Yes, the most awaited User Group Summit just ended last week and we now look forward to catch up with our Dynamics 365 CRM and PowerApps friends at Community Summit 2020 at Nashville. Alas! One of the biggest event of the year – User Group Summit – has come to an end. It was truly… Read More »
Introduction Introduction of Microsoft Flow for Dynamics 365 CRM has extended the functionality of Dynamics 365 CRM thereby allowing it an easy way to interact with other systems or include features which required much more custom development. It is also considered as an advanced version of Workflow where we can achieve tasks which were difficult… Read More »
Introduction In today’s blog we will explore how to do cascading of two dropdowns in PowerApps based on Dynamics 365 CRM optionset field. To achieve this, first we need to create two optionset fields in Dynamics 365 CRM e.g. Mobile Company (Parent optionset) and Mobile Handset (Child optionset) in the Dynamics 365 CRM Account Entity.… Read More »
Introduction Many of you are aware of manual refresh and schedule refresh feature of Power BI. Schedule refresh have refresh limit set based on the type of Power BI license. Users can add power BI report to CRM via CRM dashboard and Power BI dashboard. Also user’s data gets updated frequently and refreshing Power BI… Read More »
Introduction Recently we had a requirement that BCC emails should be received in Dynamics 365 CRM i.e. while sending email if user adds another user as a BCC then email should be received against that user in Dynamics 365 CRM. But only the emails of ‘To’ and ‘CC’ participants gets tracked in Dynamics 365… Read More »
The D-Day is here! We are finally at the much awaited 2019 User Group Summit and excited to reconnect with our Peers, closest friends, Business Partners and Solution Experts. As with all user group summits, this year will also see large number of attendees coming together to exchange knowledge, build connections and showcase wide range… Read More »
Introduction Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need. In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be… Read More »
Introduction In this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM. Microsoft Forms Pro allows you to create and send surveys to your customers or employees and collect their valuable feedback about your products or services. With Forms Pro, you can create and… Read More »
Just 5 Days to Go for User Group Summit / Power Platform Summit! With over 1000+ attendees, this Summit will give you an opportunity to gain vital knowledge to maximize your software performance and advance your job role, career, and product investment. Hosted by Dynamic Communities, it will feature all versions of Dynamics 365, AX,… Read More »
Businesses thrive on sales. Sales come from pursuing leads. These leads are assigned to team members by Sales Managers. Assigning and distributing leads is a significant yet tedious task. That what is our new innovative or productivity app as well call it all about – Lead Assignment & Distribution Automation. So what is it all… Read More »