Introduction In the traditional Dynamics 365 CRM if you are creating an Email activity for any entity record then CRM redirects you away from the current record. So if you need any information from that record then you have to go to that record and thus this is somewhat a time-consuming process for those who… Read More: Enhanced Email Option in Dynamics 365 UCI »
Introduction Delegation in Power Apps means process of retrieving data to the data source itself. This means Power Apps will retrieve small amount of data to make sure the performance is consistent. We often get delegation warning when we filter huge data source in Power Apps as shown in below screenshot. To avoid the delegation… Read More: Avoid delegation while filtering records in Power Apps »
Attach2Dynamics has covered a huge milestone in a limited period of time and continues to pave its way in the process. This app for Dynamics 365 CRM and PowerApps is now a preferred solution on Microsoft AppSource. It does cater to all industries but one of the industries that have benefitted majorly with Attach2Dynamics is… Read More: Smart and Secure way to manage your attachments on SharePoint,… »
Introduction In this blog, we will focus on ‘User Template’. Adding Users to Office 365 with same configuration is now possible by creating ‘User Template’. User Template allows you to quickly add the user with a saved configuration. Let’s consider a scenario of adding 5-6 users (Salesperson) to Dynamics 365 CRM with same basic information… Read More: How to add users in Office 365 using ‘User Template’ »
Introduction In this blog we are going to explain how to convert personal views into system views without any coding or without using any third party solution. System views, similar to Public views are automatically created by Dynamics 365 CRM on installation. Why we need to convert personal views to system views? Personal view is only… Read More: How to Convert Personal View to System View in Dynamics… »
Christmas is just around the corner and everyone is eagerly waiting for their gifts from Santa. But this year it’s going to be different. This year Santa is going to ensure that your Holidays are extra special and you enjoy it to the fullest. And how does he plan to do it? Well he has… Read More: A Day in the Life of a Dynamics 365 CRM… »
Introduction In the earlier blog, I was looking to show an end-to-end flow using Canvas Apps & Power Automate flows. I wanted to include a call to an Action created in Dynamics 365 CRM to complete the picture. But I was not able to include the Power Automate flow in the Canvas App if the… Read More: Child Flows to the rescue! »
Introduction Many times it happens that while booking the resource on schedule board we do not pay much attention in how much capacity the resource actually has. In this blog, we will explore the PSA V3 schedule board booking capability for Dynamics 365 CRM Unified Interface version 9.x and above. Further in this blog we… Read More: How to book resource on schedule board for Dynamics 365… »
Introduction It is well-known that Power Automate is a low-code, no-code solution to automation with various triggers that it supports including Event driven, HTTP request, Timer/Scheduled and Manual flows. Manual/Button flows help in designing powerful Canvas Apps that can offload complex logic executions to flow while focusing on user experience of the app. In this… Read More: Interacting with Power Automate Flows from Power Apps – Canvas… »
It is festive time and we are here to make this season all the more happening and merrier for our Dynamics 365 CRM and PowerApps users! Out of our 4 new PowerApps/Dynamics 365 CRM productivity apps you have been introduced to these three amazing apps – SharePoint Security Sync, Lead Assignment Distribution & Automation and… Read More: Map My Relationships – A smart way to visualize Dynamics… »