If you are working with SSRS reports in Dynamics 365 CRM, you may have to run or use the report for a single selected record, depending on your need. In this blog, I will explain how to run a report on a selected record in CRM. Running a report on a selected record is also … Continue reading How to run an SSRS report on a selected record in the CRM using FetchXml  →

Dynamics 365 provides functionality to create a text field of type website field where the user can type in the website name. But out of the box, it has no validation to validate if the user is actually putting a web URL or just a text value, this can be achieved using simple JavaScript.  In … Continue reading Custom Field Validation for Website Fields in Dynamics CRM →

Hi Everyone, Let me explain this topic with an example of a scenario that you might encounter. I’ll walk you through how to complete this scenario in a concise manner below. Use Case Let’s say you have a Table (Entity) with or without multiple Business Process Flows (BPFs) that include some required Fields and even … Continue reading Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields →

Customer Engagement apps running on a web browser on an iOS or Android tablet provide a similar experience to using it with a web browser on your desktop or laptop computer. However, some features are not available on the mobile app or mobile web browser out of which one is running SSRS reports. Let’s say … Continue reading Run/Enable Customer Engagement SSRS Reports on Mobile App Android / iPad →

To keep track of all your customer data in one place, you may want to import contacts, leads, or other record types into Dynamics 365 Customer Engagement (on-premises) from other sources, such as from an email program, a spreadsheet, or your phone. In this blog we will be looking on how to import bulk data … Continue reading Import Bulk Data using Excel Template in Microsoft Dynamics 365 CRM →

Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login … Continue reading Connect D365 CRM CDS Database from SQL Server →

Introduction Power Automate has finally got one of the most awaited features. Let me explain it to you. So, if you are willing to deploy similar type of actions inside flow, you had no option but to write each action separately from the beginning. phew! That sounds like lot of work! But now, thanks to … Continue reading How to Copy and Paste in Power Automate →