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 »
Introduction: With the release of the Power Apps Component Framework, the focus has now drastically shifted to designing a UI that is intuitive to use especially one that requires minimal clicks to get going. N: N relationships have long been a touchy topic, here, where if you would like to associate more than one record… Read More »
Introduction As seen in our previous blog, we can create a custom API that can be triggered in Dynamics 365 CRM Workflows. But since Microsoft is moving away from Dynamics 365 CRM Workflows to Power Automate Flows, we should too. So, in this blog, we will see how to use the same Custom API in… Read More »
Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More »
Introduction As we already know the Subject table is used to create a hierarchy of topics to organize and maintain information and categorize service Cases, Knowledge Base Articles, and Products in Dynamics 365 CRM. In recent 2021 Wave 2 release, new user experience on Subject table has been introduced i.e. a new subject control –… Read More »
Setting alerts or reminders have become a part and parcel of our daily lives. Be it office or home we have set reminders to notify us of upcoming birthdays, anniversaries, bill payments, meetings, etc. So why not incorporate this notification system within Dynamics 365 CRM/Dataverse (Power Apps) and make your daily work life smooth and… Read More »
Facing difficulties in managing huge number of subscriptions in your CRM? Then get ready for an exciting session on our new billing app for Dynamics 365 CRM – Subscription and Recurring Billing Management which will help you manage subscriptions, streamline billing processes and automate tax calculations within Dynamics 365 CRM. Want to know how it… Read More »
One thing that sales team all across the world has in common is the need and use of a powerful customer relationship management software. Tracking relationships, follow-ups and reminders, mapping sales pipeline, etc., were done in a traditional way using desktops. But the sales team once in the field, gets disconnected from their Dynamics 365… Read More »
Introduction: Microsoft recently introduced us to the Custom API feature which is a new way of creating custom actions in Dynamics 365 CRM as seen in our previous blog. However, while writing the previous blog, there wasn’t any way of using this custom API in workflows. But recently, we did see an approach to make… Read More »
Introduction: Earlier, whenever there was a need to add new columns or remove columns from the home grid of any entity you had to perform a series of steps like navigating to customization, choosing the entity, adding the columns and then publishing it. Now, with just one click on the setting in the model-driven apps,… Read More »