- May 22, 2023
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How to create Segments in Dynamics 365 Marketing
Introduction: Dynamics 365 Marketing consists of three primary modules. Real-time marketing, Outbound marketing and event management. Segments let us create group of related contacts that can be used in customer journeys. In this blog we will be discussing about marketing segments in Real-time and Outbound Marketing. How to create Segments using Real-time marketing? Go to […]
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- May 18, 2023
Creating a Power Automate(MS Flow) to Save Email Attachments to a SharePoint
Introduction: – Creating a MS Flow to Save Email Attachments to a SharePoint Library Use Case: In this use case, an automated flow monitors the Outlook inbox for incoming emails with a specific subject line and email address. When such an email arrives, the flow automatically extracts and saves the attachment to a designated SharePoint […]
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- May 09, 2023
Retrieving and Removing Option Set/Multi-Select Option Set Values in D365 CE with Web API
This blog post will provide instructions on retrieving or removing the metadata of an Option Set or Multi-Select Option Set using the Web API. 1.1 Get Option Set/Multi-Select Option Set metadata from Web API In MSCRM, the String Map table can be utilized to retrieve details regarding option sets. This table is primarily utilized to […]
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- May 03, 2023
Creating a Popup Dialog Window with Custom HTML Form in Dynamics 365 using Xrm.Navigation
In Dynamics 365, Xrm.Navigation (Client API reference) is used to provide navigation-related methods while writing custom scripts. One of the methods called “navigateTo” is used to navigate to the specified table list, table record, HTML web resource, or custom page. More information on the Microsoft Documentation. https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-navigation/navigateto Syntax In this Blog we will focus on […]
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- April 26, 2023
How to use FetchXml with link-entity in WebAPI D365 CE
In this Blog, we will learn how we can use fetchxml with link-entity in Web API. What is Link-Entity To combine data from different records in your query you need to use the <link-entity> element. 2. Each <link-entity> needs 3 key pieces of information: 2.a. The entity types to link to 2.b. The attribute in the main entity […]
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- April 18, 2023
Install Viva Sales for Outlook and D365 CE.
Introduction: In this blog, we will configure Viva Sales with Outlook and D365 CE. Prerequisites- Microsoft 365 for enterprise or Office 365 for enterprise product license is required to use the Viva Sales app in Outlook, Viva Sales is included with Dynamics 365 Enterprise and Dynamics 365 Premium as well. Roles Required- To customize Viva […]
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- April 11, 2023
Create surveys using Customer Voice
Dynamics 365 Customer voice helps us to capture, analyze and act on customer and employee feedback. Dynamics 365 Customer voice surveys contains several types of questions: choice, date, Likert, ranking, rating, text, and Net Promoter Score (NPS). In our blog we will explain how to create and send survey invites to customers. Navigation Go to Dynamics […]
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- April 04, 2023
Customize a Gallery Control and Show/Hide Forms based on Selection.
Introduction: In this Blog, we will learn how to use Gallery Control and Form Control along with useful functions. Here we are using Gallery Control to show Contacts that exist in Dataverse and Form is used to Show Relative Details of the selected Contact in Gallery. 1. Open make.powerapps.com, select the Environment, and Create a […]
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- April 03, 2023
How In-App Notifications in D365 CE Can Revolutionize Your Workday
In-app notifications provide real-time updates within the D365 platform, keeping you informed about important events and changes as they happen. Whether it’s a new case assigned to you, a customer inquiry that needs a response, or a critical deadline approaching, in-app notifications ensure that you’re always in the loop. Today, we’ll see how to create […]
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- March 23, 2023
Batch Request to Create, Update and Delete records in Dynamics 365 CE
Batch Request allows us to make multiple API calls within a single API call. We’re limited to 1000 API calls in a single batch request. The HTTP method only supports POST, PATCH & DELETE in Batch Request. In this Blog, We’re calling 3 API calls in a single Batch Request. POST – Create a new Account […]
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