Tag: Dynamics CRM
Automating PDF Generation with Dynamics 365 CRM Data Using JSON Mapping and Encodian in Power Automate
Inkey, December 17, 202476 Views
In this blog, I will showcase how to seamlessly integrate Dynamics 365 CRM with Encodian to automate the creation of PDFs populated with CRM data. By leveraging Power Automate, you can map data from CRM records directly into fillable PDF forms using JSON mapping. This solution simplifies document generation for processes like contracts, invoices, and reports, ensuring […]
Read moreHow to Populate Prefix in AutoNumber fields based on conditions in Dynamics 365 Sales
Inkey, December 10, 202488 Views
Maintaining organized and meaningful data is crucial for effective management and analysis. AutoNumber fields are a popular solution for generating unique identifiers, but sometimes a simple numeric sequence isn’t enough. By adding prefixes based on specific conditions, you can enhance the context of your data, making it easier to identify and categorize records briefly. In […]
Read moreHow to use Low-No Code Plugin using Data verse accelerator in dynamics 365
Inkey, December 6, 2024157 Views
As everybody knows, in Dataverse, if we need to do anything that is not available in OOTB functionality and crucial to implement, we need to use plugin. To write a plugin, we need to write a code to mitigate our functionalities. But now, we do have another option available that will help us to create […]
Read moreHow to Change Auto number seed in Dynamics 365 Sales
Inkey, April 30, 2024779 Views
This blog will help you with the scenario where you must reset the Auto number field seed using the Power Automate and Plugin in Dynamics 365 Sales. Suppose we have the following AutoNumber field created with, Seed value – {DATETIMEUTC:MMM-yy}_001 Using Power Automate: Here, reset the seed back to the original “001”-seed every month Using […]
Read moreHow to get direct count using Fetch XML capabilities
Inkey, February 27, 20243445 Views
FetchXML in Dynamics 365 is a query language used to retrieve data from the system. It is a powerful and flexible tool that allows users to define complex queries to retrieve specific data from Dynamics 365 entities. An aggregate function into FetchXML queries, we can enhance data retrieval capabilities in Dynamics 365. Whether we can […]
Read moreSequence in Dynamics 365 Sales process
Inkey, December 15, 20231042 Views
An email, phone conversation, task creation, or record update in the Dynamics 365 Sales system are examples of preset stages that make up a sequence. These actions can be initiated manually by the user or automatically in response to predetermined criteria. They are set up to happen in a particular order. These can be referred […]
Read moreRole-Based Sitemap Navigation in Dynamics 365 CE
Inkey, November 1, 20232657 Views
Different users’ access to different kinds of records is defined by their security roles. You can limit access to entities by using security roles and the rights associated with them. In this blog, we will discover how to set up role-based SiteMap navigation in Dynamics 365 CE. We shall limit the area of a role-based […]
Read moreHow to Get Barcode Value in Dynamics 365 Mobile App
Inkey, July 20, 20231766 Views
Microsoft Dynamics 365 provides the ability to scan the barcode from the mobile phone and tablets. For that you can enable “Barcode Scanner” control on any single line of text field from the form. One can use this Barcode Scanning option to access the data easily. Let’s take an example to understand it in a […]
Read moreTravel Insurance Industry’s Email Problem
Inkey, February 23, 2023711 Views
The one thing that anyone working in the travel insurance industry will say is difficult to deal with is the number of emails that they receive. They may hit that sweet spot, the magic number of people that is just right for this task, but they may not be aware of a hidden problem that […]
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Dynamics 365 Plugin Assemblies. Single or Multiple? You decide!
Inkey, December 22, 20224159 Views
In most projects with Plugins, there will be an obvious need for more than one plugin. This brings up challenges for how to organize and manage the assemblies and normally will result in having to strike a balance between maximizing plugin deployment segregation, (A single plugin class per plugin assembly) and ease of deployment/visual studio […]
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