Enable New Schedule Dashboard from Scheduling parameter on Field Service

Introduction:    There are various options provided for resource scheduling parameter. Latest Field Service upgrades (version) introduced these features independently for Field Service by configuring the settings from “Rescheduling parameter” area. Scheduling Parameters in resource scheduling (Settings) are those settings which includes general settings like default radius values and Units, Geo data, Resource Scheduling Optimization. Scheduling… Read More »

Visualize intricate details in Dynamics 365 CRM with finesse using latest Map My Relationships feature

Data visualizations apps are garnering importance day by day – Why? Because industries across the world today need data visualization tools to transform the raw and unorganized information into something which is useful and easy to understand as human brain is not well equipped to interpret and analyze raw data. And Map My Relationships is… Read More »

Create and Join Teams Meetings from Appointment in Dynamics 365 CRM

Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will learn about the functionality of Join team meetings from appointment in model-driven app feature. With this feature, users will be able to add and join Microsoft Teams meeting to the appointment in Dynamics 365 CRM… Read More »

How to Read the current Model-driven App details using client API references

Introduction: In a recent project while working on client-side scriptings, we had come across a requirement where we interact with Dynamics 365 CRM data using WebAPI and query expressions. In most cases, we needed the current Model-driven app AppId to build the WebAPI URLs. We had achieved this by using Dynamics CRM Client API references.… Read More »

Filtering Sequences in Sales Accelerator by using Tags in Dynamics 365 CRM

Introduction In Dynamics 365 2021 release wave2, you will notice there are many enhancements added under the Sales Accelerator. One of which I came across is the new filtering capability added to the sequence grid. Sequences feature in the Sales Accelerator helps the sales manager to define consecutive actions that sellers need to follow while… Read More »

Decide the views you want to see in Model driven apps in Dynamics 365 CRM / Dataverse

In our earlier blog we talked about the new modern advanced find experience. As a part of modernization exercise we lost the button. Here we discuss what they gave us – Ability to choose the views that you see in the View selector. And that’s a huge one. With the modern advanced find experience enabled,… Read More »

New Age Automation App to Clone/Copy Records in Dynamics 365 CRM with just 1 Click

Here are some reasons why we should forgo manual data entry and switch to Automation: Manual data entry often results in – Errors leading to inaccuracies High cost and wastage of time Disengagement among employees Potential financial issues Potential compliance issues But according to some surveys, even today nearly 40% of employees using Dynamics 365… Read More »

Rich Text Support for All Multi Lines in Dynamics 365 CRM

Introduction Microsoft keeps introducing new enhancements from time to time. One such welcoming enhancement would be the Rich Text Editor. Earlier we noticed the introduction of Rich Text Editor in the Email body but recently we noticed that it is also available in the Description field of the Appointment entity as well. Out of curiosity… Read More »

How to use Invitation Id of Customer Voice Survey Invitation in Power Automate Flow

Introduction Microsoft introduced Customer Voice in 2020 to get feedback from customers and save it into Customer voice entities in Dynamics 365 CRM. Further, they also introduced new features in  Customer voice. Recently, I was setting up Customer Voice and creating its invitations using Power Automate Flow. Here, I came across an error when I… Read More »