Introduction: In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity entity. Scenario: We have one Opportunity with multiple Quotes which are in ‘Draft’ status. Due to some product irrelevancy, we have lost the… Read More »
In this blog, we will see how the sequence feature makes teamwork or Sales Manager’s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1 and blog 2 ) we have shown how to configure Sales Accelerator and create Sequence. Now, let’s see some… Read More »
Introduction: Recently we added a PCF Control for our entity which didn’t have any interaction with ribbon bar options. Hence, we wanted to hide the ribbon bar options like commandbar, viewSelector, quickfind and groupby. We achieved this by setting the following properties in ControlManifest file: cds-data-set-options=”displayCommandBar:false;displayViewSelector:false;displayQuickFind:false;displayGroupBy:false;” Given below is the PCF Control for our grid… Read More »
Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: “Sequence Stats”: Used for comparing sequence performance statistics over… Read More »
Introduction: There are many methods in PowerApps Component Framework (PCF) that allows you to create more productive and less dependent components. In PCF, you may have created many components to pick something like Color, Date etc. from a third party UI framework. However, what if I tell you that you can now pick files in… Read More »
Introduction: As we all know, Microsoft’s most recent release of the Client API References includes a slew of new features. Microsoft offers several Client APIs that allow developers to seamlessly interface with Dynamics 365 CRM. In this blog we’ll look at one of the Client APIs that uses Knowledge Base Search Control and call specific… Read More »
Introduction: Microsoft presents a range of client APIs that enable developers to interact flawlessly with Dynamics 365 CRM. One of its recent addition is the openSearchResult, which opens one of the knowledge base article listed as per the search in the search control. Now whenever we search for any article in knowledge based search control,… Read More »
Introduction: Recently, we came across a new method in PCF – retrieveRecordCommand. This method will help us to retrieve the related commands for specific record(s). It also gives the flexibility to retrieve only specific commands that the user wants to see. So, let’s see a scenario in which this method would come handy. Let’s say… Read More »
Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will learn about the functionality of Join team meetings from appointment in model-driven app feature. With this feature, users will be able to add and join Microsoft Teams meeting to the appointment in Dynamics 365 CRM… Read More »
Introduction: In a recent project while working on client-side scriptings, we had come across a requirement where we interact with Dynamics 365 CRM data using WebAPI and query expressions. In most cases, we needed the current Model-driven app AppId to build the WebAPI URLs. We had achieved this by using Dynamics CRM Client API references.… Read More »