Uploading documents to Dynamics 365 through mobile devices can enhance the flexibility and efficiency of your team members. In this blog, I’ll Walk you through a step-by-step procedure for uploading documents using the **Sales Team Member** app on mobile devices. This guide focuses on document upload via the mobile version of Dynamics 365, showcasing how … Continue reading Streamlining Document Uploads for Entities by Sales Team Members Using the Mobile Application →

Uploading and managing quotes efficiently is crucial for Dynamics 365 CRM users. However, sometimes you may want to restrict certain buttons, such as the ‘+New’ Quote button, to only users with specific roles, like the “System Administrator.” In this guide, I’ll walk you through how to achieve this by leveraging JavaScript and the Ribbon Workbench … Continue reading How to Display the ‘+New’ Quote Button Only for System Administrators Using JavaScript and Ribbon Workbench in Dynamics 365 CRM →

When working with arrays in Power Automate, it’s common to need to filter or select a specific item based on certain attributes. Whether you’re handling JSON data from an API, processing records from a list, or managing dynamic content within a flow, efficiently identifying the right item is key. In this blog, we’ll explore a … Continue reading Data Flow with Array Filtering in Power Automate →

As a Dynamics 365 developer, I spend a lot of time customizing and extending the platform to fit the specific needs of my clients. While the built-in tools are powerful, there are times when you need something a little more…well, magical. That’s where the XRM Toolbox comes in. Think of the XRM Toolbox as a … Continue reading XRM Toolbox: Tools in enhancing the Dynamics 365 Solutions for Developers →

Azure Functions are a vital component of serverless computing, offering the flexibility to run event-driven code without the need to manage infrastructure. When integrated with Dynamics 365, they provide a robust mechanism for automating processes and extending the platform’s functionality. This blog explores Azure Function trigger methods and recurrence syntax, highlighting their relevance in Dynamics … Continue reading Understanding Azure Function Trigger Methods and Recurrence Syntax in Dynamics 365 →

Power Pages, which was earlier known as Power Apps Portals, a powerful low-code platform from Microsoft, allows you to create websites seamlessly integrated with Dynamics 365. Whether you’re building a customer portal, a partner collaboration site, or an internal application, Power Pages makes it easy to deliver rich web experiences. Here’s a beginner-friendly guide to … Continue reading Unlock the Power of Power Pages: Building Websites with Dynamics 365 →

In Dynamics 365, custom actions allow you to perform specific business logic, such as sending emails, making calculations, or calling external services. Often, these actions are triggered based on field updates or changes to records. However, there may be situations where you want to trigger a custom action through a button click, without modifying any … Continue reading Triggering Custom Action Without Modifying the Record in Dynamics 365 using JavaScript →

Low-code development has revolutionized the way businesses build software applications. By providing a visual, drag-and-drop interface, low-code platforms enable developers to quickly create complex applications without writing much code. However, even with the power of low-code platforms, there may be times when you need to extend their capabilities to meet specific business requirements. This is … Continue reading Building Custom Solutions with Low-Code Plugins: Part 1- Overview →

In today’s ever-evolving app development landscape, delivering an exceptional user experience is critical. Power Apps offers various tools to help developers create intuitive and efficient applications, and one of the standout features is the Form Component. This feature simplifies the design and usability of forms, making applications more scalable and maintainable. What Are Form Components? … Continue reading Building Better Forms: Mastering Form Components in Dynamics 365 →

For businesses using Dynamics 365 CRM, creating a customized and automated user experience is essential for improving efficiency. JavaScript empowers developers to tailor form behavior based on user input or specific business logic, making your CRM highly adaptable.  Are you looking to automate form fields and improve usability in Dynamics 365 CRM? This guide will … Continue reading Enhancing Dynamics 365 Forms with JavaScript: Real-Time Field Visibility and Multi-Select Handling →