Category: Microsoft Dynamics 365 v9.0
Set Default Font style and Size of Email in Dynamics 365 Sales
Inkey, February 23, 202210729 Views
In this blog we will see how we can set default font style and font size for the Email records in Dynamics 365 Sales. To achieve this, we need to follow the steps below: Create a new web resource Bind the new Web resource to the required email form where the changes need to be […]
Read moreDynamics 365 Sales data import. Anomalous materials and unforeseen consequences
Inkey, October 28, 20211030 Views
We all have imported data into CRM at some point in our life. And a part of the process of importing data is cleaning up the data the is to be imported. I am sure almost all of us have encountered some unusual data that we had to clean up and some unusual data that looks […]
Read moreLoad metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.
Inkey, August 12, 20213794 Views
In this blog I’ll be taking you over how to get the Object type Code for the particular entity based on the Entity name. Suppose we need to get object type code for different entities in a loop in an stand alone .Net application. Generally, people are writing a fetch into the loop but not […]
Read moreCreate and Configure model-driven app interactive experience dashboards
Inkey, June 10, 20219318 Views
In this blog I will show you how to create and configure Interactive experience dashboards in model driven apps. The Interactive dashboards are fully configurable and security-role based and deliver information across multiple streams in real time. The Interactive dashboards have two forms: multi-stream and single-stream. Multi-Stream dashboards can be table-specific dashboards. The multi-stream dashboards […]
Read moreSetting up the Custom Columns of SharePoint with Power Automate Flow and displaying them in Documents Grid in Dynamics 365 for Sales
Inkey, June 2, 20215558 Views
Many times while uploading the documents of Dynamics CRM to the SharePoint we require that the fields of Dynamics CRM be reflected in the SharePoint column and we could also see the value populated in SharePoint Column in CRM. If you have any such requirements, stay tuned, as this blog is going to cover all […]
Read moreSecure Authentication of SharePoint with PnP Framework with C#(Code)
Inkey, April 30, 202115008 Views
For a while, we had been using a NuGet Package named SharePointPnPCoreOnline(as shown in below image), which can be used for authentication to SharePoint and other SharePoint Client Side Object Model (CSOM) tasks for managing SharePoint Online Data. This is what we used in our previous blog posts part1 and part2 to connect using clientid/client […]
Read moreHow to preserve Modified By and Modified On fields during Migration in Dynamics 365 for Sales
Inkey, April 16, 20215222 Views
In this blog I’ll be taking you over how to preserve “Modified On” and “Modified By” fields during migration or data import. Generally, when we migrate the data, the records’ “Modified On” field value takes system local time and in the “Modified By” field it takes Current logged in User. But our requirement is when […]
Read moreAttaching media files from SharePoint to Dataverse Email records
Inkey, February 25, 20212157 Views
I was wondering if we had any tools, workflow solutions, automatic processes or any connectors in PowerAutomate to support attaching the media files like images or videos from SharePoint folder to email messages before we send the emails. Basically, we wanted to automate the process of attaching the images and videos into the emails which […]
Read moreAppend Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint
Admin, February 4, 20212290 Views
We all have been using Document Templates which are directly available by system and these templates contains static content for all records. What if we need to append some content dynamically in one Word template and need to send the whole document in email attachment? We have come across a solution for this. For one […]
Read moreCreating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.
Inkey, January 21, 20214948 Views
There are some requirements at times when we need to book Appointment in Dynamics 365 for Sales on creation of Lead with prospective Client every other day or similar other requirement, for such scenarios scheduling Appointment manually may seem to be tedious at times, so there is always a need to automatically create it from […]
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