Category Archives: Technical

Co-presence notification now in Preview for Dataverse and Dynamics 365 CRM

Collaboration is the key to success and being able to collaborate with other users while using an APP is no different. Microsoft has been working on strengthening the collaborations available for Dynamics 365 CRM for a while now. Collaborate using Teams – where there is a channel created with regards to an account and that… Read More »

Open SMS application with predefined details from Resco Mobile App

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 »

Execute JS within rules on the Field Service Mobile for Dynamics 365 Field Service

Introduction: Field Service technicians use Field Service Mobile application which provides brief information related to the Work Order, Booking and Service location. And, Woodford application allows us to help customize the Field Service Mobile application based on the business requirements for each organization. Woodford customization application provide various ways to automate process so that technician… Read More »

Dataverse Search – Easier than before to find data in Dynamics 365 CRM / Dataverse

Amongst the various options to quickly lookup or search data in Dataverse / Dynamics 365, the most popular remain 1. Search box in the view – search within the view being listed 2. Advanced find search – you can setup your detailed search criteria for specific tables and columns and get the desired results 3.… Read More »

Collaboration between makers now available in Preview for Model Driven Power Apps in Dynamics 365 CRM / Dataverse

Introduction In PowerApps, Microsoft has introduced one new feature i.e. Comments. With the help of comments you can add comments against a view, form, and dashboard. Because of this feature, another person who is working on the same entity form or view will get an idea of what changes were made by the person. Mainly… Read More »

Configuring Timeline (Show/Hide) activity display information in Dynamics 365 CE

Introduction: Recently we came across a request from a customer that they wanted to show/hide a few activity field labels and data that are displayed in the timeline by default. We then started exploring timeline configuration capabilities in 2021 release wave 2 by following this doc. Here we came across a new enhanced feature for configuring… Read More »

How to WIN/LOSE Dynamics 365 CRM Opportunity through Power Automate FLOW

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 »