Let me ask you a question. I give you two options and ask you to choose. I will ask you to give the reason for your choice. Simple? Wait. Hear the options and you will realize just how sadistic I actually am. Give yourself some time to think and you will sympathize with me. You… Continue reading Dynamics 365 Sales Solutions: Are You Doing It Right?
Microsoft Power Pages is a part of the Microsoft Power Platform family. It is an evolution of Power Apps portals. The new features included are the new design studio. The templates are in preview for users to try and provide feedback. We can expect general availability of the Power Pages by next year. We can… Continue reading Introducing Power Pages!
Storage space comes at a premium in Dynamics 365 world. So, we need to manage it carefully and aggressively. When audit is enabled, the space it occupies creeps up steadily and silently and we only notice it when we get a message from Microsoft telling us we have run out of storage space. So, a… Continue reading Migrate Audit records from Dynamics 365 CRM to Azure SQL Server
In this blog we will see how we can set default font style and font size for the Email records in Dynamics 365 Sales. To achieve this, we need to follow the steps below: Create a new web resource Bind the new Web resource to the required email form where the changes need to be… Continue reading Set Default Font style and Size of Email in Dynamics 365 Sales
We all have imported data into CRM at some point in our life. And a part of the process of importing data is cleaning up the data the is to be imported. I am sure almost all of us have encountered some unusual data that we had to clean up and some unusual data that looks… Continue reading Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences
In this blog I’ll be taking you over how to get the Object type Code for the particular entity based on the Entity name. Suppose we need to get object type code for different entities in a loop in an stand alone .Net application. Generally, people are writing a fetch into the loop but not… Continue reading Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.
In this blog I will show you how to create and configure Interactive experience dashboards in model driven apps. The Interactive dashboards are fully configurable and security-role based and deliver information across multiple streams in real time. The Interactive dashboards have two forms: multi-stream and single-stream. Multi-Stream dashboards can be table-specific dashboards. The multi-stream dashboards… Continue reading Create and Configure model-driven app interactive experience dashboards
Many times while uploading the documents of Dynamics CRM to the SharePoint we require that the fields of Dynamics CRM be reflected in the SharePoint column and we could also see the value populated in SharePoint Column in CRM. If you have any such requirements, stay tuned, as this blog is going to cover all… Continue reading Setting up the Custom Columns of SharePoint with Power Automate Flow and displaying them in Documents Grid in Dynamics 365 for Sales
There are various approaches to embed Power BI Dashboard/Report in D365 Sales, but each approach comes with its own drawbacks and cons that might not complement your requirements. Earlier we have posted blogs that describe the 4 approaches but as I said they have their own pre-requisite and cons. With the advancements of Power BI… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 5
For a while, we had been using a NuGet Package named SharePointPnPCoreOnline(as shown in below image), which can be used for authentication to SharePoint and other SharePoint Client Side Object Model (CSOM) tasks for managing SharePoint Online Data. This is what we used in our previous blog posts part1 and part2 to connect using clientid/client… Continue reading Secure Authentication of SharePoint with PnP Framework with C#(Code)
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… Continue reading Append Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint
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… Continue reading Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.
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… Continue reading Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2
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… Continue reading Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1
As there are various approaches to embed Power BI Dashboard/Report in D365 Sales, we might often use a different approach to achieve it only to realize that it doesn’t suit our cost or requirements. We have posted blogs describing the other 3 approaches but they have their own limitations regarding licenses or restriction of data… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 4
We discovered several approaches to embed Power BI Dashboard/Report in D365 Sales, but each approach came with certain pre-requisites or cons that might not complement our requirements. Blogs posted earlier regarding the other 2 approaches either need Power BI Pro License for each user or it doesn’t filter out data according to the users and… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 3
There are various approaches to share Power BI dashboard or report in D365 Sales and every approach has it’s own merits & demerits. Our previous blog describes an approach that doesn’t work if we need to restrict data from the users. I recommend you read through the previous blog first, to get the context. Now,… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 2
Microsoft Power BI enables its global users to share the Power BI dashboard or report by embedding them in various applications and sites. Likely, we can also share them in our D365 Sales using Publish to Web or Embed URL. There are many ways to achieve this, but not all approaches fulfill the requirement to… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 1
Story so far… In the previous blogs, I gave a brief overview of what we need and how to get the API key from Google Maps. In the final part of the blog, I will tell you how to measure the distance. In this part we will be dealing with the CRM side of things.… Continue reading Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 3 of 3
Previously on Inkey Solutions blog… In the last blog post, I discussed some basics about integrating Google Maps into Dynamics 365 for Sales. You can check it out if you still haven’t. Now let’s go into details. In this part of the blog, I will tell you about what you need from Google. So, Google.… Continue reading Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 2 of 3
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