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Microsoft Dynamics CRM – Processes

Microsoft Dynamics CRM is a Customer Relationship Management software developed by Microsoft Corporation. It is used for managing a company’s relationship with customers and to organize, automate, and synchronize sales, marketing, customer service, and provides technical support. Microso...

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How to add Rating in Power Apps Portal

If you want to Add Rating Panel in Power Apps Portal website follow the Below Steps: Step 1:Open Portal management app. Step 2:Navigate Webpage, Select  the Web Page where you want to enable ratings. Step 3:Under the “General” tab of the webpage go to the “Page Options” section an...

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POWER VIRTUAL AGENTS DATAVERSE ANSWER&QUESTIONS

In this blog, we will look at how a Power Virtual Agent can lookup data in the Dataverse and answer questions intelligently to the person it is chatting with. We will go through a simple example where we display account data to the bot’s chatter. First, let’s create a new virtual agent...

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How to Place Ads and Ads Placement in Power Portal 

If you want to place Ads and ADs placement in Power Apps Portal website follow the Below Steps: 1.Open “portal management App”. 2.Go to Ads —> Click on Create New Ad.  3.Enter your Details: Name:Name of the AD. Website:Enter your Website name. Release Date:Date from...

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How To Show Two/Three Entity Lists on One Portal Page

In Power apps portal you can use entity list to display a set of records from Dataverse.If you want to display Two or Three entity List on one web page in  Power Portals  follow the below steps: Step-1:First you need to create a Webtemplate. Goto Webtemplate Application —> C...

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Creating Reports in Dynamics 365 Dataverse

You can create a report in Dataverse Power Apps inside a solution. Follow below steps to create a Report for Power Apps. Step:1 – Create Report Create a Power Apps Solution and choose New Report. This will open the report designer where you can choose for which table the report to be des...

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How to create a basic workflow in Dynamics 365 CRM

In this blog, we learn how to create a basic workflow in Dynamics 365 Open your solution, Next click on the “Processes” we can see it under the components Next click new and give the process name, select the entity and category as workflow I have triggered the workflow on the f...