Blog - D365

How to Show SSRS Report as a Dashboard Component in Dynamics 365?

Tue, 05 Mar 2024 18:52:00 GMT

In this blog, we will understand How to Show SSRS Report as a Dashboard Component in Dynamics 365.

Follow the following steps to Show the SSRS Report as in the Dashboard.

First, go to the Reports section from Advanced Find and find the report you want to add. And then click on the name of the report as if you were going to run it.

Retrieve and update bulk records using Power Automate

Tue, 20 Feb 2024 19:06:00 GMT

The scenario here is to retrieve all the connections with the Plaintiff role and update them to the Plain Plaintiff role. Power Automate flow returns only the first 5000 records in the ‘List rows’ action by default.

Retrieve Data from Excel File Using C#

Fri, 15 Sep 2023 19:20:00 GMT

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.

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

Thu, 17 Aug 2023 18:37:00 GMT

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.

How to Get model-driven app notifications on mobile using Power Automate?

Mon, 05 Dec 2022 09:24:00 GMT

In this blog, we will understand how we can get notifications related to a model-driven app on mobile using Power Automate (MS Flow).

Comparison between Salesforce and D365 in terms of features, pricing, integrations

Fri, 11 Sep 2020 08:14:00 GMT

It’s a good idea to compare both CRM’s features, pricing, integrations, etc. to give you a general idea which CRM Software product is better for your company.

Microsoft Dynamics compared to Salesforce, in terms of easiness in using, both have a web-based user interface that clubs together information of a similar nature.

Example of an asynchronous type of workflow

Thu, 06 Aug 2020 05:38:00 GMT

Hello all, as I have told in my last blog about how many types of workflows we can create in Microsoft CRM. In this blog, I am going to show you an example of an Asynchronous kind of workflow.In this example, we will create a simple workflow that runs in the background(asynchronously) to assign any newly created Contact record to a specific user and then send out a welcome email to the client.

Top Features To Look For In A CRM

Wed, 12 Dec 2018 05:22:00 GMT

Is your business looking for a CRM? Are you struggling to track leads, monitor relationship management, maintain your contacts and do more without the aid of technology? Do you need customer relationship management software that is easy to use and that accommodates the needs of your business? If this sounds like you, keep reading for some top features to look for when choosing a CRM and how choosing the right CRM provider can help your business grow and succeed.

The Benefits Of Adopting A Customer Relationship Management (CRM) System

Mon, 12 Nov 2018 06:02:00 GMT

A Customer Relationship Management (CRM) system enables sales managers to store their important customer data in a central location and in an easy to use format making them much more effective and efficient at their jobs. Monitoring sales processes as well as their team’s performance can all be done using a CRM system to optimise their company’s sales and increasing company growth.