Introduction As we all know, KingwaySoft is the best and a helpful tool for data migration and integration processes. Due to the deprecation of the Online Discovery Services, now we need to connect CRM Online using OAuth for “Online Federation”. As you can see, KingswaySoft gives the below notification message that we need to use… Read More »
Coming from a Dynamics CRM/ Dataverse background and having written plugins and later flows using Common Data Service (Current Environment) connector, I was a little lost looking at the SharePoint trigger for When a list item is added or modified. With the CDS (CE) connector, when you use the When an item is created, updated,… Read More »
Introduction Recently, we were facing an issue in Google Chrome Incognito Window while consuming an API in which authentication was required. After doing some research, we finally found the issue. It was due to the Chrome browser setting which was set to disable third-party cookies in the Incognito mode. After changing the Chrome setting to… Read More »
Introduction Microsoft Power Automate Flow is one of the cloud-based services which allows developers to build workflows that automate time-consuming tasks and processes across many Microsoft and Non-Microsoft applications and services. Requirement User will upload Excel file on SharePoint site which contains Product(s) name. So, all we have to check is that the same product… Read More »
The PowerApps Portal is a game-changer in Dynamics 365 CRM that allows capabilities to integrate the Power Apps Portal with Dynamics 365 environment. In addition, it allows customers to see their records like Customer Information, Invoices, etc. The major part of PowerApps Portal is the intuitive and user-friendly UI. Microsoft also enhances the Portals in… Read More »
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 »
Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… 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 With the recent wave release of Microsoft, there is a new enhancement added to enrich the adding of New or editing the existing Lookup Record from the main entity record. This feature is called Main Form Dialog (MFD). In this, if we have any lookup field on the form and we want to add… Read More »
Introduction In our previous blog, we have learned about the Prebuilt Entity Extraction AI Model. In this blog, we will see how to create an Entity Extraction model with custom entities. Generally, in Custom Entity Extraction AI model, we can create our own custom entities to classify the data based on our business requirements. It… Read More »