Introduction Power Automate has released many new things one of which is Process Advisor which instantly collects precise stages for each process in your company, allowing you to better identify where workflows could be optimized. Some more benefits of Process Advisors are as follows, Determine which tasks take the most time Find out which activities… Read More »
Introduction Often we use Dynamic 365 Time Control when we want to keep track of time based on a certain date. E.g. Whether a Lead has been qualified before the estimated close date etc. In this blog, we will see how we can programmatically get the status of the Time Control using form scripting. To… Read More »
Introduction As seen in our previous blog, we can create a custom API that can be triggered in Dynamics 365 CRM Workflows. But since Microsoft is moving away from Dynamics 365 CRM Workflows to Power Automate Flows, we should too. So, in this blog, we will see how to use the same Custom API in… Read More »
Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More »
Introduction: Microsoft recently introduced Microsoft Power Platform Command Line Interface to perform various operations on Microsoft Dataverse environments, Power Apps Portal, PCF, Plugin, Solution, Admin, and Canvas by using Visual Studio Code. In this blog, we will be focusing on Power Apps Portal and will see how we can connect Portal using Microsoft Power Platform… Read More »
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 »
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 »