Introduction In our previous blog, we explained a New way for creating and updating records in Dynamics 365 CRM. This blog post will be dedicated towards making sure the columns available in the Excel worksheet to create/update data are tailored as per the organization’s need. After following the steps mentioned in our previous blogpost, you’d… Read More »
As part of the 2020 Release Wave 2, you would have already most likely seen a new Customer Service App added to your environments, the Customer Service workspace app. * This app requires Customer Service Enterprise subscription: Ref This app is a Customer Service APP with multi-session capabilities. It is not the first app that… Read More »
Tired of dealing with recurring billing processes manually? Looking for a smart and cost-effective way to cut short on this daily workload? Don’t look further! Recurring Billing Manager is just what you need! Recurring Billing Manager automates your recurring billing processes in Dynamics 365 CRM/Power Apps. You can set specific billing schedules to generate Invoices automatically, set… Read More »
We can get the Dynamics 365 CE components by exporting the solutions. This solution is a compressed folder that contains multiple common XML and other files. The storing of this solution folder or files in the source repository is not much help as these XML files include all the entities/customization in a common file. These… Read More »
Introduction In Dynamics CRM wave2 many enhancements are added. The additional charts customization options are added in the wave2. Charts are used to show a visual representation of the data. To make chart visualization more friendly and attractive, in wave2 following options are provided. It includes the addition of support for gridline color, grid tick… Read More »
One of the enhancements shipped as part of the 2020 Release Wave 2, is the enhanced dup detection experience. Traditionally Duplicate Detection displayed a pop-up with the option to ignore and still go ahead and save the current record, thereby creating a duplicate, or it displayed a list of all the duplicates found, and then… Read More »
Introduction We all know how quick and efficient it is to schedule work to a resource using the Schedule Board. Now, with the growth of usage and popularity of PCF components, Microsoft has added one more PCF component into their arsenal for managing work items to resources. The new Schedule Board PCF component can be… Read More »
User Adoption Monitor – a Preferred App on Microsoft AppSource – is one of our popular apps for monitoring user actions in Dynamics 365 CRM. Recently, a new version of User Adoption Monitor with additional three new features – Data Completeness, Aggregate Tracking, Target tracking – was released making it one of the best available… Read More »
Introduction EasyRepro provides automatic testing in Dynamics 365 CRM. It also gives the power to interact with Subgrid of Dynamics 365 CRM. However, it carries some limitations along with its benefits, like adding an existing record in the Subgrid, which we are going to cover up in this blog. We will show you a generic… Read More »
Introduction Recently, we had a requirement to create a mobile app to track leads. So, we decided to develop an app in Canvas App. Canvas App is no code/low code business app where you can design the app by dragging and dropping elements onto a canvas. We built a Lead tracking information app where the… Read More »