CRM Boutique
Microsoft Power Apps/ Dataverse/ Dynamics 365 CE/ CRM Blog of Sumedha Obeysekera
Showing posts with label
Total Solution
.
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Showing posts with label
Total Solution
.
Show all posts
Sep 12, 2025
Email Template to populate dynamic values from any entity
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Email Templates of Dynamics 365/ Dataverse is very useful yet its one big limitation is it only can dynamically populate values of a one En...
Mar 29, 2025
Restore deleted Dataverse records
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Microsoft has now introduced (at this writing its in Preview), a way to restore deleted record. It is mimicking the recycle bin of windows....
Mar 14, 2025
Send Email with dynamic excel attachment
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Sending an email with associated excel sheet with details of child records is a generic requirement and also great way to pass child record ...
May 20, 2018
Filtered Lookup for Customer type fields
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I shared a code snipped for a filtered lookup here . When it comes to Customer Type lookup, it is bit more complex than a usual Lookup. Let...
2 comments:
Apr 10, 2018
Configure Generic Email (i.e. Info@ABC.com) for Dynamics 365
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In most cases, we need to have an Email address for general inquiries apart from user mailboxes. Let us see how we can do this with Dynamics...
Sep 21, 2014
Plug-in concerns: synchronous or asynchronous, transactional or not …
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When developing plug-in we have to make few main decisions based on the requirement. Most fundamental thought comes to our mind is whether w...
Jun 17, 2014
Resolution for issue of wrong totals in tables grouped with filters in SSRS
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Previous post I explained the fruit you can have by using filters when grouping table columns. Still, it can be frustrating if you need sub...
Nov 10, 2013
Dynamics CRM toolkit for CRM online
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This is an amazing step by Microsoft to leverage the development effort especially in online department. From here you can download the nee...
Jun 27, 2013
Plugin for opportunity Win / Lose
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It can be a common requirement to execute plug-ins when opportunities are closed as Win or Lose. In most cases you need to identify two case...
1 comment:
Jun 4, 2013
Calculate total from related entity values
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This is a very common scenario. For example Quote entity contains fields to have total of all the relevant quote product values. Yet, we don...
Mar 20, 2013
Sales process – Part 4 – Modifying calculation of quote
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In previous posts we discussed how quote pricing is done in the native way and modifying them in item level (i.e. Quote Product) in Microsof...
1 comment:
Mar 10, 2013
Sales process – Part 2 – Quoting
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(It is highly recommended to read the first part of this article before proceed.) In Microsoft Dyanmics CRM, Quote products are the line...
2 comments:
Mar 7, 2013
Sales process – Part 1 – Product Catalog
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Microsoft Dynamics CRM got flexible features to cater most of the pricing needs for products and services. Here I am explaining how they wil...
1 comment:
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