Blog - Dynamics 365

Email Template in Dynamics 365 CRM

Tue, 10 Oct 2023 11:20:00 GMT

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:

How to change the Icon of a Custom Entity?

Mon, 09 Oct 2023 18:15:00 GMT

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.

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

Mon, 09 Oct 2023 08:50:00 GMT

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.

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

Thu, 21 Sep 2023 19:14:00 GMT

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.

Microsoft Dynamics 365

Tue, 20 Jul 2021 08:01:00 GMT

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

Creating PCF Control in Dynamics 365

Tue, 22 Jun 2021 12:17:00 GMT

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.

How to auto populate fields in Dynamics 365 form using JavaScript

Thu, 15 Apr 2021 19:02:00 GMT

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.

How to show Currency Symbol dynamically in Dynamics 365 SSRS Reports

Mon, 22 Feb 2021 10:26:00 GMT

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

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

Wed, 17 Feb 2021 09:07:00 GMT

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

How to get Records Count for Multiple Entities Through Web API

Mon, 01 Feb 2021 13:14:00 GMT

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:

How to get Record Change History Through Web API

Thu, 28 Jan 2021 13:05:00 GMT

Microsoft Dynamics provides you a feature to see if any record is altered in any way. It also allows you to see what change has happened related to that account such as any field value is changed or status of record has changed, etc.

Check Empty and Null String in MS Flow

Fri, 08 Jan 2021 12:11:40 GMT

MS Flow has a variety of in-build functions to modify or handle the processes and steps. In some scenarios, suppose, you have a variable that is storing some data. So, you must check that if that variable has some data or is it null or empty.

How to send push notifications on mobile using power automate

Tue, 05 Jan 2021 08:29:21 GMT

Microsoft Power automate can be used to send push notifications to mobile. Push notifications are very useful as they are less intruding and can enhance user experience. They allow users to be up to date with the latest information. You can use flow to send push notifications in many different cases according to your business. They can help users to boost their productivity.

Microsoft Power Automate

Mon, 04 Jan 2021 05:43:00 GMT

Power Automate (previously known as MS Flow) is a tool from Microsoft that helps automate different repetitive, time-consuming, and complex tasks so that users can focus on the tasks where needed the most. This ultimately boosts productivity.

Using Try and Catch in MS Flow

Fri, 01 Jan 2021 05:28:00 GMT

Microsoft Flow is a very vast component of Microsoft which connects the Dataverse along with offering several other connectors also such as MailChimp, SQL Server, Twitter, Instagram, Facebook, DropBox, etc. These connectors help you to perform several tasks based on your requirements.

How to create a File Type Field in CRM

Fri, 01 Jan 2021 05:16:00 GMT

1. Creating a File Type Field

How to create Auto number field in Dynamics 365 Power Apps

Wed, 30 Dec 2020 11:13:07 GMT

In Dynamics 365, we have the option to create an auto-number field type, which handles the autonumbering for the entity automatically without the need for any third-party or custom plugin.

How to add a new member to a list on MailChimp using MS flow

Wed, 30 Dec 2020 11:03:00 GMT

Email marketing is one of the best ways to engage customers, and MailChimp is one of the best tools. Microsoft Power Automate makes it easy to manage contacts between your organization and MailChimp.

How to send email from CRM using Microsoft Power Automate

Tue, 29 Dec 2020 11:34:40 GMT

Microsoft power automate (MS Flow) helps users create automated workflows and easily simplify business processes. It makes it easy to share data between apps and manage across the organization.

Send Email using a Plugin in Dynamics 365

Mon, 28 Dec 2020 08:54:00 GMT

In this blog, I will show you how to send email using a plugin in Dynamics 365 using C#.