Introduction: Recently in one of our project, we had come acorss a requirement where we needed to create a PCF control for multi select optionset field with which user can visualize the values in a list form. In the new updates of PowerApps Component Framework, with the help of MultiSelectOptionSet type property, now we can… Read More: Create Multi Select Optionset using PCF Control »
Document/attachment management is the necessity of the day. And for our Dynamics 365 CRM friends, SharePoint Security Sync is the apt app for this. A preferred app on Microsoft AppSource, SharePoint Security Sync is a comprehensive solution which integrates Dynamics 365 CRM with SharePoint and provides secure access to confidential documents stored in SharePoint. And… Read More: Create custom SharePoint library structure within Dynamics 365 CRM and… »
Introduction Often we use Dynamic 365 Time Control when we want to keep track of time based on a certain date. E.g. Whether a Lead has been qualified before the estimated close date etc. In this blog, we will see how we can programmatically get the status of the Time Control using form scripting. To… Read More: Programmatically know the Time control Status using the GetState method »
Introduction: With the release of the Power Apps Component Framework, the focus has now drastically shifted to designing a UI that is intuitive to use especially one that requires minimal clicks to get going. N: N relationships have long been a touchy topic, here, where if you would like to associate more than one record… Read More: Multiselect Lookup control PCF now available in Dynamics 365 CRM »
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 »
Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More: 3 Best Practices for Increasing your Lead Conversion Rates –… »
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 »
Setting alerts or reminders have become a part and parcel of our daily lives. Be it office or home we have set reminders to notify us of upcoming birthdays, anniversaries, bill payments, meetings, etc. So why not incorporate this notification system within Dynamics 365 CRM/Dataverse (Power Apps) and make your daily work life smooth and… Read More: An Alert on Time, Saves Nine – Try Alerts4Dynamics for… »
Facing difficulties in managing huge number of subscriptions in your CRM? Then get ready for an exciting session on our new billing app for Dynamics 365 CRM – Subscription and Recurring Billing Management which will help you manage subscriptions, streamline billing processes and automate tax calculations within Dynamics 365 CRM. Want to know how it… Read More: Webinar: Smartly Manage Subscriptions, Recurring Billing & Tax Calculations with… »
One thing that sales team all across the world has in common is the need and use of a powerful customer relationship management software. Tracking relationships, follow-ups and reminders, mapping sales pipeline, etc., were done in a traditional way using desktops. But the sales team once in the field, gets disconnected from their Dynamics 365… Read More: Maps Integration now within Dynamics 365 CRM, Power Apps and… »