Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More: SharePoint Integration with Microsoft Portal »
Introduction: Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form. As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.) Our client requirement is to… Read More: Filter PartyList Field based on other lookup field that supports… »
Introduction: Recently we had a business requirement where customer wants to map Order Line fields to Invoice Line while creating an Invoice from Order. Until Dynamics 365 8.2 version, there was no direct relationship between Order Line and Invoice Line. But, in a recent update we found that there is 1: N relationship between Order… Read More: Relationship between Order Line and Invoice Line in Dynamics 365… »
Introduction: In our previous blog we have seen how to create Power BI reports using Dynamics 365 connector. In order to publish Power BI report, you must have a Power BI service account associated with it. In this blog, we will see how we can add Power BI report in Dynamics CRM dashboards. Once you… Read More: Different ways of Publishing Power BI reports in Dynamics 365… »
Introduction: Microsoft Flow is the best thing ever happened to citizen developers. The flexibility to perform some actions and the ease at which those actions can be configured is the deal breaker. Microsoft Flow is a sister app to Azure Logic Apps, but the fact that it is so well integrated with Dynamics 365 Customer… Read More: Microsoft Flow – Perform action on update of specific field… »
While doing data migration of Activity entities like Email, Phone call which has Party list fields like to, from, bcc, cc etc. where we set all values i.e. lookups of different entities like Account, Contact, Lead, User, Queue etc. and manually entered an email address for e.g. abc@gmail.com. While setting these party-list values, I was… Read More: How to set all Party list values while migrating data… »
Introduction: In this blog, we will see how to show data of SQL server into Dynamics CRM. For this first, you need to connect your Power BI Desktop with SQL server. After that, we can show Power BI report into Dynamics CRM. Step 1: Register with Microsoft Power BI and by Sign in with your… Read More: Make Power BI report using data from Azure SQL server… »
As we know, we can easily see or create FLOW processes from Dynamics 365 CE for required entities using FLOW button. This FLOW button, we can see on Entity’s Homepage and FORM and as well in Site Map. To show or hide the FLOW button in CRM, we can use system settings. For this, we… Read More: Show Or Hide Microsoft FLOW button in Dynamics 365 »
Introduction: Recently, we had a business requirement where we need to filter the List View on the entity form of Resco mobile app. Generally, when you add a List View on an entity form, it will show all related records in that list. But we can filter the Views in Resco mobile app to show… Read More: Working with Filters of views in Resco Mobile App »
Introduction: As we know that, VOC is an Add-on in Dynamics CRM online that allows the creation of customer surveys, these surveys could then be sent out to determine the level of customer satisfaction. Here, in this blog, we will see how to show the survey responses of a survey associate for a particular entity. So… Read More: How to Show the Survey Response of a Survey for… »