Author Archives: Inogic

Using Entity Extraction AI Model within Dynamics 365 CRM / Power Apps – Part 1

Introduction: What comes in your mind first when you think of the Entity Extraction AI model? You might relate this with entities of Model Driven apps. However, this is not something related to it. Entity here does not demonstrate the entities we see in Model Driven Apps in Dynamics CRM but they are nouns like… Read More »

Execution Context for CDS (Current Environment) Connector in Power Automate Flows Explained

Power Automate Flows are executed as an asynchronous background execution. It is important to understand the execution context being used for all the steps/actions designed in the flow for audit purposes. Prior to this setting being made available, you needed to associate a connection with every action and the action was executed under the context… Read More »

How to Find Next Month and Previous Month using Power Automate within Dynamics 365 CRM

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 »

#ScottishSummit2021: Lets build our existing Dynamics 365 / PowerApps skills and gain new ones – Get your FREE tickets now!

  2021 begins with a ray of new hope and new beginning. We are already into the second month of 2021, the change continues. But some changes are good, right? Like being able to learn from the best in the community right from your home! We are talking about the upcoming virtual event ‘Scottish Summit’,… Read More »

How to show Custom Ribbon Button while working offline on Mobile Device

Introduction: Microsoft has provided the mobile offline feature to work with our data in offline mode even when we don’t have internet access. Mobile Offline features allows us to work with commands like create, read, update, and delete. Mobile offline features are currently available for iOS and Android devices. You can refer the below link… Read More »

Check access to a Dynamics 365 CRM record using ‘Check Access’ button

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 »

Push Notifications for Dynamics 365 Apps and Canvas Apps Power Apps

Gone are the days when notifications were received through emails, given that it is now a mobile first age, push notifications seem to be quickest mode to transmit information for immediate attention. Using Power Automate, we already had the Notifications connector, that allowed for sending a mobile notification. Then, Microsoft had brought about a Power… Read More »

Enable/Disable Customer Asset Validation within Dynamics 365 CRM Field Service

Introduction Field Service for Dynamics 365 CRM provides various settings to be configured as per the different business requirements. Field Service Setting is the key feature while working with Field Service in Dynamics 365 CRM provided by Microsoft where we can define the default behavior for our organization. In this blog, we will look into… Read More »

Cloning a Record in Dynamics 365 CRM – It’s a Matter of 1 Click!

Nothing else matters when the task you have undertaken is completed within the stipulated time and without any glitches. But the reality is something else! Each one of us has faced the situation where we are stuck with mundane tasks that just don’t get completed on time. Our Dynamics 365 CRM users would be familiar… Read More »