Introduction Let’s consider a scenario, you have a custom entity called Resources and you want to link Resource 1 record in any other entity using Timeline post. So here, by default, you won’t be able to link custom entity record. You can see that by default, the below list of OOB entities are allowed to… Read More »
No matter how digital the world gets, door to door servicing is not going away anytime soon. The facility of booking a service like repair, delivery, consultation, etc. at our fingertips and having it at our door in minutes keeps getting more convenient with time. Customers today appreciate being treated as a priority and expect… Read More »
Introduction Power Automate is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers’ help. In this blog, we will explore how to set a lookup field as null while mapping the Lookup field with another record’s lookup field which has null value. We can… Read More »
Introduction Whenever we want to extract part of a string, a common question comes to mind -how do we achieve this? In Power Automate, previously we used to write some expression manually like split, substring and so on. But now, in the recent update of Power Automate, it now gives you prebuilt actions for text/string… Read More »
Introduction There are a number of client APIs provided by Microsoft that helps developers work seamlessly with D365. One such useful method is getPageContext() in Xrm.Utility that can be used to get page context as an object representing the page. In this blog, we will see how we can use this method. For an instance,… Read More »
Introduction We know that Notes description is now Rich Text type, so it can support a wide range of formatting. Recently we had a requirement to add a hyperlink in the note body. But, while doing this we faced one issue -by just wrapping the link in an anchor tag we were not able to… Read More »
Is repetitive data entry in Dynamics 365 CRM taking too much of your time? Are you looking for an easy way to overcome this daily mundane task? Then look no further! Our 1 Click productivity app, Click2Clone, now also a Preferred App on Microsoft AppSource, is just what you were looking for! Want to know… Read More »
Microsoft has included quite a number of new capabilities in Dynamics 365 Wave 2 Release. In this blog, we will focus on one of the features under Sales Insight called Sales Accelerator. The first thing that we would like to emphasize is that please beware that this is preview feature and to use this feature,… Read More »
Introduction Lately, if you have spun up any trial you might have come across the below screen every time you try to sign in. It’s Microsoft’s concept of Security Defaults. If your tenant was created on or after October 22nd, 2019, Microsoft has enforced Security Defaults to most of the environments that are getting created.… Read More »
In our last blog, you were reacquainted with the exclusive features of SharePoint Security Sync – a comprehensive solution integrating SharePoint with Dynamics 365 CRM/Power Apps for document/attachment management – which is also a Preferred App on Microsoft AppSource. Now, to make it more appealing for our Dynamics 365 CRM friends, we are introducing a… Read More »