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Power Automate pane in Canvas App

IntroductionCurrently everyone want mobile app for doing any work. To build a mobile app in Dynamics 365 CRM the Canvas App is the better option. Canvas App is a no-code/low code business app where you...

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Power Automate pane in Canvas App

IntroductionCurrently everyone want mobile app for doing any work. To build a mobile app in Dynamics 365 CRM the Canvas App is the better option. Canvas App is a no-code/low code business app where you...

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From beginners to experts – Shorten the journey of adapting to Dynamics 365...

Tools make human life easy. Whether it is a mere spoon or latest model MacBook, it enhances the quality of our life and make us more productive. Same can be said about Dynamics 365 CRM. It is a perfect...

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Open SMS application with predefined details from Resco Mobile App

IntroductionSometimes 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...

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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...

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Generating active users report with last login date

Hi All,I'm trying to generate a report which included all active users and their last login time. Please help.Regards,Munni.

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Store the Incidents, Attachments(annotations on Case entity) in Azure Blob

HiI am searching for way on how to stored the structured data in Azure blob storageRequirement is, i need to move the document present in Dynamics CRM ( annotations ) to azure blob in structured...

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Sharepoint integration - note attachments placement

We have just setup Dynamics 365 and Sharepoint-2019 (OnPremise) integration (using description: docs.microsoft.com/.../on-prem-server-based-sharepoint-on-prem).But we were surprised by the fact that...

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Mailchimp Integration

What is the easiest way to setup a push/reconcile integration into mailchimp for various leads/clients/campaigns contact information?

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MailChimp Integration

I'm interested to know what people recommend for integrating with MailChimp.  I'm wanting to automatically sync leads with a list in MailChimp.  When that list receives a new contact, it will kick off...

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‘Error occured.System.Exception: Can not create the routing rule item as...

Introduction:While working with case entity and queue entity in the Customer Service Hub app we encountered an issue which states that we can only route to Entity type queue. After investigating, we...

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How to show Custom Ribbon Button while working offline on Mobile Device

Introduction:Microsoft has provided the mobile offline feature to work with our data in offline mode even when we don’t have internet access. Mobile Offline features allows us to work with commands...

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Alerts4Dynamics – New age Dynamics 365 CRM alert management solution to...

Passing information to the right parties within the organization manually or through disconnected electronic means has traditionally caused process inefficiencies. Early generations of software to...

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How to send multiple attachments in email using Power Automate

IntroductionIn this blog, we will explore how we can dynamically retrieve the attachment files from notes and send that attachment via email. For achieving the above requirement we have created one...

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Rich Text Support for All Multi Lines in Dynamics 365 CRM

IntroductionMicrosoft keeps introducing new enhancements from time to time. One such welcoming enhancement would be the Rich Text Editor. Earlier we noticed the introduction of Rich Text Editor in the...

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New look Advanced Find in Model Driven Apps for Dynamics 365 CRM / Dataverse

Much loved and one of the most important features of Dynamics 365 CRM / Dataverse gets an update. The query builder that has been there since inception and one of the most important tool that is used...

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New Age Automation App to Clone/Copy Records in Dynamics 365 CRM with just 1...

Here are some reasons why we should forgo manual data entry and switch to Automation:Manual data entry often results in –Errors leading to inaccuraciesHigh cost and wastage of timeDisengagement among...

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Decide the views you want to see in Model driven apps in Dynamics 365 CRM /...

In our earlier blog we talked about the new modern advanced find experience. As a part of modernization exercise we lost the button. Here we discuss what they gave us – Ability to choose the views that...

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New Age Automation App to Clone/Copy Records in Dynamics 365 CRM with just 1...

Here are some reasons why we should forgo manual data entry and switch to Automation:Manual data entry often results in –Errors leading to inaccuraciesHigh cost and wastage of timeDisengagement among...

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Filtering Sequences in Sales Accelerator by using Tags in Dynamics 365 CRM

IntroductionIn Dynamics 365 2021 release wave2, you will notice there are many enhancements added under the Sales Accelerator. One of which I came across is the new filtering capability added to the...

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