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 »
Introduction: I am sure you may have used OnSave event several times in your projects. We generally use this event and write code in it to do some validation on record to restrict the user from saving the record (using prevenDefaults method). The nature of OnSave event is synchronous. It is not right to call… Read More »
Introduction: Dynamics 365 CRM security module plays a very crucial role in terms of managing data like limiting the access to data for each department/team/user in an organization. So, while working on CRM sometimes the end users, such as salespersons, might get some permission issues while accessing any record in the CRM. And they report… Read More »
Introduction In this blog, we will see how to read the parameter from the URL in Power Automate. For example, let’s take the below URL: https://inogic.com?EmpId=1&EmpName=JohnThomas Here, we have passed Employee Id and Employee Name in the web URL and now we have to get those two parameters from URL. There is one inbuilt function… 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 While working on the Product Catalog, I noticed that there are “Updated Prices” button on the “Price List Item”, “Role Prices” and “Category Prices” table sub-grids present on the “Price List” table record that gives provision to bulk update the pricing i.e., increase/decrease prices by a certain percentage. Update Prices button on Price List… 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 Normally, using Xrm.Utility.getEntityMainFormDescriptor Client API, we get the details of default main form of specified entity in the form of sections and attributes list. If we want to get the list of all the entity attributes or sections that is visible on an entity form, then we can use this Client API. In this… Read More »