The process of OneNote Integration with Dynamics 365 is a easy process. you need to navigate to Advanced Settings in Dynamics 365 CE and then click Settings-> Document Management. In the document management section you will find a option “OneNote Integration”. On click on this option a pop-up will open where we can choose for…
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Integrating OneDrive with Dynamics 365 is preety much straight forward. Follow the steps below to understand the process of integration. Step-1 : Enable the Integration Settings in Dynamics 365 CE Login Dynamics 365 CE and navigate to Advanced Settings-> Settings-> Document Management and then click on “Enable OneDrive for Business”. Click the checkbox and proceed…
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Assuming you have a SharePoint subscription I am proceeding with the post. To Integrate with SharePoint follow the below steps. Step-1: Open Office Portal and Open SharePoint Browse Office Portal with the address http://portal.office.com/. Login using your Dynamics 365 CE credential. Once Logged in click on SharePoint icon from the App Dashboard. Now the SharePoint…
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In this post we will discuss how to Integrate Power BI with our Dynamics 365 Customer Engagement App. Lets follow below steps. Step-1 : Login to Power BI and Instal App for Dynamics 365 Go to Power BI Portal. https://powerbi.microsoft.com/en-us/landing/signin/ Sign in using Dynamics 365 CE Online credential. You may be prompted to sign up…
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Power Automate a very powerful concept to be used for robust integration requirements for cloud or native business applications. Power Automate is a service that helps us create automated workflows between our favorite apps and services to synchronize files, get notifications, collect data and more. We can create different type of Power Automate apps as…
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Power Platform is the Game changer in these days. Power Apps such as Model-driven apps and Canvas apps crossed all app development limits. So more learning on these Power Apps more will be your grip towards the Dynamics World. This post is not a new post but to refresh the practical concept of Canvas app…
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Using entity form we can achieve Create record operation in Portals. lets see how to do. Step-1: Create an Entity Form in Dynamics 365 Portal App Open Dynamics 365 CE Portal App and Navigate to Entity Form. Create a New Entity Form with below Values: Name : Customer Create Entity Form Entity Name : Contact…
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Entity List is reponsible to show a list of records from Dynamics 365 or Common Data Service. In a list we may display less columns lets say Customer name and email but if there is a requirement that on click of the list item some more fields should be visible such as address, phone number…
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Open the Entity List and scroll down to see Search section and check the Enabled checkbox as given below screenshot. Also you can provide a Placeholder text for the searchbox lets say “Type your keyword”, Define a Tooltip as “Search Records in the List”. After that Save the Entity List. Now in the Power Portal…
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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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