One of the projects we were working on was to integrate with a third-party API that accepted input in the XML format. This is a quick tip on how to pass XML in the action body when it expects JSON. When you try to create a request and add XML string to the body, you… Read More »
Don’t look further! Attach2Dynamics – one of our Preferred Apps on Microsoft AppSource – is what you need. How? Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization. Seamless Integration with Multiple Cloud Storages When it comes to freeing space… Read More »
Introduction Since the time that I have been using CRM and had email templates around, I do not remember it receiving any major updates. It had a basic email designer that provided for some basic formatting options and that kind of served its purpose. Anybody needing more could always draft the email content in a… Read More »
Introduction The 2020 release of Wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. Microsoft enhanced some features in 2020 release wave 2 and made them user friendly and easy to access. .I have mentioned some of them below. Switching the App Wave 1 – By… Read More »
Introduction Microsoft comes with an exciting release that helps its customers to improve and advance their business. In recent times, Microsoft Forms Pro is replaced with Dynamics 365 Customer Voice which easily captures customer thoughts and suggestions. The Dynamics 365 Customer Voice helps in collecting feedback from the customer and helps in applying suggestions to… Read More »
For designing any application for Dynamics 365 CRM that is not a web resource but rather a standalone application, the first thing that is required is designing an interface to accept details to connect with Dynamics 365. Back in the old days, we used to include a couple of text boxes for user id and… Read More »
In our recent blog, we gave a brief glimpse of the upcoming new feature of SharePoint Security Sync – DocuSign integration (have a quick look of the same in our teaser video). In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM/Power… Read More »
Users can compose, edit and send emails from the Dynamics 365 Mobile App in Dynamics 365 -2020 release wave 2. Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads,… Read More »
First impression, Looks like SQL – creating table experience – and yes Tables, not entities. Next thought, Back to MS Access days – do nothing and have a fully functioning app! That’s Project Oakdale! And no, it is CDS framework but it does not include Common Data Model entities – so I had the impression… Read More »
Introduction Currently, we need to create http requests to retrieve the metadata of the entity or attributes of any entity. But now, Dynamics 365 introduced a Web API method i.e Xrm.Utility.getEntityMetadata() which helps you retrieve any entity metadata easily without creating any http requests. Please find below two examples to understand this method in detail:… Read More »