Tag Archives: Dynamics 365 CRM

Webinar – Quickly move work from ‘Doing’ to ‘Done’ visualize Dynamics 365 CRM/Power Apps data in Kanban View or Mind Map view

A Big Thank You to all our Dynamics friends for making our latest Maplytics webinar a huge success! Riding on this success, we are excited to invite you to our upcoming webinar on Visualization apps for Dynamics 365 CRM/Power Apps. Kanban Board and Map My Relationships are two of our popular visualization apps which will… Read More »

Format input values using Formatting API in PCF Control within Dynamics 365 CRM

In our past projects, we created a PCF Control in which we had a requirement to format the input values like strings/numbers to the user currency/decimal format according to the user personalized settings set in Dynamics 365 CRM. To achieve this, we used a new Formatting API of Power Apps. This API makes our code… Read More »

CRM Report does not display in a different language – Resolved within Dynamics 365

Once report SSRS report is uploaded, you need to go to a specific record or collection of records to execute the report as shown below. For example, here we have created a report named “Account Details.” But since many times, both the user who configures the reports and the organization, use the same language, we… Read More »

How to connect Dynamics 365 CE with KingswaySoft

Introduction As we all know, KingwaySoft is the best and a helpful tool for data migration and integration processes. Due to the deprecation of the Online Discovery Services, now we need to connect CRM Online using OAuth for “Online Federation”. As you can see, KingswaySoft gives the below notification message that we need to use… Read More »

How to use Color Picker and Custom Theme in Portal Designer In Dynamics 365 PowerApps Portals

The PowerApps Portal is a game-changer in Dynamics 365 CRM that allows capabilities to integrate the Power Apps Portal with Dynamics 365 environment. In addition, it allows customers to see their records like Customer Information, Invoices, etc. The major part of PowerApps Portal is the intuitive and user-friendly UI. Microsoft also enhances the Portals in… Read More »

Introducing Custom API – The New Way of Creating Custom Actions in Dataverse

Custom Actions are one of the most useful methods of creating custom messages in Dynamics 365 CRM. Custom Actions enables us to create our own messages where we could register the plugin step the same way we register the Plugin step on Create, Update, Qualify Lead, etc. messages. Microsoft has now brought an extension for… Read More »

Free up Dynamics 365 CRM storage Space, Manage Attachments, Ensure data security – Multiple benefits with one app SharePoint Security Sync!

Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… Read More »

Open Lookup Field Form in the same context of the Main Form within Dynamics 365 CRM/Power Apps

Introduction With the recent wave release of Microsoft, there is a new enhancement added to enrich the adding of New or editing the Exiting Lookup Record from the main entity record. This feature is called Main Form Dialog (MFD). In this, if we have any lookup field on the form and we want to add… Read More »

Using Entity Extraction AI Model within Dynamics 365 CRM / Power Apps – Part 2

Introduction In our previous blog, we have learned about the Prebuilt Entity Extraction AI Model. In this blog, we will see how to create an Entity Extraction model with custom entities. Generally, in Custom Entity Extraction AI model, we can create our own custom entities to classify the data based on our business requirements. It… Read More »

Using Entity Extraction AI Model within Dynamics 365 CRM / Power Apps – Part 1

Introduction: What comes in your mind first when you think of the Entity Extraction AI model? You might relate this with entities of Model Driven apps. However, this is not something related to it. Entity here does not demonstrate the entities we see in Model Driven Apps in Dynamics CRM but they are nouns like… Read More »