Category: Low Code No Code

CDS Power Platform · Dynamics 365 Quick Tips · Functional Info · Low Code No Code

Power Platform App Access Checker

BIPIN KUMAR2 Comments

We often get the requirement from Business to check specific User access of Model Driven Apps. Business wants to know a specific user has access to how many model driven apps. Also, If you would like to troubleshoot Model Driven App permissions access this post will help you. Power platform provided us with this capability…… Continue reading Power Platform App Access Checker

Customization and Configuration · Functional Info · Low Code No Code

Dynamics CRM Automatically move record to owner default queue

BIPIN KUMAR2 Comments

In today’s I will explain how can be directly route CRM Dynamics record to Owner’s default create when record gets created or assigned. Many a times we get this requirement and we think to implement custom code to achieve this. However there is an  OOB feature already available. Step – 1 To achieve this requirement…… Continue reading Dynamics CRM Automatically move record to owner default queue

Customization and Configuration · Functional Info · Low Code No Code

Dynamics 365 Enable Custom Entity to show in Activity Party Email TO, CC and BCC field

BIPIN KUMAR1 Comment

Recently when I was working on one of the project requirement, we wanted to enable Custom Entity to be available while selecting records in Email Activity party field To, CC and BCC. To achieve this requirement we have to enable the custom entity metadata settings. Step – 1 Navigate to Settings->Customization->Customize the system Step -…… Continue reading Dynamics 365 Enable Custom Entity to show in Activity Party Email TO, CC and BCC field

Customization and Configuration · Data Migration And Integration · Low Code No Code · Uncategorized

Importing Bulk Notes on Accounts to Dynamics CRM

BIPIN KUMAR1 Comment

As I was going through Community Forun question I found this question  and I wanted to try myself in my trial instance. follow below approach which i have tried in my trial and it is working as expected. 1. Create CSV file with only four column 2. Save this file on your local machine. Now…… Continue reading Importing Bulk Notes on Accounts to Dynamics CRM

Customization and Configuration · Low Code No Code

Customize fields diplsayed on Activities Records in Timeline Section on Contact Form

BIPIN KUMAR1 Comment

When Im creating an activity for example like task. Now on the timeline, the task record that was created is showing the owner name but im expecting the username who has actually created the activity. In the above image, highlighted is the owner of the record but what im expecting is the user name which…… Continue reading Customize fields diplsayed on Activities Records in Timeline Section on Contact Form

Dynamics 365 Power Automate · Low Code No Code

{Dynamics Power Automate}Automatic Deactivate CRM Records based on Agreement End Date

BIPIN KUMAR3 Comments

 We have a requirement where two date fields Current Date and Agreement End date. The current date will always capture from the system date and the Agreement end date fill by the user. Now the requirement is that the form should get inactive with some status reason when Current date == Agreement end date. Here Agreement end date can be…… Continue reading {Dynamics Power Automate}Automatic Deactivate CRM Records based on Agreement End Date

Dynamics OOB Workflow · Low Code No Code

{Dynamics CRM 365} Convert Email To Task

BIPIN KUMAR1 Comment

We had a requirement to Convert Email to Task records and it will be a manual process done by User. We have utlized On-Demand workflow to achieve this requirement as it was easy to implement and No code Low code solution. Step – 1 Navigate to Settings->Process->create new Process->give name as Convert Email To Task.…… Continue reading {Dynamics CRM 365} Convert Email To Task

Dynamics 365 Power Automate · Low Code No Code

{Dynamics 365 Power Automate} Notify Team members when Case record status changed

BIPIN KUMAR1 Comment

While working on one of the project we had the requirement to send an email to all team members of a specific team. We have used Power Automate to achieve this requirement as OOB workflow does not provide capabilities to fetch all members from team. Step – 1 Login to flow.microsoft.com and select appropriate environment.…… Continue reading {Dynamics 365 Power Automate} Notify Team members when Case record status changed

Dynamics 365 Power Automate · Low Code No Code

{Dynamics 365 Power Automate}send automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days

BIPIN KUMAR3 Comments

Requirement is to send an automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days. Step[1] Go to https://us.flow.microsoft.com/en-us/ and select the D365 environment. Step[2] Then click Create > Scheduled flow. Step[3] Enter the flow name and select the starting date, select Repeat every to 1 day. You can choose the starting…… Continue reading {Dynamics 365 Power Automate}send automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days