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Omnichannel
WhatsApp Integration with Non-Twilio Number in D365 CE – Part-1

Introduction:WhatsApp with Non-Twilio Number in D365 CE is a method of integrating WhatsApp with Microsoft Dynamics 365 Customer Engagement (D365 CE) using phone numbers that are not associated with the Twilio platform. This integration allows bu...

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How to create Segments in Dynamics 365 Marketing

Introduction: Dynamics 365 Marketing consists of three primary modules. Real-time marketing, Outbound marketing and event management. Segments let us create group of related contacts that can be used in customer journeys. In this blog we wi...

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Creating a Power Automate(MS Flow) to Save Email Attachments to a SharePoint

Introduction: – Creating a MS Flow to Save Email Attachments to a SharePoint Library Use Case: In this use case, an automated flow monitors the Outlook inbox for incoming emails with a specific subject line and email address. When such a...

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Retrieving and Removing Option Set/Multi-Select Option Set Values in D365 CE with Web API

This blog post will provide instructions on retrieving or removing the metadata of an Option Set or Multi-Select Option Set using the Web API. 1.1 Get Option Set/Multi-Select Option Set metadata from Web API In MSCRM, the String Map table c...

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Creating a Popup Dialog Window with Custom HTML Form in Dynamics 365 using Xrm.Navigation

In Dynamics 365, Xrm.Navigation (Client API reference) is used to provide navigation-related methods while writing custom scripts. One of the methods called “navigateTo” is used to navigate to the specified table list, table record, HTML web reso...

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How to use FetchXml with link-entity in WebAPI D365 CE

In this Blog, we will learn how we can use fetchxml with link-entity in Web API. What is Link-Entity To combine data from different records in your query you need to use the <link-entity> element. 2. Each <link-entity&...

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Install Viva Sales for Outlook and D365 CE.

Introduction: In this blog, we will configure Viva Sales with Outlook and D365 CE. Prerequisites-                        &n...

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Create surveys using Customer Voice

Dynamics 365 Customer voice helps us to capture, analyze and act on customer and employee feedback. Dynamics 365 Customer voice surveys contains several types of questions: choice, date, Likert, ranking, rating, text, and Net Promoter Score (NPS)...

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Customize a Gallery Control and Show/Hide Forms based on Selection.

Introduction: In this Blog, we will learn how to use Gallery Control and Form Control along with useful functions. Here we are using Gallery Control to show Contacts that exist in Dataverse and Form is used to Show Relative Details of the selecte...