Dynamics 365 CRM and Dataverse Apps have been on a journey to modernization for some time now and looks like it has now reached the maker experiences for app designing. The app designer experience gets a makeover with a new wysiwyg designer that not only lets you design the app the way you want but… Read More: New maker experience for App designing in Dataverse and Dynamics… »
When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes… Read More: Dynamics 365 CRM Document Management and Data Security – Get… »
Introduction: First, let us understand what is OnLoad event and where we use it. It is an event which occurs after a form gets loaded or on the creation of a record. Generally, we use the OnLoad event to bind some data or hide/show fields, sections, tabs, etc. based on some conditions. The behaviour of… Read More: Perform Asynchronous Operations with New Async OnLoad Event in Dynamics… »
Introduction: With recent updates to the PowerApps Component Framework (PCF), developers can now create custom PCF controls for lookup fields a capability that was not supported earlier. Previously, lookup fields in Dataverse and model-driven apps could not be directly bound to PCF controls in a supported manner. However, Microsoft introduced the Lookup.Simple property type, which… Read More: How to create simple Lookup using PCF Control »
Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even… Read More: How to convert an editable Basic Form (Entity Form) to… »
Introduction: We are already aware of the Advanced Lookup feature that Microsoft has added in the Release 2021 Wave 1. And along with it some additional features have been introduced to trigger a typeahead search in Advanced Lookup behavior i.e., “Minimum number of characters to trigger typeahead search” and “Delay between character inputs that will… Read More: Controlling Typeahead Search Trigger in the Advanced Lookup »
Inogic has a wide range of distinct (Preferred) apps that caters to the needs of Dynamics 365 CRM users on a daily basis making their work life more productive and stress-free. Be it Document Management Apps, Visualization Apps, Mapping Apps, 1 Click Apps or Integration Apps – we have integrated Dynamics 365 CRM lately with… Read More: Mailchimp and Dynamics 365 CRM Integration – Get the best… »
Introduction Sales forecasting has introduced few interesting features and one of them is Advanced Scheduling. Previously while configuring the forecast there was only a scheduling option available in the general tab of sales forecast, but now there is flexibility to configure the scheduling as per the calendar format that organizations use. For example: If you… Read More: Advanced Scheduling in Dynamics 365 Sales Forecasting »
Introduction We recently came across a requirement to create a mobile app to show the product information. So we have decided to develop an app in the Canvas App. The salesperson can use this app to collect information about the needs of the customer, such as a record of products that the customer wants. After… Read More: Use of Print function in Canvas Apps »
Half a year is gone by, it’s time to roll your sleeves, tighten the belt and get ready for round two of target achievement. For this, you need to make use of all available tools in the market to boost your productivity. And the first step should be to enhance your CRM productivity. But the… Read More: Smartly Manage Alerts, Boost Productivity by visualizing CRM Data in… »