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: Scheduling Multiple Resource for a Work Order using Crew in… »
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: Calculate Age in Dynamics 365 as Number of Years using… »
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: Announcing Attach2Dynamics – Drag, Drop and Manage Dynamics 365 Documents… »
Introduction: Microsoft has introduced UCI in v9.0 and above version. While exploring UCI, we noticed one of the user in system getting error, when user trying open Activities in UCI App. This blog will help you to fix this issue and user will be able to open “Activities” in UCI app. Below is the error… Read More: Resolved – Error when user trying to open Activities in… »
Introduction: Dynamics CRM always surprises with something new. More we dig into it more we get new things in Dynamics CRM. Today we will discuss on one of such topic. Have you seen the under and not under condition in Advance find. Well… When I saw, it surprised me too. So, what does these clauses… Read More: Under and Not Under Clauses in Dynamics 365 CRM »
Introduction: With the release of Dynamics 365 v9.0 Project Service Automation has become more powerful in terms of project management capabilities, PSA version 3 has a new feature added called “Reconciliation View” which is available on Unified Interface. In this blog, we will explore the new feature of reconciliation view of PSA and its resource… Read More: Resource Reconciliation in Project Service Automation »
In Dynamics 365, Microsoft has introduced App Designer where we can create different apps based on security roles where we can controls which entities, dashboards different people in an organization can see. As we all know, Dynamics 365 v9.0 came with Unified Interface, which provides the same user interface in all devices. In this blog,… Read More: Create system views by using App Designer in Dynamics 365… »
We have always been keen on making it easier for Sales Managers to manage territories for their salesperson. Previously, we introduced the concept of creating Geographies, which helps users to define created territories geographically. With the help of Territory assignment workflow, users are able to assign territories to records within the Microsoft Dynamics CRM based… Read More: Create multiple territories quickly within map itself in Dynamics 365… »
Introduction: Microsoft Dynamics CRM 365 introduced additional controls for mobile and tablet to increase user interaction, user convenience and for user-friendliness. These controls are available for Mobile, Tablet application depending on the field type. Today in this blog we will discuss about Bullet Graph Control. Bullet Graph Control: This control is used to represent field… Read More: Controls in Dynamics 365 for Mobile App: Bullet Graph »
Many times while working in Dynamics 365 CRM we found small clues tips which sometimes becomes life saver for us. Today in this blog I will share one of such small tip. If we enter special characters like # $ % & ( ‘ in text input the GetControl & Getattribute will give different result.… Read More: Difference between Xrm.Page.getControl(‘xyz’).getValue() and Xrm.Page.getAttribute(‘xyz’).getValue() in Dynamics 365 CRM »