☼ Light ☶ Sepia ☽ Dark 01Summary Account data in CRM is rarely in one place, with revenue, pipeline, quotes, and years of meeting notes spread across separate records. We built a one-click Account Intelligence Report that runs inside Dynamics 365 and assembles the complete account picture on screen in seconds. With a second click, an AI analyst reviews every appointment note to produce a plain-language engagement history, current status, open commitments on both sides, and talking points for the next meeting. The complete report, combining facts and AI insights, can then be exported as a branded, editable Microsoft Word document with a single click. Everything runs within the signed-in user’s existing Dynamics session, with no new servers or third-party libraries, while inheriting the user’s existing data permissions by design. Table of Contents 01Summary→ 02The 40-Minute Problem→ 03Solution Overview→ 04Technical Approach→ 05Impact→ 06Conclusion→ 07Let’s Talk→ 02The 40-Minute Problem Picture an account manager thirty minutes before a quarterly business review with a customer they have worked with for three years. The relationship is rich. The context, though, is buried. The revenue figure sits on the Account. The live pipeline is spread across a handful of opportunity records. There are a dozen quotes from the last two quarters, most of them not tracked and easy to forget. Then there are the meeting notes. Dozens of appointments, each with its own thread of what was said, promised, and agreed. None of that is missing. It is all in the CRM. The trouble is that it is everywhere at once. To reconstruct the story of an account, someone has to open twenty records, read between them, and hold the whole picture in their head. So they do not bother. They skim the last two meetings, walk in half prepared, and the deeper context stays invisible until it becomes a problem. This is not a data problem in the sense of not capturing enough. It is a synthesis problem. The organisation already holds the intelligence. It simply has no fast, trustworthy way to assemble it into something a human can act on before a meeting begins. ⓘThe real bottleneck The hardest work in account management is rarely finding the information. It is pulling it together. Connecting revenue, pipeline, and history into one coherent, current view, at the exact moment you need it, is where most of the effort actually goes. 03Solution Overview We set out to solve that synthesis problem with the smallest possible footprint, for a U.S.-based manufacturing facility running Dynamics 365 Sales. The result is a single command on the Account form called the Account Intelligence Report. From the account you are already looking at, one click opens a clean, paper-style report inside the application. It is not another tab to manage or another system to log into. It is part of the CRM you already use. The report does three things, in order: It gathers. In seconds it pulls the account’s revenue, its sales-revenue targets, the most relevant quotes, every open opportunity, and all related appointments together with their notes. It reads. A second click sends those meeting notes to an AI model that writes up the account’s engagement history and distils it into clear, decision-ready insights. It delivers. One more click produces a professional, branded Word document, a finished brief you can email, print, or bring into the meeting. The whole experience is built to feel instant. You stay in the flow of your work, and the report comes to you. What the Report Actually Contains The report is organised the way an account manager actually thinks about an account, not the way a database is organised. At the top is a compact dashboard. Revenue, quote totals, open opportunities, and appointment counts sit at a glance. Below that is the structured document itself. Revenue and pipeline at a glance The opening section brings together the numbers that frame the relationship: the customer’s revenue, the potential opportunity, budget and revenue year-to-date, and the estimated revenue outlook. This single block replaces what would otherwise mean cross-referencing the Account record with a separate sales-revenue table. Quotes and open opportunities Next is a focused view of quotes from the last six months, including those not tracked quotes that quietly accumulate and are easy to lose, alongside every open opportunity in the same window, with its stage, originating lead, product segment, and bid date. Totals calculate automatically, so pipeline value is always visible without a manual add-up. Every related appointment, with its notes This is where the report earns its keep. It lists all related appointments and, crucially, lets you expand any meeting to read exactly what was discussed. Attendees are pulled out, and the full substance of each meeting is available inline. For a customer with a long history, this becomes a navigable timeline of the entire relationship, every visit, call, and commitment, in one place. 💡Why appointments are the hard part Meeting history is usually collected through two different paths in CRM. Sometimes a customer is recorded as a participant, sometimes as the subject of the meeting. The report queries both, then merges and de-duplicates the results, so nothing is missed and nothing is doubled. 04Technical Approach The AI Analyst: Years of Notes in One Read Gathering the notes is only half the battle. Someone still has to read them. The "Get AI Insights" action does exactly that. It takes the full set of appointment notes for the account and asks an AI model, Azure OpenAI, to do what a thorough colleague would do before a meeting: read everything, then tell you what matters. The output is deliberately structured, so it slots straight into the report rather than producing a vague paragraph. It returns six things: Engagement history — a single flowing narrative of the relationship from the earliest meeting to the most recent, with dates, attendees, and the key decisions along the way. Current status — a direct read on where things stand and the overall momentum, in two to four points. … Continue reading Dynamics 365 Sales AI: Turn CRM Data into Dynamic Word Reports for Executive Insights →

Introduction Microsoft Power Apps is a pivotal tool for creating custom apps tailored to specific business needs. A powerful feature of Power Apps is the ability to display associated records on the main grid form using Grid Control. This functionality provides users with a comprehensive view of related data, enhancing user experience and productivity. In this blog, we’ll explore how to effectively display associated records on the main grid form using Power Apps Grid Control. Steps to Display Associated Records Open your Power Apps Studio. From the Power Apps homepage, go to the Tables section. Select your desired table. In this case, it is the ‘Task’ entity. Go to the View Section on the ‘Task’ Entity. Select the desired view such as ‘All Tasks’ Click on ‘Components’ from the Navigation Bar Click on ‘+ Add a component’ followed by ‘Get more components’. This will open a library of available components that you can add to your table. Choose ‘Power Apps grid control’ and click ‘Add’ below. This control allows you to customize how data is displayed within the grid, including the ability to show related records. It will be present in the control list like this. Select it. In the Power Apps grid control settings, select the related entity for which you want to display the associated records. For example, if you want to display users assigned to tasks, choose ‘Assigned Users’. Click ‘Done’ After configuring the grid control, save your changes to the app. Make sure to test the configuration to verify that the associated records are displayed as expected. Once everything looks good, publish the app to make the changes live for all the users.Voila, you see the Assigned Users’ Associated Records on the View. Conclusion By effectively utilizing Microsoft Power Apps Grid Control, you can significantly enhance the user experience by providing a comprehensive view of associated records directly on the main grid form. This step-by-step guide equips you with the knowledge to configure and display related data, streamlining your app’s functionality and improving productivity. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction Activities are tasks or sorts of homework that we as a team perform when contacting a customer for example making a phone call, making an appointment or calls, and so on. You can set the status of this activity to complete pending or in progress. For more details, please follow the link: Activity entities (Developer Guide for Dynamics 365 Customer Engagement … Steps to create and add/attach a custom activity entity in D365 CRM Step 1: Log in to the required D365 CRM environment using the URL https://home.dynamics.com. by providing a username and password and selecting your environment accordingly. Step 2: Once logging into your Dynamics 365 CRM, select the model-driven app you are currently working on. In my case, it’s Sales Team Member. Step 3: Once you are in your app, Click on the Settings icon and select [Advanced Settings]. Step 4: Click on Solutions. Create a solution or go to an existing solution. Click on Entities once inside the solution and Click on New. Once you name your entity don’t forget to tick on the [Define as an activity entity] checkbox. You can also check boxes on other options according to your need. Step 5: You can also notice the other checkboxes in Communication & Collaboration column, most of the options are non-editable.It’s because we are enabling it as an activity entity. Hence, all the checkboxes related to the Custom Activity Entity get non-editable. Step 6: Now we have to add the custom activity which we created. Click on the entity with which you are working. Then go onto the Forms inside that Entity in which you are working. Step 7: In Forms, once you have done your customizations, Add the activity timeline by enabling it during the entity creation on which you are currently working (checkbox those 2 columns and that’s how you can view the activities timeline in Form). Step 8: Once done with the above step, click on Activities & Notes and you can view the Activities & Notes Timeline. Step 9: Double tap on the Notes timeline and go to Activities. Step 10: Select the custom activity which you created. In my case, it was Order Review. Step 11: Click Ok. Save and Close and don’t forget to Publish the Customizations. Once this is done navigate to the Dynamics 365 CRM Main Form. As you Can the custom entity which we created has been added. Step 12: Click on ‘Order Review’ and add the details. Also, remember you can add many fields to this custom entity as per your requirements. How to do that is by going back to the Solution and navigating to this entity(Order Review). Create or add a new field and then add the Field to the Form. Save and Publish the Customizations. Hope this Helps.!!!

Introduction Global Search for Microsoft Dynamics 365 is a custom module, which allows you to search across all CRM entities at the same time, providing results in a single-view convenient layout. For more details please follow the link: Global Search for Microsoft Dynamics CRM Online User Manual Adding an Entity and fields in Global Search On Dynamics 365 CRM Step 1: Log in to the required Power Apps environment using the URL https://home.dynamics.com. by providing a username and password and select your environment accordingly. Step 2: Once you have logged into your environment, click on the Settings Icon and select Advanced Settings. Step 3: Drop down Settings and then click on Administration. Step 4: After clicking on Administration, select System Settings. Step 5: Go onto the option Set up Search and then click on Select. Step 6: For FYI, you can select 10 Entities at a time for Global Search. So Select the 10 Entities according to your requirements. We can even sort the Entities using the options Move up and Move down. Step 7: As I have said in Step 5, the maximum number of entities that can be added is 10. Step 8: Once the above steps are done, Return to the below page and click on [Solutions]. Create a solution and add the required table which you wanted to show in Global Search. In my case, the table name is Order Fulfillment. So accordingly add your Entity/Tables. Step 9: Click on the Entity in which you are working inside the solution and click on Views. Step 10: Typically, the global search option in D365 CRM is associated with Quick Find View. Select the Quick Find Active Order Fulfilments view. Step 11: Add the Fields which are needed for View and Find Columns. FYI, in the main D365 CRM Form, the global search has the feature of displaying only the first 3 fields of that view. So insert the important 3 fields in the view first. Step 12: Once all the customizations are done, Save and publish the solution. Step 13: Return to the D365 CRM Main page of our Model Driven App and as highlighted below, click on that icon and try searching for the value of the field. For example, If you have added a field named ‘Order Number’, Try searching the value of that field. Step 14: Once I type the value, the entity in which the value has been present has shown up. For your information, only three fields will be visible once you do the global search and 10 Entities can be visible during the global search. Hope this Helps!!!

We will look at how we can use JavaScript to cancel flows that are running without canceling each flow manually. To do this, follow the steps below. Let’s look at a scenario where we are seeing the flows that are in a running state and are not terminating. Click on All runs, this navigates you to all flow runs view. When we are in the All runs view, we need to open the developer console in the browser. The developer console can be opened by clicking F12 (or holding fn and F12) on Windows. Or by right-clicking on the screen and clicking Inspect. In the developer console, navigate to the Console pane. To clear the console window, click CTRL + L. The console pane is where we will add the JavaScript code that will cancel the running flows. As can be seen in the next step. // Copy this first and run it in the console var jq = document.createElement(‘script’); jq.src=”https://cdnjs.cloudflare.com/ajax/libs/jquery/3.3.1/jquery.min.js”; document.getElementsByTagName(‘head’)[0].appendChild(jq); // … give time for script to load, then type (or see below for non wait option) jQuery.noConflict() //Paste the same again var jq = document.createElement(‘script’); jq.src=”https://cdnjs.cloudflare.com/ajax/libs/jquery/3.3.1/jquery.min.js”; document.getElementsByTagName(‘head’)[0].appendChild(jq); // … give time for script to load, then type (or see below for non wait option) jQuery.noConflict() // Then copy this in the console to start the cancelation of the flows. confirm = function () {return true;}; setInterval(function () { $(“.fl-StatusInCell:contains(‘Running’)”).parent().parent().find(‘.ms-DetailsRow-cell’).last().click(); $(‘button[name=”Cancel”]’).click(); },5000); Click the running code after the code is implemented in the console, and the output will be seen below Hope this Helps!

Hi Everyone, If you are using Custom Pages in your Model Driven App and would like to have multiple languages as per User’s Personal settings? Here’s a quick helpful method for Custom Pages Step 1: Let’s start by creating a Custom Page Go to PowerApps Maker Studio, in your selected environment outside or inside a solution. Add new Custom Page Step 2: Fill your app as per requirement. I’ll just keep it basic. Note: OOTB Tables/Entities will show translated values except custom text/tooltip/custom tables, etc. Below, for my custom Title Label. I have used Language() function to detect the User’s language set in Personal Settings applied on Browser Level. Step 3: Save, Add and Publish the Page on Site Map (Edit in Preview) section. Reload your Model Driven App to see the effect User’s Language set as English User’s Language set as Spanish Select Spanish in Personal Settings That’s how simple it is to set Language in your Custom Page. Note: If you are working with Custom Entities, BPFs you need to add translation for the Language in Data verse manually. Please follow the steps mentioned in this Blog: Enable language translation on Custom solutions in Dynamics CRM. Hope this helps 🙂

In this blog, we’ll see how to apply language translation on custom entities, model driven apps and business process flows in Dynamics CRM Step 1- Go to Settings -> Administration->Languages. In Language settings select the required language and click on apply. Step 2- Include all the required components into the solution For example- Custom Entities Model Driven App- For example – Sales Hub Business Process Flow (BPF)- Include the BPF entity as well as process Step 3- Select the solution and click on Export Translation to export the translations to an archived file. Step 4- Extract the contents of the downloaded CrmTranslations_<solutionname>_1_0.zip. This will extract two files. Step 5- After extracting the file, open the CrmTranslations.xml file in excel. You will find 3 sheets in it. Open Localized Labels file, you will find columns for each of the languages you have deployed. Fill in the translations for each language options available. Step 6- Zip the file again and re-import the translations to the same solution using the Import translations button. Step 7- After successful import, click on publish all customizations. Step 8- Go to settings ->Personalization Settings -> Languages. Select the language you wanted to translate into. Output- Hope this helps!!

Introduction: Let’s say we want to set an icon for a button on a form in Dynamics 365. We will use the Ribbon Workbench to do this. Let’s add this to our Quote form. First, create a solution and add Quote Entity: To add buttons, we will use SVG images. For the Web Client, we will use PNG images. There are online tools ( https://www.iconfinder.com/) to download these 2 formats. Let’s create a Approval button with approval images and save it as a Web Resource. PNG file: SVG file: Now open the Ribbon Workbench: Add a new button to the Form, and add the PNG and SVG images from above. The PNG images are Image 16 and Image 32, and the SVG image is Modern Image, then Publish: Once published, go to the Unified Interface app and pull up an Account. You will see the new button: Hope this helps…

Use case: I have two entity Awards and Awards category. We have SubGrid on the Awards entity form for Category with Custom Ribbon button. We want to have the button should be visible on specific view only and below are steps to do so. Step 1: Configure the Ribbon Button Create a Ribbon Button, create a command and enable rule. Added enable to Command and command to ribbon button. To enable rule, create a custom rule and pass the JavaScript and parameter. Step 2: Get View id based on the CRM parameter: Now, Get Subgrid view id by passing the CRM parameter in the custom rule. When CRM parameter is Primary Control When CRM parameter is Selected Control Step 3: Write script for Enable Rule for Custom Ribbon Button. We will write a script that will enable or disable the Ribbon based on the view ID using the above code based on the passed parameter. Result: I have written the enable rule that Button should be visible only on the Active Award Category view: Result View of Current View that we get from the Controls in Web Browser Console App Full Code:

In this blog we will see how we can change the currency format in D365 CE. We are using the Currency field named Price on Account form and we wanted to price in XX,XX,XXX.XX format Let see how we can achieve this. Solution: Go to Settings and click on Personalization settings. After clicking on Personalization setting, In Set Personal Options click on Format. Click on Customize -> in Number, Digit group change the format as per requirement. After updating click on Apply and Ok. In our requirement, we wanted currency in XX,XX,XXX.XX  format on Account Entity. Price field Before Changing – Price field after changing –