Introduction: In this blog, we will check how can we get the entity record information that is set in lookup control without losing the main entity form context. Problem: While we are on a record form of an entity, if we want to get the information about the record that is set in a lookup… Read More »
Introduction Recently, I was exploring auditing functionality in Dynamics 365 CRM after 2022 Wave 1 release. I found that there are many enhancements that have happened in the recent release in the way you manage the audit in Dynamics 365 CRM. With the expanded auditing capabilities of Dynamics 365 CRM, now you can manage the… Read More »
Introduction: The Historic analytic report summarizes historical case details based on the agent and topics with the Summary, Agent and Topics pages which includes KPI, charts, tables etc. Now there is a way to edit historic analytic reports as per one’s requirement. This we have already seen in previous the blog. In this blog, let’s… Read More »
Introduction: Dynamics 365 CRM have added new features that are helpful for a developer to develop and deliver solutions to clients more quickly. The command checker is one of the features that is used to debug ribbon buttons. This is one of the best features because sometimes adding a button and getting it to work… Read More »
Introduction: In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog. The main purpose of this feature is to share the records with the teams so that they can also… Read More »
Introduction: In this blog, we will learn how we can collaborate using Microsoft Teams chat. This feature allows us to chat within Dynamics 365 CRM and also allows us to link chats to our records without leaving the application. Linked chats to records help users to maintain all the chats associated with a record in… Read More »
Introduction: The “Customer Service Insights” is now embedded in the Dynamics 365 customer service with the inbuilt AI capabilities. In the previous blog, we have already seen the “Customer service historical analytics” report which helps the service agents and managers to view historical analytics directly within the customer service. In this blog, we will have… Read More »
Introduction: Microsoft has announced the release of Wave 2 where new features will be available for preview. In this blog, we will see one of the features of Dynamics 365 CRM – Duplicate lead detection. Most users already use existing duplicate lead detection however it only shows the alert message. In the latest duplicate lead… Read More »
Introduction: In the Power Automate Flow, there was no option of Undo and even if we mistakenly delete something, there was no option to redo it. In April 2022 release wave 1, Microsoft introduced the feature that allows users to Undo/Redo their operations/actions in the cloud flows designer. Now, let’s explore this new feature! Given… Read More »
Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More »