Introduction: In Dynamics 365 2021 release wave 2, when I was exploring “Sales Accelerator” feature, I came across another newly introduced feature “Segments”. Previously, if you activate the “Sequence” for the “Sales Accelerator” and you want that sequence to work on a particular set of records, then first you have to manually connect the records… Read More »
Introduction: In this blog, we will see how we can test entity form (OOB, Custom) on different devices such as Desktops, Tablets, and Mobile Phones using Power Apps. When we use classic mode to customize entity form, we don’t get the ability to preview the designed entity from on different resolution. To test the form… Read More »
Introduction: Over time we have seen how by using EasyRepro we can perform UI Automation testing in Dynamics 365 CRM by getting and setting values in fields of different datatypes. In EasyRepro we do find predefined methods to get and set values of fields of different data types. However, recently while creating an automation project… Read More »
Introduction Sometimes while working with the Resco Mobile app, there may be situations where we need to send a SMS to a specific client based on certain conditions; for instance like creating Booking related for Account or Technician started travelling toward the address to visit. So, in order to achieve this, previously there was no… Read More »
Introduction: With Power Automate FLOW, we can execute a huge number of operations by connecting various systems. Now, we are talking about the Dynamics 365 CRM where we can execute the Actions of Dynamics 365 CRM. Here, we know that with the “Perform an unbound/bound” action step we can execute the CRM actions. So, we… Read More »
Introduction In our previous blog, we have explained how “Auto Capture” feature helps salespeople to keep their mails private unless users track them. “Premium auto capture” now supports capturing emails, meetings, and contacts from outlook with the help of activity and contacts suggestions. Premium auto capture not only tracks email suggestions like the previous Basic… Read More »
Introduction: To create accurate content in the Email Template, Dynamics 365 CRM added Default Value feature in it. With the help of Dynamics Text, now you can set dynamic content in the Email Template. And in case if it doesn’t find the dynamic value then it will show the default value. Let’s see how to… Read More »
Dynamics 365 CRM has some security features which integrates Dynamics 365 with Active Directory (AD) Groups. AD Groups can be used to grant and restrict access to a Dynamics 365 environment which enhances security as well as simplifies the process of adding users. As is the case with AAD security teams, users get automatically added… Read More »
Introduction Power Automate has released many new things one of which is Process Advisor which instantly collects precise stages for each process in your company, allowing you to better identify where workflows could be optimized. Some more benefits of Process Advisors are as follows, Determine which tasks take the most time Find out which activities… Read More »
Introduction Often we use Dynamic 365 Time Control when we want to keep track of time based on a certain date. E.g. Whether a Lead has been qualified before the estimated close date etc. In this blog, we will see how we can programmatically get the status of the Time Control using form scripting. To… Read More »