Category Archives: Dynamics 365

How to use the SetValue and Save Methods in PCF Dataset Component

Introduction: As new features and functionalities are being introduced in PowerApps Component Framework, we have observed many new methods in the PCF Dataset Component. In this blog, we will discuss about the new entity record methods which are going to replace the WebApi update methods and custom requests to update the records in the dataset… Read More »

Check entity form design of different devices using Power Apps

Introduction: In this blog, we will see how we can test entity form (OOB, Custom) on different devices such as Desktops, Tablets, and Mobile Phones using Power Apps. When we use classic mode to customize entity form, we don’t get the ability to preview the designed entity from on different resolution. To test the form… Read More »

How to read the value from a Flip Switch Control in EasyRepro?

Introduction: Over time we have seen how by using EasyRepro we can perform UI Automation testing in Dynamics 365 CRM by getting and setting values in fields of different datatypes. In EasyRepro we do find predefined methods to get and set values of fields of different data types. However, recently while creating an automation project… Read More »

‘Error occured.System.Exception: Can not create the routing rule item as selected queue is not of entity type…’ Solved

Introduction: While working with case entity and queue entity in the Customer Service Hub app we encountered an issue which states that we can only route to Entity type queue. After investigating, we found that this issue arises due to OmniChannel Apps installed in Dynamics 365 CRM environment. What is the issue? We created a… Read More »

Co-presence notification now in Preview for Dataverse and Dynamics 365 CRM

Collaboration is the key to success and being able to collaborate with other users while using an APP is no different. Microsoft has been working on strengthening the collaborations available for Dynamics 365 CRM for a while now. Collaborate using Teams – where there is a channel created with regards to an account and that… Read More »

Open SMS application with predefined details from Resco Mobile App

Introduction Sometimes while working with the Resco Mobile app, there may be situations where we need to send a SMS to a specific client based on certain conditions; for instance like creating Booking related for Account or Technician started travelling toward the address to visit. So, in order to achieve this, previously there was no… Read More »

Dataverse Search – Easier than before to find data in Dynamics 365 CRM / Dataverse

Amongst the various options to quickly lookup or search data in Dataverse / Dynamics 365, the most popular remain 1. Search box in the view – search within the view being listed 2. Advanced find search – you can setup your detailed search criteria for specific tables and columns and get the desired results 3.… Read More »

Collaboration between makers now available in Preview for Model Driven Power Apps in Dynamics 365 CRM / Dataverse

Introduction In PowerApps, Microsoft has introduced one new feature i.e. Comments. With the help of comments you can add comments against a view, form, and dashboard. Because of this feature, another person who is working on the same entity form or view will get an idea of what changes were made by the person. Mainly… Read More »

How to WIN/LOSE Dynamics 365 CRM Opportunity through Power Automate FLOW

Introduction: With Power Automate FLOW, we can execute a huge number of operations by connecting various systems. Now, we are talking about the Dynamics 365 CRM where we can execute the Actions of Dynamics 365 CRM. Here, we know that with the “Perform an unbound/bound” action step we can execute the CRM actions. So, we… Read More »