Document Security and Management with SharePoint Security Sync – SharePoint + Dynamics 365 CRM are now actually better together!

Document Security and Management with SharePoint Security Sync - SharePoint + Dynamics 365 CRM are now actually better together

With the help of our Microsoft AppSource preferred solution Attach2Dynamics, management of Dynamics 365 CRM files and folders on cloud storage viz Dropbox, SharePoint and Azure Blob Storage became easier. The next part is to look after the security of the Dynamics CRM records. The record-based, role-based and field-level security to control access to information… Read More: Document Security and Management with SharePoint Security Sync – SharePoint… »

Enable “Send Direct Email” button in Unified Interface

Conclusion: So many users are using “Send Direct Email” button in their business and missing this button in UCI may affecting flexibility so now they can easily use “Send Direct Email” button by enabling feature in UCI.

Introduction “Send Direct Email” button allows to send an email to multiple recipients by using email templates. Also known as direct or bulk emailing. This feature was only available in Classic UI. Now, “Send Direct Email” button is also supported in Unified Interface. By default, the direct email feature is disabled. An administrator must enable the direct email feature. Enable… Read More: Enable “Send Direct Email” button in Unified Interface »

1 Click to Export and auto-send Dynamics 365 CRM Views in tabular form to target users with pre-defined Email Templates

Dynamics 365 comprises bulk of data that needs to be managed carefully for a quick overview of organizational statistical structure. For this, Reports are maintained in CRM that can be exported for offline consumption to move around in organization for seamless analysis and decision making. This data can be maintained in Reports and Excel/Word Templates.… Read More: 1 Click to Export and auto-send Dynamics 365 CRM Views… »

Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions Explained!

Microsoft Power Automate Flow Trigger Conditions CDS Filter Expressions Explained

Microsoft Power Automate Flows are the recommended path forward for extending business logic that traditionally was extended using Plugins and Workflows. For code execution trigger we were only offered message as an option and in case of the update message a step forward to choose the fields that need to be updated for the plugin… Read More: Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions… »

Now get better Quick Find search experience on grid with 2020 Release Wave 1

Earlier when we wanted to search a record in an entity, we used to do it through Quick Find search on the entity Grid.  However, the 2020 Release Wave 1 new feature – ‘Search this view’ – gives this capability on the grid. It now applies the current view conditions and then searches the fields… Read More: Now get better Quick Find search experience on grid with… »

Missed the 1 Click “Undo” Button in your Dynamics 365 CRM? Install Click2Undo today!

C2U

Thank you for always encouraging us with your kind feedback and love for Inogic Productivity Apps also popularly known as 1 click apps. After 1 Click to Clone, 1 Click to Export we are glad to announce release of another app in our 1 click series, something which you have always missed and wanted to… Read More: Missed the 1 Click “Undo” Button in your Dynamics 365… »

Debug Power Apps Component for Model Driven App

Debug Power Apps Component for Model Driven App

Power Apps Component which was also known as Custom Control is the natural successor to HTML Web resources which was, or still is part of the Dynamics 365 CRM ecosystem for quite a long time. Developers are quite skilled when it comes to HTML web resources, however, Power Apps Component Framework is pretty simple to… Read More: Debug Power Apps Component for Model Driven App »