Engage – Motivate – Enhance productivity – with Dynamics 365 CRM Gamification!

Let’s face it – Games are fun! Without games life would be dull and boring. Games motivates and encourages individuals to do their best. So it’s no surprise that around 70% of Global 2000 companies have adopted gamification elements in their workplaces to improve productivity of their workforces. In the dynamic business world, as competition… Read More: Engage – Motivate – Enhance productivity – with Dynamics 365… »

Enhancements in Sales Accelerator using Segments

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 »

How to use the SetValue and Save Methods in PCF Dataset Component

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… »

Webinar: Lead to Sales – Automate Lead Assignment and Distribution in Dynamics 365 CRM and get higher Sales!

Sales is the focal point of every business organization. But sales leads are precious and only a fraction of them are converted to sales. And one of the biggest challenges faced by business organization in successful lead conversion is – quick follow up with Leads. Nearly 41% of the surveyed companies feel that following up… Read More: Webinar: Lead to Sales – Automate Lead Assignment and Distribution… »

Check entity form design of different devices using Power Apps

Introduction: In this blog, we will see how we can test entity form (OOB, Custom) on different devices such as Desktops, Tablets, and Mobile Phones using Power Apps. When we use classic mode to customize entity form, we don’t get the ability to preview the designed entity from on different resolution. To test the form… Read More: Check entity form design of different devices using Power Apps »

How to read the value from a Flip Switch Control in EasyRepro?

Introduction: Over time we have seen how by using EasyRepro we can perform UI Automation testing in Dynamics 365 CRM by getting and setting values in fields of different datatypes. In EasyRepro we do find predefined methods to get and set values of fields of different data types. However, recently while creating an automation project… Read More: How to read the value from a Flip Switch Control… »

How to trigger flows with Power Automate Button

Introduction: Microsoft Power Automate Button provides flexibility that enables users to run/trigger the flow from their mobile, anywhere, anytime. An earlier time-consuming process of opening Power Platform, searching flow, and then running it is quick! But now, by using the ‘Power Automate’ app on Mobile, users can easily search the Button and run the flow.… Read More: How to trigger flows with Power Automate Button »

‘Error occured.System.Exception: Can not create the routing rule item as selected queue is not of entity type…’ Solved

Introduction: While working with case entity and queue entity in the Customer Service Hub app we encountered an issue which states that we can only route to Entity type queue. After investigating, we found that this issue arises due to OmniChannel Apps installed in Dynamics 365 CRM environment. What is the issue? We created a… Read More: ‘Error occured.System.Exception: Can not create the routing rule item as… »

Reusable components using Component Library in Canvas Power Apps

Reusable components or code blocks have always been the best practice to be followed to avoid re-designing or coding the same components again and again. It also ensures a single centralized location to manage updates or changes. Any change made to this component or code block will auto reflect in all programs that this has… Read More: Reusable components using Component Library in Canvas Power Apps »

Co-presence notification now in Preview for Dataverse and Dynamics 365 CRM

Collaboration is the key to success and being able to collaborate with other users while using an APP is no different. Microsoft has been working on strengthening the collaborations available for Dynamics 365 CRM for a while now. Collaborate using Teams – where there is a channel created with regards to an account and that… Read More: Co-presence notification now in Preview for Dataverse and Dynamics 365… »