Tag: MS Dynamics CRM
Co Pilot from Microsoft
Inkey, May 5, 20231679 Views
Microsoft Dynamics 365 Copilot offers interactive, AI-powered assistance in a variety of business processes. You can use this AI tool to analyze your data, then do things like find trends in specific data sets, create new sheets and charts based on that data, and even It even explains how it works and how to produce […]
Read moreRename multiple views easily in Dynamics 365 and PowerApps
Inkey, January 6, 20231503 Views
In this blog, we will see how to rename multiple system views together using export import approach. Many a times, we come across a situation, where we rename entity. So, if we are renaming the entity, next obvious thing will be renaming the views as well. Now, if there are multiple system views then renaming […]
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Dependent Assemblies Update!
Inkey, November 7, 20221436 Views
Hey Readers, breaking news!! and good ones this time!! Microsoft has released supported way for dependent assemblies in plug-ins. This release was released for public review for admins, makers, marketers, analysts automatically on 31 July 2022. General availability is yet to be announced. Currently developers use ILMerge Utility to combine set of assemblies in plug-in, […]
Read moreIntroducing Power Pages!
Inkey, August 20, 20221840 Views
Microsoft Power Pages is a part of the Microsoft Power Platform family. It is an evolution of Power Apps portals. The new features included are the new design studio. The templates are in preview for users to try and provide feedback. We can expect general availability of the Power Pages by next year. We can […]
Read moreMigrate Audit records from Dynamics 365 CRM to Azure SQL Server
Inkey, May 12, 20223426 Views
Storage space comes at a premium in Dynamics 365 world. So, we need to manage it carefully and aggressively. When audit is enabled, the space it occupies creeps up steadily and silently and we only notice it when we get a message from Microsoft telling us we have run out of storage space. So, a […]
Read moreSet Default Font style and Size of Email in Dynamics 365 Sales
Inkey, February 23, 202212067 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, 20211227 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, 20214354 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 morePower BI > Embed Dashboard/Report in D365 Sales with RLS – 5
Inkey, April 30, 20215008 Views
There are various approaches to embed Power BI Dashboard/Report in D365 Sales, but each approach comes with its own drawbacks and cons that might not complement your requirements. Earlier we have posted blogs that describe the 4 approaches but as I said they have their own pre-requisite and cons. With the advancements of Power BI […]
Read morePower BI > Embed Dashboard/Report in D365 Sales with RLS – 4
Inkey, June 5, 20202729 Views
As there are various approaches to embed Power BI Dashboard/Report in D365 Sales, we might often use a different approach to achieve it only to realize that it doesn’t suit our cost or requirements. We have posted blogs describing the other 3 approaches but they have their own limitations regarding licenses or restriction of data […]
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