Category Archives: Technical

Configuring Sales Acceleration Reporting (PREVIEW) Feature in Dynamics 365 CE

Introduction: The Sales Accelerator in Dynamics 365 CE provides a digital selling customized experience to the sales team. Using this feature, sales team can prioritize customer lists and create worklists that help in making every communication successful. Recently when I was setting up “Sales Accelerator” in Dynamics 365 CE 2021 wave2 version, I came across… Read More: Configuring Sales Acceleration Reporting (PREVIEW) Feature in Dynamics 365 CE »

Easy Configuration of ‘Choices’ Column in Power Apps Portal

Introduction: In this blog, we have explained how to configure the Choices column in Power Apps Portal and how to retrieve the selected options from the same. This latest feature will help us to display the Choices column i.e. Multi-Select Option fields on Basic Forms. To configure this feature in Power Apps Portal, we need… Read More: Easy Configuration of ‘Choices’ Column in Power Apps Portal »

Error Faced while registering Plugin in On-premise CRM

Introduction: In Dynamics 365 CRM, plugin is the most useful component to implement custom business logic. Plugin is the most used feature of Dynamics 365 CRM. Recently, a client requested us to add their functional requirement in Dynamics 365 CRM, so we developed a plugin to fulfill these requirements. But when we tried to register… Read More: Error Faced while registering Plugin in On-premise CRM »

Enhancements in Sales Accelerator using Segments

Introduction: In Dynamics 365 2021 release wave 2, when I was exploring “Sales Accelerator” feature, I came across another newly introduced feature “Segments”. Previously, if you activate the “Sequence” for the “Sales Accelerator” and you want that sequence to work on a particular set of records, then first you have to manually connect the records… Read More: Enhancements in Sales Accelerator using Segments »

How to use the SetValue and Save Methods in PCF Dataset Component

Introduction: As new features and functionalities are being introduced in PowerApps Component Framework, we have observed many new methods in the PCF Dataset Component. In this blog, we will discuss about the new entity record methods which are going to replace the WebApi update methods and custom requests to update the records in the dataset… Read More: How to use the SetValue and Save Methods in PCF… »

Check entity form design of different devices using Power Apps

Introduction: In this blog, we will see how we can test entity form (OOB, Custom) on different devices such as Desktops, Tablets, and Mobile Phones using Power Apps. When we use classic mode to customize entity form, we don’t get the ability to preview the designed entity from on different resolution. To test the form… Read More: Check entity form design of different devices using Power Apps »

How to read the value from a Flip Switch Control in EasyRepro?

Introduction: Over time we have seen how by using EasyRepro we can perform UI Automation testing in Dynamics 365 CRM by getting and setting values in fields of different datatypes. In EasyRepro we do find predefined methods to get and set values of fields of different data types. However, recently while creating an automation project… Read More: How to read the value from a Flip Switch Control… »

How to trigger flows with Power Automate Button

Introduction: Microsoft Power Automate Button provides flexibility that enables users to run/trigger the flow from their mobile, anywhere, anytime. An earlier time-consuming process of opening Power Platform, searching flow, and then running it is quick! But now, by using the ‘Power Automate’ app on Mobile, users can easily search the Button and run the flow.… Read More: How to trigger flows with Power Automate Button »

‘Error occured.System.Exception: Can not create the routing rule item as selected queue is not of entity type…’ Solved

Introduction: While working with case entity and queue entity in the Customer Service Hub app we encountered an issue which states that we can only route to Entity type queue. After investigating, we found that this issue arises due to OmniChannel Apps installed in Dynamics 365 CRM environment. What is the issue? We created a… Read More: ‘Error occured.System.Exception: Can not create the routing rule item as… »

Reusable components using Component Library in Canvas Power Apps

Reusable components or code blocks have always been the best practice to be followed to avoid re-designing or coding the same components again and again. It also ensures a single centralized location to manage updates or changes. Any change made to this component or code block will auto reflect in all programs that this has… Read More: Reusable components using Component Library in Canvas Power Apps »