Gamification - Can't add players or set up a game
Just installed gamification into our dynamics 365 production but I can't seem to add players or set up a game! I've been on all the blogs but I don't seem to have the same steps. If I go to my 'games'...
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Use of “Close all Quotes” button to close all Quotes of opportunity in...
Introduction:In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity...
View ArticleTracking Appointments, Contacts and Tasks
Hi,We would like to start tracking Appointments, Contacts and Tasks in CRM. We are currently tracking Incoming and Outgoing Emails only. If I set Appointments, Contacts and Tasks to Server-Side...
View ArticleExport to Excel - is it possible to see who is exporting?
Dear Colleagues,Is there a way to see who has run the export of list view to an excel? Thank you!
View ArticleEXPORT CLIENTS LIST
HOW CAN I EXPORT CLIENTS LIST WITH ADDRESS, EMAIL, INCLUDED?THANK YOU!
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Issue exporting package to Excel
Hello everyone,We're having troubles exporting packages to excel.I've created different packages with different configurations but every time i get the same error."Impossible to find column...
View ArticleExporting Product information when Exporting Quotes to Excel
I am trying to export all existing quotes to Excel from Dynamics Sales Professional. The standard excel exports work fine. When I try to also include the product name they appear blank.How do I add...
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Editable Grid feature in Model-driven apps with Power Apps grid control
Introduction:Microsoft has brought in some intuitive features in its 2022 Wave 1 release. In this blog, we will explore the new editable features in the Power Apps grid control in model-driven...
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Get valuable insights into CRM data with new-age smart Data Visualization...
Recently, data visualization apps have become an integral part of many business processes. Increasingly, companies across the world are taking advantage of these tools to sort through massive amounts...
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How to hide Ribbon Bar options
Introduction:Recently we added a PCF Control for our entity which didn’t have any interaction with ribbon bar options. Hence, we wanted to hide the ribbon bar options like commandbar, viewSelector,...
View ArticleUnable to create Gamification games
Hello,I recently installed the Gamification add-on and the following upgrade. I went through the activation steps and copied my registration key from the documentation and I'm currently showing that my...
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Gamification error when setup new games, keep loading.
Does anyone experience the error like this? it keeps loading when creating new game setup.I also try clone game from the previous game, but the same thing happens.Need your suggestion.Budiman
View ArticleGamification - Can't add players or set up a game
Just installed gamification into our dynamics 365 production but I can't seem to add players or set up a game! I've been on all the blogs but I don't seem to have the same steps. If I go to my 'games'...
View ArticleClik here to view.
Webinar – Give a new look and feel to Dynamics 365 CRM data with Kanban View...
Data visualization has now become an integral part of analyzing and improving business process in organizations. Visualization tools help businesses to recognize patterns and trends more quickly,...
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Perform activities from sequence step in Sales Accelerator and correlate it...
In this blog, we will see how the sequence feature makes teamwork or Sales Manager’s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs...
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Use of “Close all Quotes” button to close all Quotes of opportunity in...
Introduction:In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity...
View ArticleTracking Appointments, Contacts and Tasks
Hi,We would like to start tracking Appointments, Contacts and Tasks in CRM. We are currently tracking Incoming and Outgoing Emails only. If I set Appointments, Contacts and Tasks to Server-Side...
View ArticleClik here to view.
New activity dropdown to show only relevant activities in Dynamics 365 CRM
Introduction:In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will walk through the features of‘New Activity’ dropdown that shows only relevant...
View ArticleCustom Workflow Activity/Plugin that edits a different entity than the one...
Hello,I am trying to use a custom C# CodeActivity to update a different entity than which entity triggers it. I have been trying to use Microsoft.Xrm.Tooling.Connector CrmServiceClient to achieve this,...
View ArticleCreate a connected app in dynamics.
Need to create a connected app in dynamic crm. we need to get a client secret and client id generated from it. Sot that can expose this as callback url.Please post any any references and...
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