Dynamics 365 CRM attachment management on cloud storage has now been made easy with the help of our productivity app Attach2Dynamics. With the help of Attach2Dynamics, a Preferred Solution on Microsoft AppSource for Dynamics 365 and PowerApps, users have been able to perform actions on Dynamics 365 attachments on cloud storage like drag and drop,… Read More »
Introduction: Recently we had a business requirement, where we needed to send Dynamics 365 CRM Report through Email from Resco Mobile App. In this blog, you will see how to do the same. To achieve this, follow the steps given below: 1) We added a custom button (i.e.Command) on the Entity Form of the Invoice… Read More »
Introduction In this blog, we will see how to retrieve Entity icon using the JavaScript. Recently, one of our client wanted to retrieve the related entity along with the icons of entity in the table and wanted to create the related record. Now the client wanted to identify the entities. Suppose the client has two… Read More »
Introduction There is a client requirement to register a plugin dynamically on update of owner field. In this blog we will explain how to get only required attribute parameters while registering Post or Pre image for plugin step. If you want to programmatically validate Pre/Post plugin step then please refer this. Below is code for… Read More »
We are back to interact with you in another exciting webinar on our very own popular productivity app Lead Assignment and Distribution Automation. Each of our webinars turn out to be a raving success given the participation of our partners, peers, clients, and prospects. This webinar is another attempt to bring out to you the… Read More »
Introduction PowerApps lets you create, customize and run mobile apps with very less code. By using Dynamics 365 Connectors we can create mobile apps which can be shared within an organization. Users can run these apps in web browser and on their mobile devices. In this blog, we will explore how to set null value… Read More »
Data is one of the most important aspects of any organisation. It is based on this data that business plans are made and executed. So what happens when this data is corrupted or deleted by mistake? How can you undo this? As an answer to such unforeseen situations, we are exhilarated to announce our next… Read More »
Goals were introduced as an accelerator the first time around way back in CRM 4 or CRM 2011 days and it continued to be included as a part of the Sales offering within Dynamics 365 CRM till date with little to no update to this feature over the years. Honestly this was one area on… Read More »
Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More »
Sales is a determining factor in gauging the growth of an organization. And sales comes from pursuing all available leads, as every lead has the potential to turn into a profitable account. Suppose there is a huge inflow of leads through websites, referrals, advertisements, exhibitions, events, etc. and these Leads are manually picked by sales… Read More »