Archive Dynamics CRM

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

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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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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.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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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

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

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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Microsoft Dynamics 365 v9.0

January 21, 2021 4 min read

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

There are some requirements at times when we need to book Appointment in Dynamics 365 for Sales on creation of Lead w...

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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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