Tag: MS 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 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 moreMicrosoft Dynamics 365: 2023 release wave 2 plan overview
Admin, October 3, 2023979 Views
As features are ready for release, the Dynamics 365 release plan for the second wave of the 2023 release notifies customers of the most recent upgrades. The second wave of updates for Dynamics 365, Viva Sales, and the supply chain platform are scheduled for release between October 2023 and March 2024. In addition to Microsoft […]
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 moreDynamics 365 Media and Entertainment Accelerator
Inkey, June 29, 20231072 Views
The media and entertainment industries have better solutions available in the extended power platform common data model through the use of Dynamics 365 Media and Entertainment Accelerator. The fans and guests’ engagement are now easily manageable via out-of-the-box model driven and canvas apps. The accelerator provides the below features: Microsoft Teams is integrated with the […]
Read moreIncrease efficiency with the Dynamics 365 Government Accelerator
Inkey, June 14, 2023880 Views
What is Microsoft Dynamics 365 Government Accelerator Microsoft Dynamics 365 Government Accelerator is a new tool designed to assist public sector and government entities in understanding and consuming data. This first wave of the government data model supports policies, services, programmes, benefits, eligibility, licences, permits, grants, and more. It is accessible as an independent […]
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