Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Cascading Two dropdowns in PowerApps based on Dynamics 365 CRM optionset field

Introduction In today’s blog we will explore how to do cascading of two dropdowns in PowerApps based on Dynamics 365 CRM optionset field. To achieve this, first we need to create two optionset fields in Dynamics 365 CRM e.g. Mobile Company (Parent optionset) and Mobile Handset (Child optionset) in the Dynamics 365 CRM Account Entity.… Read More: Cascading Two dropdowns in PowerApps based on Dynamics 365 CRM… »

Refresh Power BI Dataset programmatically from Dynamics 365 CRM

Introduction Many of you are aware of manual refresh and schedule refresh feature of Power BI. Schedule refresh have refresh limit set based on the type of Power BI license. Users can add power BI report to CRM via CRM dashboard and Power BI dashboard. Also user’s data gets updated frequently and refreshing Power BI… Read More: Refresh Power BI Dataset programmatically from Dynamics 365 CRM »

How to Track the BCC emails in Dynamics 365 CRM

Introduction Recently we had a requirement that BCC emails should be received in Dynamics 365 CRM i.e. while sending email if user adds another user as a BCC then email should be received against that user in Dynamics 365 CRM. But only the emails of ‘To’ and ‘CC’ participants gets tracked in Dynamics 365… Read More: How to Track the BCC emails in Dynamics 365 CRM »

User Group Summit Booth #1331 – Hub of Dynamics 365 / Power Platform Productivity Apps & Services

The D-Day is here! We are finally at the much awaited 2019 User Group Summit and excited to reconnect with our Peers, closest friends, Business Partners and Solution Experts. As with all user group summits, this year will also see large number of attendees coming together to exchange knowledge, build connections and showcase wide range… Read More: User Group Summit Booth #1331 – Hub of Dynamics 365… »

Add/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced Find query

Introduction Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need. In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be… Read More: Add/Remove members from Marketing List in Dynamics 365 CE UCI… »

Send and Store Survey Responses in Dynamics 365 CRM using Microsoft Forms Pro

Introduction In this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM. Microsoft Forms Pro allows you to create and send surveys to your customers or employees and collect their valuable feedback about your products or services. With Forms Pro, you can create and… Read More: Send and Store Survey Responses in Dynamics 365 CRM using… »

User Group Summit Sessions – Organize your schedule with its Mobile App!

Just 5 Days to Go for User Group Summit / Power Platform Summit! With over 1000+ attendees, this Summit will give you an opportunity to gain vital knowledge to maximize your software performance and advance your job role, career, and product investment. Hosted by Dynamic Communities, it will feature all versions of Dynamics 365, AX,… Read More: User Group Summit Sessions – Organize your schedule with its… »

Round Robin Lead Assignment in Dynamics 365 CRM with our new Lead Assignment Distribution & Automation App!

Businesses thrive on sales. Sales come from pursuing leads. These leads are assigned to team members by Sales Managers. Assigning and distributing leads is a significant yet tedious task. That what is our new innovative or productivity app as well call it all about – Lead Assignment & Distribution Automation. So what is it all… Read More: Round Robin Lead Assignment in Dynamics 365 CRM with our… »

Power Platform: How to Build AI Object Detector using Power Platform

Introduction In this AI Builder three-part blog series, first blog was about how to use AI Builder to extract Form document data and second blog highlighted the use of AI Builder Text classification model. Now in the third and final blog we will see how to build an AI Object Detector using Power Platform. Object… Read More: Power Platform: How to Build AI Object Detector using Power… »

Show Dynamics 365 CRM Views in Canvas App Using CDS

Introduction In Dynamics 365 CRM, we have views which gives quick reference for records. While exploring Canvas apps, we found a new feature which helps us to display the views in the Canvas apps. In this blog, we are going to display the views in Canvas app using CDS connector. In Dynamics 365 CRM, we… Read More: Show Dynamics 365 CRM Views in Canvas App Using CDS »