Category: Microsoft Dynamics 365 v9.0
Attaching media files from SharePoint to Dataverse Email records
Inkey, February 25, 20212556 Views
I was wondering if we had any tools, workflow solutions, automatic processes or any connectors in PowerAutomate to support attaching the media files like images or videos from SharePoint folder to email messages before we send the emails. Basically, we wanted to automate the process of attaching the images and videos into the emails which […]
Read moreAppend Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint
Admin, February 4, 20212683 Views
We all have been using Document Templates which are directly available by system and these templates contains static content for all records. What if we need to append some content dynamically in one Word template and need to send the whole document in email attachment? We have come across a solution for this. For one […]
Read moreCreating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.
Inkey, January 21, 20215647 Views
There are some requirements at times when we need to book Appointment in Dynamics 365 for Sales on creation of Lead with prospective Client every other day or similar other requirement, for such scenarios scheduling Appointment manually may seem to be tedious at times, so there is always a need to automatically create it from […]
Read moreConnection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2
Inkey, January 12, 20217688 Views
In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before we start with coding, the below nuget package should be installed. Nuget Package: Microsoft.CrmSdk.XrmTooling.CoreAssembly Reference link: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly For installing the package, open the Visual Studio -> Tools -> NuGet Package Manager […]
Read moreConnection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1
Inkey, January 8, 20214383 Views
I have come across various requirements from clients where it was more feasible to go with creating the C# console application for bulk processing the records in D365 CRM based on complex scenarios like updating the closed case entity records or uploading the files to SharePoint at specific location, or any scenarios that needed custom […]
Read moreShow OneNote IN Dynamics 365 UCI
Inkey, September 11, 20203154 Views
Recently, I got a case where I need to show uploaded OneNote in Dynamics 365’s UCI in activity tab. In this blog we will discuss below two points: How to turn on OneNote Integration How to see uploaded OneNote in Dynamics 365 UCI Let’s start with first point: How to turn on OneNote Integration Go […]
Read moreProvide easy access to a queue for current user
Inkey, August 26, 20202845 Views
Recently, we got a requirement which required us to easily allow a user to access their queue. After a descent amount of struggle, we finally found a way which would allow a user to see their queue without fumbling in the menu or advanced find option. So, here is what we did. Lets start. Open […]
Read moreObject Detection AI Builder Model in Power Platform
Inkey, May 7, 20203333 Views
Object Detection AI Builder Model in Power Platform To learn how to train the Form Processing AI Builder Model in Power Platform and to use it in the PowerApp, read our previous post. In this blog, we will share with you an overview of Object Detection AI Builder Model and a small example illustrating how […]
Read moreForm Processing AI Builder Model in Power Platform
Inkey, April 23, 20202375 Views
Form Processing AI Builder Model in Power Platform In the previous post, we have learned how to configure the AI Builder in Power Platform and an introduction to the different types of AI Models. In this blog, let’s learn how to train a Form Processing Model and to use it in a PowerApp with a […]
Read moreConfiguration of AI Builder and Types of AI Model in Power Platform
Inkey, April 3, 20202829 Views
Configuration of AI Builder and Types of AI Model in Power Platform The Power Platform is a low code platform offering many attractive and useful products and features that can be used to create interactive apps, automated processes, virtual agents and many more. For more details, read, https://docs.microsoft.com/en-us/learn/powerplatform/ AI Builder is the artificial intelligence platform […]
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