Archive Dynamics 365 for Sales

Dynamics 365 for Sales

February 21, 2025 3 min read

Lookup CRM Metadata Using API in Postman

In today’s fast-paced digital world, understanding and leveraging metadata is key to building robust, data-driven a...

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Dynamics 365 for Sales

December 17, 2024 3 min read

Automating PDF Generation with Dynamics 365 CRM Data Using JSON Mapping and Encodian in Power Automate

In this blog, I will showcase how to seamlessly integrate Dynamics 365 CRM with Encodian to automate the creation o...

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Dynamics 365 for Sales

December 10, 2024 3 min read

How to Populate Prefix in AutoNumber fields based on conditions in Dynamics 365 Sales

Maintaining organized and meaningful data is crucial for effective management and analysis. AutoNumber fields are a p...

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Dynamics 365 for Sales

December 6, 2024 4 min read

How to use Low-No Code Plugin using Data verse accelerator in dynamics 365

As everybody knows, in Dataverse, if we need to do anything that is not available in OOTB functionality and crucial t...

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Dynamics 365 for Sales

April 30, 2024 2 min read

How to Change Auto number seed 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 an...

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Dynamics 365 for Sales

February 27, 2024 4 min read

How to get direct count using Fetch XML capabilities

FetchXML in Dynamics 365 is a query language used to retrieve data from the system. It is a powerful and flexible too...

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Dynamics 365 for Sales

December 15, 2023 3 min read

Sequence in Dynamics 365 Sales process

An email, phone conversation, task creation, or record update in the Dynamics 365 Sales system are examples of preset...

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Dynamics 365 for Sales

November 1, 2023 3 min read

Role-Based Sitemap Navigation in Dynamics 365 CE

Different users’ access to different kinds of records is defined by their security roles. You can limit access ...

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Dynamics 365 for Sales

October 3, 2023 3 min read

Microsoft Dynamics 365: 2023 release wave 2 plan overview

As features are ready for release, the Dynamics 365 release plan for the second wave of the 2023 release notifies cus...

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Dynamics 365 for Sales

July 20, 2023 3 min read

How to Get Barcode Value in Dynamics 365 Mobile App

Microsoft Dynamics 365 provides the ability to scan the barcode from the mobile phone and tablets. For that you can e...

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Dynamics 365 for Sales

June 29, 2023 3 min read

Dynamics 365 Media and Entertainment Accelerator

The media and entertainment industries have better solutions available in the extended power platform common data mod...

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Dynamics 365 for Sales

June 14, 2023 4 min read

Increase efficiency with the Dynamics 365 Government Accelerator

What is Microsoft Dynamics 365 Government Accelerator Microsoft Dynamics 365 Government Accelerator is a new tool des...

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Dynamics 365 for Sales

June 2, 2023 4 min read

Dynamics 365 Education Accelerator : Transforming Education Management

Dynamics 365 allows us to develop vertical solutions using industry accelerators. Accelerators are the extensions for...

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Dynamics 365 for Sales

May 11, 2023 4 min read

Dynamics 365 Automotive Accelerator

As we know that Dynamics 365 Industry Accelerators are the vertical solutions supported on top of common data model t...

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Business Blogs

May 5, 2023 4 min read

Co Pilot from Microsoft

Microsoft Dynamics 365 Copilot offers interactive, AI-powered assistance in a variety of business processes. You can ...

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Dynamics 365 for Sales

April 6, 2023 3 min read

Power Platform and Dynamics 365 based Industry Accelerators

We all know the no code/low code approach followed by Power Platform and Dynamics 365 among others has reduced the ti...

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Dynamics 365 for Sales

March 6, 2023 3 min read

Enable Offline Capability for Dynamics 365 Sales and Model Driven App

Sometimes the users of the model driven app will be required to update the data even if there is no connectivity to t...

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Business Blogs

February 23, 2023 3 min read

Travel Insurance Industry’s Email Problem

The one thing that anyone working in the travel insurance industry will say is difficult to deal with is the number o...

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Dynamics 365 for Sales

January 6, 2023 2 min read

Rename multiple views easily in Dynamics 365 and PowerApps

In this blog, we will see how to rename multiple system views together using export import approach. Many a times, we...

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.Net

December 22, 2022 3 min read

Dynamics 365 Plugin Assemblies. Single or Multiple? You decide!

In most projects with Plugins, there will be an obvious need for more than one plugin. This brings up challenges for ...

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.Net

November 7, 2022 3 min read

Dependent Assemblies Update!

Hey Readers, breaking news!! and good ones this time!! Microsoft has released supported way for dependent assemblies ...

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Dynamics 365 for Sales

October 7, 2022 5 min read

Dynamics 365 Sales Solutions: Are You Doing It Right?

Let me ask you a question. I give you two options and ask you to choose. I will ask you to give the reason for your c...

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Dynamics 365 for Sales

May 12, 2022 3 min read

Migrate Audit records from Dynamics 365 CRM to Azure SQL Server

Storage space comes at a premium in Dynamics 365 world. So, we need to manage it carefully and aggressively. When aud...

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Dynamics 365 for Sales

February 23, 2022 3 min read

Set Default Font style and Size of Email in Dynamics 365 Sales

In this blog we will see how we can set default font style and font size for the Email records in Dynamics 365 Sales....

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Dynamics 365 for Sales

October 28, 2021 5 min read

Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences

We all have imported data into CRM at some point in our life. And a part of the process of importing data is cleaning...

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Dynamics 365 for Sales

August 12, 2021 3 min read

Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.

In this blog I’ll be taking you over how to get the Object type Code for the particular entity based on the Entity ...

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Dynamics 365 for Sales

June 2, 2021 4 min read

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

Many times while uploading the documents of Dynamics CRM to the SharePoint we require that the fields of Dynamics CRM...

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Dynamics 365 for Sales

April 30, 2021 3 min read

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

For a while, we had been using a NuGet Package named SharePointPnPCoreOnline(as shown in below image), which can be u...

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Dynamics 365 for Sales

April 16, 2021 2 min read

How to preserve Modified By and Modified On fields during Migration in Dynamics 365 for Sales

In this blog I’ll be taking you over how to preserve “Modified On” and “Modified By” fields during migratio...

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.Net

February 4, 2021 8 min read

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

We all have been using Document Templates which are directly available by system and these templates contains static ...

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Dynamics 365 for Sales

January 12, 2021 5 min read

Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2

In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before w...

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Dynamics 365 for Sales

January 8, 2021 3 min read

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

I have come across various requirements from clients where it was more feasible to go with creating the C# console ap...

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Dynamics 365 for Sales

July 3, 2020 3 min read

Show LOOKUP field as dropdown in PowerApp & update value in D365 Sales

Recently, I got a case where I need to show a lookup field as dropdown in Canvas App and update its value in D365 Sal...

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