SharePoint Security Sync + DocuSign integration within Dynamics 365 CRM – A sure shot way to close deals quickly and easily!

In our recent blog, we gave a brief glimpse of the upcoming new feature of SharePoint Security Sync – DocuSign integration (have a quick look of the same in our teaser video). In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM/Power… Read More »

How to remove GUID from folder name in Dynamics 365 CRM and SharePoint integration

SharePoint Security Sync enables you to create custom document library structure in SharePoint and also customize the record folder name which is quite helpful for data storage and management in a smart way! Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden… Read More »

Send Email is now available on Mobile Apps and Tablets within Dynamics 365

Users can compose, edit and send emails from the Dynamics 365 Mobile App in Dynamics 365 -2020 release wave 2. Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads,… Read More »

Project Oakdale – AKA – APP Development (RAD) for Teams

First impression, Looks like SQL – creating table experience – and yes Tables, not entities. Next thought, Back to MS Access days – do nothing and have a fully functioning app! That’s Project Oakdale! And no, it is CDS framework but it does not include Common Data Model entities – so I had the impression… Read More »

New Alert features within Dynamics 365 CRM to Set User Preference or create Auto-Dismiss or Non-Dismissible Alerts!

Alert! Alert! Getting the right information at the right time is always useful. So here we are, announcing the release of three new additional features of Alerts4Dynamics – your go-to app for managing Alerts & Notifications in Dynamics 365 CRM/Power Apps – a Preferred App on Microsoft AppSource! So, without further ado, let us have… Read More »

Match theme of Dynamics 365 App in Power Apps Control Framework – Part 2

In the last blog, we saw how we could match the theme of the Dynamics 365 App in PCF when we know what should be the color scheme at the time of designing. In this blog, we will see how we can apply the theme to the Fluent UI component dynamically based on the main… Read More »

Formatting Output result for your actions in Custom Connector

Continuing with the series on Custom Connector, today I touch upon output results of your actions. If you have worked with any of the existing connectors including Common Data Service connectors, you will notice that when you choose an action like List or Read, the CRM record object returns individual field values of the record… Read More »

Match the theme of Dynamics 365 App in Power Apps Control Framework – Part 1

Power Apps Control Framework is what we are using these days for creating re-usable and configurable custom UI or components in Dynamics 365 Modal driven apps. When it comes to designing a component, the Fluent UI is another Microsoft’s tool that empowers developers to use built-in controls like Button, Date Picker, Label, Slider, Textbox, etc.… Read More »

Daily, Weekly, Monthly or Annually – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power Apps with Recurring Billing Manager!

Do you find it hard to manage multiple billings in Dynamics 365 CRM? Do you find it tedious to keep track of overdue payments? Don’t look further! Recurring Billing Manager – our popular billing app for Dynamics 365 CRM/Power Apps is just what you need! With a new name, new look and a very user-friendly… Read More »