In our previous few posts, we have seen how managers can create Alerts and Announcements for Dynamics 365 using Alerts4Dynamics. This post will focus on one more profound feature of the app where any user can create Record Based Alerts. Usually, managers can create any sort of alerts, but with this new feature, users also… Read More: How to create Alerts or Reminders for Individual Records in… »
Introduction Field service mobile app provides information which is essential for Field technicians to work at customer location and complete their work orders on time. There are various features that are available while working with customization of the Field Service Mobile app. Woodford is the configuration for customizing components for Field Service Mobile app. It… Read More: How to update records within Resco Rules for Field Service… »
Introduction In the recent times, Dynamics 365 CRM have undergone a complete UI overhaul. The new UI is called Unified Client Interface which is most commonly known as UCI. To be honest, the new UI is great, the load page time has improved as compared to the yesteryear UI. But, the simplest of things can… Read More: How to see Business Process Flows in UCI App »
As Dynamics 365 CRM/PowerApps users have a continuous need to create duplicate records it eventually turns to be a hectic job tiring the workforce. Creating bulk of duplicate records not only is tiresome, but also at the same time takes up a lot of your productive time. A solution for this would be cloning similar… Read More: 1-Click to deep clone Dynamics 365 CRM records with hierarchical… »
Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customizations like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created… Read More: Use Playbooks in Dynamics 365 CE »
Introduction Similar to the components that we can create for model driven PowerApps using the PowerApps Component Framework, it is also possible to create components within Canvas Apps as well. A component once created with Canvas App can be reused across apps and screens following the ‘Build once and reuse multiple times’ approach. In this… Read More: How to Create Reusable Canvas Components in PowerApps »
Yes, you read it right! Join us for Live Webinar to know how our 1-Click Productivity App – Click2Export, the Microsoft Preferred App on AppSource makes exporting Report, Word and Excel Templates impeccable. Click2EXport is a 1-click productivity app for Microsoft Dynamics 365 CRM which allows users to export Dynamics 365 CRM Report, Word or… Read More: Webinar – 1 Click to export, schedule, email, attach as… »
Introduction: Enhanced Reference Panels is now available in UCI/UII Client. Reference panel have been around for a couple of versions now. However, it has gone mostly unnoticed and under-utilized. Reference panels are a good way to organize sub-grid information without utilizing too much of the screen space. It is compact and allows quick access to… Read More: How to use Enhanced Reference Panel in UCI for rendering… »
Introduction: Before we get to the answer to this question, first we will see what the use of setSubmitMode is. The setSubmitMode is a method to set whether data from the attribute will be submitted when the record is saved. This method accepts one of the below values as a parameter; Always: If we set… Read More: Do we still need to use setSubmitMode to save the… »
Introduction: PCF (PowerApps Component Framework) are used to create Field type and Data-set type code components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. In this blog, you will be given information about how to add Data-set control and where you can see… Read More: How to Add PCF Data-set Control in Dynamics 365 CRM »