EasyRepro – Retrieve record to validate test case

Introduction EasyRepro is the library that provides Dynamics 365 CRM developers the ability to facilitate automated UI testing. It provides several methods to interact with Dynamics 365 CRM UI and allows us to use those to perform automated UI testing. In this blog, we will share one hack that we used to validate the test… Read More »

1 Click to Export and auto-send Dynamics 365 CRM Views in tabular form to target users with pre-defined Email Templates

Dynamics 365 comprises bulk of data that needs to be managed carefully for a quick overview of organizational statistical structure. For this, Reports are maintained in CRM that can be exported for offline consumption to move around in organization for seamless analysis and decision making. This data can be maintained in Reports and Excel/Word Templates.… Read More »

Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions Explained!

Microsoft Power Automate Flows are the recommended path forward for extending business logic that traditionally was extended using Plugins and Workflows. For code execution trigger we were only offered message as an option and in case of the update message a step forward to choose the fields that need to be updated for the plugin… Read More »

Enhancement in Lookup Filtering

Introduction The purpose of enabling/disabling configured Related Records Filtering is that users can set lookup value from pre-defined filter criteria or simply uncheck the checkbox and see all records belonging to selected view from lookup. Earlier, when we wanted to search a record that doesn’t have current Company Name lookup set on it, we used… Read More »

How about using native folder hierarchy structure while uploading files to SharePoint from your Dynamics 365 CRM

Storing data in cloud has become the norm today. With quite a number of cloud storages available in the market, having cloud storages for high scale document management has become mandatory. For Dynamics 365 CRM users, Microsoft has its very own SharePoint which can be natively integrated enabling smooth management of documents/attachments. But wouldn’t it… Read More »

User Friendly Kanban View to quickly drag and drop Dynamics 365 CRM records across lanes and update underlying values!

Seamless data visualization in the organizations is one of the factors for them to be efficient, productive and agile in their approach. Service industry deals with service cases that need to be attended and the service reps have to resolve the cases at the earliest. To standardize this process, the cases are distributed to the… Read More »