Execute Privilege Name (ExecutePrivilegeName) property of Custom API in Dynamics 365 / Microsoft Dataverse
Jan14

Execute Privilege Name (ExecutePrivilegeName) property of Custom API in Dynamics 365 / Microsoft Dataverse

In the previous post, we created a simple custom API  https://nishantrana.me/2021/01/13/use-custom-api-to-create-custom-messages-in-dynamics-365/ Let us look at its different properties starting with ExecutePrivilegeName Execute Privilege Name attribute of custom API allows us to specify the name of the privilege that allows execution of the custom API. Let us update the custom API and… Continue Reading Nishant Rana’s...

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Use Custom API to create custom messages in Dynamics 365
Jan13

Use Custom API to create custom messages in Dynamics 365

Custom API (preview) allows us to define our custom messages that can be called from web services, similar to Custom Actions. Usually, we would be creating custom workflow actions just to create a new message, to which we can hook our plugin, without defining any logic in the workflow. For this scenario or pattern now … Continue reading “Use Custom API to create custom messages in… Continue Reading Nishant...

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Improved search experience in Dynamics 365 / PowerApps
Jan12

Improved search experience in Dynamics 365 / PowerApps

To enable the new search experience, we need to turn on the relevance search on that environment. Login to the admin portal and environments section https://admin.powerplatform.microsoft.com/environments Navigate to Settings -> Features and turn on the Relevance Search This places the search bar in the header, making it easy to access while navigating across different pages. … Continue reading… Continue Reading...

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Migration of Personal views/charts/dashboards with sharing information
Jan07

Migration of Personal views/charts/dashboards with sharing information

Originally posted on Phani Rajasekhar: In my previous blog I explained the issues that I faced while POA entity migration. Here I will explain the whole process that I followed to migrate the personal views with sharing information. I used kingsway soft adapter for my migration process. We have 2 steps to migrate the data… Continue Reading Nishant Rana’s Article on their blog Migration of Personal views/charts/dashboards...

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Sample Code – Dynamics 365 Web API / Organization Service
Jan06

Sample Code – Dynamics 365 Web API / Organization Service

Use CrmServiceClient to execute web request against Dynamics 365 Web API – OAuth Consume Dynamics 365 Web API using MSAL.NET using ConfidentialClientApplicationBuilder class the connection string parameters Consume Dynamics 365 Web API – OAuth – Authorization Code Grant Type Consume Dynamics 365 Web API – OAuth – Implicit Grant Type Consume Dynamics 365 Web API … Continue reading… Continue Reading Nishant Rana’s...

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Dynamics 365 Sales mobile app (preview)
Jan05

Dynamics 365 Sales mobile app (preview)

The new Dynamics 365 Sales mobile app (preview), has been introduced specifically for the field sellers who need quick access and intuitive management of the customer information on the go while travelling / meeting the customers. Check other posts on 2020 Release Wave 2 To enable the App, navigate to Advanced Settings from the Sales … Continue reading “Dynamics 365 Sales mobile… Continue Reading Nishant Rana’s...

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Application User Form missing in Dynamics 365
Dec24

Application User Form missing in Dynamics 365

Recently while trying to create a new application user, we could not find the application user form for the system user entity in the web application. Within the maker portal, we can see the form available and enabled for everyone. It was inside our classic administration settings; we saw it listed as Inactive Forms Activating … Continue reading “Application User Form missing in… Continue Reading Nishant Rana’s...

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D365: “The user is not a member of the organization” error while connecting to CE
Dec23

D365: “The user is not a member of the organization” error while connecting to CE

Originally posted on Ajit Patra: Recently, we were working on connecting to CE to do some CRUD operation using Azure function. We were using Client ID(Application ID) and Client Secret of the app registered on Azure Active Directory. We had provided the necessary API(Dynamics CRM) Permission (delegated “user_impersonation”) to the app. While running the Azure… Continue Reading Nishant Rana’s Article on their...

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Historical Data Migration – Created On and Modified On in Dynamics 365
Dec22

Historical Data Migration – Created On and Modified On in Dynamics 365

Very insightful article by Debajit ! Just to summarize – If we are using SDK method from external application to set values for created on, modified on – we can use overriddencreatedon for created on. Modified on will be ignored. Setting values in Pre-Create Plugin – values specified for both created on and modified on … Continue reading “Historical Data Migration – Created On and Modified On…...

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Azure Data Lake Storage Component in KingswaySoft – SSIS
Dec22

Azure Data Lake Storage Component in KingswaySoft – SSIS

Download and install the SSIS Productivity Pack https://www.kingswaysoft.com/products/ssis-productivity-pack/download/ Drag the Azure Data Lake Storage Source component in the data flow Double click and click on New to specify the connection Provide the connection details and test the connection It supports both Gen 1 and Gen 2 Supports the below Authentication modes Inside the Azure Data …

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IP ranges for Dynamics 365
Dec21

IP ranges for Dynamics 365

Originally posted on Biplab Singha's blog: IP whitelisting (Range) for Dynamics 365. In one of our recent project we need to call a web service from Workflow and Action from Dynamics 365 online (9.x) . The web service publisher will allow only request from specific IP ranges due to security principal of the organisation.… Continue Reading Nishant Rana’s Article on their blog IP ranges for Dynamics 365 Biplab...

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Setup a free trial of Dynamics 365 Marketing
Dec21

Setup a free trial of Dynamics 365 Marketing

If we already have a Microsoft 365 / Dynamics 365 tenant, we can directly request the trial for Dynamics 365 Marketing from Microsoft 365 Admin Center https://admin.microsoft.com through Purchase services > Dynamics 365 Marketing option. And within Power Platform Admin Center https://admin.powerplatform.microsoft.com/, we can navigate to Dynamics 365 Apps >> Dynamics 365 Marketing Application… Continue Reading...

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Wrestling With Email Address Limitations
Dec17

Wrestling With Email Address Limitations

Originally posted on That CRM Blog: Dynamics CRM has been around for a while (about 13 years) and, as is the way with any software, there are a few design features from the old days which linger today. One of those is how email addresses are treated for Accounts, Contacts, and Leads. How Emails Work… Continue Reading Nishant Rana’s Article on their blog Wrestling With Email Address Limitations That CRM Blog Dynamics CRM...

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Consume Dynamics 365 Web API using MSAL.NET
Dec17

Consume Dynamics 365 Web API using MSAL.NET

Sharing a sample code to consume Dynamics 365 Web API using MSAL.NET Create a console application and add the following NuGet Package Microsoft.Identity.Client More on Microsoft identity platform https://docs.microsoft.com/en-us/azure/active-directory/develop/ We are using ConfidentialClientApplicationBuilder create method…. Continue Reading Nishant Rana’s Article on their blog Consume Dynamics 365 Web API using MSAL.NET...

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Updating Entity Reference Power Automate vs Plugin
Dec16

Updating Entity Reference Power Automate vs Plugin

Originally posted on Vrushali's Techno Blog: Recently I worked on a project where not a single line of code was allowed. It was only configuration project. I had a requirement to create number of custom tasks at run time based on the task template. Since plugin was not allowed, used Power Automate(Flow). While I… Continue Reading Nishant Rana’s Article on their blog Updating Entity Reference Power Automate vs Plugin...

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Fixed – 401 Unauthorized error while calling Dynamics 365 Web API
Dec16

Fixed – 401 Unauthorized error while calling Dynamics 365 Web API

We were recently getting the below error while trying to call Dynamics 365 Web API through Postman. “401 Unauthorized” It turned out that we were using the incorrect Token. To generate the correct token, For OAuth 2.0 token endpoint (v1) Version 1 We need to specify resource with Dynamics 365 URL. For OAuth 2.0 token … Continue reading “Fixed – 401 Unauthorized error while calling Dynamics 365…...

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Read Secret from Azure Key Vault using Key Vault Rest API through Postman
Dec15

Read Secret from Azure Key Vault using Key Vault Rest API through Postman

In the previous posts, we saw how to register an Azure AD app and read the secret from Azure Key Vault using SecretClient and UsernamePasswordCredential class https://nishantrana.me/2020/11/27/read-secret-from-azure-key-vault-using-secretclient-class-console-app-c/ https://nishantrana.me/2020/12/01/read-secret-from-azure-key-vault-using-secretclient-usernamepasswordcredential-c/ In this post,… Continue Reading Nishant...

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Check user’s access to a record – upcoming feature in Dynamics 365
Dec13

Check user’s access to a record – upcoming feature in Dynamics 365

Was going through the Model-Driven Apps documentation and found the below article https://docs.microsoft.com/en-us/powerapps/user/access-checker It talks about a Check access button on the command bar of a record which will list down all the rights/access/privileges on that particular record. And also how the user has got those accesses, through security roles directly assigned or through the… Continue Reading Nishant...

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Fixed – Repairing disk errors. This might take over an hour to complete – Windows 10
Dec12

Fixed – Repairing disk errors. This might take over an hour to complete – Windows 10

Hi all, sharing the recent experience with the below error A couple of days back my laptop, unfortunately, got slipped from my hand, and then on starting the laptop gave the below messages “Preparing automatic repair.” then “Diagnosing your PC.” then “Repairing disk errors. This might take over an hour to complete.” After waiting for … Continue reading “Fixed – Repairing disk...

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Power Platform for Admins connector (preview) in Power Automate
Dec12

Power Platform for Admins connector (preview) in Power Automate

The Power Platform for Admins connector (preview) let’s us perform following Actions The connector allows us to access the Business Applications Platform (BAP) API. Below is the example of the Create Environment action, followed by Create CDS Database. Here we are creating a trial environment in Asia region followed by a CDS database in it … Continue reading “Power Platform for Admins… Continue Reading Nishant...

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5000 records limit of Fetch XML Query – List records action of Common Data Service (current environment) connector in Power Automate
Dec11

5000 records limit of Fetch XML Query – List records action of Common Data Service (current environment) connector in Power Automate

Recently in one of our requirements, while trying to fetch contact records using Fetch XML Query https://docs.microsoft.com/en-us/connectors/commondataserviceforapps/#list-records we realized that we can only retrieve / fetch 5000 records. Enabling pagination will also not help here (the Next link also come as null). The alternate solution is to convert the Fetch XML query to OData and …

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Posts on Azure Data Lake
Dec10

Posts on Azure Data Lake

Posts on Azure Data Lake Continue Reading Nishant Rana’s Article on their blog Posts on Azure Data Lake Few key points about query acceleration – Query acceleration supports ANSI SQL like language, to retrieve only the required subset of the data from the storage account, reducing network latency and compute cost. Query acceleration requests can process only one file, thus joins and group by aggregates aren’t...

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Comparing the three main ways to get Dynamics 365 data into Power BI
Dec10

Comparing the three main ways to get Dynamics 365 data into Power BI

Originally posted on crm chart guy: There are a few different ways to get your Dynamics 365 data into Power BI. Now that the Common Data Service connector has come out of preview and is generally available, I figured it would be a good time to have a look at the different methods and how… Continue Reading Nishant Rana’s Article on their blog Comparing the three main ways to get Dynamics 365 data into Power BI crm chart guy...

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Use query acceleration to retrieve data from Azure Data Lake Storage
Dec08

Use query acceleration to retrieve data from Azure Data Lake Storage

Few key points about query acceleration – Query acceleration supports ANSI SQL like language, to retrieve only the required subset of the data from the storage account, reducing network latency and compute cost. Query acceleration requests can process only one file, thus joins and group by aggregates aren’t supported. Query acceleration supports both Data Lake … Continue reading “Use query… Continue Reading...

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Fixed – AADSTS7000218: The request body must contain the following parameter: ‘client_assertion’ or ‘client_secret
Dec01

Fixed – AADSTS7000218: The request body must contain the following parameter: ‘client_assertion’ or ‘client_secret

While trying to access Azure resources using UsernamePasswordCredential credential we were getting the below error https://docs.microsoft.com/en-us/dotnet/api/azure.identity.usernamepasswordcredential?view=azure-dotnet Azure.Identity.AuthenticationFailedException: ‘UsernamePasswordCredential authentication failed: A configuration issue is preventing authentication – check the error message… Continue Reading Nishant...

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Working with large CDS datasets in Power Automate Flows and Logic Apps
Dec01

Working with large CDS datasets in Power Automate Flows and Logic Apps

Originally posted on EVOLVED365: During the last 12 months I have been busy working on projects and lost my way a little bit on writing and sharing my experiences with the community. However on a positive note I learned a lot of new things during that period and now I’ve got some great content planned… Continue Reading Nishant Rana’s Article on their blog Working with large CDS datasets in Power Automate Flows and Logic...

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Fixed – AADSTS65001: The user or administrator has not consented to use the application with ID
Dec01

Fixed – AADSTS65001: The user or administrator has not consented to use the application with ID

The below error occurs for the application registered with Azure AD (Delegated Permissions), which requires either user or an administrator’s consent for the permissions it needs. “Azure.Identity.AuthenticationFailedException: ‘UsernamePasswordCredential authentication failed: AADSTS65001: The user or administrator has not consented to use the application with ID… Continue Reading Nishant Rana’s Article...

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User multiplexing- SSIS (KingswaySoft) + Dynamics 365 CE / CDS / Dataverse
Dec01

User multiplexing- SSIS (KingswaySoft) + Dynamics 365 CE / CDS / Dataverse

Must read article on managing API limits Continue Reading Nishant Rana’s Article on their blog User multiplexing- SSIS (KingswaySoft) + Dynamics 365 CE / CDS / Dataverse Must read article on managing API limits https://powerplatform.se/fast-data-management-in-a-limited-cds-world/ Thanks – Gustaf Westerlund Blog Syndicated with Nishant Rana’s...

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Read Secret from Azure Key Vault using SecretClient (UsernamePasswordCredential)– C#
Dec01

Read Secret from Azure Key Vault using SecretClient (UsernamePasswordCredential)– C#

In the previous post, we used ClientSecretCredential Token Credential to read the secret from the Key Vault. In this post, we’d use UsernamePasswordCredential class instead. Login to Azure Portal – https://portal.azure.com/ Here we have generated a Secret named secret1 inside MyKeyVaultCRM We have also provided Get – Secret permission to the below User account Also, … Continue reading “Read… Continue...

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Read Secret from Azure Key Vault using SecretClient class – Console App C#
Nov27

Read Secret from Azure Key Vault using SecretClient class – Console App C#

Azure Key Vault can save 3 different types of information. Keys – Encryption keys (asymmetric – public/private), can be created in Key Vault or imported, stored in software or HSD Secrets – unstructured text, can be created or imported, stored in the software. Certificates – can be created or imported, contains 3 part – cert … Continue reading “Read Secret from Azure Key Vault using… Continue Reading Nishant...

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Creating Better PCF Component – Part 2
Nov25

Creating Better PCF Component – Part 2

Originally posted on Temmy Wahyu Raharjo: When I was writing this post, I felt the environment that I set up did not enhance my ability to write code. The reason for this is because I use jsdom, which is a mock object for the HTML component. Because it is not a real object of HTML, my focus… Continue Reading Nishant Rana’s Article on their blog Creating Better PCF Component – Part 2 Temmy Wahyu Raharjo When I was...

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Use AzCopy to transfer files from local drive to Azure Blog Storage
Nov25

Use AzCopy to transfer files from local drive to Azure Blog Storage

AzCopy is a command-line utility that can be used for copying data to and from the storage accounts. Download the appropriate version of the tool – https://docs.microsoft.com/en-us/azure/storage/common/storage-use-azcopy-v10#download-azcopy We’d upload the files to the following container Below will be the source files Let us login first (here we are using Azure Active Directory to authorize… Continue Reading Nishant...

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Transfer files from local drive to Azure Blob using Azure Blog Upload Task – SSIS
Nov24

Transfer files from local drive to Azure Blob using Azure Blog Upload Task – SSIS

Similar to Premium File Transfer Task, The Azure Blog Upload Task component can be used to easily transfer files from local drive to Azure Blob storage. https://docs.microsoft.com/en-us/sql/integration-services/control-flow/azure-blob-upload-task Let us take a simple example to see it in action. Here we will pick the folder Customer and its subfolders along with the files inside it and …

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Fixed – authorizationpermissionmismatch Azure Blob Storage
Nov22

Fixed – authorizationpermissionmismatch Azure Blob Storage

We got the below error while trying to transfer files to Azure Blob Storage using AzCopy INFO: Authentication failed, it is either not correct, or expired, or does not have the correct permission -> github.com/Azure/azure-storage-blob-go/azblob.newStorageError, /home/vsts/go/pkg/mod/github.com/!azure/azure-storage-blob-go@v0.10.1-0.20201022074806-8d8fc11be726/azblob/zc_storage_error.go:42… Continue Reading Nishant...

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Transfer files from local drive to Azure Blob using Premium File Transfer Task – SSIS
Nov20

Transfer files from local drive to Azure Blob using Premium File Transfer Task – SSIS

The Premium File Transfer Task component of KingswaySoft can be used to easily transfer files from local drive to Azure Blob storage. https://www.kingswaysoft.com/products/ssis-productivity-pack/help-manual/premium-file-pack/premium-file-transfer-task Let us take a simple example to see it in action. Here we will pick the folder Customers and its subfolders along with the files inside it and… Continue Reading Nishant...

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Fixed – Missing app.config (Application Configuration File) option in Visual Studio
Nov19

Fixed – Missing app.config (Application Configuration File) option in Visual Studio

While writing a console application we realized that the the option to add app.config was missing in Visual Studio 2019 We tried couple of things as suggested over the internet but to no avail. Eventually, install / modify the .NET desktop development workload fixed it for us. Application configuration file available  – Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Fixed – Missing app.config...

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Use CrmServiceClient to execute web request against Web API – Dynamics 365
Nov17

Use CrmServiceClient to execute web request against Web API – Dynamics 365

In the previous post we saw how to use CrmServiceClient to connect to CDS using Authentication Type – OAuth and execute web request using Organization.svc service https://nishantrana.me/2020/11/09/sample-code-to-connect-to-cds-dynamics-365-ce-using-oauth/ Here we will extend the same example to execute web request using Web API. Create the contact record with first name and last name… Continue Reading Nishant Rana’s...

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Power Apps | Microsoft Dataverse
Nov17

Power Apps | Microsoft Dataverse

Originally posted on Rajeev Pentyala – Microsoft power platform blog: Microsoft Dataverse Common Data Service (CDS), the sophisticated and secure backbone that powers Dynamics 365 and Power Platform, has been renamed to Microsoft Dataverse Some terminology in Microsoft Dataverse has been updated. For example, entity is now ‘Table’ and field is now ‘Column’. Microsoft Dataverse… Continue Reading...

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Date Time Behavior and Format in Power Platform/Dynamics 365 CRM
Nov12

Date Time Behavior and Format in Power Platform/Dynamics 365 CRM

Originally posted on Prashant Kumar Maurya: Date Time field in power apps has behaviors and formats which control how the data will be stored in CDS (Common Data Service) and how it will pe presented to different users from different time zone on retrieval. Here I will try to explain the same in a simple… Continue Reading Nishant Rana’s Article on their blog Date Time Behavior and Format in Power Platform/Dynamics 365 CRM...

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Process Optimization – Dynamics 365 CE / CRM / CDS SSIS Integration toolkit – KingswaySoft
Nov12

Process Optimization – Dynamics 365 CE / CRM / CDS SSIS Integration toolkit – KingswaySoft

Process Optimizations is a new feature added in the CDS / CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit as part of November 2020 Release. Check other posts on SSIS and Dynamics 365 https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/ These options if enabled, will turn off or disable plugin, workflow, entity auditing during pre-execution temporarily,… Continue Reading Nishant...

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Embedding Canvas App in an Iframe inside Dynamics 365
Nov12

Embedding Canvas App in an Iframe inside Dynamics 365

Canvas App can be easily embedded in a web site using the Iframe. Say e.g. we have the following Canvas App to be embedded inside Dashboard in Dynamics 365 Save the app and navigate to Details We can copy the Web link or App ID. The URL Format – https://apps.powerapps.com/play/[appId] The other parameter that can … Continue reading “Embedding Canvas App in an Iframe inside… Continue Reading Nishant Rana’s...

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System.FormatException: Input string was not in a correct format exception while registering Plugin in Dynamics 365
Nov11

System.FormatException: Input string was not in a correct format exception while registering Plugin in Dynamics 365

We might get the below error while trying to register a plugin. Cause – The plugin project was referring the .NET Framework 4.7.2 And the latest version of Microsoft.CrmSdk.CoreAssemblies – (Sept 29, 2020) Resolution – Changing it to 4.6.2 fixed it. Details- Unhandled Exception: System.ServiceModel.FaultException An unexpected error occurred. Server stack trace: at… Continue Reading Nishant Rana’s Article on their...

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Changes in CDS / CRM Destination Component – SSIS Integration Toolkit for Dynamics 365
Nov10

Changes in CDS / CRM Destination Component – SSIS Integration Toolkit for Dynamics 365

With version 20.2 November 2020 release, there have few updates added to the KingwaySoft’s CDS/CRM Destination Component, few are changes in the label and others are metadata changes, that one should be aware of before updating. Check Post on SSIS and Dynamics 365 https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/ Label changes. Version 20.1 – Version 20.2 – CrmRecordId… Continue Reading Nishant...

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CDS/CRM SDK – WS-Trust auth and OrganizationServiceProxy Deprecated, what does it mean?
Nov09

CDS/CRM SDK – WS-Trust auth and OrganizationServiceProxy Deprecated, what does it mean?

Originally posted on Colin Vermander: Announced late last week on docs.microsoft.com was the deprecation of the WS-Trust authentication type as well as OrganizationServiceProxy. Both are connected to the same thing of the WS-Trust authentication being moved away from for a long time now in other Microsoft SDKs and the CDS/CRM SDK is catching up as… Continue Reading Nishant Rana’s Article on their blog CDS/CRM SDK –...

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Sample code to connect to CDS / Dynamics 365 / CE using OAuth
Nov09

Sample code to connect to CDS / Dynamics 365 / CE using OAuth

Sample code for quick reference for connecting to CDS through a console application using OAuth Add the NuGet package for Microsoft.CrmSdk.XrmTooling.CoreAssembly in the project Note – Here we will be using the sample AppId and Redirect URI. Sample Code-    More details on – Connection string parameters. Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Sample code to connect to CDS / Dynamics 365 / CE...

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Extract attachment from Notes in Dynamics 365 / CE / CDS – SSIS (KingswaySoft)
Nov09

Extract attachment from Notes in Dynamics 365 / CE / CDS – SSIS (KingswaySoft)

Recently we were exploring ways of extracting attachment from notes to a local drive for our case entity. We also wanted to organize it based on Case Number. For this, we used KingswaySoft’s SSIS components. This is how our final package looked like For CDS Source, we used Source Type as Fetch XML. And the … Continue reading “Extract attachment from Notes in Dynamics 365 / CE / CDS –… Continue Reading Nishant...

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An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication which has been deprecated and no longer supported in your environment. Please use oAuth2.0 authentication in Dynamics 365 / CDS
Nov06

An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication which has been deprecated and no longer supported in your environment. Please use oAuth2.0 authentication in Dynamics 365 / CDS

While trying to connect to Dynamics 365 instance through Online Federation authentication type (deprecated) using CDS/ CRM connection manager of KingswaySoft you would get the below error – KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication… Continue Reading Nishant...

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Traffic information in the map component – 2020 Release Wave 2
Oct31

Traffic information in the map component – 2020 Release Wave 2

The interactive Map component (preview) can now be enabled to show traffic information like traffic congestion, incidents, traffic flow using red, yellow, and green colors. Before we can use the Map component (preview), we need to first enable it for the environment. Navigate to the admin portal – https://admin.powerplatform.microsoft.com/ Within features, enable the Geospatial services …

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Upcoming updates to Export to Data Lake Service – 2020 Release Wave 2
Oct31

Upcoming updates to Export to Data Lake Service – 2020 Release Wave 2

As we know – Export to Data Lake service enables continues replication of CDS entity data to Azure Data Lake Gen 2 Below are some the interesting update coming to it – Configurable Snapshot Interval – currently the snapshots are created hourly– which will be configurable. Cross Tenant Support – Currently Azure Data Lake Gen2 … Continue reading “Upcoming updates to Export to Data Lake… Continue...

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Manage Parent Child Cases in CRM
Oct29

Manage Parent Child Cases in CRM

Originally posted on crmcooking: In Microsoft Dynamics CRM you can manage multiple cases efficiently using parent and child cases. If you want to records same issue for multiple customers, you can open a primary case called parent case and then create a secondary case called child case. Please consider the following scenario. Multiple customers are… Continue Reading Nishant Rana’s Article on their blog Manage Parent Child...

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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.