Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

How to Retrieve SiteMap XML programmatically in Dynamic 365

Introduction: We can edit Sitemap by using Microsoft Dynamic SiteMap Designer or SiteMap Editor using XrmToolBox. Whereas we can also update SiteMap programmatically, but before updating SiteMap we have to retrieve SiteMap XML programmatically. So in this blog, we will discuss about how to retrieve SiteMap XML programmatically. Recently, we came across below scenario, Where… Read More: How to Retrieve SiteMap XML programmatically in Dynamic 365 »

Use WEB API Batch Request in Dynamics 365 to execute long FetchXML

Introduction: Recently we had a project where we use WEB API for retrieve the records from Dynamics CRM. In our project, we dynamically create FetchXML to retrieve records but sometimes Fetchxml have a lot of columns and conditions etc so its length get increase and we this the fetchxml in URL which violates the browser… Read More: Use WEB API Batch Request in Dynamics 365 to execute… »

Booking Alert activity on Schedule Board in Dynamics 365

Introduction: Microsoft Dynamics CRM 365 always surprises us with the new features that are being introduced. One such feature is “Booking Alert” on Schedule board. Booking Alerts in Field services is an activity type which has ability to show in the schedule board. Booking Alert is actually an effective alert for the Dispatcher who is working with… Read More: Booking Alert activity on Schedule Board in Dynamics 365 »

Control with Workflow how you want records Cloned in Dynamics CRM

Click2Clone your favorite app to clone Dynamics CRM records in 1 click new release has much more. In our last posts we read about the new feature to Clone Dynamics 365 CRM record with over 100 line items in a single click and in another post we read how we can now Clone Dynamics CRM… Read More: Control with Workflow how you want records Cloned in Dynamics… »

Create Customer Lookup in PowerApps using Data Context

Introduction: Recently, we had a business requirement to show customer lookup in PowerApps similar to the customer lookup in Dynamic 365. For example – In Dynamic 365, we have customer lookup of contact and account, using this we can select contact and account. To achieve the same thing in PowerApps, we have to use “Context”… Read More: Create Customer Lookup in PowerApps using Data Context »

Implement offline support for Canvas App in Dynamics 365 CRM

Introduction: Recently, we had a requirement where customer wants use Dynamics365 CE using PowerApp in Offline mode. Following are the steps to implement offline support for Power App to Dynamics365: 1. Create a default Canvas app by using Dynamics 365. You can refer to our previous blog here. 2. Insert a new Screen in the… Read More: Implement offline support for Canvas App in Dynamics 365 CRM »

Create Dynamics 365 Records from an Excel using Microsoft Flow

Introduction: Dynamics 365 Records can be created from Excel using Microsoft flow “Create Dynamics 365 Leads from an Excel table”. This is useful if user wants to create Records for each row from the Excel that is uploaded on any cloud storage space like google drive, OneDrive, DropBox, FTP, etc. In this blog, we will… Read More: Create Dynamics 365 Records from an Excel using Microsoft Flow »

The evolution of business productivity with Dynamics 365 CRM

CRM systems like Microsoft Dynamics 365 are known to help businesses streamline their business data and further analyze it to gain insights into their business performance to improve sales, service and marketing. Businesses around the world have utilized the power of Dynamics 365 to transform and grow their business all while maintaining customer relationships and… Read More: The evolution of business productivity with Dynamics 365 CRM »

Update I/O parameters of a custom assembly without unregistering it in Dynamics 365

Introduction: As CRM developers we often come across some requirements to accomplish which, we need to write custom assemblies. The unique feature of a custom assembly is the Input and Output parameters saving some of the retrieves thus decreasing the processing time and complexity and eventually increasing the efficiency. Recently we came across a scenario… Read More: Update I/O parameters of a custom assembly without unregistering it… »

Create Attachment in CRM with Camera Control using Canvas App in PowerApps

Introduction: Designing and building business apps using the Canvas app in Microsoft PowerApps is an intuitive experience with the ability to drag and drop elements onto the canvas. This gives the users the freedom to utilize and integrate business data from Common Data Service along with the choice of 200 data sources. Using the blank… Read More: Create Attachment in CRM with Camera Control using Canvas App… »