Tag Archives: Dynamics 365

Gamification in Microsoft Dynamics 365 CRM – Set goals, Make them fun, and Everyone wins!

Gone are the days of hard work and labor, it’s now the age of smart work. And with technology and scientific advancement, everything has become possible. A decade ago, gamification of daily mundane tasks of the regular work cycle was unheard of. But now, Gamification has become the new norm. To improve employee engagement, motivate… Read More »

How to Add Users and Sync Profile Information in Dataverse Instantly (On Demand)

Introduction: I was creating a user in one of the online trial environment 2021 Release wave 2 (version V9.2) from Office 365 admin center but somehow it was not appearing in users area in Power Platform admin center even after waiting for few hours. It was then that I found this doc which explains how… Read More »

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 »