Tag Archives: Dynamics CRM

Controlling Typeahead Search Trigger in the Advanced Lookup

Introduction: We are already aware of the Advanced Lookup feature that Microsoft has added in the Release 2021 Wave 1. And along with it some additional features have been introduced to trigger a typeahead search in Advanced Lookup behavior i.e., “Minimum number of characters to trigger typeahead search” and “Delay between character inputs that will… Read More »

Quick Tip – Data in the Inline Suggestion View of Relevance Search in Dynamics 365 CRM

Introduction In the Enhanced Relevance Search Experience, you will notice that when you start entering the text in the relevance search box, you will be able to see the suggested results and those suggested results are based on the search performed on the Primary column of a table. Suggested result of a table shows the… Read More »

How to Show or Hide the Time Part of DateTime Column using client API in Model-driven app

Introduction As we know in the latest release Microsoft has introduced many new features in the Client API. There are number of client APIs provided by Microsoft that help developers work seamlessly with Dynamics 365 CRM. In this blog, we will explore one of the Client API to Show or Hide the Time part of… Read More »

Update Resolved and Cancelled Cases in Dynamics 365 CRM Programmatically

Introduction To make the easier life for Dynamics 365 CRM users and consultants, Microsoft always comes up with amazing features every six months. Here, we are going to see one such functionality that Microsoft has released in 2021 wave 1. This feature is useful for technical consultants. Earlier we were not able to update/edit Case… Read More »

How to show Non-Production apps within Field Service (Dynamics 365 CRM) mobile app

Introduction Microsoft has designed new Field Service (Dynamics 365 CRM) mobile app which is built on Microsoft Power Platform as a Model Driven App. Field Service technicians often need to see and update their work orders while onsite at a job. Now, Microsoft is recommending to use the Field Service (Dynamics 365 CRM) mobile app… Read More »

Retrieving data and displaying icons on Dynamics 365 view columns

Introduction Showing meaningful icons alongside view columns is a great visual experience to have in the Microsoft Dynamics 365 apps. It quickly gives an idea to the user about what kind of record it is. Microsoft had added this capability to show icons alongside the View columns in 2016. If you check our older blog,… Read More »

Know Details about new OnPostSave Event in Dynamics 365 CRM / Dataverse (PowerApps)

Introduction I am sure you may have used OnSave event several times in your projects. We generally use this event and write code in it to do some validation on the record to restrict the user from saving the record (using prevent Defaults method). The nature of OnSave event is synchronous. It is not the… Read More »

First Look Webinar – Manage Subscriptions, Recurring Billing & Tax Calculations in Dynamics 365 CRM in a smart way with our new Subscription & Recurring Billing Management app!

Finding difficulty in managing the large number of subscriptions? Tired of the daily workload of generating Invoices and Sales Orders in your CRM? Want a way out from these manual recurring billing processes? Then don’t look further! Subscription and Recurring Billing Management is just what you need! Specifically designed for Software Publishers and Value-Added Resellers… Read More »

Manage Subscriptions, Recurring Billing & Tax Calculations in Dynamics 365 CRM/Power Apps in a smart way – Releasing soon our new 3 in 1 billing app!

Be it entertainment, news, online shopping, employment, mobile, internet, or food delivery services – today, we have subscriptions for everything. And millions of people use these services in their day-to-day lives. So, you can imagine the scale of operation required to manage these subscriptions. The situation is the same for our other B2B customers who… Read More »

Microsoft Document Automation Application using AI Builder Form Processing Model

Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More »