Category Archives: Dynamics 365

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 »

Maps integration within Dynamics 365 CRM/Power Apps – Auto Scheduling, Territory Management and more smart upgrades in December release!

It’s time for an upgrade! We are thrilled to announce the latest December 2020 release for your favorite mapping solution within Dynamics 365 CRM / Power Apps. This release enhances highly useful Map Dynamics 365 CRM features for the management teams of businesses, features like Auto Scheduling, Territory Management, Detail Map PCF control, and Security… Read More »

Opening an iFrame in a Modal Dialog with Custom Parameters in Resco Mobile App

Sometimes working with the Resco Mobile app, we need an Iframe to open programmatically within the application same as Dynamics 365 CRM. For example, opening a web resource in a window on click of a custom ribbon button, we can add the same functionality in Resco Mobile App as well. In order to open child… Read More »

How to solve “When using arithmetic values in Fetch a ProxyTypesAssembly must be used in order to know which types to cast values to” while using Fake XRM Easy

Introduction While using Fake XRM Easy for Plug-in or Workflow unit testing, there could be situations that could arise where we need to use fetchXML to retrieve some records. While it works for most of the time, it can be tricky while working with some attributes statecode for starters. In the above fetchXML, “<condition attribute=”statecode”… Read More »

How to Set Value in A Regarding Field Using Easyrepro in Dynamics CRM

Introduction Using Easyrepro we can perform UI Automation testing in Dynamics CRM by setting values in fields of different datatypes. Recently while working with Easyrepro we wanted to set a value in the Regarding field of the Email record. However, the code below which is used to set the value in a lookup field doesn’t… Read More »

Inogic Year 2020 at a Glance – New App Acquisitions, Launches & Releases – Another Year of Wonderful Association with our Dynamics 365 CRM Friends!

Year 2020 took us on a roller coaster ride testing our strength and weakness each passing day. Now bearing in mind the lessons we have learned and the strength we have discovered, it’s time to bid farewell to the year 2020 and welcome 2021 with zest and enthusiasm. So far, the journey has been tough… Read More »

Capture Photos, Signatures in Dynamics 365 from Field Service Mobile App

Introduction Microsoft introduces Field Service (Dynamics 365) mobile app so that technicians can work with Work Orders onsite efficiently. Besides, to enhance the ability to use this app for technicians, there are various new features included within this app. In this blog, we will walk through some of the features that technicians can use while… Read More »