Author Archives
I am a tech enthusiast with a passion to solve real world problems with the help of technology and automation
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Use business rules in dynamics to populate fields
In my last post – how to use calculated fields to get related record attributes, we were able to get the primary phone number of an account in the opportunity form using calculated fields. Now let’s look at a more… Read More ›
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Quick tip – Get lookup record attributes using calculated fields
Let’s look at an example. In my opportunity form, there is an account lookup field. Sales manager requests that he needs to see the primary contact number of the account so that he can make the call from opportunity form…. Read More ›
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Build user friendly drop-down fields in powerapps
Native drop-down fields in canvas apps only support scrolling. They do not allow users to manually type in text in the drop down field to easily get to the relevant option instead of scrolling through the whole list. Take a… Read More ›
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Access files stored in Dynamics 365 records via PowerAutomate
Dynamics gives the ability to save files within a record. These files are stored in SharePoint. Let’s see how we can create a flow to access a document just by using the dynamics record ID. Prerequisites SharePoint Integration should be… Read More ›
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Dynamics CRM auto populate lookup values from custom field – Part 2
This is second part of this series. If you are not familiar with the business case, I highly recommend that you read part 1 where I explain the business case and QuickView creation. Ok, now that we know the background,… Read More ›
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Dynamics CRM auto populate lookup values from custom field – Part 1
In most cases, organizations have their own unique ID’s to identify records. As an example, ABC organization uses DBID as their unique internal account code. For each related custom record, they will use DBID as the foreign key to identify… Read More ›
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RSS from trusted sources to prevent misinformation
COVID-19 has affected our lives in many ways and at many levels. Amidst of all this, another issue came into light and that was misinformation. Posts from untrusted sources circulated within chat groups and social media and this caused confusion… Read More ›
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Dynamics 365 Parent Child Account Relationship Configuration – Part 2
If you are new to this topic, I suggest you read my previous post where we discuss the behavior of parent account field in detail. So far, we had created our “Child Accounts” sub grid under the main account form… Read More ›
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Dynamics 365 Parent Child Account Relationship Configuration – Part 1
Let’s discuss a business case, there are organizations which own multiple businesses. As a customer relationship manager, Dave wants to perform below tasks. See all child accounts for a particular organization in a sub grid View the number of child… Read More ›
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How to copy a plan in a group only using power automate
One of the issues with Graph API access is the security. Since some actions require Group read/write/all access, it may be hard to get admin consent for Graph API due to security standards of your organization. Below is a simple… Read More ›