How about using native folder hierarchy structure while uploading files to SharePoint from your Dynamics 365 CRM

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Storing data in cloud has become the norm today. With quite a number of cloud storages available in the market, having cloud storages for high scale document management has become mandatory. For Dynamics 365 CRM users, Microsoft has its very own SharePoint which can be natively integrated enabling smooth management of documents/attachments. But wouldn’t it… Read More: How about using native folder hierarchy structure while uploading files… »

Productivity booster – Enhanced experience for adding line items/products with 2020 Release Wave 1

Productivity booster

If you have been using Dynamics 365 Sales for a while now, you would know that adding products to Opportunity has always been a tedious job. That’s because until a couple of years ago, it only supported adding one product at a time. It would open up a Line Detail form with the option to… Read More: Productivity booster – Enhanced experience for adding line items/products with… »

User Friendly Kanban View to quickly drag and drop Dynamics 365 CRM records across lanes and update underlying values!

Seamless data visualization in the organizations is one of the factors for them to be efficient, productive and agile in their approach. Service industry deals with service cases that need to be attended and the service reps have to resolve the cases at the earliest. To standardize this process, the cases are distributed to the… Read More: User Friendly Kanban View to quickly drag and drop Dynamics… »

How to pass Power Apps Collection in Power Automate using Json Function

PowerApps

Introduction Earlier, we have seen how to pass parameter from Power Apps to Power Automate. In today’s blog, we will explore how to pass the Collection from Power Apps (Canvas App) to Power Automate. A collection in Power Apps is used to store data. You can explore more about Collection in Power Apps here.  Now,… Read More: How to pass Power Apps Collection in Power Automate using… »

Accounting within CRM – Intuit QuickBooks integration with Dynamics 365 CRM

InoLink

Dynamics 365 is a very powerful customer relationship management system that allows its users to manage sales and service of any organization smartly. For an organization to work seamlessly the accounting system needs to be streamlined with the CRM system uniformly. To make accounting an integral part of CRM we have recently acquired three apps… Read More: Accounting within CRM – Intuit QuickBooks integration with Dynamics 365… »

How to resolve Error Loading Control on Sales Literature Attachment after removing the file programmatically

Error loading control

Introduction We had a requirement from our client that they needed to remove all sales literature attachments from CRM. While doing this we got an error – “Error loading control” on file control of sales literature item. In this blog will find out how to resolve this. Error on file control – In previous version… Read More: How to resolve Error Loading Control on Sales Literature Attachment… »

Now Open CRM record in dialog using navigateTo Client API

Client API

Introduction With 2020 Release Wave 1 Update for Dynamics 365, we can open main form of CRM record in dialog using navigateTo Client API. Earlier, we used Xrm.Navigation.openForm method to open CRM record and this method opened the CRM record in new window or same window of browser. Using navigateTo Client API, we can open the… Read More: Now Open CRM record in dialog using navigateTo Client API »

PCF Controls, Truck Routing et al – Maps integration within Dynamics 365 gets smarter with Maplytics April 2020 release!

Maps integration with Dynamics 365 CRM accentuates result-oriented businesses in the direction of extracting maximum ROI. With this in vision, the app used for mapping should be in sync with the cutting edge technology to derive optimum output with the help of turnkey solutions. Keeping this in consideration, we pledge to launch new features in… Read More: PCF Controls, Truck Routing et al – Maps integration within… »

File and Image type attributes now supported in Model Driven Power Apps with 2020 Release Wave 1

File and Image type attributes now supported in Model Driven Power Apps with 2020 Release Wave 1

Until the introduction on these new data types, the only options for storing files had been the notes section. Enable notes for the entity and attach files in the notes section. Well there was Entity Image that has been available for some time now but that only allowed for one single image to be associated… Read More: File and Image type attributes now supported in Model Driven… »