Advanced Find – “NOT IN” Query is Supported in v9.0

Dynamics 365 9.0 supports "Not In" \ "Does Not Have" type of queries as an OOTB feature in Advanced Find. In previous versions of Dynamics 365 had no this feature but there were some custom solutions to facilitate this problem. The problem in previous versions :  This post (“Not In” \ “Does Not Have” Query … Continue reading Advanced Find – “NOT IN” Query is Supported in v9.0

Dynamics 365 : Promote to Admin

Promote to Admin feature allows any user in Dynamics 365 to make himself an Administrator in the system if the user is authorized from the Admin Center. Usually when you create an online instance of Sales/Customer Service by yourself but you won't be able to see most of the admin settings. If any user has been … Continue reading Dynamics 365 : Promote to Admin

Dynamics 365 – Copy Price List

Price List is a member of Product Catalog in Dynamics 365. The same product can have different prices depending on the geographical area, season, membership/customer level etc... A price list may contain all the prices (Price List Items) for a given set of products during a time period in Dynamics 365. Product Price List 2016 … Continue reading Dynamics 365 – Copy Price List

Dynamics 365 + CTI / IVR Integration

What is CTI / IVR? Computer Telephony Integration, CTI enables computer systems to interacts with the telephone system. There are two main forms of CTI which are Outbound dialing and Inbound call handling. Interactive Voice Response, IVR is a well-known technology which allows computer systems to interact with humans through the use of voice and DTMF(Dual … Continue reading Dynamics 365 + CTI / IVR Integration

Xrm.Utility : openEntityForm with Parameters

Using "openEntityForm" a CRM form can be opened. While it is opening, different form fields values can be populated and those values can be passed to the form. Xrm.Utility.openEntityForm(name,id,parameters,windowOptions) name: Entity Logical Name id: Record id parameters: Form id, Field Ids, and Values, Custom query string parameters windowOptions: Flag to open as a New Window … Continue reading Xrm.Utility : openEntityForm with Parameters

“Not In” \ “Does Not Have” Query in Dynamics CRM – By Cobalt

In Dynamics CRM Advanced Find, Querries can be built for various conditions \ for various filter criteria. But, "Not In" type queries cannot be built and it doesn't work with OOTB querying. Cobalt has a cool feature which allows users to make "Not In" \ "Does Not Have" types of queries in Advanced Find and … Continue reading “Not In” \ “Does Not Have” Query in Dynamics CRM – By Cobalt

Microsoft Dynamics CRM content packs for Power BI – Web and Mobile

Power BI transforms data into rich visual forms such as Different Graphs, tables, Reports and into many more types. Power BI is capable of taking data from files, databases, and online services. Power BI has Sales Manager and Service Manager content packs which can be used to connect to Dynamics CRM Online and Power BI. Following … Continue reading Microsoft Dynamics CRM content packs for Power BI – Web and Mobile