Introduction: This blog explains how to Authenticate Dynamics 365 Online with Client Credentials. Steps: Steps in Azure 1. Register a App in Azure Active Directory. Login to portal.azure.com Navigate to Azure Active Directory –> App Registration –> New Application registration 2.  Create App with Application type -> Web app/ API. Copy the Value of Application ID. … Continue reading Dynamics 365 Online Authentication with Client Credentials →

Introduction: Ever thought of how tracking in Dynamics 365 App for Outlook could be easier? Guess What? Using “Category Based Tracking” you can now easily track Mails, Appointments and Tasks by simply setting a category on them in Outlook. This feature is beneficial as you can select multiple emails, set the category, and the rest … Continue reading Track Emails by setting “Tracked To Dynamics 365” Category in Outlook →

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access … Continue reading Assign your D365 records but keep access as well →

Introduction: In this blog we will demonstrate how to send custom emails using SendGrids API. Scenario: If we want to send custom emails to customers stored in Dynamics 365 with different email body for every customer based on their data stored in CRM, it is not possible to do so by using the normal Email … Continue reading Send Custom Emails using SendGrids API →

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access … Continue reading Keep access to Assigned records in D365 →

For every sales person, getting a signed contract from the client is a euphoric moment. You finally closed the deal, and everything seems right. But the process after winning the deal is cumbersome for many of us. This article documents how we made this process a lot less painful through MS Flow and the D365 … Continue reading Using MS Flow and D365 App For Outlook To Track Proposals and Win Opportunities Without Leaving Outlook →

Introduction: This blog explains How to Update field value based on the current stage of Business Process Flow. How to Trigger workflow when Business Process Flow is finished. PART A: Scenario: We have a custom Business Process Flow with 4 stages on Order entity. Whenever user changes the stage of Business Process Flow status field … Continue reading Update field value based on the current stage of Business Process Flow and trigger workflow when Business Process Flow is finished. →

Introduction: Microsoft flows can be used to automate many workflows across multiple applications and services. This is basically designed for non-developers. To create a flow, the user specifies what action should take place when a specific event occurs. In this blog, we will have a look on how we can add the attachments from the … Continue reading Move Attachments from Tracked Email to SharePoint using Microsoft Flow →

Introduction: Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see … Continue reading New D365 Admin portal and new way to access Organization Insights →

Introduction: Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign & Edit record windows which are not by default visible on the Unified Client Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon. Here’s how you enable them. System Settings: In your … Continue reading D365 Unified Interface: Enabling embedded legacy dialogs →