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 »
Custom logic has until now and still being developed mostly as plugin or workflow assemblies. If you wanted to extend the default behavior of the platform on certain actions like create or update record, you developed either a plugin or workflow and then had to use the Plugin Registration Tool to register this on the… Read More »
The latest Wave 2 update introduces useful enhancements that increase user-friendliness as well as time efficiency. In this blog, we take a look at those Wave 2 update’s email enhancing features. Add Knowledge Articles 1. Users can now insert ‘Knowledge Articles’ in an email. Note – General availability of this feature is from October but… Read More »
Introduction When it comes to Customer Service, the SLA plays a very crucial role to track performance against Key Performance Indicators (KPIs). With the Dynamics 365 CRM web client interface, we used to configure KPIs with traditional workflow actions when SLA is violated like send an email to agents if SLA is failed or warned.… Read More »
Introduction Recently we had a requirement to create a mobile app to show the product information. So, we decided to develop the app in Canvas App. Canvas App is No code/low code business app. You can design the app by dragging and dropping elements onto a canvas. To show product information in text format is… Read More »
In recent times Pokemon Go was a mixed reality game, it showed pokemon characters in your real surrounding using the camera of your mobile phone. And that kind of brought about ideas to present customers with the ability to view the products in their own surroundings that would help them try placing the objects in… Read More »
Yes, you read it right! Your favorite Dynamics 365 / PowerPlatform ISV’s under one roof right at the convenience of your home, hosted by xrmvirtual user group. Add to Calendar now for First virtual ISV/Partner Day where you can experience a selection of excellent apps from around the world built on the Microsoft Dynamics 365… Read More »
Introduction In the previous article , you saw that we only had the ability to create an org chart forecast and territory forecast. But now while exploring the ‘Sales Forecast’ feature I noticed a new option named ‘create from scratch’. In this extended blog, we will explore Sales Forecast experience through ‘create from scratch’. Organizations always… Read More »
Introduction In our previous blog, we have seen how to create a PCF dataset grid control to replace the Dynamics 365 CRM OOB grid. In this blog, we will see how to create a configurable PCF Control where few parameters would be taken from the user which will be used in our control. Recently, we… Read More »
The earlier versions of the D365 Connector or the Common Data Service connector provided separate triggers for each of the CRUD actions like Create, Update and Delete. The latest version of the connector Common Data Service (Current) which is the one we should be using moving forward in most cases provides a single trigger as… Read More »