Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Embedding Canvas Apps within Model Driven Apps, Power Apps Portal, Power BI and Custom Websites

Canvas Apps is the new Citizen developer to quickly design pixel perfect mobile apps with very little to no pro-dev knowledge. While Model Driven apps allow for drag and drop interface for form design, they still do have a strict layout and you cannot really place controls wherever you want. This is where Canvas Apps… Read More: Embedding Canvas Apps within Model Driven Apps, Power Apps Portal,… »

SharePoint Document Security – Track users performing actions on Dynamics 365 CRM attachments in SharePoint

Dynamics 365 CRM attachment management on cloud storage has now been made easy with the help of our productivity app Attach2Dynamics. With the help of Attach2Dynamics, a Preferred Solution on Microsoft AppSource for Dynamics 365 and PowerApps, users have been able to perform actions on Dynamics 365 attachments on cloud storage like drag and drop,… Read More: SharePoint Document Security – Track users performing actions on Dynamics… »

How to send Email with Attached Dynamics 365 CRM Report in Resco Mobile App

Introduction: Recently we had a business requirement, where we needed to send Dynamics 365 CRM Report through Email from Resco Mobile App. In this blog, you will see how to do the same. To achieve this, follow the steps given below: 1) We added a custom button (i.e.Command) on the Entity Form of the Invoice… Read More: How to send Email with Attached Dynamics 365 CRM Report… »

How to Retrieve Entity Icons using JavaScript

Introduction In this blog, we will see how to retrieve Entity icon using the JavaScript. Recently, one of our client wanted to retrieve the related entity along with the icons of entity in the table and wanted to create the related record. Now the client wanted to identify the entities. Suppose the client has two… Read More: How to Retrieve Entity Icons using JavaScript »

Programmatically register Post or Pre Image for plugin step with required attribute parameters

Introduction There is a client requirement to register a plugin dynamically on update of owner field. In this blog we will explain how to get only required attribute parameters while registering Post or Pre image for plugin step. If you want to programmatically validate Pre/Post plugin step then please refer this. Below is code for… Read More: Programmatically register Post or Pre Image for plugin step with… »

Stop cherry-picking of leads by automating lead distribution within Dynamics 365 CRM

We are back to interact with you in another exciting webinar on our very own popular productivity app Lead Assignment and Distribution Automation. Each of our webinars turn out to be a raving success given the participation of our partners, peers, clients, and prospects. This webinar is another attempt to bring out to you the… Read More: Stop cherry-picking of leads by automating lead distribution within Dynamics… »

Set null value to Date field in Dynamics 365 CRM using PowerApps

Introduction PowerApps lets you create, customize and run mobile apps with very less code. By using Dynamics 365 Connectors we can create mobile apps which can be shared within an organization. Users can run these apps in web browser and on their mobile devices. In this blog, we will explore how to set null value… Read More: Set null value to Date field in Dynamics 365 CRM… »

Coming Soon! Click2Undo: 1-Click app to undo changes or restore to the last known state of Dynamics 365 CRM records

Data is one of the most important aspects of any organisation. It is based on this data that business plans are made and executed. So what happens when this data is corrupted or deleted by mistake? How can you undo this? As an answer to such unforeseen situations, we are exhilarated to announce our next… Read More: Coming Soon! Click2Undo: 1-Click app to undo changes or restore… »

Sales Forecast for Dynamics 365 Sales – 2020 Release Wave 1 – Goals in a new look

Goals were introduced as an accelerator the first time around way back in CRM 4 or CRM 2011 days and it continued to be included as a part of the Sales offering within Dynamics 365 CRM till date with little to no update to this feature over the years. Honestly this was one area on… Read More: Sales Forecast for Dynamics 365 Sales – 2020 Release Wave… »

Power Automate Flows now available from within Business Process Flows

Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More: Power Automate Flows now available from within Business Process Flows »