Author Archives: Inogic

How to Bulk Update Prices in Dynamics 365 CRM

Introduction While working on the Product Catalog, I noticed that there are “Updated Prices” button on the “Price List Item”, “Role Prices” and “Category Prices” table sub-grids present on the “Price List” table record that gives provision to bulk update the pricing i.e., increase/decrease prices by a certain percentage. Update Prices button on Price List… Read More »

New Subscription Management App by Inogic – Manage Subscriptions, Automate Recurring Billing, Revenue Analytics, Tax Calculations and much more within Dynamics 365 CRM

Integrations Apps, Document Management Apps, 1 Click Apps or Visualization Apps – Inogic has a wide range of distinct productivity apps for Dynamics 365 CRM / Dataverse (Power Apps). You can plot Dynamics 365 CRM data on map, clone records, export data, manage attachments in cloud, visualize CRM data in Kanban View or Mind Map… Read More »

How to Hide Portal Search for Anonymous Users in PowerApps Portal

Introduction We recently had a requirement in Power Apps Partner Portal where the client specifically wanted Portal search option you see in the navigation bar to be seen and accessible ONLY for users who logs into the portal. With this, non-authenticated users will have no unauthorized access to CRM data visible in portal even via… Read More »

Set Goals, Monitor Performance, Maintain Data Quality – There’s much more in User Adoption Monitor within Dynamics 365 CRM now!

Finding it difficult to keep track of user actions in Dynamics 365 CRM? Want your employees to make optimum use of Dynamics 365 CRM and increase productivity? Then User Adoption Monitor is what you need! A Preferred app on Microsoft AppSource – User Adoption Monitor is the apt app to track, monitor and review user… Read More »

How to get the Entity Form details using Xrm.Utility.getEntityMainFormDescriptor Client API

Introduction Normally, using Xrm.Utility.getEntityMainFormDescriptor Client API, we get the details of default main form of specified entity in the form of sections and attributes list. If we want to get the list of all the entity attributes or sections that is visible on an entity form, then we can use this Client API. In this… Read More »

Top 3 reasons why SharePoint Security Sync is must for seamless document management within Dynamics 365 CRM

Easy data storage and seamless attachment management is the necessity of the hour. No business can function efficiently if its data is not maintained properly. Dynamics 365 CRM, a Powerful CRM Software which brings all of your Business Functions Together is one such application which businesses around the world rely on. Now to make Dynamics… Read More »

How to Sort Dataset in PCF Control?

Introduction In this blog, we will see how we can sort records in the dataset in PCF control. The dataset object does have the property “sorting” which we can use to sort records according to a particular column in ascending or descending order. To keep dataset designing simple and easy to understand we will be… Read More »