In our last blog we have learned how to display Dynamics 365 CE entity data on Dynamics 365 Portal using Entity List with a single Entity View “Active View”. Now in this post we will see how to add more Views and change the caption of the views to the Entity List. Open the Entity…
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Using Entity List we can show/display Dynamics 365 Customer Engagement Entity records on Dynamics 365 Portals. Lets see how to do the configuration. I assume your organisation is already having a Dynamics 365 Portal and you as a consultant maintaining and configuring the portal. Step-1 : Decide the entity to display The first step is…
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1. Power Apps Power Apps is a suite of apps, services, connectors and data platform that provides a rapid application development environment to build custom apps for your business needs. Using Power Apps, you can quickly build custom business apps that connect to your business data stored either in the underlying data platform (Common Data…
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In our last article we understand what is a Portal and how we can configure portals in Dynamics 365 instance. We can also create Portals in CDS environment by creating a new environment and provisioning the portal. In this post we will see how we can add new Webpage in our portal we have created…
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Introduction Dynamics 365 Power Portals are external-facing websites that allow users outside their organizations to sign in with a wide variety of identities, create and view data in Common Data Service or Dynamics 365 Instance, or even browse content anonymously. The full capabilities of Dynamics 365 Portals, previously offered only as an add-on to model-driven…
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Azure Logic Apps is a cloud service that helps you schedule, automate, and orchestrate tasks, business processes, and workflows when you need to integrate apps, data, systems, and services across enterprises or organizations. Logic Apps simplifies how you design and build scalable solutions for app integration, data integration, system integration, enterprise application integration (EAI), and…
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The XRM WebAPI is a great way to achieve CRUD operation from client side scripts. Below are the code snippets to explain how we use it. Retrieve Single Record Retrieve Multiple Record Create Record Update Record Delete Record Thanks for reading.
Are you looking for answers of the below 200+ Dynamics 365 questions? Please click the below button to follow the instructions to get the Answer document in your email. Click the button below to follow the steps to get the answer document. GET ANSWERS NOW What you know about Azure and explain a bit how…
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Auto numbering feature has always been there in the Dynamics CRM application settings, but it was restricted to a few entities such as contracts, cases, articles, quotes, and so on. If we click Settings -> Administration -> Auto-Numbering option, we can see the auto numbering configuration panel with existing entities as below: Previously we could configure auto-numbering…
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Dynamics 365 provides a very powerful way of handling Word/ Excel Templates. Some repeated Document preparation can be automated by using Document Templates feature of Dynamics 365. Lets say your organization sends some customized template letters such as below screenshot (The screenshot is a random picture has no relation with the article. just showing to…
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Dynamics 365 is a most powerful Business application which provides many business focused apps to achieve day-to-day business tasks. One of the feature is to change the look and feel of Dynamics 365 User Interface screen. Using Dynamics 365 Theme we can do following things: Using custom Logo to remove default Dynamics 365 Logo Change…
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This article explains how to create a Model Driven Power App to manage a Book Store extensively. In my previous article I have explained how to create UCI app you can read here. This article is a continuation part of the last article. Scenario : We will create a Model-Driven App to Manage a Book…
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Unified Client Interface (UCI) is a most advanced responsive UI design enhancements of Microsoft Dynamics 365 Customer Engagement. It ensures a better and faster response in all Mobile applications and also in large devices. UCI Apps are much faster then Web Client Apps in Dynamics 365. So in this post we will learn how to…
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Lets there is a scenario where customers are calling to customer representative and the customer represtative has to store this information as a service case in Dynamics 365 customer engagement application. Now lets see how this can be done. First of all we have to navigate Sales App and then select the record where the…
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Dynamics 365 Customer Engagement provides a very flexible way to import data into the system using robust Data Import in-built tool and it automatically maps the columns from excel sheets to entity fields. Lets say we have an excel sheet with below data. Now we want to import to our Dynamics 365 CE Contact entity.…
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Goal management is a very important process of every organization to achieve a targeted aim. Lets say an organization set a goal to increase its revenue by $2 Million in next quarter. So to achieve this organization assign goals to each sales person and the goals get evaluated at the end of the next quarter…
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For Bulk Field Inline updates Dynamics 365 provides a very flexible way called as “Editable Grid Control”. Lets say, An User wants to update two fields (Email and Address) of 20 Leads record then how to achieve the task? User opening every record to update those fields for all 20 records is very time consuming…
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Previously we have worked on Optionsets which allows us to select an item from a list at one time. But Dynamics 365 introduces a new data type called as “Multi-select Optionset” which allows us to select multiple items at one time. Here we will do some practical sessions to undersnad how this Multi-select optionset works…
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The Project Service Automation (PSA) module helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. Project managers rely on software applications to track and manage the delivery of projects. Typically, the first step after finalizing the project charter is to build the work breakdown structure. The…
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Field Service Module is the basic need for Customer Site Visit Management system. in this module businesses deal with below processes. The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling, and mobility to set mobile workers up for success when they’re onsite with customers fixing issues.…
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Customer Service module is one of the crucial module in Dynamics 365 Customer Engagement Business Application. Watch the video below for more practical or scroll the article to read more. The Customer Service Module deals with below entities. Case Service Activities and Calender SLAs Queues knowledge base Entitlements Every organization must have a sort of…
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Every organization spend a lot money in the marketing of their business products and services. SO streamlining of the Marketing department and process is must. Dynamics 365 CE provides a very flexible way of handling all Marketing issues of all types of Businesses by providing built-in entities to store marketing data and robust insight for…
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In the below code snippet we can read account records whose name starts with “M” and show all names in alert.
FetchXML is a XML based query language used in Microsoft Dynamics 365 CRM to fetch data. FetchXML is capable of doing many things as explained below. Can only be used to retrieve data not able to perform CUD (Create/Update/Delete) operation. Can be used in JavaScript to retrieve data in client side also used in server…
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Wish you all a very special Happy New Year 2018. Here is a list of Top 10 articles for you which are very popular in 2017 year. Please go through the below articles. 1 101 most used Dynamics 365 CRM code snippets. 2 13 important Technologies for CRM Developers. 3 11 Top websites for Dynamics…
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The life cycle of a process describes the state transitions from creation through execution and Termination. A process can have following states: Draft, Ready, Suspended, Locked, and Completed. The events that occur throughout the lifetime of the process cause a transition from one state to another. Workflows The workflow life cycle and State Transition is…
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