Tag: Dynamics CRM
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Dynamics 365 – Auto-Generated Power BI Reports For Your Views
With this new cool feature, now Power BI automatically generates the visuals for you, so you can start exploring the data immediately. Power BI quick reports generate a report automatically based on the page context. It automatically detecss data types. You don’t need to setup or configure anything in Power BI.…
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Dynamics 365 Workflow Activity- Send Email to Team Members by a Workflow(Add Team Users to the Email Recipients)
In Dynamics 365, you can’t send E-mail to the team members out of box. But workaround for this is easy. First you create your Email in Workflow by using out of box Create Record step. If you have any “To” or “CC” users other than team members, you add those…
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Dynamics 365 – In-App Notifications – Send App Notifications To Users
With the new features of Model Driven Apps in Dynamics 365, the user can now get fancy in-app notifications. The users will see a notification pop-up in their apps based on the condition they want(creating a record, updating a field, deleting a record etc. basically anything you want) and this…
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Dynamics 365 – Bulk Edit Entity Records Using Views
In the new 2021 Release Wave 2 that will be go live at October 1st 2021, Microsoft has removed the hybrid experience between Web Client and Unified Interface. With the new Unified Interface dialogues, we now are able to edit multiple records directly from views. The first thing that catches…
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How To Create Power Automate Flow To Update Currencies In Dynamics 365
Consider your sales team doing business with accounts in different countries and you have more than 1 currency in your system. They ask you to daily update all the currencies in your system so they can finalize the deal at the latest exchange rate. For on premise versions this would…
Crm Minds 