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Microsoft Preferred Dynamics 365 CRM Apps to explore at User Group Summit...
September is over and we are now almost counting days or maybe hours for the User Group Summit starting October 15, it’s already a 2x exciting feeling to be at Summit booth 1331 this year.Developing...
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Tip to Filter Customer Field depending on ‘Type of Customer’ in Dynamics 365 UCI
IntroductionRecently, we faced an issue in UCI where we had to filter customer field depending on Type of customer.Here, the requirement was as follows:If the type of customer is account then the...
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SharePoint Document iframe on the form
Hi,I am trying to set up this implementation on a custom entity form following this article:https://meghshyam.wordpress.com/2015/08/21/displaying-an-sharepoint-document-library-in-iframe-in-crm-2015/I...
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Power Platform: How to Build AI Object Detector using Power Platform
IntroductionIn this AI Builder three-part blog series, first blog was about how to use AI Builder to extract Form document data and second blog highlighted the use of AI Builder Text classification...
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Tip to Filter Customer Field depending on ‘Type of Customer’ in Dynamics 365 UCI
IntroductionRecently, we faced an issue in UCI where we had to filter customer field depending on Type of customer.Here, the requirement was as follows:If the type of customer is account then the...
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SharePoint Document iframe on the form
Hi,I am trying to set up this implementation on a custom entity form following this article:https://meghshyam.wordpress.com/2015/08/21/displaying-an-sharepoint-document-library-in-iframe-in-crm-2015/I...
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Show Dynamics 365 CRM Views in Canvas App Using CDS
IntroductionIn Dynamics 365 CRM, we have views which gives quick reference for records. While exploring Canvas apps, we found a new feature which helps us to display the views in the Canvas apps.In...
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Round Robin Lead Assignment in Dynamics 365 CRM with our new Lead Assignment...
Surpassing all expectations, making things possible are what we excel at! We strive to outdo ourselves. In our constant effort to achieve this, an idea was born for our next productivity app. Soon...
View ArticleDashboard auto refresh part
I have visited this many moons ago and never managed to resolve it. CRM2016 On premisesI have a Dashboard with a View and two charts. I am looking to refresh the chart at a specific timed interval....
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User Group Summit Sessions – Organize your schedule with its Mobile App!
Just 5 Days to Go for User Group Summit / Power Platform Summit!With over 1000+ attendees, this Summit will give you an opportunity to gain vital knowledge to maximize your software performance and...
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Send and Store Survey Responses in Dynamics 365 CRM using Microsoft Forms Pro
IntroductionIn this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM.Microsoft Forms Pro allows you to create and send surveys to your customers or...
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Add/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced...
IntroductionAdding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need.In Dynamics 365 CE...
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User Group Summit Booth #1331 – Hub of Dynamics 365 / Power Platform...
The D-Day is here! We are finally at the much awaited 2019 User Group Summit and excited to reconnect with our Peers, closest friends, Business Partners and Solution Experts.As with all user group...
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How to Track the BCC emails in Dynamics 365 CRM
Introduction Recently we had a requirement that BCC emails should be received in Dynamics 365 CRM i.e. while sending email if user adds another user as a BCC then email should be received against...
View ArticleWorkflow and JS on the same form.
Hi all, was wondering if having workflow and JS on the same form create any issues ? Please state with an example.
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When using Export to Excel, file downloads and auto-opens in Word
Good Morning,If this is in the wrong forum, my apologies -While using CRM 2016, I am trying to use the Export to Excel feature. It has been working just fine until this morning. I tried using the...
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Refresh Power BI Dataset programmatically from Dynamics 365 CRM
IntroductionMany of you are aware of manual refresh and schedule refresh feature of Power BI. Schedule refresh have refresh limit set based on the type of Power BI license. Users can add power BI...
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Customer field in Case not Showing "New" button
Hi all,Per business requirements we need to restrict the Customer field in Case to only show Contact records and only allow for the creation of Contact records. We achieved this through the following...
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Cascading Two dropdowns in PowerApps based on Dynamics 365 CRM optionset field
IntroductionIn today’s blog we will explore how to do cascading of two dropdowns in PowerApps based on Dynamics 365 CRM optionset field.To achieve this, first we need to create two optionset fields in...
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SharePoint Document iframe on the form
Hi,I am trying to set up this implementation on a custom entity form following this article:https://meghshyam.wordpress.com/2015/08/21/displaying-an-sharepoint-document-library-in-iframe-in-crm-2015/I...
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