Introduction The purpose of enabling/disabling configured Related Records Filtering is that users can set lookup value from pre-defined filter criteria or simply uncheck the checkbox and see all records belonging to selected view from lookup. Earlier, when we wanted to search a record that doesn’t have current Company Name lookup set on it, we used… Read More »
Power Apps Component which was also known as Custom Control is the natural successor to HTML Web resources which was, or still is part of the Dynamics 365 CRM ecosystem for quite a long time. Developers are quite skilled when it comes to HTML web resources, however, Power Apps Component Framework is pretty simple to… Read More »
Storing data in cloud has become the norm today. With quite a number of cloud storages available in the market, having cloud storages for high scale document management has become mandatory. For Dynamics 365 CRM users, Microsoft has its very own SharePoint which can be natively integrated enabling smooth management of documents/attachments. But wouldn’t it… Read More »
If you have been using Dynamics 365 Sales for a while now, you would know that adding products to Opportunity has always been a tedious job. That’s because until a couple of years ago, it only supported adding one product at a time. It would open up a Line Detail form with the option to… Read More »
Seamless data visualization in the organizations is one of the factors for them to be efficient, productive and agile in their approach. Service industry deals with service cases that need to be attended and the service reps have to resolve the cases at the earliest. To standardize this process, the cases are distributed to the… Read More »
Introduction In this blog, you will get to know how to view contact and owner profile in any Dynamics 365 CRM record. By viewing contact profile you can easily find their email id, phone number, addresses etc. To view Contact and Owner details in any record follow the steps given below. By following these steps… Read More »
Introduction Earlier, we have seen how to pass parameter from Power Apps to Power Automate. In today’s blog, we will explore how to pass the Collection from Power Apps (Canvas App) to Power Automate. A collection in Power Apps is used to store data. You can explore more about Collection in Power Apps here. Now,… Read More »
Dynamics 365 is a very powerful customer relationship management system that allows its users to manage sales and service of any organization smartly. For an organization to work seamlessly the accounting system needs to be streamlined with the CRM system uniformly. To make accounting an integral part of CRM we have recently acquired three apps… Read More »
Introduction We had a requirement from our client that they needed to remove all sales literature attachments from CRM. While doing this we got an error – “Error loading control” on file control of sales literature item. In this blog will find out how to resolve this. Error on file control – In previous version… Read More »
Introduction With 2020 Release Wave 1 Update for Dynamics 365, we can open main form of CRM record in dialog using navigateTo Client API. Earlier, we used Xrm.Navigation.openForm method to open CRM record and this method opened the CRM record in new window or same window of browser. Using navigateTo Client API, we can open the… Read More »