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 »
Introduction In this blog, we will explore how we can retrieve Dynamics 365 CE Entity/Table Metadata using Power Automate (Microsoft Flow). In some scenarios, we need to retrieve the entity metadata. For example, let’s say we want to get the Primary Attribute/Column’svalue of the entity which is selected in the ‘Regarding’ field of the Email… Read More »
Introduction In this blog, we are checking how we can calculate the next/previous month’s date time from today’s date time or calculate the next/previous month’s date time from the selected date. There is no direct way or predefined function to calculate the next/previous month in Power Automate. However, we can achieve this process using the… Read More »
Introduction: The most common issue that user faces while working on entity records is the access issue. Due to insufficient privilege, the user sometimes finds it difficult to work on the records. So, to overcome this and to let the users themselves know the assigned privileges, Microsoft has added a new button on the records… Read More »
Introduction It’s quite often we come across scenarios where we require some configuration settings to accomplish a requirement in Dynamics 365 CRM/Power Apps. To overcome this requirement we create a custom entity with few fields in it and then we create a record to store the required configuration details. For example, let’s say we want… Read More »
“Perfection is not attainable, but if we chase perfection, we can catch excellence.”On that note, it’s time to welcome another step towards excellence with the latest Maplytics December 2020 release! In this webinar, we will navigate the latest enhancements made to the most popular features of Maplytics – Auto Scheduling, Territory Management, PCF controls, and… Read More »
Introduction We previously experienced How to set or map null values in the Lookup Field using Power Automate CDS Connector. Let us explore How to set the Owner field dynamically using Power Automate. Scenario: On the Contact entity, there exists an owner field and we want to set the same owner (which can be a user… Read More »
Introduction In the previous blog, we obtained the response from the Relevance Search API request through Power Automate Flow. In this blog, we will use that response in the Canvas app. We will see how we can leverage the potential of Relevance search in the Canvas app. If you are not familiar with how to… Read More »
Introduction Relevance Search has been there for a while in our Dynamics 365 CRM that provides access to exciting new search capabilities in the environment. However, before you use this feature, an administrator must enable relevance search in target environment. Using relevance search we can search across multiple tables/entities, sorted by relevance. Let us say… Read More »
Introduction In this blog, we can see how we can convert DateTime type field to the various format using formatDateTime function. Please find the syntax of formatDateTime function: formatDateTime(DATE_TIME_VALUE,DATE_TIME_STRING_FORMAT) Scenario: One of our clients wanted to see the last modified date and time of individual Account record. Also, he wants to see this modified date… Read More »