Category Archives: Technical

Inogic Top 5 Microsoft Dynamics 365 CRM & Power Apps user tips of 2022!

It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next… Read More: Inogic Top 5 Microsoft Dynamics 365 CRM & Power Apps… »

How to apply filters on Multi Choices Columns in Dynamics 365 CE

Filtering the table records for the Multi Choice fields/columns is easier if only one option is selected and can be done using the “Equal & Does not equal” filters present. But while filtering the data when more than one option is selected, the “Equal & Does not equal” filter doesn’t work as required so, in… Read More: How to apply filters on Multi Choices Columns in Dynamics… »

How to modify the OOB Field Service technician service Report using PCF control

Recently we had a requirement from one of our clients for incorporating the customization in the OOB Field service technician service report in the field service mobile and web app. Microsoft Field Service Reporting is a managed solution that can be installed in the environment. Once you install the solution, the Report will appear on… Read More: How to modify the OOB Field Service technician service Report… »

Create tables using Canvas App Designer within Power Platform

As we all know, to create the table in the Power Platform environment we have to go to the Power Apps Home and there we can find the table option inside the Dataverse navigation area. Now suppose you are designing a Canvas App using Canvas App Designer and you want to create a table to… Read More: Create tables using Canvas App Designer within Power Platform »

How to trigger the plugin on any Business Process Flow stage change and update custom entity record related to the Active Stage

Introduction Recently while working on a customer requirement, we came across a scenario where we needed to trigger a plugin on change of Business Process Flow stages. So, in the pursuit of finding a solution, we came across workflow and process stage entities, but they were not very useful in this scenario. Our requirement was… Read More: How to trigger the plugin on any Business Process Flow… »

Single table search option in Dataverse Search

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 »

Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

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… »

Use of async-await in virtual PCF control

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 »

Explore new options of ‘Copy link’ and ‘Manage Access’ to share individual CRM records in a jiffy!

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… »

Configuring custom views for Inboxes through Agent Experience Profile within Dynamics 365 CRM

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… »