Category Archives: Uncategorized

How to Build Responsive Canvas Apps

Introduction Recently Microsoft has released the preview of the new horizontal and vertical container in the Canvas apps layout. While building the apps it is essential that apps are uniform and responsive within any type of device or different screen sizes for an optimized user experience. These layout containers improve the creation of responsive apps… Read More: How to Build Responsive Canvas Apps »

Send Power BI Report and Dashboard Details by Email

Introduction We can send the Power BI report or Dashboard details through email using the “Subscribe” button in the Power BI service. Power BI takes a screenshot of Dashboard/Report and an email screenshot is sent to the user’s inbox. Also, in the email body, it will have a “Go to Report” button, so by clicking… Read More: Send Power BI Report and Dashboard Details by Email »

1 Click to Undo changes in Dynamics 365 CRM Records in Bulk – Restore History Changes & Deleted Records as well!

One of the most important requirements that is common to all business processes is to have the ability to undo changes done to the records in Dynamics 365 CRM / Power Apps. With our expert team and years of experience in delivering innovative 1 click Click2Export and Click2Clone apps for Power Platforms, we now present Click2Undo. Click2Undo… Read More: 1 Click to Undo changes in Dynamics 365 CRM Records… »

How to get user’s security role name using client API in Dynamics 365 CRM

Introduction While doing any development with Dynamics 365 CRM, there might be a requirement of handling a few things like form attributes based on the security role. In many projects or applications of Dynamics 365 CRM where developers have to handle a few fields or tabs of CRM by showing/hiding the same to Dynamics 365… Read More: How to get user’s security role name using client API… »

Schedule Work Order for Multiple Resources on Same Date & Time in Dynamics 365 Field Service

Introduction In this blog we will see how to schedule Work Orders for Resources by using Dynamics 365 Field Service and Resource Scheduling. But if you try to schedule Work Orders from Schedule Board, it will allow you to schedule one Work Order to only one ‘Resource’ or ‘Crew’ (i.e. Group of Resources) Out of… Read More: Schedule Work Order for Multiple Resources on Same Date &… »

Optional Price Lists – New Dynamics 365 CRM Wave 2 Release feature

Introduction Wave 2 Release for Dynamics 365 is now available for preview and one of the new helpful features released is the ability to make price list optional for opportunities, quotes, orders, or invoices. This feature will streamline the product adding capability, making it quicker for the salesperson to add Products. This feature works in… Read More: Optional Price Lists – New Dynamics 365 CRM Wave 2… »

How to Convert Entity Collection into XML in Dynamics 365 CRM

Introduction In this blog we will see how to convert entity collection into XML and send as response in Azure Function in Dynamics 365 CRM. Recently, one of our client required Lead details in XML format using Http request. So we created Http Trigger Azure function to retrieve data from CRM and converted into XML… Read More: How to Convert Entity Collection into XML in Dynamics 365… »

How to use Solution Layers in Dynamics 365 CRM V9.x

Introduction Microsoft Dynamics 365 CRM has introduced the feature called ‘Solution Layers’ in V9.x. In this blog, we will describe the use of ‘Solutions Layers’. As the user of Dynamics 365 CRM, we usually play with the solutions in our CRM for many purposes. We export/import many components like entity, dashboards, etc. using solutions within… Read More: How to use Solution Layers in Dynamics 365 CRM V9.x »

Open PowerApps from Inside Dynamics 365 CRM

Introduction: PowerApps applications were developed for showing the Dynamics 365 CRM entities. To use these applications, it was opened outside Dynamics 365 CRM. But, there is a way to open these Apps from inside the Dynamics 365 CRM. Actually, every developed PowerApps application has its own web link and through this web link we could… Read More: Open PowerApps from Inside Dynamics 365 CRM »