In today’s fast-paced digital world, understanding and leveraging metadata is key to building robust, data-driven applications. Working with CRM systems, having quick access to metadata especially for lookup fields can significantly streamline customization and integration efforts. In this blog, we’ll walk you through the process of fetching CRM metadata using API calls in Postman, with… Continue reading Lookup CRM Metadata Using API in Postman
In this blog, I will showcase how to seamlessly integrate Dynamics 365 CRM with Encodian to automate the creation of PDFs populated with CRM data. By leveraging Power Automate, you can map data from CRM records directly into fillable PDF forms using JSON mapping. This solution simplifies document generation for processes like contracts, invoices, and reports, ensuring… Continue reading Automating PDF Generation with Dynamics 365 CRM Data Using JSON Mapping and Encodian in Power Automate
Maintaining organized and meaningful data is crucial for effective management and analysis. AutoNumber fields are a popular solution for generating unique identifiers, but sometimes a simple numeric sequence isn’t enough. By adding prefixes based on specific conditions, you can enhance the context of your data, making it easier to identify and categorize records briefly. In… Continue reading How to Populate Prefix in AutoNumber fields based on conditions in Dynamics 365 Sales
This blog will help you with the scenario where you must reset the Auto number field seed using the Power Automate and Plugin in Dynamics 365 Sales. Suppose we have the following AutoNumber field created with, Seed value – {DATETIMEUTC:MMM-yy}_001 Using Power Automate: Here, reset the seed back to the original “001”-seed every month Using… Continue reading How to Change Auto number seed in Dynamics 365 Sales
FetchXML in Dynamics 365 is a query language used to retrieve data from the system. It is a powerful and flexible tool that allows users to define complex queries to retrieve specific data from Dynamics 365 entities. An aggregate function into FetchXML queries, we can enhance data retrieval capabilities in Dynamics 365. Whether we can… Continue reading How to get direct count using Fetch XML capabilities
An email, phone conversation, task creation, or record update in the Dynamics 365 Sales system are examples of preset stages that make up a sequence. These actions can be initiated manually by the user or automatically in response to predetermined criteria. They are set up to happen in a particular order. These can be referred… Continue reading Sequence in Dynamics 365 Sales process
Different users’ access to different kinds of records is defined by their security roles. You can limit access to entities by using security roles and the rights associated with them. In this blog, we will discover how to set up role-based SiteMap navigation in Dynamics 365 CE. We shall limit the area of a role-based… Continue reading Role-Based Sitemap Navigation in Dynamics 365 CE
As features are ready for release, the Dynamics 365 release plan for the second wave of the 2023 release notifies customers of the most recent upgrades. The second wave of updates for Dynamics 365, Viva Sales, and the supply chain platform are scheduled for release between October 2023 and March 2024. In addition to Microsoft… Continue reading Microsoft Dynamics 365: 2023 release wave 2 plan overview
Microsoft Dynamics 365 provides the ability to scan the barcode from the mobile phone and tablets. For that you can enable “Barcode Scanner” control on any single line of text field from the form. One can use this Barcode Scanning option to access the data easily. Let’s take an example to understand it in a… Continue reading How to Get Barcode Value in Dynamics 365 Mobile App
The media and entertainment industries have better solutions available in the extended power platform common data model through the use of Dynamics 365 Media and Entertainment Accelerator. The fans and guests’ engagement are now easily manageable via out-of-the-box model driven and canvas apps. The accelerator provides the below features: Microsoft Teams is integrated with the… Continue reading Dynamics 365 Media and Entertainment Accelerator
What is Microsoft Dynamics 365 Government Accelerator Microsoft Dynamics 365 Government Accelerator is a new tool designed to assist public sector and government entities in understanding and consuming data. This first wave of the government data model supports policies, services, programmes, benefits, eligibility, licences, permits, grants, and more. It is accessible as an independent… Continue reading Increase efficiency with the Dynamics 365 Government Accelerator
Dynamics 365 allows us to develop vertical solutions using industry accelerators. Accelerators are the extensions for the Microsoft Power Platform applications that provide the templates to suit the respective industry requirements. They provide most of the inbuilt functionalities so that the specific industries could leverage those features for their business requirements. In this blog we… Continue reading Dynamics 365 Education Accelerator : Transforming Education Management
As we know that Dynamics 365 Industry Accelerators are the vertical solutions supported on top of common data model to help the customers to easily configure their business requirements. Dynamics 365 Automotive Accelerators basically provide the features which can be leveraged by the dealers and the Original Equipment Manufacturers (OEMs) that includes automobile related deals… Continue reading Dynamics 365 Automotive Accelerator
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… Continue reading Co Pilot from Microsoft
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… Continue reading Rename multiple views easily in Dynamics 365 and PowerApps
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,… Continue reading Dependent Assemblies Update!
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… Continue reading Introducing Power Pages!
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… Continue reading Migrate Audit records from Dynamics 365 CRM to Azure SQL Server
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… Continue reading Set Default Font style and Size of Email in Dynamics 365 Sales
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… Continue reading Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences
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… Continue reading Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.
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… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 5
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… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 4
We discovered several approaches to embed Power BI Dashboard/Report in D365 Sales, but each approach came with certain pre-requisites or cons that might not complement our requirements. Blogs posted earlier regarding the other 2 approaches either need Power BI Pro License for each user or it doesn’t filter out data according to the users and… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 3
There are various approaches to share Power BI dashboard or report in D365 Sales and every approach has it’s own merits & demerits. Our previous blog describes an approach that doesn’t work if we need to restrict data from the users. I recommend you read through the previous blog first, to get the context. Now,… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 2
Microsoft Power BI enables its global users to share the Power BI dashboard or report by embedding them in various applications and sites. Likely, we can also share them in our D365 Sales using Publish to Web or Embed URL. There are many ways to achieve this, but not all approaches fulfill the requirement to… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 1
Power BI provides several different ways to fetch data from Dynamics 365 CE and today I will share my know-how on them. 1. Dynamics 365 Online Connector This method is mostly used to fetch data from Dynamics 365 CE. Initially, this was the only method to fetch data from CE. To use this, go to Get… Continue reading Power BI > How to fetch Dynamics 365 CE data
CRM systems and cloud-based intelligence tools are really important for the businesses these days. Out of the numerous CRM software systems available these days, the Microsoft Dynamics CRM is one of the most popular choices. This CRM system offers both mid-market and growing companies a strong platform to manage the data and business relationships associated… Continue reading Importance Of CRM Systems And Cloud Based Intelligence Tools For Any Business
A Dynamics CRM expert, Ankit is passionate about writing on Microsoft Dynamics CRM. Going through his blog posts you will come across posts that talks about, how you can maximize your ROI, improve customer relationships, take better and more informed decisions, get tailored and fully customized solutions for your needs. Choose from topics ranging from… Continue reading A Devotee of Dynamics CRM
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