The productivity of an organization depends prominently on the efficiency of its employees. They form a crucial part of the business process by handling customer data and delivering services. For the employees to act promptly, they need to put lesser manual effort in data entry and find methods to handle their repetitive tasks effectively and… Read More »
Introduction: Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form. As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.) Our client requirement is to… Read More »
Introduction: Recently we had a business requirement where customer wants to map Order Line fields to Invoice Line while creating an Invoice from Order. Until Dynamics 365 8.2 version, there was no direct relationship between Order Line and Invoice Line. But, in a recent update we found that there is 1: N relationship between Order… Read More »
Introduction: In our previous blog we have seen how to create Power BI reports using Dynamics 365 connector. In order to publish Power BI report, you must have a Power BI service account associated with it. In this blog, we will see how we can add Power BI report in Dynamics CRM dashboards. Once you… Read More »
In our last blog we covered some prominent features of User Adoption while in this blog we will focus on some of its powerful features and how a combination of your Dynamics CRM with User Adoption Monitor for activity tracking can help your business presence grow! We know that in the emerging trends of today’s… Read More »
Introduction: Microsoft Flow is the best thing ever happened to citizen developers. The flexibility to perform some actions and the ease at which those actions can be configured is the deal breaker. Microsoft Flow is a sister app to Azure Logic Apps, but the fact that it is so well integrated with Dynamics 365 Customer… Read More »
While doing data migration of Activity entities like Email, Phone call which has Party list fields like to, from, bcc, cc etc. where we set all values i.e. lookups of different entities like Account, Contact, Lead, User, Queue etc. and manually entered an email address for e.g. abc@gmail.com. While setting these party-list values, I was… Read More »
Introduction: In this blog, we will see how to show data of SQL server into Dynamics CRM. For this first, you need to connect your Power BI Desktop with SQL server. After that, we can show Power BI report into Dynamics CRM. Step 1: Register with Microsoft Power BI and by Sign in with your… Read More »
Our new release of Click2Clone solution and its new features has been helping Dynamics CRM users save a lot of time. Originally, Click2Clone started with some basic features of cloning records in a simple manner. Eventually, we started getting requests for enhancement of advanced cloning features. With the help of valuable feedback and suggestions by… Read More »
As we know, we can easily see or create FLOW processes from Dynamics 365 CE for required entities using FLOW button. This FLOW button, we can see on Entity’s Homepage and FORM and as well in Site Map. To show or hide the FLOW button in CRM, we can use system settings. For this, we… Read More »