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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...

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Term: Dynamics 365
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Email Template in Dynamics 365 CRM

By Anurag on 10/10/2023

Creating an email template in Microsoft Dynamics 365 allows you to save frequently used email content, such as text, images, and hyperlinks, so you can quickly and consistently send emails to customers, leads, or other contacts. Here's a detailed guide on how to create an email template in Dynamics 365:

Dynamics 365
Email Template
Email Template in Dynamics 365

How to change the Icon of a Custom Entity?

By Anurag on 10/9/2023

Icons are crucial in visualizing and distinguishing entities in Microsoft Dynamics 365. While out-of-the-box entities come with predefined icons, custom entities allow you to personalize the experience by selecting your icons.

Change the Icon
Change the Icon of a Custom Entity
Dynamics 365

Creating a Console Application in C# to Merge Contacts in CRM and Export a CSV of the Merged Records

By Anurag on 10/9/2023

In this detailed guide, we will create a C# console application to connect to a Dynamics 365 CRM instance, identify duplicate contact records based on specific criteria, merge them into a single record, and export the merged records to a CSV file. We will also log any errors that occur during this process.

Dynamics CRM
.CSV EXPORT
Console Application
Contacts Merging
Crm Service Client
Dynamics 365
MS CRM

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

Microsoft Dynamics 365

By Ishaan Sheikh on 7/20/2021

We all are familiar with the term time is money, that phrase is relevant now more than ever. With several new and old business shifting their business to Digital management of their workflow to achieve a boost in productivity Microsoft Dynamics 365 CRM is a treat hard to resist. To understand the benefits of Microsoft Dynamics 365 we must first be familiar with CRMs

ASP.NET
C#
Dynamics 365
Javascript
MS CRM 2013
MS CRM 2016

Creating PCF Control in Dynamics 365

By Abhay Choudhary on 6/22/2021

PCF (Power Apps Component Framework) enables the developers and app makers to create custom control elements, or rather we can say create HTML based components for model-driven and canvas apps. It can be reused multiple times across different entities and forms based on the requirement in CRM.

CRM
Dynamics 365
Dynamics CRM 2016
HTML
HTML 5
PCF

How to auto populate fields in Dynamics 365 form using JavaScript

By Abhay Choudhary on 4/15/2021

In this blog, we will tell you how you can auto-populate fields in Dynamics 365 form.

Microsoft Dynamics provide you a feature to auto populate fields means populating it automatically, if you already have entered some data in Dynamics based on your requirement.

ASP.NET
Dynamics 365
Dynamics CRM
Javascript

How to show Currency Symbol dynamically in Dynamics 365 SSRS Reports

By Hani Dixit on 2/22/2021

In the last blog, I told you how to Implement Expressions in Dynamics 365 SSRS Reports using in-build Functions.

MS CRM 2013
Dynamics CRM
MS CRM 2016
Dynamics 365
Fetch XML Reporting
SSRS
SSRS Report

How to Implement Expressions in Dynamics 365 SSRS Reports using in-build Functions

By Hani Dixit on 2/17/2021

In the last blog, I told you how to create Dynamic Fetch Report using Parameters.

MS CRM 2013
Dynamics CRM
MS CRM 2016
D365 CRM
Dynamics 365
Reporting
SSRS Report

How to get Records Count for Multiple Entities Through Web API

By Ishaan Sheikh on 2/1/2021

This can be done fairly easily through Web API even if you are not a developer. Below is the one-line API call which lets you fetch the total records count for multiple entities in one-go: 

Javascript
Dynamics CRM
Dynamics 365
Javascript
web-api
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