Author Archives: Inogic

Open the respective Knowledge Base search result using the openSearchResult API

Introduction: Microsoft presents a range of client APIs that enable developers to interact flawlessly with Dynamics 365 CRM. One of its recent addition is the openSearchResult, which opens one of the knowledge base article listed as per the search in the search control. Now whenever we search for any article in knowledge based search control,… Read More »

Execute Commands Programmatically in PCF Dataset Component

Introduction: Recently, we came across a new method in PCF – retrieveRecordCommand. This method will help us to retrieve the related commands for specific record(s). It also gives the flexibility to retrieve only specific commands that the user wants to see. So, let’s see a scenario in which this method would come handy. Let’s say… Read More »

Enable New Schedule Dashboard from Scheduling parameter on Field Service

Introduction:    There are various options provided for resource scheduling parameter. Latest Field Service upgrades (version) introduced these features independently for Field Service by configuring the settings from “Rescheduling parameter” area. Scheduling Parameters in resource scheduling (Settings) are those settings which includes general settings like default radius values and Units, Geo data, Resource Scheduling Optimization. Scheduling… Read More »

Visualize intricate details in Dynamics 365 CRM with finesse using latest Map My Relationships feature

Data visualizations apps are garnering importance day by day – Why? Because industries across the world today need data visualization tools to transform the raw and unorganized information into something which is useful and easy to understand as human brain is not well equipped to interpret and analyze raw data. And Map My Relationships is… Read More »

Create and Join Teams Meetings from Appointment in Dynamics 365 CRM

Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will learn about the functionality of Join team meetings from appointment in model-driven app feature. With this feature, users will be able to add and join Microsoft Teams meeting to the appointment in Dynamics 365 CRM… Read More »

How to Read the current Model-driven App details using client API references

Introduction: In a recent project while working on client-side scriptings, we had come across a requirement where we interact with Dynamics 365 CRM data using WebAPI and query expressions. In most cases, we needed the current Model-driven app AppId to build the WebAPI URLs. We had achieved this by using Dynamics CRM Client API references.… Read More »

Filtering Sequences in Sales Accelerator by using Tags in Dynamics 365 CRM

Introduction In Dynamics 365 2021 release wave2, you will notice there are many enhancements added under the Sales Accelerator. One of which I came across is the new filtering capability added to the sequence grid. Sequences feature in the Sales Accelerator helps the sales manager to define consecutive actions that sellers need to follow while… Read More »