Dynamics 365 CRM and Dataverse Apps have been on a journey to modernization for some time now and looks like it has now reached the maker experiences for app designing. The app designer experience gets a makeover with a new wysiwyg designer that not only lets you design the app the way you want but… Read More »
When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes… Read More »
Introduction: First, let us understand what is OnLoad event and where we use it. It is an event which occurs after a form gets loaded or on the creation of a record. Generally, we use the OnLoad event to bind some data or hide/show fields, sections, tabs, etc. based on some conditions. The behaviour of… Read More »
Introduction: With the new updates of PowerApps Component Framework, now we can develop the PCF control for lookup field. Earlier, there was no supported way to develop the PCF Control for lookup field. However, with the new update, we can do this by using the lookup type property. In the below example, we have created… Read More »
Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even… Read More »
Introduction: We are already aware of the Advanced Lookup feature that Microsoft has added in the Release 2021 Wave 1. And along with it some additional features have been introduced to trigger a typeahead search in Advanced Lookup behavior i.e., “Minimum number of characters to trigger typeahead search” and “Delay between character inputs that will… Read More »
Inogic has a wide range of distinct (Preferred) apps that caters to the needs of Dynamics 365 CRM users on a daily basis making their work life more productive and stress-free. Be it Document Management Apps, Visualization Apps, Mapping Apps, 1 Click Apps or Integration Apps – we have integrated Dynamics 365 CRM lately with… Read More »
Introduction Sales forecasting has introduced few interesting features and one of them is Advanced Scheduling. Previously while configuring the forecast there was only a scheduling option available in the general tab of sales forecast, but now there is flexibility to configure the scheduling as per the calendar format that organizations use. For example: If you… Read More »
Introduction We recently came across a requirement to create a mobile app to show the product information. So we have decided to develop an app in the Canvas App. The salesperson can use this app to collect information about the needs of the customer, such as a record of products that the customer wants. After… Read More »
Half a year is gone by, it’s time to roll your sleeves, tighten the belt and get ready for round two of target achievement. For this, you need to make use of all available tools in the market to boost your productivity. And the first step should be to enhance your CRM productivity. But the… Read More »