This year we experienced a surge in new ways to work day to day all thanks to new Advancements in AI. With various brands and tech giants put up their version of AI for public use cases, back in June Microsoft unveiled their take on AI enabled system, the infamous – Copilot, a collaborative tool… Read More: Copilot and Power Platform: Highlights from Microsoft Ignite 2023 and… »
Recently, we were tasked with a client requirement to customize SharePoint forms, specifically the SharePoint file properties form within a document library. The client needed us to add and modify fields by changing control types. To meet this requirement, we successfully leveraged PowerApps. In this blog post, we will detail the steps we took to… Read More: Integrate and customize SharePoint forms with PowerApps »
In this blog post, we will explore a new feature introduced by Microsoft, which allows us to seamlessly link Notes records directly to Account, Contact, or Case table records from the Timeline. Additionally, we also have the capability to create new Account, Contact, or Case table records directly from the Timeline and directly link Notes… Read More: Easy linking of Notes to the Table from the Timeline… »
As per the Oct 2023 Microsoft Update, one can now pin/unpin records to the timeline, keeping them at the top for easy access. This makes it easier for users to find the required records quickly, without having to scroll through the timeline. By default, you can pin/unpin the Note table records only as you can… Read More: Pin or Unpin records in the Timeline with PowerApps »
In a digital age where mobility and agility are paramount, mobile apps have transitioned from being a luxury to a necessity, revolutionizing modern business operations. Among these transformative tools, the Dynamics 365 CRM Mobile App and Power Apps have emerged as game-changers, redefining mobile productivity for businesses of all sizes. The Dynamics 365 CRM Mobile… Read More: Enhancing Mobile Productivity: Exploring Dynamics 365 CRM Mobile App with… »
Introduction In this blog, we are going to use Power Automate Flow through Power Pages to achieve business requirements. Using Power Automate saves lots of time and is easy to use. Let’s Jump into the scenario where we are going to create a record of a custom entity named “Policy” which is related to contact… Read More: How to use Power Automate Flow in Power Pages »
Microsoft Power Pages provide an ability to customize the forms with various subgrids or other controls through Web Pages. Each subgrid can have many OOB button capabilities, such as Create, Associate, Update, and so on. There can be scenarios where these OOB buttons do not fulfill the actual business requirements, and there can be a… Read More: Add Custom Buttons on Editable Grid within Microsoft Power Pages »
In the previous blog, we covered how to enable managed environments to get more visibility and control. We also discussed areas that help you scale as a better environment administrator. Likewise, in this blog, we will see the new features introduced in the Power Platform Admin Center called Maker Welcome Content. So let’s get started!… Read More: ‘Maker Welcome Content’ Option in Power Platform Admin Center »
Microsoft has added a new feature called Cards in the Wave 2 release. Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. In the previous blog, we explained how to create cards using Power Apps. In this blog, we have explained how to… Read More: Automatically sending Power Apps cards to Microsoft Teams channels using… »
Microsoft Dynamics 365 CRM allows users to send an Email to any recipient through Power Automate Flow. Recently we received a requirement to send a follow-up email that should be trailing mail for the previous email after 2 days of New Opportunity. So, to fulfill this requirement, we have used Power Automate Flow to create… Read More: Send Trailing Follow-Up email in Microsoft Dynamics 365 CRM using… »