Last few years technology has picked up at a rapid pace. In context of present scenario, there is a swift migration towards cloud computing. This not only enhances storage capacity of organizations, but also augments functional aspects and on demand services in least complex manner by reducing infrastructure costs. One such cloud computing platform that… Read More »
Introduction: Dynamics 365 Portals helps people to access CRM data outside CRM environment and that too at times with people accessing portal may not have login privileges to CRM. So there can be scenarios where in CRM, admin level users can create contacts in CRM and give those contacts just access to portal. So it’s… Read More »
Introduction: Power App helps you to create a quick mobile app or helps to customize the app in easiest way just dragging and dropping controls. In today’s blog, we will explore more on new “Confirmation Text” screen introduce for Canvas mode by PowerApp. Following are the steps to add new screen with Confirmation Text in… Read More »
Introduction: In this blog, we will discuss a workaround for triggering Microsoft flow via Dynamics 365 custom ribbon button. For this, We would place a hidden two option field on form and then we would toggle its value to true via custom ribbon button and save the record, we would need to keep the triggering point of… Read More »
Our latest release of Click2Export with newly added features has been getting some great feedback from our Partners and Users. Once such feature which all users have been primarily excited was the exporting your CRM Word Templates in 1 click using the new Workflow feature. This amazing feature helps CRM users to export word template… Read More »
Introduction: Resco Mobile app allow user to upload the documents to SharePoint. Users can upload PDF files, Office documents, images, audio/video files etc. to the SharePoint from mobile. Below options are available for user to upload the documents from mobile app: Signature Capture Picture Choose Picture Select File Record Audio Record Video Use Last Photo… Read More »
Introduction: Microsoft has provided a functionality where for a different app we can display our own custom information in welcome page. This custom welcome page will be displayed in UCI as well as in Mobile app. Welcome page can contain information which can be useful to your users i.e. it can contain links to any… Read More »
Introduction: With its every new release, Dynamics 365 CRM never fails to surprise us! This time it has added another powerful feature to it. Now, when a user tries to assign multiple resources for 1 work order, the option to create resource as Crew. Also, two more options added ‘Facility’ and ‘Pool’ in Dynamics CRM… Read More »
Introduction: If we want to calculate the Age in a number of years using Birthdate field (i.e. Date type field) in CRM we can achieve this in multiple ways. Here we tried to achieve this functionality using MS Flow. Below example is configured for contact entity and flow will trigger whenever the record is created… Read More »
We have been popularily known as the clicks saving family 😉 .. after Click2Clone (One Click Solution to Clone your Dynamics 365 CRM records) and Click2Export (One Click Solution to Export your Dynamics 365 CRM reports and word templates using workflow). It was time to work on our next assignment to save clicks. We have been… Read More »