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Make Power BI report using data from Azure SQL server and view in Dynamics 365
Introduction:In this blog, we will see how to show data of SQL server into Dynamics CRM. For this first, you need to connect your Power BI Desktop with SQL server. After that, we can show Power BI...
View ArticleHow to insert hyperlinks within the VOC survey questions?
Hello CRM Experts,I wonder is there any way to insert hyperlinks within the questions page of Survey Designer form while designing a crm survey using VOC?I would like the customer to click on the link...
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How to set all Party list values while migrating data of Activities using...
While doing data migration of Activity entities like Email, Phone call which has Party list fields like to, from, bcc, cc etc. where we set all values i.e. lookups of different entities like Account,...
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Microsoft Flow – Perform action on update of specific field in Dynamics 365...
Introduction:Microsoft Flow is the best thing ever happened to citizen developers.The flexibility to perform some actions and the ease at which those actions can be configured is the deal...
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Run a workflow on demand on a business process entity?
I would like to run a on demand workflow that runs something like thisIf the business process workflow active stage is Xthen update the active stage on opportunity-records to XI have created the...
View ArticleHow to insert hyperlinks within the VOC survey questions?
Hello CRM Experts,I wonder is there any way to insert hyperlinks within the questions page of Survey Designer form while designing a crm survey using VOC?I would like the customer to click on the link...
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Powerful features of User Adoption Monitor within Dynamics 365 CRM to build a...
In our last blog we covered some prominent features of User Adoption while in this blog we will focus on some of its powerful features and how a combination of your Dynamics CRM with User Adoption...
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Different ways of Publishing Power BI reports in Dynamics 365 CRM
Introduction:In our previous blog we have seen how to create Power BI reports using Dynamics 365 connector. In order to publish Power BI report, you must have a Power BI service account associated with...
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Relationship between Order Line and Invoice Line in Dynamics 365 CRM
Introduction:Recently we had a business requirement where customer wants to map Order Line fields to Invoice Line while creating an Invoice from Order. Until Dynamics 365 8.2 version, there was no...
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Filter PartyList Field based on other lookup field that supports on UCI...
Introduction:Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form.As shown in below image, when we click on...
View ArticleHow to import data into new Multi Select Option Set field
We are trying to work out how to import data from an excel file into the new multi select option set field. We have tried using a ; separated string, but this adds unique values for each of the lines...
View ArticleWorkflow- Send Email with Report
Hello,I am trying to create a workflow that would send an email at a certain time each afternoon with a report. The issue I'm having is how to set up a workflow that is just automatically activated at...
View ArticleAutomatically send reports to email weekly
Hey guys,What I want to do is to send to user a custom report as attachment in email every friday.Is this even possible?I read something and I think this could be possible via plugins, but is it? Or is...
View Article7 Amazing ways Click2Clone within Dynamics 365 CRM helps you build a powerful...
The productivity of an organization depends prominently on the efficiency of its employees. They form a crucial part of the business process by handling customer data and delivering services. For the...
View ArticleConvert Personal dashboard into a System Dashboard in CRM 2013
Hi There,I am trying to convert a personal dashboard into a system dashboard and in my process, noticed that all personal views & charts needs to be converted into system views/charts.Is there a...
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SharePoint Integration with Microsoft Portal
Introduction:Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new...
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CRM V9.x : Export to excel button is disabled for selected record on Advanced...
Hi,User is system administrator and not able to export the selected record in excel from the advanced find.Export to excel button is disabled for selected record on Advanced Find and Views on home...
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Difference between Xrm.Page.getControl(‘xyz’).getValue() and...
Many times while working in Dynamics 365 CRM we found small clues tips which sometimes becomes life saver for us. Today in this blog I will share one of such small tip.If we enter special characters...
View ArticleShow Top 10 records, order by its its Age - descending Order
Dear All,I am facing an issue.My requirement is very simple but i dont know why it is not able to get into the application.There is a Calculated Field on Opportunity which calculates Opportunity...
View Articleunable to search accounts since installing maplytics
We have just set up the trial for Maplytics on our Dynamics CRM and we are unable to search on any account/user/contact?<ActivityId>793b72d3-f65f-40d7-b7b0-ccef25dd05e6<It looks to be creating...
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