Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Matrix Dynamic Component within Inspections for Dynamics 365 Field Service

Introduction Field Service Inspections are used by Technicians to log the answers for various questions while working on the work orders. These questions can be related to Security Queries, Asset Property Details, Pass-Fail Test for asset-based on various measures, Customer Signature, Customer Feedback, etc. Microsoft has introduced this Inspection Template feature in Dynamics 365 Field… Read More: Matrix Dynamic Component within Inspections for Dynamics 365 Field Service »

Using Enhanced Delegation for CDS in Canvas App

Introduction Canvas App is used to perform all kinds of functionalities on the mobile app. In some apps we need to perform various operations. For example, we can search a particular word using a specific letter and finding the count of records as a result. To achieve this, we use functions in the Canvas App.… Read More: Using Enhanced Delegation for CDS in Canvas App »

Parse XML in Power Automate and Create records in Dynamics 365 CRM

Introduction In Dynamics 365, we can create multiple records through the OOB Import method, by using SSIS Package. In this blog, I will show how to create multiple records from XML using power automate. Microsoft introduces many new functions, which we can use in Power Automate. Please find the below reference link of the functions.… Read More: Parse XML in Power Automate and Create records in Dynamics… »

Create Alerts & Notifications in Dynamics 365 CRM for task, event or occasion of your choice and effectively manage it too!

Business meetings, appointments or bill payments – most of us have reminders set for each of these day-to-day activities. This ensures that we are up-to-date for meetings, be on time for appointments and pay bills on time. And what if you could implement this in your work? Reminders or notifications that will alert you of… Read More: Create Alerts & Notifications in Dynamics 365 CRM for task,… »

Bulk Edit Multiselect optionset/choices fields using Microsoft Power Automate

Introduction I ran into a situation where I need to edit the Multiselect optionset (choices) field in bulk. I thought it could be easily achieved by using the Bulk Edit option but there was a problem. I could not do that because when I select the records and click on Bulk edit, the form does… Read More: Bulk Edit Multiselect optionset/choices fields using Microsoft Power Automate »

How to show Command Bar on PCF Component added to Sub-grid

Introduction PowerApps Component Framework is a natural successor of Web Resource. It gives us the choice to create field and dataset components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. While we were working on a request for a dataset PCF component that… Read More: How to show Command Bar on PCF Component added to… »

Automate a process to pick files from the on-premises network and upload them to Dynamics 365 CE (Online)

Introduction Using the Power Automate (Flow) and an on-premises data gateway, we can automate a process for organizations where they want to communicate their systems from on-premises networks to Cloud. For example, automating a routine task when a defined event triggers on on-premises networks or local servers. Defined event maybe when a file is created… Read More: Automate a process to pick files from the on-premises network… »

Execute Different Web API Operations using PowerApps Portals (Preview)

Introduction In the recent release, Microsoft has provided the ability using which we can perform different CRUD operations using Portals WEB API. The operations will run at server-side and are similar to Dynamics Web API Operations but the difference is in the way it is written and called in PowerApps Portals. If you have a… Read More: Execute Different Web API Operations using PowerApps Portals (Preview) »

Create Custom Function using Custom API in Dynamics 365 CRM

Introduction In the last blog, we saw how we could execute all available data types in Custom API. In this blog, we will be creating Custom Function using Custom API. Let’s create a custom API similarly to retrieve multiple as we have in Dynamics 365. However, we will extend the limit of 5000 records per… Read More: Create Custom Function using Custom API in Dynamics 365 CRM »

Work with all available parameter types in Custom API

Introduction In our previous blog, we have shown brief of custom API and have executed one Custom API request. In this blog, we will be discussing about the different data types available for the Custom API. We will also be explaining to you each one of them, and how we can incorporate it into our… Read More: Work with all available parameter types in Custom API »