Category Archives: Dynamics 365

How to Use User-Defined Functions and User-Defined Types in Canvas Apps

Building Canvas Apps in PowerApps presents a challenge. Microsoft has provided great built-in functions, but what if your App needed something other than the built-in functions? You would have to create workarounds—repeating formulas, juggling nested logic, and spending extra time managing it all. It worked, but it wasn’t ideal. Now, Microsoft is upgrading the process… Read More »

Automatically Categorize Your Data with AIClassify in Dynamics 365 CRM

One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing, Customer Support, Billing and Finance, and more. This process was slow, tiring, and often led to inaccuracies. To make managing these categorized emails even easier, we created a… Read More »

New Dynamics 365 Update – Disable Deletion of Core Mappings Restriction in CRM

As Dynamics 365 CRM continues to evolve, Microsoft frequently introduces new settings and features that streamline configuration and make the platform more customizable for developers and administrators alike. One such feature, which I’m excited to announce in this post, is a new setting that allows users to delete Out-of-the-Box (OOB) mappings directly within the CRM… Read More »

Optimize your Dynamics 365 Environment: Manage Address Entity Records Effectively

The Address entity in Dynamics 365 is essential for managing and storing address-related information for records such as Accounts, Contacts, and Leads. This entity allows users to define detailed address data, such as street, city, state, postal code, and country, and it’s often linked to the main record to provide complete information about a particular… Read More »

Creating Custom Data Views in Canvas Apps with Power Fx Functions

While working on a Canvas App within Power Apps, we encountered a scenario where we needed an automated calculation to handle tax computations. Typically, this would require creating a new calculated field within the Dataverse to perform the calculation. However, adding a calculated field to the Dataverse seemed unnecessary in this case, as the calculation was… Read More »

Boost Productivity with Smart Copy-Paste in Dynamics 365 CRM (Preview)

In Microsoft Dynamics 365 CRM, boosting productivity hinges on efficiency and user-friendliness. A standout feature that can notably save time is the Smart Copy-Paste functionality within Co-pilot form fill assistance for model-driven apps. This tool enables users to save time, minimize mistakes, and simplify data entry tasks. In this blog, we’ll explain how to enable… Read More »

Wrapping Feature in Power Apps: Converting Canvas Apps into Native Android Mobile Apps

The Wrap feature in Power Apps allows you to transform your Canvas app into a native mobile app. This process is especially beneficial for organizations that want to distribute apps internally or via app stores while maintaining the native app-like experience. Note: Before you begin the wrapping process, ensure that you have the installed Java… Read More »

Explore Copilot Email Assistance for Effortless, Personalized, and Impactful Email Creation

Introduction As a seller, you often face challenges when trying to write effective emails that resonate with your customers. Crafting the perfect message can be time-consuming and difficult, especially when it comes to deciding on the right structure, tone, or content. These struggles can lead to less engaging customer interactions, missed sales opportunities, and, in… Read More »

Optimizing Resource Allocation with the Resource Search Availability API in Dynamics 365 Field Service

For any organization using Dynamics 365 Field Service, the ability to efficiently allocate resources can make all the difference in meeting customer demands and maintaining a competitive edge. Dynamics 365 Field Service allows us to leverage the Resource Search Availability API that revolutionizes resource allocation by providing real-time insights into resource availability. This API empowers… Read More »