#CommunitySummit Europe 2020 – Join us Online 30 June to 03 July – Lets together learn, connect and engage!

Well, we had been waiting to meet our Dynamics CRM and PowerApps friends in person at Barcelona but probably we have a way now to connect but just virtually this time. Community Summit and extreme365 brings Microsoft Business Applications community together to learn, collaborate, and connect about Dynamics 365 and Power Platform Applications (Power BI, Power Apps, Power Automate, Virtual Agent).… Read More: #CommunitySummit Europe 2020 – Join us Online 30 June to… »

Option to change Data type to AutoNumber for existing Text fields now available with the new maker experience for Power Platform!

Power Platform

Back in the old days, we had to write custom plugins to auto-generate code values to automatically assign sequential numbers to records being created. To overcome this issue of having to generate unique values at all times through custom code and to support the auto generation of a codes based on a given seed and… Read More: Option to change Data type to AutoNumber for existing Text… »

Create Recurring Invoices, Payment Reminders, Penalty and Billing Schedules right within Dynamics 365 CRM!

Create Recurring Invoices

Any software that provides automation minimizes the manual effort and optimizes the accuracy of its implementation. In Microsoft Dynamics 365 CRM there is a wide scope of the automation of manual tasks to expedite the business process. In Dynamics 365 for Sales, there is a process that is iterative in itself, i.e. creating and managing recurring… Read More: Create Recurring Invoices, Payment Reminders, Penalty and Billing Schedules right… »

The async operation was skipped because the org is in ‘Disable Background Processing’ mode

Disable Background Processing

Recently we came across this error at a customer site. We had them come back to us stating their workflows did not fire. For On-Premises deployments, it would have always been to first check if the Async services were running but for Online, we couldn’t control the services could we? While for Production environments, we… Read More: The async operation was skipped because the org is in… »

How to get user’s security role name using client API in Dynamics 365 CRM

Introduction While doing any development with Dynamics 365 CRM, there might be a requirement of handling a few things like form attributes based on the security role. In many projects or applications of Dynamics 365 CRM where developers have to handle a few fields or tabs of CRM by showing/hiding the same to Dynamics 365… Read More: How to get user’s security role name using client API… »

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 »