Microsoft Dynamics 365
Using PCF Custom Control Builder (XrmToolBox Plugin) to update existing control in Dynamics 365 / PowerApps
Category: Dynamics 365,Microsoft Dynamics 365,PowerApps,PowerPlatform Author: Nishant Rana Date: 1 day ago Comments: 0

A couple of months back I had written my first PCF Control to display GUID of the record, it was more of a hello world kind of thing. https://pcf.gallery/guid-control/ Well, the code was using Xrm.Page client API which as we know is deprecated. So, it was time to update it to use context instead. More … Continue reading “Using PCF Custom Control Builder (XrmToolBox Plugin) to update existing control in Dynamics 365 / PowerApps”
Source: Nishant Rana


Single Instance / Organization Considerations in Dynamics 365 Customer Engagement / Dynamics CRM
Category: CRM,CRM 2013,CRM 2015,CRM 2016,CRM 2016 Update 1,Dynamics 365,Microsoft Dynamics 365,Microsoft Dynamics CRM Author: Nishant Rana Date: 7 days ago Comments: 0

Let us start from the scenario that the enterprise has decided to use Microsoft Dynamics CRM /365 CE as a preferred customer relationship solution for their organization. For a large enterprise and/or having multiple different departments, the first question that comes up is, do they need to have a single instance or organization or multiple … Continue reading “Single Instance / Organization Considerations in Dynamics 365 Customer Engagement / Dynamics CRM”
Source: Nishant Rana


Business Unit Hierarchy – My First XrmToolBox Plugin
Category: Microsoft Dynamics 365 Author: Nishant Rana Date: 3 weeks ago Comments: 0

Originally posted on Phani Rajasekhar:
I am very happy to announce that my first plugin “Business Unit Hierarchy” is listed in XrmToolBox now. Thanks to Nishant Rana for giving me an idea to develop this. This plugin is simple but very useful. Most of the times we navigate to so many windows to understand the…
Source: Nishant Rana


Generate Dynamics 365 CE (CRM) Business Unit Org Chart through SmartDraw
Category: CRM,Dynamics 365,Microsoft Dynamics 365,Microsoft Dynamics CRM Author: Nishant Rana Date: 3 weeks ago Comments: 0

Recently we were looking at the options of generating a Business Unit Org Chart for quick review. Using SmartDraw we were able to do achieve it very quickly. Steps Export the Business Unit records to excel. Keep only the Name and Parent Business column and delete all the other columns including the hidden ones. Excel … Continue reading “Generate Dynamics 365 CE (CRM) Business Unit Org Chart through SmartDraw”
Source: Nishant Rana


Contextual Email communication in D365 CE Wave 2
Category: Microsoft Dynamics 365 Author: Nishant Rana Date: 4 weeks ago Comments: 0

Originally posted on D365 Demystified:
2019’s Wave 2 release have really put things where they should be. Once I enabled Early Opt-in while writing this post, this is a great feature for Sales people I came across and couldn’t resist sharing with you all – Contextual Email Communication! So kindly wait until updates are automatically…
Source: Nishant Rana


Live Chat using ProProfs Chat in Dynamics 365 CE (CRM)
Category: Dynamics 365,Microsoft Dynamics 365 Author: Nishant Rana Date: 1 month ago Comments: 0

ProProfs chat is another live chat solution that integrates with both Dynamis 365 CE as well as CRM On Premise. Recently I wrote about PowerChat which is another live chat solution that works on both online and on premise version of Dynamics CRM. In this post we’d see how quickly we can setup the integration … Continue reading “Live Chat using ProProfs Chat in Dynamics 365 CE (CRM)”
Source: Nishant Rana


Enable Live Chat in Microsoft Dynamics 365 CE (CRM) using PowerChat
Category: Dynamics 365,Microsoft Dynamics 365 Author: Nishant Rana Date: 1 month ago Comments: 0

PowerChat is the live chat solution / addon developed by PowerObjects that supports both Dynamics CRM On-Premise and Online. Below we will look at how to set it up and what are the features it provides. To get started Download the appropriate solution https://www.powerobjects.com/powerpacks/powerchat/ After successful import of the solution, next step is to register … Continue reading “Enable Live Chat in Microsoft Dynamics 365 CE (CRM) using PowerChat”
Source: Nishant Rana


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