Dynamics 365 Customer Engagement
New high-density headers have been introduced for Dynamics 365 Entity Forms as part of 2019 Release Wave 2 for Unified Interface. Let us try to understand various settings…
📅 26 November 2019
👁 318 views
Dynamics 365 Customer Engagement
With 2019 Release wave 2, now we have Save and New button available in Unified Interface. However, for now, it is limited to the Quick Create Form. For…
📅 25 November 2019
👁 563 views
Dynamics 365 Customer Engagement
The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the…
📅 23 November 2019
👁 895 views
Dynamics 365 Customer Engagement
Below are some of the capabilities added in Dynamics 365 for Sales with lead management. When creating a new lead, for Qualify sales stage, on the selection of…
📅 22 November 2019
👁 249 views
Dynamics 365 Customer Engagement
With the 2019 release wave 2 plan, finally, we can customize the opportunity close dialog box (Unified Interface only) Enable it from the Sales tab of System Settings…
📅 22 November 2019
👁 409 views
Dynamics 365 Customer Engagement
We might get below error while trying to use scan business card feature in Dynamics 365 Sales This is because as pre requisite it requires AI Builder licensing.…
📅 19 November 2019
👁 496 views
Dynamics 365 Customer Engagement
There are different options available for exporting Dynamics 365 Entity records to excel. The simplest being Export to Excel feature available in the product. However, we might run…
📅 15 November 2019
👁 319 views
Dynamics 365 Customer Engagement
Continuing our previous post where we used the replication package https://nishantrana.me/2019/11/13/easily-set-up-dynamics-365-ce-crm-replication-incremental-to-azure-sql-sql-on-premise-using-skyvias-data-integration-services/ here we will see how we can use the synchronization service for bi-directional sync. Below of the…
📅 15 November 2019
👁 314 views
Dynamics 365 Customer Engagement
In the earlier post, we saw how we can use Skyvia’s query feature to execute SQL command against our Dynamics 365 CE https://nishantrana.me/2019/10/25/execute-sql-select-insert-update-and-delete-command-on-dynamics-365-customer-engagement-data-using-skyvia-query/ In this post, we will…
📅 13 November 2019
👁 885 views
Dynamics 365 Customer Engagement
Let us continue our previous example of embedding the canvas app within the model-driven app and extend it to perform actions on the host form using ModelDrivenFormIntegration control.…
📅 5 November 2019
👁 230 views