Category Archives: Dynamics 365 v9

Simplify Form Design using Associated Grid Control

The newly introduced Associated Grid Control allows us to enhance the form’s simplicity and readability by showcasing related record details up to four subgrids. This Associated Grid Control is available for all tables. Steps to configure the Associated Grid Control, 1. Navigate to https://make.powerapps.com 2. Select the environment that contains your solution and select Table… Read More »

Create a Journey with Copilot in Dynamics 365 Marketing (Customer Insights – Journeys)

In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 2. Anyone can now quickly construct customer journeys with Dynamics 365 Marketing (Customer Insights–Journeys), including those who have never done it before. The journey will be built for you by Copilot’s generative AI if you just describe… Read More »

How to resolve the Filtered Lookup Dialog Challenge in On-Premise Dynamics CRM Using Xrm.Utility.lookupObjects Script

As part of our ongoing work, we are actively engaged in the development and deployment of one of our products. Our primary objective is to make it fully functional in an on-premises environment. During this process, we encountered a significant issue while executing an HTML page on the on-load event of one of the entities… Read More »

Using New Bulk Operation Messages in the Plugin

Make your developers’ lives easy with yet another feature added to Microsoft Dynamics where they can perform operations using new plug-in messages that have been Introduced for bulk operations as below. Let’s dig into this preview feature! CreateMultiple: Creates multiple records of the same type of entity in a single request. Example: UpdateMultiple: Updates multiple… Read More »

Navigating the ‘RenderTemplate’ Request using HTTP Web Request

Discussing how to generate Excel documents in Dynamics 365 CRM using a non-documented “RenderTemplate” request. We also explore its uses in the native CRM environment, while overcoming sandbox isolation mode limitations within HTTP web requests. We also provide JSON format to successfully execute the requests. Recently, we encountered a unique requirement, we needed to generate… Read More »

Enable and use the integrated search providers as filters for knowledge search

“Any sufficiently advanced technology is equivalent to magic”- Arthur C. Clarke Microsoft’s additions to its enhancements of technology Waves are designed to resolve client pain points further. Integrated search providers, enabled as filters to speedily filter the knowledge articles are one such addition. Microsoft has come up with another addition to the enhancement of the… Read More »

How to import Outbound Emails, Content Blocks, and Email Templates in Real-time Marketing

In this blog, we will learn how to import outbound Emails, Content blocks, and Email Templates into Real-time marketing. Currently, to work with real-time marketing we need to create new emails, content blocks, and templates which is time-consuming. So, to save time and reuse the existing outbound assets, we can import the same as required.… Read More »