Category Archives: Dynamics CRM

New Screen with Confirmation Text in Canvas PowerApp

Introduction: Power App helps you to create a quick mobile app or helps to customize the app in easiest way just dragging and dropping controls. In today’s blog, we will explore more on new “Confirmation Text” screen introduce for Canvas mode by PowerApp. Following are the steps to add new screen with Confirmation Text in… Read More »

Trigger Microsoft Flow on click of custom ribbon button in Dynamics 365

Introduction: In this blog, we will discuss a workaround for triggering Microsoft flow via Dynamics 365 custom ribbon button. For this, We would place a hidden two option field on form and then we would toggle its value to true via custom ribbon button and save the record, we would need to keep the triggering point of… Read More »

Upload Documents to SharePoint from Resco Mobile App

Introduction: Resco Mobile app allow user to upload the documents to SharePoint. Users can upload PDF files, Office documents, images, audio/video files etc. to the SharePoint from mobile. Below options are available for user to upload the documents from mobile app: Signature Capture Picture Choose Picture Select File Record Audio Record Video Use Last Photo… Read More »

Calculate Age in Dynamics 365 as Number of Years using Microsoft Flow

Introduction: If we want to calculate the Age in a number of years using Birthdate field (i.e. Date type field) in CRM we can achieve this in multiple ways. Here we tried to achieve this functionality using MS Flow. Below example is configured for contact entity and flow will trigger whenever the record is created… Read More »

Resource Reconciliation in Project Service Automation

Introduction: With the release of Dynamics 365 v9.0 Project Service Automation has become more powerful in terms of project management capabilities, PSA version 3 has a new feature added called “Reconciliation View” which is available on Unified Interface. In this blog, we will explore the new feature of reconciliation view of PSA and its resource… Read More »

Create system views by using App Designer in Dynamics 365 CRM

In Dynamics 365, Microsoft has introduced App Designer where we can create different apps based on security roles where we can controls which entities, dashboards different people in an organization can see. As we all know, Dynamics 365 v9.0 came with Unified Interface, which provides the same user interface in all devices. In this blog,… Read More »

Controls in Dynamics 365 for Mobile App: Bullet Graph

Introduction: Microsoft Dynamics CRM 365 introduced additional controls for mobile and tablet to increase user interaction, user convenience and for user-friendliness. These controls are available for Mobile, Tablet application depending on the field type. Today in this blog we will discuss about Bullet Graph Control. Bullet Graph Control: This control is used to represent field… Read More »

Difference between Xrm.Page.getControl(‘xyz’).getValue() and Xrm.Page.getAttribute(‘xyz’).getValue() in Dynamics 365 CRM

Many times while working in Dynamics 365 CRM we found small clues tips which sometimes becomes life saver for us. Today in this blog I will share one of such small tip. If we enter special characters like # $ % & ( ‘ in text input the GetControl & Getattribute will give different result.… Read More »

SharePoint Integration with Microsoft Portal

 Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More »

Filter PartyList Field based on other lookup field that supports on UCI Dynamics 365 v9.x

Introduction: Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form. As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.) Our client requirement is to… Read More »