Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More »
Introduction During an online conference with Power Platform experts, a technical enthusiast asked the forum, “What options do we have for emailing using the template on specific events/actions in Dynamics CRM?” A panelist answered, “We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ requests for… Read More »
With Resco Mobile App, we now have the ability to show a specific form of an entity. The Resco Mobile App provides the feature of ‘Select Form’ to control which form should be displayed based on a condition. Often the use case is that a type (e.g. Option Set) has a dedicated form which should… Read More »
Are you tired of spending hours fixing errors in your Dynamics 365 CRM records? Well, what if we told you that it only takes one click to reverse the actions and restore records to their previous state? With Click2Undo, our 1 Click productivity app for Dynamics 365 CRM, you can easily undo the last changes… Read More »
Introduction In the 2020 wave 2 release, Microsoft has released some interesting new features which are now available for early access, among them one feature is customizing the timeline for the below new features. Expand the timeline records by default. Hide “What you’ve missed.” Hide status tags. Show email as Conversation or as individual messages.… Read More »
Introduction In our previous blog, we saw how to create configurable PCF Dataset control. In this blog, we will see how to set filters in your PCF control to manage the data. Sometimes, we are working on large datasets and filtering that data becomes a nightmare. For such scenarios, we can use setFilter method to filter… Read More »
Dynamics 365 CRM and the platform underneath has always provided for a proprietary query language called FetchXML. With the introduction of CRM Online, this became the defacto query language as SQL commands could no longer be used (well querying data through sql is being reintroduced, under preview right now, but that is another topic for… Read More »
Data security is the most important factor for businesses around the world. And as we know, in today’s world we face many threats with regards to data security. In these situations, adding different layers of security to all business data is quite common. You can also do this with our quite formidable Dynamics 365 CRM… Read More »
As like with every release, Microsoft brings various new features that help to improve productivity and make the user’s life easier and faster. So, here we explore one such amazing feature -Receipt Processor (AI Builder). Before proceeding further, I would like to inform you that to use this feature you need to enable the AI… Read More »
Advanced Similarity Rules support the customers to view similar case suggestions in the Customer Service Hub. This allows users to view cases similar to their current case and resolve customer issues in the first contact and within a short period. It also helps to reduce operating costs and in turn, increases customer satisfaction. If the… Read More »