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A new experience for Subject Management is now available in Dynamics 365 CRM
Introduction:In the previous blog, we explored the new subject control i.e. Selection TreeView Control introduced on the subject table. In this blog, we are going to explore the enhanced Subject...
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Webinar: Introducing the new Gamification Solution in Dynamics 365 CRM –...
According to a recent survey, around 70% of Global 2000 companies have adopted gamification elements in their workplaces to improve the productivity of their employees. Gamification has become an...
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Resubmit/Cancel Multiple Runs at the same time in Dynamics 365 Cloud Flow
Introduction:While working on the flow, sometimes there can be multiple failed runs due to which flow makers need to resubmit each failed runs individually to rerun them. It is the same in the case of...
View ArticleSet field as required on portal form based on option from dropdown
I am using the below code to show/hide a field based on a selection in a dropdown box. The show/hide feature is working correctly but I want to make the field that is shown mandatory but...
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Integrate Dynamics 365 Customer Engagement with SharePoint – The secure way!
Managing attachments/documents in Dynamics 365 CRM and ensuring the security of data stored in cloud services are crucial for the smooth function of business organizations. Because you never know when...
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Resubmit/Cancel Multiple Runs at the same time in Dynamics 365 Cloud Flow
Introduction:While working on the flow, sometimes there can be multiple failed runs due to which flow makers need to resubmit each failed runs individually to rerun them. It is the same in the case of...
View ArticleSet field as required on portal form based on option from dropdown
I am using the below code to show/hide a field based on a selection in a dropdown box. The show/hide feature is working correctly but I want to make the field that is shown mandatory but...
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Power Apps now available for Windows
Introduction:In the Microsoft 2022 release wave 1, many new features have been introduced. One such feature is – Power Apps (Preview) for Windows – which will help us to run model-driven apps or canvas...
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Enhanced Experience for Adding Line Items/Products along with price list in...
Introduction:Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the...
View ArticleEXPORT CLIENTS LIST
HOW CAN I EXPORT CLIENTS LIST WITH ADDRESS, EMAIL, INCLUDED?THANK YOU!
View ArticleFeedback/recommendations on using Active Campaign integration with Dynamics 365?
My initial impression was that Active Campaign was one of the leading marketing automation products. The automation capabilities seem robust, AC seems to offer integrations with many other products...
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Unable to connect with dynamics 365 using C# Web API
Hello Experts,I am trying to connect with dynamics 365 using C# web api but I am not able to connect getting error always. I am sharing the code snipped. Kindly have a look.While using this code...
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Webinar: From newbies to experts – Enable swift adoption of Dynamics 365 CRM...
Did you know that today over 91% of businesses use CRM as compared to 12% in the last decade? But the interesting fact is that most organizations use only 50% of their paid CRM features.This is because...
View ArticleAttachment Management: Attachment Management for Dynamics 365 CRM Online...
Hi Can someone please advise the alternative options for Attachment management? The reason is this is getting deprecated...
View ArticleCloning and updating records
Hi.I am new to CRM and I have a request that I don't know how to implement.A batch job to be created for automatic creation of records. For example, if the order is ticked for the batch job to be...
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Undo/Redo Feature is now available in the Dynamics 365 Cloud Flow
Introduction:In the Power Automate Flow, there was no option of Undo and even if we mistakenly delete something, there was no option to redo it. In April 2022 release wave 1, Microsoft introduced the...
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Facing Issue while Sorting in Canvas Apps
Hi All,I have created dropdown field in Canvas app and connected it with 'Design Project Task' Entity which is having option set named as 'Task Status'. I used following formula in item of Dropdown I...
View ArticleJavascript file not visible in sources tab so unable to debug in crm 2016
Hi friends,We have now CRM 2016. I am trying to debug a .js file that is on Campaign form. But I am not able to find it Sources tab when we press F12. Previoulsy on crm 2013 it was easy to debug by...
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Dynamic value not working on the email body in workflow
Hello Everyone,I am writing a workflow that sends an email on-field value change. I am using dynamic values. The values are working fine on "To" and "Subject" but it is not working on the email body....
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Duplicate lead detection for lead management in Dynamics 365 CRM
Introduction:Microsoft has announced the release of Wave 2 where new features will be available for preview. In this blog, we will see one of the features of Dynamics 365 CRM – Duplicate lead...
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