Introduction When we create an entity record, it is necessary to fill up the fields as required and click on save to create the record. Sometimes, we tend to forget to fill up the business required fields that are hidden under tabs. However, while saving, an error notification appears on top of the form through… Read More »
Introduction Dynamics 365 CRM Unified Interface version 9.x. and above has brought many changes in the UI forms. This has made forms more appealing to eyes when used on different sized screens. You must have experienced the different behavior of sub-grid while operating on different screens (like Web, Tablet, Phone, etc.) For example, when you… Read More »
Innovation does not stop at Inogic… We recently released a new app Attach2Dynamics (A Microsoft Preferred Solution on AppSource) for managing Dynamics 365 CRM attachments on SharePoint, Dropbox and Azure Blob Storage and while working on an enhancement we came across an idea for this new app. Coming Soon! Is our very own amazing NEW… Read More »
Introduction In this blog we will see how we can directly collaborate with Dynamics 365 CRM entity records from Microsoft Teams in Dynamics 365 CRM Wave 2. Note: Files will be synced between Dynamics 365 CRM and Microsoft Teams. Scenario: For example, we usually do meetings with clients on Teams. Here, whenever we had call… Read More »
Introduction In this blog, we’ll see how to use Relative URLs in Dynamics 365 CRM Classic Web, and Dynamics 365 CRM Unified Interface, and the difference between the two while opening a Relative URL. There are some entities in Dynamics 365 CRM which are not directly available or accessible on the SiteMap (e.g. Document Template,… Read More »
Introduction With the help of PCF (PowerApps Component Framework) Control, we design control for Dataset Grid, which we can add on any OOB and custom entity to show records that are available in the selected view. We show data for the available set of columns that are added in the selected view. To show all records data in Dataset Grid… Read More »
Attach2Dynamics – a Microsoft Preferred Solution – has certainly brought about efficient storage and management of Dynamics 365 CRM attachments in all three cloud storages i.e. SharePoint, Dropbox and Azure Blob Storage. It smartly caters to each and every need related to attachment management in Dynamics 365 CRM. Thus, in a short period of time… Read More »
Introduction Dynamics 365 CRM word template allows users to make their own standardized entity specific template to represent data according to their business standards. It is a requirement for businesses today to send quotation of their products or services to their customer. For this they mostly prefer to use Microsoft word template with their own… Read More »
Introduction In this blog we will see how to convert entity collection into XML and send as response in Azure Function in Dynamics 365 CRM. Recently, one of our client required Lead details in XML format using Http request. So we created Http Trigger Azure function to retrieve data from CRM and converted into XML… Read More »
A Big Thank You – for making our last webinar on Alert4Dynamics a huge success. Your fabulous response is all we need to keep us motivated. So get ready! For we are back with another exciting and vibrant session for you. In this webinar we will focus on one our most sought after productivity app… Read More »