Introduction As seen in our previous blog, we can create a custom API that can be triggered in Dynamics 365 CRM Workflows. But since Microsoft is moving away from Dynamics 365 CRM Workflows to Power Automate Flows, we should too. So, in this blog, we will see how to use the same Custom API in… Read More: Use of Custom API in Power Automate Flow »
Introduction As we already know the Subject table is used to create a hierarchy of topics to organize and maintain information and categorize service Cases, Knowledge Base Articles, and Products in Dynamics 365 CRM. In recent 2021 Wave 2 release, new user experience on Subject table has been introduced i.e. a new subject control –… Read More: Enhanced user experience with new Modern Control on Subject Field »
Introduction: Microsoft recently introduced us to the Custom API feature which is a new way of creating custom actions in Dynamics 365 CRM as seen in our previous blog. However, while writing the previous blog, there wasn’t any way of using this custom API in workflows. But recently, we did see an approach to make… Read More: How to use a custom API as a step in… »
Introduction: Earlier, whenever there was a need to add new columns or remove columns from the home grid of any entity you had to perform a series of steps like navigating to customization, choosing the entity, adding the columns and then publishing it. Now, with just one click on the setting in the model-driven apps,… Read More: Use of new column options settings in grid view page »
Introduction: Recently, Microsoft introduced the multi-entity/table lookup field which was one of the most awaited features. Previously it was only available for the OOB customer lookup field; for example, the customer field has contact and account for selection in the customer lookup field. In this release of Dynamics 365 CRM, it is now possible to… Read More: Multi-Entity/Table lookup in Dynamics 365 CRM »
Introduction: If you know Power Apps Component Framework, then you must know the updateView method, which is one of the standard methods of PCF. The updateView method is triggered only when the PCF control is refreshed or rendered and shows us the updated data on our control. We work on the dataset as well as… Read More: How to programmatically call UpdateView in PCF using requestRender »
Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown… Read More: New Model-Driven App experience for Sharing Entity Rows »
Introductions: In order to work in Microsoft Dynamics 365 CRM, user needs to have the appropriate security roles. Similarly, to perform functionalities within Field Service, user needs to have appropriate privileges and they should also be added in the Field Security Profiles, along with their appropriate Security roles. So, when a Bookable Resource is not… Read More: View or Update User Permissions/Roles from Bookable Resource »
Introduction: In this blog, we will see how to clear/hide OOB form level notifications using client API. There are many OOB (Out of the box) form level notifications in CRM. For example, on the Quote entity there is a warning which displays on the quote FORM if “Effective To” date is equal to today’s date… Read More: How to Clear/Hide OOB form level notifications in Dynamics 365… »
Introduction The 2021 release wave 2 for Dynamics 365 brings innovations that provide you with significant capabilities to transform your business. Microsoft enhanced some features in the 2021 release wave 2 and made them user-friendly and easy to access. I have mentioned some of them below. • Open Record in New Window Wave 1 –… Read More: Improved User Experience in Dynamics 365 2021 wave 2 »