Exception handling is the most common practice used in programming to tackle unwanted or unexpected events. Since exception handling deals with anomalies, it avoids program error, flow error and system crashing. There are many reasons which can cause exceptions, including expression error, invalid user input, loss of network connection, user attempting to open files which…
Category: Dynamics 365
Power Pages vs PowerApps Portals
The announcement of Power Pages at Microsoft Build was met with some real excitement from our consulting team. It is the fifth addition to the Power Platform – a suite of products designed to streamline your business processes and empower your people to create solutions to their own challenges. It was billed as a way…
Call Custom Page with parameters from Model Driven App – Using New Command Editor
This blog guides you through, how to pass parameters from model-driven app to custom pages while opening custom page as a central dialog inside form using button, in order to upload documents to the respective record's folders in SharePoint. This Functionality was achieved by adding buttons to forms in model-driven apps using the new command…
Update multiple records using custom button
In Dynamics 365, it very common that a larger number of records need to be approved or a similar action need to be done. In these scenarios going to each record and performing the necessary action will not be a better option. To tackle these situations, custom buttons can be used. After selecting the records…
How to Call a Custom Page from Button Click in Model-Driven App
The usage of buttons in model-driven apps helps in easy navigation from one table to other tables or custom pages without even leaving the respective forms. Ribbon workbench is an efficient tool used for the same. This blog guides you through, how to call a custom page as a central dialog box inside the account…
How to add a Custom Page to an Existing Model-Driven App
The custom page is a new page type within a model-driven app, which brings the power of canvas apps into model-driven apps. Custom pages increase the convergence of model-driven and canvas apps and can be used to add full pages or dialogs with the flexibility of the canvas designer. This blog tells you how to…
Enable Interactive Map in Power App (Canvas / Model Driven)
Canvas App Canvas apps are true low-coding apps, they do not require coding know-how. The users have full control over every single aspect of the resulting app, including size and formatting of its components. Since Canvas app allow for a high degree of creativity and flexibility. The Canvas apps are mainly used for mobile devices.…
Show and Hide Subgrid Based on Field Value Using JavaScript in MS Dynamics 365 CRM
JavaScript is an important tool used in Microsoft Platforms to interact with entity forms and is executed for events that occur on the form. JavaScript form customizations is one of the best options needed to control business processes. One of the benefits of JavaScript Form programming is that they are immediate and doesn’t need data…
Create Lead with chatbot using Power Automate
Power Virtual Agents empowers anybody to easily create powerful chatbots for a variety of purposes. The major attraction of Power Virtual Agent from a development perspective is its code-free graphical interface. With Power Virtual Agents, customer support chatbots, sales chatbots, and much more can be created. Chatbots can also be created for customers and also…
Transfer the chat to live agent only if the agent is available
Omnichannel for Customer Service is a robust application that extends the power of Dynamics 365 Customer Service to enable organizations to instantly connect and engage with their customers via channels like Live Chat and SMS. Fig. 1 When a customer initiates a chat with any of the mode, the chat directly lands in Omnichannel dashboard.…
Dynamics 365 form level notification using JavaScript
The model-driven app and Microsoft Dynamics 365 do have inbuilt customizations up to a great extent. But for more specific customizations JavaScript is a much better tool. Here is an example of form level notifications applied to a form. The notification options available at form-level are: Error, Warning and Information. These notification options have different…
Visualize your data quickly from Power Apps and Dynamics 365 apps (preview)
There's a new way to visualize your model-driven Power Apps and Dynamics 365 data stored within Dataverse. With a single click, Power BI will automatically generate a set of visuals for you to explore and find insights within your data. Read more about this here Known issues and limitations Currently, the visuals generated from this…
How to configure Omnichannel Live chat in Dynamics 365
In the modern era, any contact center implementation should enable multiple support channels for their customers or prospects. This will ensure that proper support is given to their customers as well as it can increase the number of enquiries from potential customers to drive sales growth. Customer Service Channels expected in a Modern Contact Center…
Migrate Auto Record Creation Rules & SLAs to UCI before Oct 21!
Automatic Record Creation rules and SLAs are required to be migrated from Webclient to UCI client by Oct 2021. There is a ARC & SLA migration tool in the Customer Service Hub and the same can be used for the migration. Internally these processes were running on traditional workflows and this is the strategic move…
New and planned features for Dynamics 365 Sales in 2021 Release Wave 1
Mcrosoft has announced the new and planned features in Dynamics 365 2021 release wave 1. There are lot of new features announced across all Dynamics 365 streams. let;s have a look at the new features in Dynamics 365 Sales: Collaboration with Microsoft Teams - Enhance the sales collaboration experience within Dynamics 365 Sales through integration…
Improve the way you manage projects with ‘Microsoft Project for Web’
If you are a project manager or running a product or service oriented company, its worth to explore the Microsoft Project for Web application to improve the way you manage your projects. This can surely add lot of value to your day-to-day life. It's not just about the online application but also the analytical reports…
Dynamics 365 Business Central is going to be generally available in India from April 2021
Dynamics 365 Business Central is going to be generally available in India from April 2021. As an SMB focused Dynamics 365 partner, we look forward to working with our India based SMB customers in enabling digital transformation through Business Central platform
New Dynamics 365 Sales mobile experience – Whats good and not good about it
Microsoft is launching all new Dynamics 365 Sales mobile app and is in public preview (as on 10th Jan 2021) for testing out. Key Features: The mobile app is optimized for the field seller's most common on-the-go tasks. This means information in Dynamics 365 Sales is always current and field sellers can get things done…
How to initiate flow in one Dynamic 365 instance from another Dynamics 365 instance?
1. How to initiate flow in one Dynamic 365 instance from another Dynamics 365 instance? 2. How to initiate Power Automate flow using Http request? 3. How to remove user's roles in an instance (and trigerred from another instance)? 4. How to get records using FetchXML in Power Automate Flow? 5. How to disassociate (or associate) relationship records in Power Automate Flow?
‘Microsoft Cloud for Healthcare’ is the replacement for ‘Dynamics 365 Healthcare Accelerator (Deprecated)’
'Dynamics 365 Healthcare Accelerator' is deprecated and 'Microsoft Cloud for Healthcare' is its replacement solution. Here is the snippet from Microsoft site: Link to read more: Deprecation of Dynamics 365 healthcare accelerator | Microsoft Docs If you are looking for assistance in implementing Microsoft Cloud for Healthcare, please reach out to us through Email: info@dynatecon.com…