Just an idea what is liquid and how to customise the power apps portal better ..read more

Automation is one of my favorite topics, so what options or features are there in Microsoft Dynamics 365 CRM let's have a look at them. Let's discuss the types of Processes in Dynamics 365 which are there for automation.  Business Rules -- use them when you need to do quick and simple form level or entity level automation. Using these you can avoid writing JavaScripts for your form-level customizations where possible. Business Process Flow -- use them when you want to guide or bound the users to a specific set of steps/tasks for a business process across entities, e.g. Lead to the Opportu ..read more

How can you predict the behavior of the effect of record deletion on its related records? If you are aware of the "Type of behavior" of the relationship between two entities in Microsoft Dynamics 365 CRM then you can understand it as follows easily. If the relationship is Referential and Remove Link on Delete: then any actions taken on one will not affect the other. If it is Referential and Restrict Delete: then any action taken on the parent record will not be applied to the child record, but the parent record cannot be deleted while the child record exists. If it is Parental: then any action ..read more

Dynamics 365 (or D365) is an Enterprise Resource Planning (ERP). I can remember D365 used to be known as a CRM solution from Microsoft. However, with the progress of the solution, upcoming additions of various modules, and feature enhancement, I was pretty sure that one day it is going to be a full-fledged ERP solution. And the most exciting part is that this is going to be an online or cloud-based ERP. Today with the modules like Finance, Operates, HR, and Supply Chain in D365 we can see the time has arrived when we say that D365 is an ERP solution. Moreover, D365 has the Commerce part as wel ..read more

Recently we have integrated Dynamics 365 (or D365) with Leadfeeder. This has increased the efficiency of generating new quality leads and tracking the existing leads. The process is very simple and easy. After configuring Leadfeeder we had to just install the solution into the D365 instance. Then a simple authorization process, and that is all. By the way, a few custom fields needed to be created in the D365 Account entity, which is also explained very clearly in the integration guide. So this shows the extensibility or scalability, whatever you say, of D365 for the features we may need to mee ..read more

Microsoft Dynamics 365 (in short D365) database cost is very high compared to other cloud storage like OneDrive or SharePoint. To save this cost and collaborate on the documents better in D365 it is really helpful to integrate it with SharePoint for document management. The only challenge with this is managing the access permission of the contents. The two systems have two different types of access permission management. So if you can manage the container-based permission of SharePoint with D365's role-based permission then integrating D365 with SharePoint is really a cool solution. Check out ..read more

Hello Friends, Implementing Dynamics 365 can be a fun and a lifetime experience if you love cloud business solutions. I had a similar experience in recent years of my long journey around the line of business applications. From the very beginning of my IT career, I was fascinated by computer applications over the internet. Even my postgraduate degree project was also based on ASP that is to say Active Server Pages. I can remember, that time I had to set up my private cloud on the LAN of the school where I had implemented it. From the infrastructure to the development, I had to do everything mys ..read more

While working with Power BI I primary faced two types of languages or scripts they are Power Query and DAX. Power query is very powerful in transforming the source data before they load into the reports or the user interface. Power query uses the M functions to write the data transformation codes. That is why they are also called M queries. If required we can use the R and Python scripts here while transforming data in Power BI. Once the data is transformed, the real-time measures and other data processing can be done using the DAX language. The full form of DAX is Data Analysis Expression. Th ..read more

Hi Friends, have you seen the charts and dashboards in Microsoft Dynamics 365? What do you think – how many charts and dashboards do you need to fulfil your reporting and data analytics needs? If you think carefully and list them then I am sure there will be many. So eventually you must prepare many charts and dashboards that we used to do in our old ERP systems. I can remember that in my first ERP implementation the client had given me tons of hard-copy sample reports and documents of their business to prepare 100s of reports out of that. It was a pathetic experience. However now in the solut ..read more

We are here again with another new interesting article of its kind on the journey of business solution offerings from Microsoft. Here is the blog link (https://bit.ly/3gi1MLH). While working with Dynamics 365 or D365, especially when people ask me to add some options around D365 in our environment then they come with the names like Dynamics GP, Dynamics NAV, sometimes only NAV (the Dynamics word is not there), then Dynamics AX, Dynamics CRM and sometimes Dynamics 365 CRM, Dynamics BC or Business Central … oh! My God … the list seems overwhelming and confusing as well. Overall, we all know that ..read more