welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog
Anurag

Exploring the Basics of Optimistic Concurrency Control

By Anurag on 9/28/2023

What is Optimistic concurrency control?

The optimistic concurrency feature allows your applications to check if a table record has been altered on the server during the period between when your application initially fetched the record and when it attempts to modify or remove that record.

#ApplyingOptimisticConcurrency
#OptimisticConcurrencyBasics
#RowVersionProperty

How to Send Email using Email Templates with Power Automate Flow?

By Anurag on 9/21/2023

In this blog, we will understand How to Send Emails using Email Templates with Power Automate Flow.

Use Case:  In my example, send emails using Email Templates with Power Automate.

Follow the following steps to use email templates with Power Automate.

Step 1 – Configure the Email Template

Go to Advanced Settings in Power Apps and choose Templates -> Email Templates.

Dynamics 365
Email Templates
Power Automate Flow
Using Email Templates

Associate/Disassociate records using cloud flow

By Anurag on 9/21/2023

In Power Automate cloud flow, we can associate/disassociate records using actions “Relate rows” and “Unrelate rows”. However, we can only associate records of two entities if they have a 1: N or N: N relationship between them.

Associate and Disassociate
D365 CRM
Power Automate
Power Automate Cloud Flow

Exploring the Basics of Concurrency Control

By Anurag on 9/21/2023

Concurrency control is a critical aspect of CRM systems, ensuring that multiple users can access and manipulate customer data simultaneously without causing conflicts or data inconsistencies. This document explores the strategies and techniques employed in CRM systems to manage concurrent data access effectively.

Basics of Concurrency
Concurrency Control
Concurrency Control in CRM

Introduction to SharePoint Framework (SPFx):

By Anurag on 9/18/2023

In today's fast-paced digital world, businesses and organizations rely heavily on collaboration and communication tools to streamline their workflows and enhance productivity. Microsoft SharePoint is one such platform that has become an integral part of many enterprises, offering a comprehensive suite of features for content management, document sharing, and team collaboration. To make SharePoint even more versatile and user-friendly, Microsoft introduced the SharePoint Framework (SPFx), a modern development model that empowers developers to create custom web parts and extensions.

SharePoint Framework
SharePoint SPFx
SPFx WebParts

Retrieve Data from Excel File Using C#

By Anurag on 9/15/2023

We can retrieve the data from the Excel file using two ways:

1. OLeDb Connection

2. Interop Library

Here we are going to use Interop Library.

We have a list of contacts in an Excel file named (Contacts.xlsx) with their Record ID, the scenario here is to retrieve the ID from Excel then use the ID to fetch the record from CRM and update the Contacts field “AE Assigned” to yes.

Console Application
D365
Interop
Retrieve Row from Excel

React Native Local Storage Simplified with MMKV

By Anurag on 9/14/2023

Building cross-platform mobile applications now frequently uses React Native. Nevertheless, managing local storage effectively might be difficult. A high-performance key-value storage library called MMKV can be used in this situation. We'll look at how MMKV can make local storage in your React Native applications simpler in this blog article.

MMKV
React Native
React Native Local Storage

How to dynamically change option set dropdown values

By Anurag on 8/29/2023

Sometimes while working with MSCRM forms, we are faced with a business scenario where we must change or limit available options in an option set field depending on the value of a previous drop down for instance changing city dropdown option set values based on state or province option set value. We can achieve this in MSCRM with the help of JavaScript, Let’s look at the following example:

Javascript
Dynamics CRM
Dynamic Dropdown Values MSCRM
Dynamic Option Set Values MSCRM

Filter Lookup Field Based on Option Set field

By Anurag on 8/17/2023

Dynamics 365 is a powerful customer relationship management (CRM) tool that allows businesses to manage their data and relationships effectively. One common requirement in CRM customization is the ability to filter lookup fields based on the values of another field, particularly when dealing with Option Set fields. In this blog post, we will explore how to achieve this using JavaScript.

Dynamics CRM
Filter Lookup based on Option Set
Filter Lookup field in Dynamics CRM
Filter Lookup using Java Script

How to Add a Custom Button to the Command Bar in Microsoft Dynamics 365 using Power FX?

By Anurag on 8/17/2023

Microsoft Dynamics 365 allows for extensive customization, including the addition of custom buttons to the command bar. In this tutorial, we will walk through the process of inserting a custom button onto the main form of the Accounts entity. We'll use Power FX in the formula bar to demonstrate a simple operation.

Custom Button to the Command Bar
D365
Power FX
Blog Calendar
Blog Calendar List
2024 Apr  18  4
2024 Mar  30  4
2024 Feb  25  3
2024 Jan  7  7
2023 Dec  13  6
2023 Nov  37  5
2023 Oct  107  12
2023 Sep  231  9
2023 Aug  61  7
2023 Jul  31  5
2023 Jun  20  4
2023 May  43  5
2023 Apr  34  5
2023 Mar  92  6
2023 Feb  109  5
2023 Jan  39  4
2022 Dec  94  7
2022 Nov  252  2
2022 Sep  13  1
2022 Aug  28  2
2022 Jun  7  2
2022 May  3  2
2022 Apr  6  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  11  1
2021 Aug  37  5
2021 Jul  36  4
2021 Jun  1237  5
2021 May  31  3
2021 Apr  2031  3
2021 Mar  188  5
2021 Feb  2129  7
2021 Jan  3064  9
2020 Dec  439  7
2020 Sep  74  3
2020 Aug  677  3
2020 Jul  128  1
2020 Jun  75  3
2020 Apr  69  3
2020 Mar  12  2
2020 Feb  28  5
2020 Jan  34  7
2019 Dec  17  4
2019 Nov  29  1
2019 Jan  23  2
2018 Dec  68  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1143  11
2018 Aug  7  2
2018 Jun  13  1
2018 Jan  68  2
2017 Sep  585  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  62  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  135  4
2017 Feb  777  4
2016 Dec  204  3
2016 Nov  827  8
2016 Oct  305  10
2016 Sep  703  6
2016 Aug  39  1
2016 Jun  1876  6
2016 May  110  3
2016 Jan  71  2
2015 Dec  475  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1464  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5335  4
2014 Dec  17  1
2014 Nov  2257  4
2014 Oct  68  1
2014 Sep  107  2
2014 Aug  5278  1
2014 Jul  48  2
2014 Apr  2578  12
2014 Mar  301  17
2014 Feb  220  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  689  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  57  6
2013 Mar  2290  10
2013 Feb  127  3
2013 Jan  343  2
2012 Nov  57  2
2012 Oct  499  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote