Category Archives: Technical

Advanced Edit filter criteria “Under” and “Not Under” for Field Services within Dynamics 365 CRM

Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit… Read More: Advanced Edit filter criteria “Under” and “Not Under” for Field… »

Microsoft Teams Rule-Based Suggested contacts in Dynamics 365 CE

Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to… Read More: Microsoft Teams Rule-Based Suggested contacts in Dynamics 365 CE »

How to use FirstN(), LastN(), and Index() functions In Canvas Apps (Power Fx) on Power Platform

Introduction In today’s blog, we will explore how to implement FirstN(), LastN(), and Index() functions for filtering records of the Data Table in the Canvas App. We had a client requirement where we needed to find out the top three highest Annual Revenue customers and bottom three lowest Annual Revenue customers for boosting their business.… Read More: How to use FirstN(), LastN(), and Index() functions In Canvas… »

Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM

Efficient sales processes are key for any successful business. The Predictive forecasting feature which is available in Microsoft Dynamics 365 Sales Insights, enables proactive decision-making for any aspect of the sales process. Recently when I was exploring Predictive forecasting I came across the new setup available for configuring the Trend and Flow chart. In the previous… Read More: Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics… »

Parsing JSON string into a JSON object using ParseJSON() function in Canvas App within Power Platform

A few months ago we published one of our blogs to parse the JSON string using regular expression. As per the blog, to parse the JSON string into JSON object we have to format the JSON string into regular expression format as shown below: “\{“”id””:””(?<id>[^””]*)””,””name””:””(?<name>[^””]*)” Now, we can directly parse JSON string using ParseJSON() function,… Read More: Parsing JSON string into a JSON object using ParseJSON() function… »

New Function Expressions in Power Automate Flow

Introduction Power Automate has been a game changer and a welcomed addition to the suite of tools available for Dynamics 365. This low-code tool has eased the lives of citizen developers and users, who can build and achieve their requirements themselves by simply creating a Power Automate Flow. However, there are still a few functionalities… Read More: New Function Expressions in Power Automate Flow »

Advanced Schedule Board Customizations in Dynamics 365 Field Service

In our previous blog, we looked into basic configurations for extending the Schedule Board functionalities by adding various types of Controls within the Filter Panel, which filters the Bookable Resources based on the filter conditions. There can be various complex scenarios where we have to customize the Dynamics 365 Field Service Schedule board, in this… Read More: Advanced Schedule Board Customizations in Dynamics 365 Field Service »

Steps to use OnOutputChange (Client API reference)

Microsoft recently introduced us to a new set of event handlers, which can be used to register or deregister a function when an output parameter of a PCF control is changed. By using the OnOutputChange method, seamless communication between PCF control & Client API can be established. It is quite interesting to know that this… Read More: Steps to use OnOutputChange (Client API reference) »