Power Bi Report:- We’ve explained in this blog how to filter the PowerBI report according to the record that the user will open. The steps mentioned below will help you follow the procedure. Step 1 :- We must first create the PowerBI report on the PowerBI desktop. Step 2 :- The repor...
CURRENT MONTH IN D365: When we are calculating the total amount is equal to the current month then following these steps. Steps:- 1.Go to PowerApps in advance settings create a new web resource 2.In that web resource we can add the java script code in text editor then save and publish Go t...
Entity Using C#: using System;using Microsoft.Xrm.Sdk;using Microsoft.Xrm.Sdk.Query;namespaceTest{ publicclassDelete_record : IPlugin { public void Execute(IServiceProvider serviceProvider) { ITracingService tracingService = (ITracingService...
Current Year Ytd: We are calculating the total amount from current year to date then following these steps Steps: 1.Go to PowerApps create the fields amount, year, ytd (total year to date) in one table main form We should compulsorily create the fields amount and ytd in whole number then t...
Power Apps Portal: A Power Apps Portal is a web portal platform that allows organizations to create and deploy websites and applications that can be accessed by external audiences. It’s part of the Microsoft Power Platform, which also includes Power Automate, Power BI, and Power Vi...
Pass Generate: The provided code is a Microsoft Dynamics CRM plugin that automatically generates a random passcode when a specific condition is met. It checks if the target entity contains an OptionSet field (test_optionset) and verifies if its value equals 240110000. If true, it generates...
Responsive Screen: In this blog, We will See How To Create Responsive Screen With Gallery & Filters- Beginner To Advanced. Step-1: Create a New App: Open Power Apps. Click on “Create” and choose “Canvas app from blank.” Select “Tablet” or “Phon...
Automatically Creates a Pass: Automatically new crm_pass entity is created and populated with data from the crm_worker record. Fields like crm_name, crm_passexpiredate, crm_passissuedate, crm_department, and crm_designation are copied over. The plugin also sets the crm_worker lookup on the...
Excel using Power Automate in D365: In this blog, i will show how to create records in dynamics 365 from excel automatically using power automate Now i have data in my excel sheet Add this excel file in your SharePoint Next create a new power automate flow Next take List rows present in a ...
convert emails to case: The first step in setting up the ‘from e-mail to case’ process is to update the general e-mail settings. For that we are switching to the old Dynamics 365 interface. From any model app you can access this classic interface via Advanced settings. Go to the Admini...