New SharePoint Security Sync feature to add eSignature in your Dynamics 365 CRM documents using DocuSign – Close Deals Faster in a compliant and secure way!

In our last blog, you were reacquainted with the exclusive features of SharePoint Security Sync – a comprehensive solution integrating SharePoint with Dynamics 365 CRM/Power Apps for document/attachment management – which is also a Preferred App on Microsoft AppSource.  Now, to make it more appealing for our Dynamics 365 CRM friends, we are introducing a… Read More »

Dynamically filter the lookup on Field Service Mobile App

The Field Service Mobile app helps organizations to deliver services to customer locations. It provides the ability to work on the Bookings by the Technician i.e. Bookable Resource. This application includes various features to automate the process so that technicians can work efficiently and flawlessly. In this blog, we will walk through the ability to… Read More »

Pass Field Value from One Page to Another as Query String Parameter in Microsoft PowerApps Portals

Introduction Microsoft PowerApps Portals provides us the configuration surface which allows users to add forms to collect data in the portal without custom development. Entity Forms provides the ability to create, update and display CRM entities records and they are placed into webpages in the portal or used in conjunction with sub grids and entity… Read More »

How to add Dynamics365 Report in Notes of the Current Entity Record in Resco Mobile App

Introduction Recently we had a business requirement where we needed to add Dynamics365 Report as a Note of the current entity record in Resco Mobile App. So to achieve this, we followed the below steps: 1. We added a custom button (i.e.Command) on the Entity Form of the Invoice 2. Then we added an “HTML”… Read More »

Kanban View or Mind Map View within Dynamics 365 CRM – Make your Choice to Maximize Business Productivity!

Data visualization has become the norm today. As visualization makes it quicker and easier to understand any given data, we prefer dashboards, infographics, charts and graphs instead of written text. And keeping this thought in mind, we have brought you two amazing visualization apps for Dynamics 365 CRM/PowerApps – Kanban Board & Map My Relationships. Map… Read More »

Power Automate: Send an email using the Email Template – Part 2

Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More »

Power Automate: Send an email using the Email Template – Part 1

Introduction During an online conference with Power Platform experts, a technical enthusiast asked the forum, “What options do we have for emailing using the template on specific events/actions in Dynamics CRM?” A panelist answered, “We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ requests for… Read More »

How to show Form based on a Condition in Resco Mobile App

With Resco Mobile App, we now have the ability to show a specific form of an entity. The Resco Mobile App provides the feature of ‘Select Form’ to control which form should be displayed based on a condition. Often the use case is that a type (e.g. Option Set) has a dedicated form which should… Read More »

1 Click is all you Need to Undo & Restore Dynamics 365 CRM Records!

Are you tired of spending hours fixing errors in your Dynamics 365 CRM records? Well, what if we told you that it only takes one click to reverse the actions and restore records to their previous state? With Click2Undo, our 1 Click productivity app for Dynamics 365 CRM, you can easily undo the last changes… Read More »

Configure new Timeline features in Dynamics 365 CE

Introduction In the 2020 wave 2 release, Microsoft has released some interesting new features which are now available for early access, among them one feature is customizing the timeline for the below new features. Expand the timeline records by default. Hide “What you’ve missed.” Hide status tags. Show email as Conversation or as individual messages.… Read More »