Introduction If a user is new to any system, a help content of that application helps them to understand that application. If there is a help section, users could be self-sufficient in solving their own queries and would not need to wait for others to explain how the system is working. The Custom help panes… Read More »
Introduction In our previous blog, we understood the background and the purpose of the Environment Variable. In this blog we will see how to use it in our day to day solutions. As we make use of Plugins, Workflows, Scripts, Power Automate, etc. in our day-to-day solutions, let’s see how to access and use the… Read More »
Introduction It’s quite often we come across scenarios where we require some configuration settings to accomplish a requirement in Dynamics 365 CRM/Power Apps. To overcome this requirement we create a custom entity with few fields in it and then we create a record to store the required configuration details. For example, let’s say we want… Read More »
Tired of juggling between QuickBooks and Dynamics 365 CRM/Power Apps for accounting and sales data? Searching for an easy way to keep track of accounting and sales data in QuickBooks and Dynamics 365 CRM? Then your search ends here! InoLink – a cloud-based productivity app that integrates Dynamics 365 CRM/Power Apps and Intuit QuickBooks –… Read More »
Introduction Currently, we have a requirement where a client needs to upload a visiting card against their Account record and they need one Power BI Dashboard where their salesperson wants to see visiting cards for every Account. The client has stored the visiting image file into the Image data type of field. This blog will… Read More »
“Perfection is not attainable, but if we chase perfection, we can catch excellence.”On that note, it’s time to welcome another step towards excellence with the latest Maplytics December 2020 release! In this webinar, we will navigate the latest enhancements made to the most popular features of Maplytics – Auto Scheduling, Territory Management, PCF controls, and… Read More »
Let’s face it – Visualization is the best way to interpret data easily. Even for experts, data needs to be displayed in a suitable form for analysis, to draw out comparisons and trends. With the huge amount of data in Dynamics 365 CRM/Power Apps, you may find it difficult to draw out conclusions from the… Read More »
Introduction In the recent release of the Dynamics 365 CRM, new features have been added. One of the most important and useful features among these is the feature to see and edit data of the related entity on the main form using the “Form Component Control”. A feature like this is useful in many ways,… Read More »
Introduction As we know, we can pause and resume the SLA based on the Status Reason field of an entity by configuring Service Management settings. Here, you can see the below screenshot from Service management>>Service Configuration Settings But this option was only limited to the “Status Reason” column of any entity. If you wanted to… Read More »
Introduction We previously experienced How to set or map null values in the Lookup Field using Power Automate CDS Connector. Let us explore How to set the Owner field dynamically using Power Automate. Scenario: On the Contact entity, there exists an owner field and we want to set the same owner (which can be a user… Read More »