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Create and Configure model-driven app interactive experience dashboards

, June 10, 20212223 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 […]

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Setting up the Custom Columns of SharePoint with Power Automate Flow and displaying them in Documents Grid in Dynamics 365 for Sales

, June 2, 2021615 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 […]

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Secure Authentication of SharePoint with PnP Framework with C#(Code)

, April 30, 20211739 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 […]

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Append Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint

, February 4, 2021495 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 […]

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Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1

, January 8, 20211256 Views

I have come across various requirements from clients where it was more feasible to go with creating the C# console application for bulk processing the records in D365 CRM based on complex scenarios like updating the closed case entity records or uploading the files to SharePoint at specific location, or any scenarios that needed custom […]

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