Category Archives: Dynamics 365

Webinar – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power Apps with Recurring Billing Manager!

Tired of dealing with recurring billing processes manually? Looking for a smart and cost-effective way to cut short on this daily workload? Don’t look further! Recurring Billing Manager is just what you need! Recurring Billing Manager automates your recurring billing processes in Dynamics 365 CRM/Power Apps. You can set specific billing schedules to generate Invoices automatically, set… Read More »

Manage Dynamics 365 CE Solution File in a Source Control System

We can get the Dynamics 365 CE components by exporting the solutions. This solution is a compressed folder that contains multiple common XML and other files. The storing of this solution folder or files in the source repository is not much help as these XML files include all the entities/customization in a common file. These… Read More »

Charts Customization in Dynamics 365 CRM Wave2

Introduction In Dynamics CRM wave2 many enhancements are added. The additional charts customization options are added in the wave2. Charts are used to show a visual representation of the data. To make chart visualization more friendly and attractive, in wave2 following options are provided. It includes the addition of support for gridline color, grid tick… Read More »

Merge Accounts / Contacts / Leads in Dynamics 365 CRM if You are Prompted for a Duplicate Record Right There!

One of the enhancements shipped as part of the 2020 Release Wave 2, is the enhanced dup detection experience. Traditionally Duplicate Detection displayed a pop-up with the option to ignore and still go ahead and save the current record, thereby creating a duplicate, or it displayed a list of all the duplicates found, and then… Read More »

A New Way to Schedule Resources and Use Schedule Board

Introduction  We all know how quick and efficient it is to schedule work to a resource using the Schedule Board. Now, with the growth of usage and popularity of PCF components, Microsoft has added one more PCF component into their arsenal for managing work items to resources. The new Schedule Board PCF component can be… Read More »

How to Ensure Data Completeness for New and Existing Records in Dynamics 365 CRM / Power Apps?

User Adoption Monitor – a  Preferred App on Microsoft AppSource – is one of our popular apps for monitoring user actions in Dynamics 365 CRM. Recently, a new version of User Adoption Monitor with additional three new features – Data Completeness, Aggregate Tracking, Target tracking – was released making it one of the best available… Read More »

How to Add an Existing Record into a Subgrid in Dynamics 365 CRM Using EasyRepro

Introduction EasyRepro provides automatic testing in Dynamics 365 CRM. It also gives the power to interact with Subgrid of Dynamics 365 CRM. However, it carries some limitations along with its benefits, like adding an existing record in the Subgrid, which we are going to cover up in this blog. We will show you a generic… Read More »

How to Use DataSourceInfo in Canvas App

Introduction Recently, we had a requirement to create a mobile app to track leads. So, we decided to develop an app in Canvas App. Canvas App is no code/low code business app where you can design the app by dragging and dropping elements onto a canvas. We built a Lead tracking information app where the… Read More »

How to Route Emails Based on Rules in Dynamics 365

Introduction In Dynamics 365, we can send/receive emails using Microsoft Exchange Online within the organization or outside the organization. Also, users can add rules/filter/restrict email using the additional setting in Outlook. There is another way where users can also create rules/filters for email using the Exchange Admin Center in Dynamics 365. So in this blog,… Read More »

Use of Dynamics 365 CRM Field Service features – Functional Locations and Asset Hierarchy

Introduction The field service organizations related to healthcare and manufacturing sectors will not have a fixed location for their devices. This means that the technician might spend the first few hours just trying to find the item on which they need to work upon while on the field. When workstations are large and complex, it… Read More »