Category Archives: Dynamics 365

Open the respective Knowledge Base search result using the openSearchResult API

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 »

Execute Commands Programmatically in PCF Dataset Component

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 »

Create and Join Teams Meetings from Appointment in Dynamics 365 CRM

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 »

How to Read the current Model-driven App details using client API references

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 »

Filtering Sequences in Sales Accelerator by using Tags in Dynamics 365 CRM

Introduction In Dynamics 365 2021 release wave2, you will notice there are many enhancements added under the Sales Accelerator. One of which I came across is the new filtering capability added to the sequence grid. Sequences feature in the Sales Accelerator helps the sales manager to define consecutive actions that sellers need to follow while… Read More »

Decide the views you want to see in Model driven apps in Dynamics 365 CRM / Dataverse

In our earlier blog we talked about the new modern advanced find experience. As a part of modernization exercise we lost the button. Here we discuss what they gave us – Ability to choose the views that you see in the View selector. And that’s a huge one. With the modern advanced find experience enabled,… Read More »

Rich Text Support for All Multi Lines in Dynamics 365 CRM

Introduction Microsoft keeps introducing new enhancements from time to time. One such welcoming enhancement would be the Rich Text Editor. Earlier we noticed the introduction of Rich Text Editor in the Email body but recently we noticed that it is also available in the Description field of the Appointment entity as well. Out of curiosity… Read More »

Alerts4Dynamics – New age Dynamics 365 CRM alert management solution to bridge the information gap!

Passing information to the right parties within the organization manually or through disconnected electronic means has traditionally caused process inefficiencies. Early generations of software to address this challenge were expensive, complex, ineffective, or they suffered from some combination of these problems. But the latest generation of solutions make it quite easy to keep everyone in… Read More »