Introduction In Dynamics 365 CRM, user can modify his personal setting through Set Personal Options by clicking Gear Symbol present in Left side of form, after login into CRM. But most of the time user is unaware about the options that are available in Personal Setting. For Example, Allow other Microsoft Dynamics 365 user to… Read More »
Click2Clone is a powerful product to clone records in Dynamics 365 CRM. You can Clone records of One Entity to another Entity along with relationships, Set reference of the Source and Target record for both to identify each other, deep clone the records and many others. Till now, we were using Set References feature to… Read More »
Introduction In this blog, we are going to create a request using ExecuteWorkflow action and would execute the request that would execute a custom workflow. This approach would eliminate the need to create an Ajax request and is supported across web client, UCI and Mobile. For demonstration purpose, we have created a custom workflow. This… Read More »
Introduction PowerApps is a data platform that provides rapid application development environment to build custom apps for your business needs. In PowerApps you can only perform operations such as create, update and delete. However, to perform more operation you can go for other options such as Microsoft Flow etc. In this case we created an… Read More »
Each time with our new release, we ensure that your tasks are carried out effectively and efficiently. Initially Attach2Dynamics supported SharePoint and Dropbox cloud storage systems. However, keeping in mind the growing popularity and demand of Azure Blob Storage, we realized the need to incorporate it too in our product. Hence, to make the task… Read More »
Introduction In this blog, we will explore more on how to import and export records from one PowerApps application to another PowerApps application just like import/export functionality of Dynamics 365 CE. Import and Export controls are controls used for importing and exporting data from the local file in PowerApps application. Let’s just start exploring this… Read More »
Introduction With JavaScript, we have real-time interaction with Dynamics 365. Microsoft gives us feasibility to use CRM Web API in JavaScript to perform operations such as Create, Update, Delete, Retrieve, etc. But there is a limitation on the number of API requests made by each user, per organization instance, within a five-minute sliding window. Please… Read More »
Introduction We frequently use Fetch to search records in CRM and few times use the Fetch XML in code for ease of changing fetch query, if needed. Fetch XML also supports adding most of the special symbols. Due to this, most of the times we do not go in depth to check how fetch behaves… Read More »
Introduction As Dynamics 365 CRM’s native feature, we can call on-demand workflows from inside a business process flow. We can configure this from the new business process flow designer, by dragging a workflow component to a process stage, or to the Global Workflows section. As you know, we have written a blog on global workflow… Read More »
Well, the day is finally here and much awaited April 2019 release is out with more than 350 new capabilities, feature updates, and applications across Dynamics 365 and the Power Platform. There is major emphasis on making AI for Sales module more intuitive with this release. However, all the modules have been updated in one… Read More »