As we all know Microsoft Dynamics 365 CRM introduces the Dataverse Search i.e. Global search box that lets you type a keyword and gets the results by scanning records across entities and fields. You can refer to our previous blog1 and blog2 which explains “Dataverse search” and its capability of global intelligent search. Recently Microsoft… Read More: Single table search option in Dataverse Search »
If you’ve ever tried to retrieve Business Process Flow (BPF) stages programmatically in Dynamics 365 CRM, you’ve probably noticed something frustrating: the order you get from the backend doesn’t always match what you see on the form. Recently, while working on a real project requirement, you may find yourself needing the BPF stages in the… Read More: Get Business Process Flow Stages in a defined sequence within… »
Recently while working on the virtual PCF control we noticed that the updateView() in the virtual PCF works in a different manner as compared to standard PCF control with async functions. In standard PCF control, the return type of the updateView() is void while in the virtual PCF the return type is react-element. So when… Read More: Use of async-await in virtual PCF control »
In this blog, we are engaging with two new options introduced within Microsoft Dynamics 365 CRM, “Copy Link” and “Manage Access“. Before these options were introduced, we needed to manually copy the link and share it with the required CRM user. Similarly, to give access to a particular CRM record, we needed to share that… Read More: Explore new options of ‘Copy link’ and ‘Manage Access’ to… »
In the recent rollout of wave 2 this year, Microsoft has come up with various enhancements and features as a continuous value addition to the business of Dynamics 365 across the globe. There are times when the system administrator preferably looks for a way to come up with something which could let him setup configurable… Read More: Configuring custom views for Inboxes through Agent Experience Profile within… »
While working with Dynamics 365 CRM, there can arise a situation where you’re stuck somewhere, and it seems impossible to troubleshoot the situation. Well, Microsoft came up with a provision that takes help from AI to help in these cases; but in some niche cases, the bots usually fail to find the correct answers for… Read More: How to configure Power Apps assets within Power Apps »
In this blog, we will see one of the features introduced in Dynamics 365 Marketing. Creating segments is a key aspect of improving marketing return on investment. The logic builder in Dynamics 365 makes it easier to create segments right within the real-time marketing area. This easy-to-use feature does not require any specified knowledge of… Read More: Segmentation in Real-Time Marketing within Microsoft Dynamics 365 Marketing »
In Dynamics 365, we have the flexibility to store data of a variety of types such as text, number, lookups, options, etc. Time Zone is a type of format for Whole Number, which allows the user to store the Time zone information of a particular record in CRM. The screenshot below explains the same In… Read More: Set Timezone format field based on Account Location in Microsoft… »
In a previous blog, we had engaged in understanding duplicate lead detection which helps organizations with the cleaning up of data. Recently, Microsoft announced one more powerful feature called email validation with the help of which a user trying to enter an invalid email id will not be allowed to do so within Dynamics 365.… Read More: Smart Email Validation for Effective Lead Management within Microsoft Dynamics… »
In this blog, we will see how to share Dynamics records through ‘search’ in Microsoft Teams. Earlier, Microsoft Dynamics 365 supported enhanced collaboration with Microsoft Teams, You may refer to the blog to know how the collaboration between Microsoft Teams and Dynamics 365 happens. You can also refer to another blog to know how to Share and Update Dynamics… Read More: Sharing of Dynamics Records through search in Microsoft Teams »