Category Archives: Dynamics 365

Using Form Component Control to Edit Related Entity Information

Introduction In the recent release of the Dynamics 365 CRM, new features have been added. One of the most important and useful features among these is the feature to see and edit data of the related entity on the main form using the “Form Component Control”. A feature like this is useful in many ways,… Read More »

SLA Pause and Resume Enhancements in 2020 Wave 2 Release

Introduction As we know, we can pause and resume the SLA based on the Status Reason field of an entity by configuring Service Management settings. Here, you can see the below screenshot from Service management>>Service Configuration Settings But this option was only limited to the “Status Reason” column of any entity. If you wanted to… Read More »

How to set Owner field dynamically using Power Automate CDS Connector (Current Environment)

Introduction We previously experienced How to set or map null values in the Lookup Field using Power Automate CDS Connector. Let us explore How to set the Owner field dynamically using Power Automate. Scenario: On the Contact entity, there exists an owner field and we want to set the same owner (which can be a user… Read More »

Ctrl+Z: Undo & Restore Changes in Dynamics 365 with One Click

Undo2Restore is a productivity app for Dynamics 365 CRM/Power Apps that has combined features of the ‘ctrl+z’ button and recycle bin. You can undo the last changes made to the record(s), undo changes made in the past or restore deleted record(s) in Dynamics 365 CRM/Power Apps with just one click. Curious to know more? Then… Read More »

What is PopupService in PowerApps Component Framework?

Introduction While creating PCF control, we have mostly encountered difficulties to create popups and dialog boxes. We use external UI libraries like Fluent UI that enables us to manage popups in our PCF control. Have you heard of PopupService in PowerApps Component Framework? Let us find out what the PopupService is. PopupService is a native… Read More »

Export and Email your Dynamics 365 CRM/Power Apps Views Data in just 1 Click!

One of our 1 Click productivity apps for Dynamics 365 CRM/Power Apps – Click2Export – is your go-to app to export and email reports/word/excel templates with just a single click. A preferred app on Microsoft AppSource, Click2Export effectively saves your time and effort when it comes to exporting data from Dynamics 365 CRM/Power Apps. Be… Read More »

How to Build Responsive Canvas Apps

Introduction Recently Microsoft has released the preview of the new horizontal and vertical container in the Canvas apps layout. While building the apps it is essential that apps are uniform and responsive within any type of device or different screen sizes for an optimized user experience. These layout containers improve the creation of responsive apps… Read More »

Use Relevance Search API in Power Automate & Canvas App – Part 2

Introduction In the previous blog, we obtained the response from the Relevance Search API request through Power Automate Flow. In this blog, we will use that response in the Canvas app. We will see how we can leverage the potential of Relevance search in the Canvas app. If you are not familiar with how to… Read More »

Use Relevance Search API in Power Automate & Canvas App – Part 1

Introduction Relevance Search has been there for a while in our Dynamics 365 CRM that provides access to exciting new search capabilities in the environment. However, before you use this feature, an administrator must enable relevance search in target environment. Using relevance search we can search across multiple tables/entities, sorted by relevance. Let us say… Read More »

App Profiles to Manage User Privileges for Customer Service Workspace

App Profiles is a new concept introduced with Customer Service workspace to manage app behavior for users. Traditionally this has been something that was managed by introducing specific privileges for the same in the Security Role. For example, the ability to control editing of price on Sales documents like quote/order/invoice could be determined by the… Read More »