Edit Email Template Titles in Bulk
Is there a way to perform a find and replace in Bulk on Email Template titles? We have tried to use the LAT Workflow Utilities (replace) via Workflow on the email templates, but it's not working as it...
View ArticleCreate an Account Email Activity and copy/clone to other Accounts
Business created an email activity in one Account. This email activity needs to be created to other associated accounts. Hence, the users have to create an identical email activity in each individual...
View ArticleClone a record
I want to clone a record and immediately opens in another tab of the browser.. Can you pls guide me to proceed on this
View ArticleCreate an Account Email Activity and copy/clone to other Accounts
Business created an email activity in one Account. This email activity needs to be created to other associated accounts. Hence, the users have to create an identical email activity in each individual...
View ArticleShow email sent from workflow on Contact timeline
I have a Contact > child form1 > child form2When a date field is changed on Child form 2 I have a workflow setup to send an email to the owner of the contact. Email is sent from a generic user I...
View ArticleHiding a tab based on whether a field Contains Data or not
Hi everyoneI'm trying to show or hide a tab based on whether or not a field contains data.The basic principle is if a field called Type contains data then tab_16 should show. If the field called Type...
View ArticleGamification-game is not showing the "saved" games section, even...
Gamification:Game is not showing the "saved" games section- as a result of which cannot activate the game, even though I have completed the game setupNeed urgent help
View ArticleMailChimp Integration with Dynamics 365
Hello Community,Does anyone know if there is out of the box connector/plugin by MailChimp for integration with Dynamics 365 (for anyone who is familiar with MailChimp)?Based on my research, it appears...
View ArticleOptions for Importing/Updating From MailChimp
We have a sizeable set of audiences within MailChimp. We plan to use PowerMailChimp from PowerObjects to send mailers out from D365.We have created fields within D365 that mirror audiences in...
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Microsoft Release 2023 Wave 1: Form creation and management in Real-Time...
In our previous blog, we saw how we can create an advanced form in Real Time Marketing. This blog will be a continuation of the same. Here, we will see how we can manage a form.Edit a Live form:...
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Outsourcing Dynamics 365 and Power Platform Development – Choose Inogic for...
Welcome to the exciting world of outsourcing, where businesses are discovering new ways to thrive in today’s fast-paced environment. As companies seek to optimize their operations and reduce costs,...
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Leveraging Power Platform and Outsourced Development for Innovation and...
As companies increasingly look for ways to digitize and automate their business processes, Power Platform is becoming a top choice to quickly develop and deploy custom applications. Power Platform is a...
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How to restore an earlier version of deleted records within Microsoft...
Data is crucial to the success of any organization as it forms the basis for important business decisions, and inaccurate data can have severe consequences. Data inaccuracy occurs when data is altered...
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Programmatically update OOB messages in Microsoft Dynamics 365 CRM
Introduction:In Microsoft Dynamics 365 CRM, the display string messages are those messages which are shown on the Forms, error Popups, etc. which provide appropriate information to the users. However,...
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Maximize Efficiency and Save Time: The Benefits of AI in Power Automate Flow
AI (Artificial intelligence) has become an essential aspect of modern businesses, as it enhances productivity, and efficiency and simplifies work.Power Automate is a powerful tool that allows...
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Webinar: Real-time Push Notifications in Microsoft Dynamics 365 CRM!
Businesses using Microsoft Dynamics 365 CRM still rely on conventional channels like emails, which can lead to delays in passing time-sensitive, important business updates to stakeholders or...
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Ultimate Microsoft Dynamics 365 CRM integration with SharePoint to Manage...
Microsoft Dynamics 365 CRM and SharePoint are two powerful platforms that can work seamlessly together to improve storage management and collaboration. You can free up CRM storage space, lower your...
View ArticleGamification-game is not showing the "saved" games section, even...
Gamification:Game is not showing the "saved" games section- as a result of which cannot activate the game, even though I have completed the game setupNeed urgent help
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How to display Dynamics 365 CRM(Dataverse) images dynamically in Power...
While working on Microsoft Power Virtual Agent, I was wondering if we could show dynamic images on Bot conversation from Dataverse entities. As we know, Power Virtual Agents help you to develop...
View ArticleDynamics 365 Sharepoint integration. What about permissions?
I have integrated Sharepoint with Dynamics 365 and need to restrict users access to documents related to entity they don't have access to (restricted by D365 security roles). Today they have access to...
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