How to Hide Portal Search for Anonymous Users in PowerApps Portal

Introduction We recently had a requirement in Power Apps Partner Portal where the client specifically wanted Portal search option you see in the navigation bar to be seen and accessible ONLY for users who logs into the portal. With this, non-authenticated users will have no unauthorized access to CRM data visible in portal even via… Read More: How to Hide Portal Search for Anonymous Users in PowerApps… »

Enhancement in Microsoft Dynamics 365/Dataverse NavigateTo()

Introduction In our last blog, we have seen how we can open a record in a Dialog using NavigateTo(). In this blog, we will see the latest enhancement which Microsoft has added recently. 1. Show Title while displaying custom HTML in a dialog Earlier when we wanted to open a custom HTML web resource using… Read More: Enhancement in Microsoft Dynamics 365/Dataverse NavigateTo() »

Set Goals, Monitor Performance, Maintain Data Quality – There’s much more in User Adoption Monitor within Dynamics 365 CRM now!

Finding it difficult to keep track of user actions in Dynamics 365 CRM? Want your employees to make optimum use of Dynamics 365 CRM and increase productivity? Then User Adoption Monitor is what you need! A Preferred app on Microsoft AppSource – User Adoption Monitor is the apt app to track, monitor and review user… Read More: Set Goals, Monitor Performance, Maintain Data Quality – There’s much… »

Actionable messages in Microsoft Teams with Adaptive Cards using Power Automate Flows

In one of our earlier blog, we had looked at approvals connector that would allow us to send an approval message to select users and wait to receive their response before further action is initiated. The approvals are presented through a power automate mobile app or can be accessed from the flow portal. Microsoft Teams… Read More: Actionable messages in Microsoft Teams with Adaptive Cards using Power… »

How to get the Entity Form details using Xrm.Utility.getEntityMainFormDescriptor Client API

Introduction Normally, using Xrm.Utility.getEntityMainFormDescriptor Client API, we get the details of default main form of specified entity in the form of sections and attributes list. If we want to get the list of all the entity attributes or sections that is visible on an entity form, then we can use this Client API. In this… Read More: How to get the Entity Form details using Xrm.Utility.getEntityMainFormDescriptor Client… »

Enhanced Experience for Adding Line Items/Products with 2021 Release Wave 1

Introduction In Dynamics 365 CRM 2021 release wave1, you will notice there are many features available in the Sales Hub app. In the previous blog, we have already explored Enhanced experience for adding line items/products with 2020 Release Wave 1 for Opportunity entity. Now, with this 2021 release wave 1, Microsoft has made available this… Read More: Enhanced Experience for Adding Line Items/Products with 2021 Release Wave… »

Top 3 reasons why SharePoint Security Sync is must for seamless document management within Dynamics 365 CRM

Easy data storage and seamless attachment management is the necessity of the hour. No business can function efficiently if its data is not maintained properly. Dynamics 365 CRM, a Powerful CRM Software which brings all of your Business Functions Together is one such application which businesses around the world rely on. Now to make Dynamics… Read More: Top 3 reasons why SharePoint Security Sync is must for… »

Quick Tip – Data in the Inline Suggestion View of Relevance Search in Dynamics 365 CRM

Introduction In the Enhanced Relevance Search Experience, you will notice that when you start entering the text in the relevance search box, you will be able to see the suggested results and those suggested results are based on the search performed on the Primary column of a table. Suggested result of a table shows the… Read More: Quick Tip – Data in the Inline Suggestion View of… »

How to Show or Hide the Time Part of DateTime Column using client API in Model-driven app

Introduction As we know in the latest release Microsoft has introduced many new features in the Client API. There are number of client APIs provided by Microsoft that help developers work seamlessly with Dynamics 365 CRM. In this blog, we will explore one of the Client API to Show or Hide the Time part of… Read More: How to Show or Hide the Time Part of DateTime… »