Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even… Read More »
Introduction: In the recent release, Microsoft added one powerful feature called ‘Global Intelligent Search’. In this blog, we will see how the admin can enable this for the organization and how it helps the user, and some tricks to get quick results. Enable Relevance Search: In the Power Platform admin center, select an environment. Select Settings> Product > Features. Under Search,… Read More »
A recent addition to the suite of “insights” applications has been the Dynamics Customer Insights. This is a standalone application that can be subscribed to and is part of their Customer Data Platform offering. The idea behind this app being the ability to collate customer information including transaction history or behavioral actions across multiple systems… Read More »
Canvas App is no code/low code business app with which you can design the app by dragging and dropping elements onto a canvas. Canvas app is used to build mobile apps with various functionalities. Recently, we had a client requirement and to fulfill this requirement we needed to create multiple screens where some of the… Read More »
Introduction We recently had a requirement in Power Apps Partner Portal where the client specifically wanted Portal search option you see in the navigation bar to be seen and accessible ONLY for users who logs into the portal. With this, non-authenticated users will have no unauthorized access to CRM data visible in portal even via… Read More »
Introduction In our last blog, we have seen how we can open a record in a Dialog using NavigateTo(). In this blog, we will see the latest enhancement which Microsoft has added recently. 1. Show Title while displaying custom HTML in a dialog Earlier when we wanted to open a custom HTML web resource using… Read More »
Introduction In the recent release, Microsoft has provided the ability using which we can perform different CRUD operations using Portals WEB API. The operations will run at server-side and are similar to Dynamics Web API Operations but the difference is in the way it is written and called in PowerApps Portals. If you have a… Read More »
Introduction With the recent wave release of Microsoft, there is a new enhancement added to enrich the adding of New or editing the existing Lookup Record from the main entity record. This feature is called Main Form Dialog (MFD). In this, if we have any lookup field on the form and we want to add… Read More »
Tired of juggling between QuickBooks and Dynamics 365 CRM/Power Apps for accounting and sales data? Searching for an easy way to keep track of accounting and sales data in QuickBooks and Dynamics 365 CRM? Then your search ends here! InoLink – a cloud-based productivity app that integrates Dynamics 365 CRM/Power Apps and Intuit QuickBooks –… Read More »
Let’s face it – Visualization is the best way to interpret data easily. Even for experts, data needs to be displayed in a suitable form for analysis, to draw out comparisons and trends. With the huge amount of data in Dynamics 365 CRM/Power Apps, you may find it difficult to draw out conclusions from the… Read More »