Category Archives: Technical

Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE

Use Business Process Checklist for guided selling in Dynamics 365 for Sales Automate repeatable tasks and enforce best practices for day-to-day sales processes using your own customizable Dynamics 365 CRM Playbook using Inogic’s Business Process Checklist. Managers and admins can create plans in the form of checklists/to-do lists or processes for their users to follow… Read More: Launch Playbooks using sales insight cards (assistant V3) in Dynamics… »

New activity dropdown to show only relevant activities in Dynamics 365 CRM

Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will walk through the features of ‘New Activity’ dropdown that shows only relevant activities in the model-driven app. Activity Dropdown to show only relevant activities: Initially, ‘All activities’ were being displayed in Dynamics 365 CRM irrespective… Read More: New activity dropdown to show only relevant activities in Dynamics… »

Editable Grid feature in Model-driven apps with Power Apps grid control

Introduction: Microsoft has brought in some intuitive features in its 2022 Wave 1 release. In this blog, we will explore the new editable features in the Power Apps grid control in model-driven apps. There are two primary additions to the new Power Apps grid control (preview) for model-driven apps: Infinite scrolling: Users no longer need… Read More: Editable Grid feature in Model-driven apps with Power Apps grid… »

Use of “Close all Quotes” button to close all Quotes of opportunity in Dynamics 365 CRM

Introduction: In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity entity. Scenario: We have one Opportunity with multiple Quotes which are in ‘Draft’ status. Due to some product irrelevancy, we have lost the… Read More: Use of “Close all Quotes” button to close all Quotes… »

Perform activities from sequence step in Sales Accelerator and correlate it with timeline activities

In this blog, we will see how the sequence feature makes teamwork or Sales Manager’s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1 and blog 2 ) we have shown how to configure Sales Accelerator and create Sequence. Now, let’s see some… Read More: Perform activities from sequence step in Sales Accelerator and correlate… »

How to hide Ribbon Bar options

Introduction: Recently we added a PCF Control for our entity which didn’t have any interaction with ribbon bar options. Hence, we wanted to hide the ribbon bar options like commandbar, viewSelector, quickfind and groupby. We achieved this by setting the following properties in ControlManifest file: cds-data-set-options=”displayCommandBar:false;displayViewSelector:false;displayQuickFind:false;displayGroupBy:false;” Given below is the PCF Control for our grid… Read More: How to hide Ribbon Bar options »

Image Classification model by Microsoft Lobe in Power Apps – Part 2

In our previous blog, we have seen how to create an Image Classification model by using Microsoft Lobe. Microsoft supports the Image Classification model in Power Apps and Power Automate. In this blog, we will see how we can use the model in Canvas app. To configure the model in Canvas app, follow the steps… Read More: Image Classification model by Microsoft Lobe in Power Apps –… »

Image Classification model by Microsoft Lobe in Power Apps – Part 1

Introduction: With the growth in technology we have seen an incline towards the technologies related to Machine Learning and Artificial Intelligence in our day-to-day life. In recent few years Microsoft has been pushing Low-Code/ No-Code ideology and have been incorporating ML and AI technologies in their PCF control, AI Builder Models, etc. Evidence of this… Read More: Image Classification model by Microsoft Lobe in Power Apps –… »

Sequence Stats and Reshuffling of columns in Sales Accelerator

Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: “Sequence Stats”: Used for comparing sequence performance statistics over… Read More: Sequence Stats and Reshuffling of columns in Sales Accelerator »

Validate FetchXml by using ValidateFetchXmlExpression WebAPI function in the script

Introduction: In a recent project, we retrieved Dynamics 365 CRM data using WebAPI and fetchXml expressions. In most cases, we create fetchXml expressions, where we add attributes and filter conditions dynamically in the fetchXml.  When we execute our dynamically created fetchXml expressions, it fails with  different error messages. Here we had come across a requirement… Read More: Validate FetchXml by using ValidateFetchXmlExpression WebAPI function in the script »