Category Archives: Technical

Execute SSRS report using JavaScript in Dynamics 365 Field Service Mobile App

Microsoft’s Dynamics 365 Field Service Mobile app provides the ability to work on tasks and resolve issues from the mobile platform in online and offline modes. The technician can view their daily schedule, which includes details such as customer names, addresses, and appointment times. They can see the priority of each service call, helping them… Read More: Execute SSRS report using JavaScript in Dynamics 365 Field Service… »

Navigating the ‘RenderTemplate’ Request using HTTP Web Request

Discussing how to generate Excel documents in Dynamics 365 CRM using a non-documented “RenderTemplate” request. We also explore its uses in the native CRM environment, while overcoming sandbox isolation mode limitations within HTTP web requests. We also provide JSON format to successfully execute the requests. Recently, we encountered a unique requirement, we needed to generate… Read More: Navigating the ‘RenderTemplate’ Request using HTTP Web Request »

Auditing of Security Role in Microsoft Dynamic 365 CRM with Enhanced UI

We are already familiar with the Auditing feature, which enables us to track user access to the system, monitor updates made to specific columns, retrieve previous column values before updates, identify record deletions, and much more. Audit logs can be viewed in the Audit History tab for a single record and in the Audit Summary… Read More: Auditing of Security Role in Microsoft Dynamic 365 CRM with… »

Enabling/creating the entity as type “Elastic” within Microsoft Dynamics 365 CRM

With the wave 1 rollout in Microsoft Dynamics 365 CRM earlier this year, there has been an addition of a new type of entity in Dynamics CRM. It is called an “Elastic” entity. In this blog, we will walk through one of the capabilities of this newly launched feature, what makes it different from the… Read More: Enabling/creating the entity as type “Elastic” within Microsoft Dynamics 365… »

How to show Teams chat on the connected records timeline in Microsoft Dynamics 365 CRM

Introduction We learned how to link teams with Microsoft Dynamics 365 CRM in our previous blog. We will now learn how to view Teams chat in the record’s timeline. Email and phone calls are effective ways to communicate with customers, but chatting with them casually can also help resolve their issues faster. This gives them… Read More: How to show Teams chat on the connected records timeline… »

Email Template Selection Enhancement within Microsoft Dynamics 365 CRM

To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views. Here are the steps to access this feature- Step 1:… Read More: Email Template Selection Enhancement within Microsoft Dynamics 365 CRM »

Automatic Email content suggestion using Microsoft 365 Copilot

Marketing involves presenting an idea, a product, or a service to a target audience. By focusing on a customer’s needs and wants, companies are able to determine who might purchase their product and how to attract them. The concept of email can be quickly transitioned to the concept of writing by using content ideas as… Read More: Automatic Email content suggestion using Microsoft 365 Copilot »

Add Custom Buttons on Editable Grid within Microsoft 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 »

Enabling modern “Share” provision on Dashboards and Views within Dynamics 365

As we all already know the significance of the ability to share any sort of data/information with other users in the system, in general, Dynamics 365 allows users to share the records of the entities with other users across the system. Taking this further, In the wave 1 rollout of Microsoft D365, this ability to… Read More: Enabling modern “Share” provision on Dashboards and Views within Dynamics… »