AI Object Detector using Power… »