Case Studies

Migrate data from Contract to Entitlement

The Contract, Contract Line, and Contract Template entities are deprecated and will not be supported from April 1, 2022. They will be removed in a future major release of Dynamics 365. This functionality has been replaced by entitlements in Unified Interface. In the Classic interface, the client wasn’t able to use the functionalities related to Contract. So, we decided to move the data from Contract, Contract Line, and Contract Template entities to the Entitlement and Entitlement Template entities. But some of the records weren’t getting imported due to duplicate data using OOTB Import data tool of D365 CRM.

Send Document Template in email as PDF

One of our clients needs to send the records of sub-grid as a pdf in the email to all the respective one.

Merge Duplicate Lead

One of our clients has the requirement that in their Dynamics 365 Sales, leads are getting created from various outsource so they want to merge duplicate leads and delete the latest one and attach contact and account with the lead.

Send mobile notifications to the PowerApp users when the record is updated in the dynamics 365

An Australia based client approached us with the requirement to create Case in the dynamics 365 when a record is created in the SQL database. They also wanted a custom app that will display all these cases and as and when the case is resolved, a mobile notification was to be sent.

Synchronize SharePoint files with the Dynamics 365

The requirement of one of our clients was to create the Lead entity record in the dynamics 365 when a new record is created in the SharePoint list and the images in the record were to be attached to the related Notes of the lead in the dynamics 365.