Category Archives: Technical

Collaboration between makers now available in Preview for Model Driven Power Apps in Dynamics 365 CRM / Dataverse

Introduction In PowerApps, Microsoft has introduced one new feature i.e. Comments. With the help of comments you can add comments against a view, form, and dashboard. Because of this feature, another person who is working on the same entity form or view will get an idea of what changes were made by the person. Mainly… Read More: Collaboration between makers now available in Preview for Model Driven… »

Configuring Timeline (Show/Hide) activity display information in Dynamics 365 CE

Introduction: Recently we came across a request from a customer that they wanted to show/hide a few activity field labels and data that are displayed in the timeline by default. We then started exploring timeline configuration capabilities in 2021 release wave 2 by following this doc. Here we came across a new enhanced feature for configuring… Read More: Configuring Timeline (Show/Hide) activity display information in Dynamics 365 CE »

Avoid buffer size error for List Rows using Power Automate Flows

While trying to read data from a table using the List Rows action of the Dataverse connector, we received the following error. “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600” At this point we had only provided the table name without any filter criteria and had not even provided… Read More: Avoid buffer size error for List Rows using Power Automate… »

How to WIN/LOSE Dynamics 365 CRM Opportunity through Power Automate FLOW

Introduction: With Power Automate FLOW, we can execute a huge number of operations by connecting various systems. Now, we are talking about the Dynamics 365 CRM where we can execute the Actions of Dynamics 365 CRM. Here, we know that with the “Perform an unbound/bound” action step we can execute the CRM actions. So, we… Read More: How to WIN/LOSE Dynamics 365 CRM Opportunity through Power Automate… »

Premium Auto Capture in Dynamics 365 CRM

Introduction In our previous blog, we have explained how “Auto Capture” feature helps salespeople to keep their mails private unless users track them. “Premium auto capture” now supports capturing emails, meetings, and contacts from outlook with the help of activity and contacts suggestions. Premium auto capture not only tracks email suggestions like the previous Basic… Read More: Premium Auto Capture in Dynamics 365 CRM »

How to Add Users and Sync Profile Information in Dataverse Instantly (On Demand)

Introduction: I was creating a user in one of the online trial environment 2021 Release wave 2 (version V9.2) from Office 365 admin center but somehow it was not appearing in users area in Power Platform admin center even after waiting for few hours. It was then that I found this doc which explains how… Read More: How to Add Users and Sync Profile Information in Dataverse… »

Configuring Dataverse Search in Dynamics 365 CRM

Introduction: Recently when I was exploring the searching feature of Dynamics 365 sales, I came across “Dataverse Search” feature introduced in 2021 release wave 2. Previously “Relevance search” feature was introduced which is now replaced with “Dataverse Search” along with some additional features. You can refer our previous blog which explains about “Relevance search” and… Read More: Configuring Dataverse Search in Dynamics 365 CRM »

Enhance security in Dynamics 365 CRM using AAD Security Groups

Dynamics 365 CRM has some security features which integrates Dynamics 365 with Active Directory (AD) Groups. AD Groups can be used to grant and restrict access to a Dynamics 365 environment which enhances security as well as simplifies the process of adding users. As is the case with AAD security teams, users get automatically added… Read More: Enhance security in Dynamics 365 CRM using AAD Security Groups »