Programmatically register Post or Pre Image for plugin step with required attribute parameters

Introduction There is a client requirement to register a plugin dynamically on update of owner field. In this blog we will explain how to get only required attribute parameters while registering Post or Pre image for plugin step. If you want to programmatically validate Pre/Post plugin step then please refer this. Below is code for… Read More »

Stop cherry-picking of leads by automating lead distribution within Dynamics 365 CRM

We are back to interact with you in another exciting webinar on our very own popular productivity app Lead Assignment and Distribution Automation. Each of our webinars turn out to be a raving success given the participation of our partners, peers, clients, and prospects. This webinar is another attempt to bring out to you the… Read More »

Power Automate Flows now available from within Business Process Flows

Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More »

How to avoid cherry picking and evenly distribute Dynamics 365 CRM/PowerApps Leads

Sales is a determinig factor in gauging the growth of an organization. And sales comes from pursuing all available leads, as every lead has the potential to turn into a profitable account. Suppose there is a huge inflow of leads through websites, referrals, advertisements, exhibitions, events, etc. and these Leads are manually picked by sales… Read More »

Sales Team Member App shows up in Dynamics 365 CRM

In the last few months, there have been a lot of communication being shared around enforcement of the Team Member license. Team member license have been introduced as an option for light-weight users that only need to access customer information and perhaps record activities but not really involved in sales process involving Quotes, Orders or… Read More »

Associate / Disassociate two entities with 1: N and N: N relationship using Relate & Unrelate records in Power Automate

Introduction Power Automate has been introducing new features and one of them is ‘Relate/Unrelate Records’ feature. This is a step towards new common data service connector and it supports 1: N, N: N relationships. Now, let’s see with an example how it works. We have two entities ‘Contact’ and ‘Web Role’ and there is N:… Read More »