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Create and Configure model-driven app interactive experience dashboards

, June 10, 2021346 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, 2021224 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, 2021488 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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How to preserve Modified By and Modified On fields during Migration in Dynamics 365 for Sales

, April 16, 2021537 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 […]

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Do we need Dynamics 365 any more?

, March 5, 2021901 Views

Microsoft introduced Power Apps a while ago. These can be considered a very small version of Dynamics 365. These apps can be developed quickly using almost the same methods that we use for Dynamics 365. In fact, as we all know, the apps available out of the box in Dynamics 365 are actually model driven […]

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Attaching media files from SharePoint to Dataverse Email records

, February 25, 2021492 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 […]

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

, February 4, 2021372 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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Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.

, January 21, 2021723 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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Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2

, January 12, 20211116 Views

In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before we start with coding, the below nuget package should be installed. Nuget Package: Microsoft.CrmSdk.XrmTooling.CoreAssembly Reference link: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly For installing the package, open the Visual Studio -> Tools -> NuGet Package Manager […]

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

, January 8, 2021885 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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