Recently we received a business requirement where client wants to send Birthday Emails to the CRM contacts. We tried this using Microsoft Flow. In this blog we will discuss this. First we need to create a Recurrence trigger so that this functionality will run every day. To create recurrence trigger in Flow please follow below… Read More »
Introduction: Microsoft Power BI is a powerful tool used for data analysis and reporting using data from different sources, for instance, Dynamics 365. Sometimes reports demand the use of a filter and recently we had a business requirement to apply a filter based on a column from two data sets. The requirement was to have… Read More »
Introduction: With the release of Dynamics 365 Microsoft has brought many new exciting features, one of them is common user interface across all devices. The core idea behind this feature is to bring a single client technology to cover all the different UI’s across devices. Web, Outlook, Mobile, Tablet. In this blog, we will see… Read More »
Introduction: Microsoft Portals can be accessed by authenticated and as well as anonymous contacts. So if a user has privileges to create records in Dynamics CRM, irrespective of the fact that they are logged into the Portal or not, then when such records get created in CRM-owner of those records will be set as SYSTEM.… Read More »
Introduction: Universal Resource Scheduling feature in Dynamics 365 Version 9.0 can be used to enable scheduling of any entity including custom entities on the Schedule Board. Along with the Scheduling, we will also see how we can add the fields on the booking slot of the Schedule Board and also how to add different booking… Read More »
Introduction: As we all know we can edit Sitemap by using Microsoft Dynamic Site Map Designer or SiteMap Editor using XrmToolBox. But, we can’t see the updated changes on the Site Map until we save and publish that sitemap. Whereas we can also update SiteMap programmatically, after update we need to publish the sitemap XML… Read More »
Recently while working in Dynamics 365, a sub-grid on form causing an error on mobile client, for Microsoft Dynamics 365 Version 1612 (8.2.2.112) on-premises environment. There is a sub-grid of custom entity on the form of another custom entity. This sub-grid work fine on web client but was not loading on mobile client. It shows… Read More »
Introduction: Power BI is a data analysis and visualization tool which provides various controls for this such as different types of charts, slicer etc. Using these controls user can analyse and monitor organizations or business growth easily. However recently we had a business requirement where we were supposed to show the Case records in a… Read More »
Introduction: Recently we had business requirement where user should be restricted in moving to the next stage in Business Process Flow if custom field contains value less the 4. We achieved this using OOB workflow by following simple steps instead of writing custom code in JavaScript. Following are the steps to achieve this functionality through… Read More »
Introduction: In Dynamic 365 v9.0 we can use “Xrm.Utility.invokeProcessAction” to execute Global Action. When we need to create an Action to be executed on multiple entities, we can use Global Action in Dynamics 365. Here in the below example, we are cloning Account record by executing Global Action in Dynamic 365 v9.0. Create Global Action:… Read More »