D365 General Archives | Page 10 of 30 | Cloudfronts - Microsoft Dynamics 365 | Power BI | Azure - Page 10

Category Archives: D365 General

D365 App for Outlook Sitemap Edit

Introduction: In this blog we will discuss how we can add entities to the by default App for Outlook look while we track emails using App for Outlook. Steps: By default, the App for Outlook does not show any entities in its sitemap. As we all know that there is new concept of Apps in … Continue reading D365 App for Outlook Sitemap Edit

Share Story :

Forcing Fields on BPF to be required programmatically

Overview: I had a requirement where I needed to make certain fields on BPF as required. So, I tried accessing the control using Xrm.Page.getControl(“header_process_description”) and then getAttribute().setRequiredLevel(“required”) on it would serve my purpose. But actually, not! To set perspective, the code runs and make the field required too. But there’s a catch! Required fields on … Continue reading Forcing Fields on BPF to be required programmatically

Share Story :

Get Geolocation details using Xrm.Device for mobile devices

Introduction: In this blog we will use the  Xrm.Device Client API reference to get the location details as it provides methods to use native device capabilities of mobile devices. Implementation: Step 1 : First we have written a JavaScript code to get the Geolocation details and for this demonstration purpose we trigger this code to … Continue reading Get Geolocation details using Xrm.Device for mobile devices

Share Story :

Create Leads when Email is received to the Queue

Introduction: This blog explains how to Create Leads when Email is received to the Queue. Creating Queue in MS CRM: Settings -> Service Management -> Queues Click on “+NEW” Enter Name and Incoming Email for the Queue. Save record. After Saving the record Mailbox will be created for the Queue. Configuring the Mailbox Open the Mailbox … Continue reading Create Leads when Email is received to the Queue

Share Story :

How to Export and Import Voice of the Customer Surveys

Introduction: This blog explains how to Export and Import Voice of the Customer Surveys. Steps to be followed: Step 1 : Go to the Survey that you want to export. (survey should be in published state) Step 2 : Navigate to Notes section and download both the files. Step 3 : Navigate to your destination environment where … Continue reading How to Export and Import Voice of the Customer Surveys

Share Story :

Email in Unified Interface as a separate app in D365

Introduction: Email in Unified Interface Dynamics 365 is also available as a separate app! Here’s how you can get it. By default, the new email capabilities are already available in the Unified Interface of D365. But you can have it as a separate app if you’d like. Installing the App: Here’s how you get it … Continue reading Email in Unified Interface as a separate app in D365

Share Story :

Enable SharePoint for Dynamics 365

Introduction: If you try to configure SharePoint with dynamics 365 sales, it will pop up with “Microsoft Dynamics 365 list component is not installed”. This error used to come in earlier version of dynamics CRM but now we are start receiving message to install the list component. Description: As it is explained in the introduction … Continue reading Enable SharePoint for Dynamics 365

Share Story :

Integrating Twilio with D365 CRM Online to send SMS Messages using Microsoft Flow

Introduction: SMS Messages can be sent from a D365 CRM Online to an individual using the Twilio. In this blog, we will see how we can send SMS Messages from CRM using Twilio and we will be using Microsoft flows to achieve this. Pre-Requisites: Twilio Account D365 CRM Microsoft Flow Steps to be followed: Dynamics … Continue reading Integrating Twilio with D365 CRM Online to send SMS Messages using Microsoft Flow

Share Story :

HTTP POST Requests using Microsoft Flows

Introduction: In this blog we will demonstrate the working of HTTP Request -Response in Microsoft Flows. Implementation: Step 1:  In our example we will make a POST call to our Microsoft Flow so that we can further apply some logic in Flows. The POST request contains the following data. JSON: [{ “name”: “TestName”, “Address”: “TestAddress” … Continue reading HTTP POST Requests using Microsoft Flows

Share Story :

CRM Option set in Power BI

Introduction: In this article, we will learn how to dynamically use Dynamics 365 CRM option set/ CRM picklist in Power BI. As you may be aware that CRM picklist stores Integer value in the backend and not the actual display name. So, whenever you query an entity with picklist fields in Power BI you will … Continue reading CRM Option set in Power BI

Share Story :

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close