Generate report in plugin and convert to PDF using C# CRM 2016 online
I have a scenario where I have to call a report in plugin and send this to third party API in PDF byte[]I did tried some solutions but didn't get any luck Do anyone know How can I achieve this in CRM...
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Document Automation with Forms Processing model using AI Builder Connector in...
IntroductionIn our earlier article, we explored the reference app released by Microsoft for Document Automation using the Form Processing model of AI Builder.The app that is a ready-to-use sample app...
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Document Automation with Forms Processing model using AI Builder Connector in...
IntroductionIn our earlier article, we explored the reference app released by Microsoft for Document Automation using the Form Processing model of AI Builder.The app that is a ready-to-use sample app...
View ArticleDisplay Plugin Error in the Middle of Portal Page
Hello,In the portal webpage, there is a Pugin error displayed. I need to display an error in the middle of the page. Right now it is getting displayed on top of the page. Can anyone help me with...
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Document Automation with Forms Processing model using AI Builder Connector in...
IntroductionIn our earlier article, we explored the reference app released by Microsoft for Document Automation using the Form Processing model of AI Builder.The app that is a ready-to-use sample app...
View ArticleJquery is not working on powerapps portal.
Hi All,Issue: in powerapps Portal jquery is not working.(unable to get web role of logged in user)i am facing issue with jquery, where in a function i want to take the user's current logged in web...
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Seamless visualization of Dynamics 365 CRM / Power Apps data in Kanban View...
Visual representation gets 90% more views than text-based information. Majority of the data is now presented in a visually appealing manner to capture the interest of audience and it also helps them to...
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Error Handling in Canvas Apps Power Apps using IfError
IntroductionCanvas App is no code/low code business app with which you can design an app by dragging and dropping elements onto a canvas. It is used to build mobile apps along with many...
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First Look Webinar – Manage Subscriptions, Recurring Billing & Tax...
Finding difficulty in managing the large number of subscriptions? Tired of the daily workload of generating Invoices and Sales Orders in your CRM?Want a way out from these manual recurring billing...
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How to Create and Use Variables in Dynamics Customer Voice
IntroductionDynamics 365 Customer Voice (formerly known as Microsoft Forms Pro) is a one of feedback management application that allows us to easily keep track of the customer feedback that matters...
View ArticleHow to make a dropdown list from text field in dynamic CRM
Hi I have a requirement that I have a course Column in my entity which i want to make as simple single Line Text field , but when someone enter the course like I entered Mathmatics so when next time i...
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Know Details about new Async OnSave Events PostSave (Async OnSave Event) in...
IntroductionI am sure you may have used OnSave event several times in your projects. We generally use this event and write code in it to do some validation on the record to restrict the user from...
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How automation of Lead and Case assignment in Dynamics 365 CRM using Round...
The key to sustain success in any organization is through maintaining deeper customer relationships. And it all starts with Leads. The Leads are pursued and turned to Opportunities and then eventually...
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Simplify Dynamics 365 Field Service setups with 2021 release wave 1
IntroductionIn Dynamics 365 CRM 2021 release wave 1, you will notice there are many features available in Field Service app. One of these features includes a simplified setup of frontline workers, work...
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Real-time global search update?
Hello!This past weekend our production environment was automatically updated and we now have this new search.It appears the traditional relevance and categorized search were replaced by this new...
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Retrieving data and displaying icons on Dynamics 365 view columns
IntroductionShowing meaningful icons alongside view columns is a great visual experience to have in the Microsoft Dynamics 365 apps. It quickly gives an idea to the user about what kind of record it...
View ArticleWebsite Links still resolving to old URLs after migrating Portal
Good day,I'm seeing an odd issue within D365 Portal Management. After moving portal customizations from our sandbox to production via XRM toolbox, the web site URLs are still resolving to the old...
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Cut decision-making times in half – Visualize Relationships & Connections...
Time is one of the most important resources in any organization. Business professionals are increasingly seeking time-saving productivity tools that can allow them to focus more on business-centric...
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Track Last Time a Salesperson Spoke to Any Contact or a Lead
IntroductionHow useful and great it would be if organizations could run a query to get all those leads or contacts from the system that the sales rep has had a conversation with within the x number of...
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Portal - Entity List workflow not executing if confirmation set to yes.
If I have "Confirmation Required?" set to YES in the Entity List the workflow will not trigger when selected from the drop down menu. It triggers the workflow fine if this is set to NO. I have even...
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