The Power of Automation within Dynamics 365 CRM

Businesses generate terabytes of data every year, and that volume of data keeps on climbing exponentially as the companies grow. Business data is the driving force for the success of CRM systems like Dynamics CRM that helps businesses organize and analyze their business data. However, business data entry is usually done by people, and we… Read More »

Is it possible to Create/Update Application User in Dynamics 365 Programmatically?

You may have heard about the Application user in Dynamics 365. The Application user is a non-licensed and non-interactive user in the Dynamics 365 that we can use to connect to Dynamics 365 services to perform operations. Have you come across a requirement where you need to create/update Application User programmatically and do you think… Read More »

Update Smart Sheet at the time of entity records creation in Dynamics 365

Introduction: In our Microsoft Flow blog series, we have explored various topics related to Microsoft Flow and will keep on exploring more. Microsoft flow helps us to create a backup of our data in smart sheet. So user don’t need to download excel from CRM for further analysis. Recently while working in Microsoft Flow we found something amazing… Read More »

Working on Lookup Field of Dynamics 365 in PowerApps

Introduction: PowerApps is a quick service that helps you to easily build business apps that runs on browsers and in phone or tablet without any coding experience needed. It allows anyone in an organization unlock new business agility. Recently we had a business requirement, where we need to work on lookup field of Dynamics 365… Read More »

The role of Geo-Analytics in Sales Territory Management within Dynamics 365

Sales enabled organizations are always looking for ways to improve their sales pipeline. While new organizations struggle with efficiently utilizing their sales force, more seasoned organizations apply tactics that allow them to make the whole sales process efficient! So, what are the most used sales tactic that every successful sales enable organizations vouch for? Sales… Read More »

Automate ILMerge for Workflows/Plugins to Merge Multiple Assemblies into One in Dynamics 365

Introduction: Recently we got a business requirement where we need to merge two assemblies into single exe i.e. one .net assembly and another assembly which would serialize and deserialize, so we used Newtonsoft.Json.dll for it. To merge Newtonsoft.Json.dll with .net dll in single exe it is recommended to use ILMerge. ILMerge is a tool that can… Read More »

Show Lookup Dialog in Dynamics 365 v9.0

Introduction: In Dynamics 365 v9.0 Microsoft introduces new development feature in Dynamics 365 to show lookup dialog using Xrm.Utility.lookupObjects method. Xrm.Internal.Opendialog is most commonly used method to open dialog where we need to provide URL. But this method is not supported in UCI or mobile app. So, open a lookup window using JavaScript can be… Read More »

Parse JSON string that represents the Dynamics 365 plugin execution context received in Azure Function

Introduction: In our previous blogs of this Integrating Dynamics 365 with Azure Functions series, we have gone through a walkthrough with an example of creating an Azure Function and call the same through the following, An example of directly calling an Azure function from traditional workflows. Register as a WebHook and invoke it from a… Read More »

Worried about User Adoption – Now track records opened by users in Dynamics 365 CRM

Automation has become a necessity in every type of business and Dynamics 365 CRM is one of the most preferred automation system implemented by various organizations around the globe. But its success totally depends upon its users, which leads us to the question, how to evaluate if it’s being adopted by its users. As an… Read More »