Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customizations like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created… Read More »
Introduction Similar to the components that we can create for model driven PowerApps using the PowerApps Component Framework, it is also possible to create components within Canvas Apps as well. A component once created with Canvas App can be reused across apps and screens following the ‘Build once and reuse multiple times’ approach. In this… Read More »
Yes, you read it right! Join us for Live Webinar to know how our 1-Click Productivity App – Click2Export, the Microsoft Preferred App on AppSource makes exporting Report, Word and Excel Templates impeccable. Click2EXport is a 1-click productivity app for Microsoft Dynamics 365 CRM which allows users to export Dynamics 365 CRM Report, Word or… Read More »
Introduction: Enhanced Reference Panels is now available in UCI/UII Client. Reference panel have been around for a couple of versions now. However, it has gone mostly unnoticed and under-utilized. Reference panels are a good way to organize sub-grid information without utilizing too much of the screen space. It is compact and allows quick access to… Read More »
Introduction: Before we get to the answer to this question, first we will see what the use of setSubmitMode is. The setSubmitMode is a method to set whether data from the attribute will be submitted when the record is saved. This method accepts one of the below values as a parameter; Always: If we set… Read More »
Introduction: PCF (PowerApps Component Framework) are used to create Field type and Data-set type code components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. In this blog, you will be given information about how to add Data-set control and where you can see… Read More »
Introduction In the traditional Dynamics 365 CRM if you are creating an Email activity for any entity record then CRM redirects you away from the current record. So if you need any information from that record then you have to go to that record and thus this is somewhat a time-consuming process for those who… Read More »
Introduction Delegation in Power Apps means process of retrieving data to the data source itself. This means Power Apps will retrieve small amount of data to make sure the performance is consistent. We often get delegation warning when we filter huge data source in Power Apps as shown in below screenshot. To avoid the delegation… Read More »
Attach2Dynamics has covered a huge milestone in a limited period of time and continues to pave its way in the process. This app for Dynamics 365 CRM and PowerApps is now a preferred solution on Microsoft AppSource. It does cater to all industries but one of the industries that have benefitted majorly with Attach2Dynamics is… Read More »
Introduction In this blog, we will focus on ‘User Template’. Adding Users to Office 365 with same configuration is now possible by creating ‘User Template’. User Template allows you to quickly add the user with a saved configuration. Let’s consider a scenario of adding 5-6 users (Salesperson) to Dynamics 365 CRM with same basic information… Read More »