Author Archives: Inogic

Advanced Edit filter criteria “Under” and “Not Under” for Field Services within Dynamics 365 CRM

Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit… Read More »

Microsoft Teams Rule-Based Suggested contacts in Dynamics 365 CE

Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to… Read More »

Stop Starting and Start Finishing with #1 Project management App – Kanban Board for Microsoft Dynamics 365 CRM and Dataverse

When you are at your favourite Pizza house or Burger shop, have you ever wondered what those boards with different columns mean? You know, the ones where the cashier keeps adding and removing different tickets in different columns? It is like those ‘do, doing, done’ boards that we make with sticky notes but better. To… Read More »

Enhanced Timeline View within Dynamics 365

Now we can customize the timeline with some more additional features added in the 2022 wave 2 release, so let’s see how can we configure and use these new features:- Profile Picture: Now you can manage the setting for whether to show or hide the user profile picture on the timeline view. On selecting Always… Read More »

Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM

Efficient sales processes are key for any successful business. The Predictive forecasting feature which is available in Microsoft Dynamics 365 Sales Insights, enables proactive decision-making for any aspect of the sales process. Recently when I was exploring Predictive forecasting I came across the new setup available for configuring the Trend and Flow chart. In the previous… Read More »

Parsing JSON string into a JSON object using ParseJSON() function in Canvas App within Power Platform

A few months ago we published one of our blogs to parse the JSON string using regular expression. As per the blog, to parse the JSON string into JSON object we have to format the JSON string into regular expression format as shown below: “\{“”id””:””(?<id>[^””]*)””,””name””:””(?<name>[^””]*)” Now, we can directly parse JSON string using ParseJSON() function,… Read More »