So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why. As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it! Problem OOB, Quote ID … Continue reading Why blank locked fields won’t let you save the record – Quote ID example →

Introduction: This blog explains how to Count No of files in SharePoint folder using MS Flow. Steps to be followed: Select “Send an HTTP request to SharePoint” from Actions.  Enter below details:Site Address: Select the site address from the list. Method: GETUri: _api/web/GetFolderByServerRelativeUrl(‘LibraryTitle/foldername’)/ItemCountExample: _api/web/GetFolderByServerRelativeUrl(‘account/CFS Organization_584732FD1267E911A997000D3AA2C8D1‘)/ItemCount-> It will count the no of files in “CFS Organization_584732FD1267E911A997000D3AA2C8D1” folder. Output … Continue reading Count Number of files in SharePoint folder →

Introduction: This blog explains how to create folders in SharePoint when new record is created in D365 CE. Use Case: When new account is created in D365 CE create “Contact Documents” and “Documents” folders in SharePoint. Pre-Requisites: D365 CE SharePoint Online Microsoft Flow Steps to be followed: Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/ Go to … Continue reading Create SharePoint Folder using POST request in MS Flows →

This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators! Unlike usual forms, view or other records, And Deleting the Dashboard isn’t an option. Enable Security Roles way So a simple trick is to remove entire access from Enable … Continue reading Hide Dashboards in D365 →

Introduction: This blog explain the steps to update the child records when parent record is updated in D365 CE using Microsoft Flow. Steps: Below are steps to be performed. 1.) Create new field on parent entity “Update Child record” of two option type in CRM.We will use this field in Microsoft Flow. 2.)Create Workflow Whenever … Continue reading Update Child Records when Parent Record is updated using Microsoft Flow for D365 CE →

Add Power BI report and Dashboard in D365 Portal Introduction: This blog explains how we can add Power BI report and dashboard in D365 portal. Below are the Steps: Step 1: Set up Power BI from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select … Continue reading Enable Power BI Report and Dashboard in D365 Portal →

[SOLVED] Change Password is not working on Contacts in UCI. Introduction: To change portal password of a portal contact, we click on the “Change Password” option. When we try to set username and password for Contact “Change Password” button is not working on Unified Interface. Solution: 1.) Go to Settings ? Advance Settings.   2.) … Continue reading Change Password is not Working on Contacts in UCI →

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to … Continue reading Email Engagement to track email interactions from Dynamics 365 Customer Engagement →

Introduction In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement. In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App. Pre-Requisites Dynamics 365 Customer … Continue reading Email Engagement to track email interactions using Dynamics 365 App for Outlook →

Introduction In this blog we will take a look at how we can follow records automatically in Dynamics 365. As the name suggested when we follow any particular record, we can get details of that record in our activity feed. This can then be displayed on the dashboards in CRM. Following a record can also … Continue reading Stay updated using the “Follow” Capability in Dynamics 365 Customer Engagement →