Introduction: This blog explain the steps to update the child records when parent record is updated in D365 CE using Microsoft Flow. Steps: Below are steps to be performed. 1.) Create new field on parent entity “Update Child record” of two option type in CRM.We will use this field in Microsoft Flow. 2.)Create Workflow Whenever … Continue reading Update Child Records when Parent Record is updated using Microsoft Flow for D365 CE →

Add Power BI report and Dashboard in D365 Portal Introduction: This blog explains how we can add Power BI report and dashboard in D365 portal. Below are the Steps: Step 1: Set up Power BI from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select … Continue reading Enable Power BI Report and Dashboard in D365 Portal →

[SOLVED] Change Password is not working on Contacts in UCI. Introduction: To change portal password of a portal contact, we click on the “Change Password” option. When we try to set username and password for Contact “Change Password” button is not working on Unified Interface. Solution: 1.) Go to Settings 🡪 Advance Settings.   2.) … Continue reading Change Password is not Working on Contacts in UCI →

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to … Continue reading Email Engagement to track email interactions from Dynamics 365 Customer Engagement →

Introduction In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement. In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App. Pre-Requisites Dynamics 365 Customer … Continue reading Email Engagement to track email interactions using Dynamics 365 App for Outlook →

Introduction In this blog we will take a look at how we can follow records automatically in Dynamics 365. As the name suggested when we follow any particular record, we can get details of that record in our activity feed. This can then be displayed on the dashboards in CRM. Following a record can also … Continue reading Stay updated using the “Follow” Capability in Dynamics 365 Customer Engagement →

Introduction In this blog we will look at how to create automatic post based on criteria. In my previous blog we saw how we can follow records automatically, based on some conditions. Both these scenarios could be clubbed to use the system more efficiently Implementation Step 1: For this demonstration, we will create a post … Continue reading Create automatic posts in Dynamics 365 Customer Engagement →

Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant. Let’s look at how we can show only the required entities in the selection list. Before that, … Continue reading Show selective entities in Activity Party List in D365 Activities →

At times, end users are used to working with Advanced Find a lot without having much control over what they can customize. Because for obvious reasons, they are users. And not someone who customize the system. In this case, they might also not know what they can’t search for in the Advanced Find and are … Continue reading Why fields go missing from Advanced Find in D365 →

Introduction: After the introduction of web API in CRM, user can execute all the requests which is possible through C# or JavaScript. In this blog I will explain how to attach a document to record using the postman. Description: Notes attachments has been tested with a custom entity and tested on Postman. To work this, … Continue reading Create Notes Attachment using WebAPI →