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...
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...
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...
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...
Segment Dynamics 365 Marketing: In this blog we will see How To Send Mail By Using Segment Based Journey In D365 Customer Insight Journey or Dynamics 365 Marketing. Customer journeys in Customer Insight Journey is a essentially automated marketing workflows designed to deliver personaliz...
Coding Standards for Custom Connector Creating coding standards for a custom connector involves establishing guidelines to ensure code quality, maintainability, and consistency across your development team. Here are some essential coding standards and best practices to consider Soft Tabs v...
Enable Copilot for an Environment Go to admin.powerplatform.microsoft.com and go to the Environments and select the open the relevant environment Next go to the settings Go to the Product > features Here we have to turn on the copilot Navigate to Copilot Once copilot is enabled for the ...
Custom Connector for Power Automate ConnectorsA connector is a proxy or wrapper around an API which enables interaction between the underlying service and Microsoft Power Automate or Power Apps. It gives users a means to link their accounts and use a library of premade actions and triggers...