Category Archives: Dynamics CRM

Looking for a smart option to manage documents and disk space within Dynamics 365 CRM?

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 »

Changes in Dynamics 365 – 2020 Release Wave 2

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 »

Send Survey Invitation to Dynamics 365 CE Contacts using Customer Voice from Canvas App

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 »

Using XRM Tooling Login Control in your WPF Applications

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 »

SharePoint Security Sync + DocuSign integration within Dynamics 365 CRM – A sure shot way to close deals quickly and easily!

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 »

How to remove GUID from folder name in Dynamics 365 CRM and SharePoint integration

SharePoint Security Sync enables you to create custom document library structure in SharePoint and also customize the record folder name which is quite helpful for data storage and management in a smart way! Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden… Read More »

Send Email is now available on Mobile Apps and Tablets within Dynamics 365

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 »

Project Oakdale – AKA – APP Development (RAD) for Teams

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 »

Match theme of Dynamics 365 App in Power Apps Control Framework – Part 2

In the last blog, we saw how we could match the theme of the Dynamics 365 App in PCF when we know what should be the color scheme at the time of designing. In this blog, we will see how we can apply the theme to the Fluent UI component dynamically based on the main… Read More »