Much loved and one of the most important features of Dynamics 365 CRM / Dataverse gets an update. The query builder that has been there since inception and one of the most important tool that is used not just by admins but also power users had not seen much updates. In one of the recent… Read More: New look Advanced Find in Model Driven Apps for Dynamics… »
Introduction Microsoft keeps introducing new enhancements from time to time. One such welcoming enhancement would be the Rich Text Editor. Earlier we noticed the introduction of Rich Text Editor in the Email body but recently we noticed that it is also available in the Description field of the Appointment entity as well. Out of curiosity… Read More: Rich Text Support for All Multi Lines in Dynamics 365… »
Introduction Microsoft introduced Customer Voice in 2020 to get feedback from customers and save it into Customer voice entities in Dynamics 365 CRM. Further, they also introduced new features in Customer voice. Recently, I was setting up Customer Voice and creating its invitations using Power Automate Flow. Here, I came across an error when I… Read More: How to use Invitation Id of Customer Voice Survey Invitation… »
Introduction In this blog, let us explore how we can dynamically retrieve the attachment files from notes and then send that attachment via email. To achieve the above requirement we have created one Power Automated Flow as follows: Step 1: Create one automated flow that is triggered on the Account entity record of the Create, Update, and… Read More: How to send multiple attachments in email using Power Automate »
Introduction: This is a very useful feature for Sales Team to send the same email to more than 1 record at a time. The Bulk Email feature will minimize the time to send the mails. For now, you can select at most 10 records at a time to send the same email. To use this… Read More: How to use Bulk Email feature in Sales Accelerator »
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 »
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 »
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 »
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 »
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… »