Introduction Often we use Dynamic 365 Time Control when we want to keep track of time based on a certain date. E.g. Whether a Lead has been qualified before the estimated close date etc. In this blog, we will see how we can programmatically get the status of the Time Control using form scripting. To… Read More: Programmatically know the Time control Status using the GetState method »
Introduction As seen in our previous blog, we can create a custom API that can be triggered in Dynamics 365 CRM Workflows. But since Microsoft is moving away from Dynamics 365 CRM Workflows to Power Automate Flows, we should too. So, in this blog, we will see how to use the same Custom API in… Read More: Use of Custom API in Power Automate Flow »
Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More: 3 Best Practices for Increasing your Lead Conversion Rates –… »
Introduction: In the recent release, Microsoft added one powerful feature called ‘Global Intelligent Search’. In this blog, we will see how the admin can enable this for the organization and how it helps the user, and some tricks to get quick results. Enable Relevance Search: In the Power Platform admin center, select an environment. Select Settings> Product > Features. Under Search,… Read More: How to get quick results by using ‘Global Intelligent Search’ »
A recent addition to the suite of “insights” applications has been the Dynamics Customer Insights. This is a standalone application that can be subscribed to and is part of their Customer Data Platform offering. The idea behind this app being the ability to collate customer information including transaction history or behavioral actions across multiple systems… Read More: Get 360 degrees view of your Customer using Dynamics Customer… »
Introduction: I am sure you may have used OnSave event several times in your projects. We generally use this event and write code in it to do some validation on record to restrict the user from saving the record (using prevenDefaults method). The nature of OnSave event is synchronous. It is not right to call… Read More: Get Quick details on new Async OnSave Event in Dynamics… »
Introduction: Dynamics 365 CRM security module plays a very crucial role in terms of managing data like limiting the access to data for each department/team/user in an organization. So, while working on CRM sometimes the end users, such as salespersons, might get some permission issues while accessing any record in the CRM. And they report… Read More: How to Identify missing permissions in Dynamics 365 CRM »
Business thrives on Sales. And Sales come from pursuing Leads diligently. But, as it often happens one cannot avoid cherry picking or mismanagement of any kind while assigning Leads manually. So, what should be done to handle such situations so that the sales are not affected due to cherry picking or mismanagement of Leads? Don’t… Read More: Webinar – Distribute Leads/Cases Automatically using Round Robin & Capacity… »
Introduction While working on the Product Catalog, I noticed that there are “Updated Prices” button on the “Price List Item”, “Role Prices” and “Category Prices” table sub-grids present on the “Price List” table record that gives provision to bulk update the pricing i.e., increase/decrease prices by a certain percentage. Update Prices button on Price List… Read More: How to Bulk Update Prices in Dynamics 365 CRM »
Introduction In our last blog, we have seen how we can open a record in a Dialog using NavigateTo(). In this blog, we will see the latest enhancement which Microsoft has added recently. 1. Show Title while displaying custom HTML in a dialog Earlier when we wanted to open a custom HTML web resource using… Read More: Enhancement in Microsoft Dynamics 365/Dataverse NavigateTo() »