For businesses using Dynamics 365 CRM, creating a customized and automated user experience is essential for improving efficiency. JavaScript empowers developers to tailor form behavior based on user input or specific business logic, making your CRM highly adaptable.  Are you looking to automate form fields and improve usability in Dynamics 365 CRM? This guide will … Continue reading Enhancing Dynamics 365 Forms with JavaScript: Real-Time Field Visibility and Multi-Select Handling →

Introduction In this guide, we’ll walk through the process of sending emails from D365 CRM with attachments using Power Automate. This step-by-step approach will help you understand how to automate your email communications from CRM with attachments efficiently. Use-Case Let’s say you’re working on a project where you need to send emails from D365 CRM … Continue reading How to Send D365 CRM Emails with Attachments Using Power Automate →

What is Opportunity in D365 CRM? The opportunity table represents a potential sale to new or established customers. It helps you to forecast future business demands and sales revenues. You can create a new opportunity in Dynamics 365 for Customer Engagement to monitor an inquiry from your existing customer or convert a qualified lead into … Continue reading Automating Opportunity Timeline Updates for Owners and Sales Teams in Dynamics 365 using power automate →

Introduction When dealing with a large volume of cases, manually handling each one can be time-consuming and error prone. Thankfully, Microsoft Power Automate provides a powerful solution for automating bulk case resolution, streamlining your workflow, and saving valuable time. Why Automate Bulk Case Resolution? Bulk case resolution involves addressing multiple cases at once, which can … Continue reading How to bulk resolve cases using Power Automate? →

Integrating Azure Logic Apps with the Common Data Service (CDS) opens up a world of possibilities for automating business processes and enhancing productivity within your organization. This blog will guide you through the steps to set up this integration, explaining the benefits and practical applications along the way. Azure Logic Apps is a powerful cloud-based … Continue reading Integrating Azure Logic Apps with Common Data Service →

Each time I attempt to export a solution from the source environment to another environment, I receive the following notification “isGlobal information provided True doesn’t match the value stored in DB False.” As a result, importing the solution into the destination environment becomes challenging for the individual. Whenever this kind of error appears, it has … Continue reading How to Fix the error ‘’isGlobal information provided True doesn’t match the value stored in DB False.” in D365 CRM. →

Introduction Activities are tasks or sorts of homework that we as a team perform when contacting a customer for example making a phone call, making an appointment or calls, and so on. You can set the status of this activity to complete pending or in progress. For more details, please follow the link: Activity entities … Continue reading How to create and add/attach a custom activity-type entity to an existing entity in Dynamics 365 CRM →

Introduction Global Search for Microsoft Dynamics 365 is a custom module, which allows you to search across all CRM entities at the same time, providing results in a single-view convenient layout. For more details please follow the link: Global Search for Microsoft Dynamics CRM Online User Manual Adding an Entity and fields in Global Search … Continue reading How to add an Entity and fields in Global Search On Dynamics 365 CRM →

What is a SharePoint site? Sharepoint site is an application which is provided by Microsoft which can be used to store information and content. This may include documents, images videos, tasks, and so many things. For more details please follow the link Steps to create a site and integrate your SharePoint with D365 CRM Step … Continue reading How to create a SharePoint site and enable Server-Based SharePoint Integration for Document Management System in D365 CRM →

Hi All, Did you know you can use JavaScript to trigger Power Automate flows and pass input data? So, I’ll show you how to do that, as well as how to pass strict structured data and dynamic schema in Power Automate. In the next blog, I’ll talk about Trigger Power Automate Flow using JavaScript – … Continue reading Trigger Power Automate Flow using JavaScript – Uni-Directional →