Introduction: In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity entity. Scenario: We have one Opportunity with multiple Quotes which are in ‘Draft’ status. Due to some product irrelevancy, we have lost the… Read More »
In this blog, we will see how the sequence feature makes teamwork or Sales Manager’s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1 and blog 2 ) we have shown how to configure Sales Accelerator and create Sequence. Now, let’s see some… Read More »
Introduction: Recently we added a PCF Control for our entity which didn’t have any interaction with ribbon bar options. Hence, we wanted to hide the ribbon bar options like commandbar, viewSelector, quickfind and groupby. We achieved this by setting the following properties in ControlManifest file: cds-data-set-options=”displayCommandBar:false;displayViewSelector:false;displayQuickFind:false;displayGroupBy:false;” Given below is the PCF Control for our grid… Read More »
In our previous blog, we have seen how to create an Image Classification model by using Microsoft Lobe. Microsoft supports the Image Classification model in Power Apps and Power Automate. In this blog, we will see how we can use the model in Canvas app. To configure the model in Canvas app, follow the steps… Read More »
Introduction: With the growth in technology we have seen an incline towards the technologies related to Machine Learning and Artificial Intelligence in our day-to-day life. In recent few years Microsoft has been pushing Low-Code/ No-Code ideology and have been incorporating ML and AI technologies in their PCF control, AI Builder Models, etc. Evidence of this… Read More »
Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: “Sequence Stats”: Used for comparing sequence performance statistics over… Read More »
Introduction: In a recent project, we retrieved Dynamics 365 CRM data using WebAPI and fetchXml expressions. In most cases, we create fetchXml expressions, where we add attributes and filter conditions dynamically in the fetchXml. When we execute our dynamically created fetchXml expressions, it fails with different error messages. Here we had come across a requirement… Read More »
Introduction: The Canvas App provides us with a visually rich representation of our data for mobile devices. Recently while trying to incorporate functionality in the Canvas App we needed a way to parse JSON. In the quest to find an appropriate approach for the same, we got to know that we can do this using… Read More »
Introduction: In recent Microsoft releases many new features have been introduced. In this blog we will see how to use Power BI quick report (preview) on the view page in a model-driven app, to visualize CRM data. • User can enable this feature from https://make.powerapps.com/ as shown below. • Click on Apps on the left… Read More »
Introduction: Recently, Microsoft has announced the availability of the “Mobile Offline” option for Dynamics 365 CRM. This feature allows the user to interact with Dynamics 365 CRM even when there’s an unavailability of internet connection. And once the network is back, the changes or updates made by the user gets synced with Dynamics 365 CRM.… Read More »