Dynamics 365 Plugin : How to call a web request
Hello everyone my name is Taniguchi.I trying to retrieve information from itb360 database using a get request consuming an url but in the plugin when i try to get the response its shows me an error but...
View Articlefilter form the chart X 2 in one dasboard
Dear all,I have a question. Would like to make a dashboard inc many lists and many charts. The need is to filter the list by clicking in the chart. This is easy, if you have only one chart and one list...
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Dynamics 365 Drill Down behaviour in Power BI
Hi,Is there any way I can have the similar kind of Charts Drill down behaviour in Power BI as in Dynamics 365?The intention is that User can select a filed which field to drill down.
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Manage Dynamics 365 CE Solution File in a Source Control System
We can get the Dynamics 365 CE components by exporting the solutions. This solution is a compressed folder that contains multiple common XML and other files. The storing of this solution folder or...
View ArticleConverting a Lead to a Contact - Missing Notes
When converting a lead to a contact in Dynamics 365, certain information from the Lead is automatically transferred into the new Contact. However, the notes captured within the Lead doesn't appear to...
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Webinar – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power...
Tired of dealing with recurring billing processes manually? Looking for a smart and cost-effective way to cut short on this daily workload?Don’t look further! Recurring Billing Manager is just what you...
View Articlerequire user to save form after certain field filled in
I am looking for a way to prompt or force the user to save a record after a specific field is filled in. And then if they fill in another specific field in mind I again want to prompt or force the user...
View ArticleHow do I create multiple records according to a value within the primary...
Suppose I have an entity that contains an integer field with some value x.I would like to have a workflow that creates x records of some other entity, where each newly created record has a date field...
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Multi-Session Customer Service workspace app now available with 2020 Release...
As part of the 2020 Release Wave 2, you would have already most likely seen a new Customer Service App added to your environments, the Customer Service workspace app.* This app requires Customer...
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Design Mode – Edit Data in Excel
In our previous blog, we explained a New way for creating and updating records in Dynamics 365 CRM. This blog post will be dedicated towards making sure the columns available in the Excel worksheet to...
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Using Barcode or QR Code Scanner Control in Custom HTML Page in Resco Mobile App
IntroductionRecently we had a business requirement where we needed to scan the barcode/QR Code of the Customer Asset entity record so it can show its information on the HTML page on the home screen of...
View ArticleHow to put a currency field value in a odata get url
Hello everyone, my name is TaniguchiI used the crm rest builder to build an odata retrieve multiple and the conditions that i put worked and the crm rest builder queried the result just fine but on my...
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Set the subject hierarchy field on Products, Cases, Sales Literature and...
Introduction EasyRepro is an automated UI testing framework that helps developers perform unit testing on Dynamics 365 CRM. Even though it helps a lot for UI testing, still there are some shortcomings...
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Daily, Weekly or Monthly – Now set targets for Dynamics 365 CRM users and...
User Adoption Monitor– a Preferred App on Microsoft AppSource– is a productivity app that monitors and tracks the actions performed by enabled users in Dynamics 365 CRM/Power Apps. Recently, three new...
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Leverage the potential of Text Translation AI model in Dynamics 365 Apps
IntroductionMicrosoft is continuously adding new Prebuilt AI models which are very easy to use. Currently, there are a few new prebuilt AI models that Microsoft recently introduced, two of them are:1)...
View ArticleLead to Opportunity Sales process hop to Account
Hey all,We have 2 separate sales teams, and until now we've run duplicates of the OOTB sales process for each team. It's become extremely complicated and time consuming trying to develop for each team...
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Get Subgrid Information from the PCF Context
IntroductionRecently we were working on a PCF dataset control that can be configured on the Home grid as well as on the subgrid. So while developing the control there were few queries such as what data...
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Send Power BI Report and Dashboard Details by Email
IntroductionWe can send the Power BI report or Dashboard details through email using the “Subscribe” button in the Power BI service. Power BI takes a screenshot of Dashboard/Report and an email...
View ArticleAdd new button to subgrid
Hi all,In an Account entity, if we need to create new sales order we need to go to a section called Finances, and from there to select +new from the order subgrid to create a new order for the related...
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Capture Photos, Signatures in Dynamics 365 from Field Service Mobile App
IntroductionMicrosoft introduces Field Service (Dynamics 365) mobile app so that technicians can work with Work Orders onsite efficiently. Besides, to enhance the ability to use this app for...
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