Tag Archives: Dynamics 365

Explore the new “Open Folder” button within Dynamics 365 CRM to open SharePoint site – Document Management gets more flexible!

Attach2Dynamics – a Preferred App on Microsoft AppSource – is a one stop solution for managing documents/attachments in multiple cloud storages from within Dynamics 365 CRM/Power Apps. SharePoint, Dropbox or Azure Blob Storage – Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments in any or all of these cloud… Read More »

Enhance Personal Settings in Dynamic 365 CE

Introduction In this blog, we have explained how to create an Email template and Email signature in UCI. Earlier, this feature was not present in UCI as shown in the below screenshot, but now it is available in the 2021 Wave 1 release. Feature Details 1. Personal settings are moved to a dedicated area switcher… 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 »

How to Add an Existing Record into a Subgrid in Dynamics 365 CRM Using EasyRepro

Introduction EasyRepro provides automatic testing in Dynamics 365 CRM. It also gives the power to interact with Subgrid of Dynamics 365 CRM. However, it carries some limitations along with its benefits, like adding an existing record in the Subgrid, which we are going to cover up in this blog. We will show you a generic… Read More »

How to Route Emails Based on Rules in Dynamics 365

Introduction In Dynamics 365, we can send/receive emails using Microsoft Exchange Online within the organization or outside the organization. Also, users can add rules/filter/restrict email using the additional setting in Outlook. There is another way where users can also create rules/filters for email using the Exchange Admin Center in Dynamics 365. So in this blog,… 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 »

Maplytics March 2019 release Live Webinar – Enhancing Location Analytics within Dynamics 365!

We are excited to announce that we are back with another informative and engaging webinar of Maplytics. Previously, we conducted a webinar on Empowering Managerial Decision Making where we discussed features like Auto Scheduling, Territory Management, Overlay, Pie charts & Column charts Heatmaps, Shape Operation, Security Template.   In the upcoming session, we will focus… Read More »

Working with Fetch functions of JSBridge Reference file in Online and Offline Mode of Resco Mobile App

Introduction: Recently, we had a business requirement where we needed to display total number of active Agreement records associated to the Account entity of Dynamics 365 CRM on “Account Entity Form” in Resco mobile app. So, we developed a script for populating total number of active Agreements related to the Account record and deployed it… Read More »