Category Archives: Technical

Exploring sharing capabilities in Dynamics 365 CRM sales forecasting

Introduction: The sales forecasting feature in Dynamics 365 CRM provides organizations with the ability to predict the revenue that can be generated within a given time frame. When configured correctly, Dynamics 365 forecasting plays a key role in helping organizations estimate future sales performance and predict overall business success. Recently, I was configuring sales forecasting… Read More: Exploring sharing capabilities in Dynamics 365 CRM sales forecasting »

Create Rich Text format Single Line Text and Multiple Line Text fields in PowerApps

Introduction: Microsoft keeps introducing new enhancements in every release. In previous release, we have seen that we can add Rich Text Editor Control on any multiple-line text field. Refer to this blog to know more about the Rich Text Editor Control and its use. In recent releases, Microsoft introduced Rich Text and Format for Single… Read More: Create Rich Text format Single Line Text and Multiple Line… »

Enable Administration Mode from Power Platform Admin Center

Introduction: In this blog, we will see how to enable Administration Mode from Power Platform Admin Center. Enabling the Administration Mode comes in handy while performing operational changes to the environment like copying a sandbox instance to the production. Previously, this setting was available from the Office 365 portal for sandbox instances. For more details,… Read More: Enable Administration Mode from Power Platform Admin Center »

Exploring additional filtering capabilities in Sales Forecasting

Introduction The sales forecasting feature of Dynamics 365 is useful for sellers and their managers to track the sales performance against Targets & Quotas. Recently when I was exploring the sales forecasting feature of Dynamics 365 in 2022 release wave1, I came across many enhancements in the forecast configuration. In the previous blog, we have… Read More: Exploring additional filtering capabilities in Sales Forecasting »

Conditionally Modify the Dropdown in the Canvas App

Introduction: The Canvas app provides us with a visually rich representation of our data on mobile devices. Recently we came across a couple of requirements where we were needed to conditionally show respective options in the Dropdown and also conditionally disable the dropdown in the Canvas app. Now, let’s see the detailed steps on how… Read More: Conditionally Modify the Dropdown in the Canvas App »

Global search and Barcode scanning in Field Service Mobile App

Introduction The ability to search a record by scanning its barcode is an intuitive and useful feature making the searching process quite easier. In our previous blog you saw adding of the Barcode field in the Case form. By adding this you can scan any Barcode and unique value of that Barcode will get updated… Read More: Global search and Barcode scanning in Field Service Mobile App »

AI model-based suggestions for similar Cases and Knowledge Articles within Dynamics 365 CRM

Introduction Using AI-based suggestions for similar Cases and Knowledge articles that have been successfully resolved and published previously helps a Salesperson in swiftly finding the proper solutions which increases the salesperson’s productivity in providing better and faster service to the customer. The AI-based recommendations for similar cases and knowledge articles appear in the smart assist… Read More: AI model-based suggestions for similar Cases and Knowledge Articles within… »

How to retrieve set lookup record information using addOnLookupTagClick() function

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: How to retrieve set lookup record information using addOnLookupTagClick() function »

Enhanced auditing-retention policy and delete logs options in Dynamics 365 CRM

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: Enhanced auditing-retention policy and delete logs options in Dynamics 365… »