Ravishchandra Gupta's Blog

Hello Guys, In my previous blogs we have seen how you can scan Business card and convert it into lead using canvas application. Today we are going to explore Microsoft Flow. But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Microsoft flow which is now known as Power Automate is a cloud based software which is used to automate workflows and activity in various applications. You can perform many parallel and background action using flow. This flows are triggered on various events like creation of record, edition of record, deletion of record, while sending mail or push notification etc. You can trigger notification while record is created, send email or text message.  You can work with various connectors available while working with flow.  It include Salesforce, SQL Server, Twitter, Box, DocuSign, Slack, Skype and Google Drive. A connect...

Hello Guys, In my previous blogs we have seen how we can share Model Driven App with another user. Today we are going to do something different. Today we will see how you can scan Business card and convert it into lead using canvas application.  But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Prospecting is the act of finding leads and turning them into prospects. A prospects in a CRM would include potential Contacts and Accounts whether through word of mouth or a coupon email list and so on. For example, You are flying to another city to attend a  trade show in which your company has taken part. While sitting on the plane, you and the gentleman sitting beside you start chatting about where you are both from and what you do. At the end of the conversation, the gentleman might hand you a business card. he is now a prospect. Now we wil...

Hello Guys, In my previous blogs we have seen what is Related Tab and how we can remove it. Today we are going to see how we can share Model Driven App with another user. But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Consider a scenario where we have made one Model driven application on Development Environment and we need to move it to the QA or Production environment. We deployed it to any of this environment but user is not able to see your app. In this situation you can do below things to make it available for the user. Here we have created one model driven application named "Employee Management". We have created using System Customizes and System Admin Role assigned User(Admin). When you Navigate to home.dynamics.com you will this app in My Apps. Now we will login with another user(Malishka Gupta) and check for the same ur...

Hello Guys, In my previous blogs we have seen how we can implement editable sub grid. Today we will see what is Related Tab and how we can remove it.  But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In Dynamics 365 when we open any records of the entity we see many tabs like General, Summary, Details, Files etc. These tabs are created when you design your Form while doing customization. But you can see one more tab and it is labeled as Related and it comes default.  For Example here we have one Contact Record and it contains below Tab. As you can see we have Related Tab also which is not added by us but by system itself. When we click on this Tab we see related Entities where This contact record is used. Now there are many scenarios where we do not want to allow user to navigate related records from the main records and in this situa...

Hello Guys, In my previous blogs we have seen Duplicate Detection in Dynamics 365 where we covered how you can use OOB feature of D365 to detect duplicate records. Today we will see how we can implement editable sub grid.  But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In Dynamics CRM we have seen many entities sharing parent child relationships and we can create records of child from the parent page. For example Account and Contact Entity. We can create a new contact entity from the Account Form with the help of Sub Grid control. We can also create sub grid for custom entity and can utilize it in our own way. We will be using Department and Employee Entity for demonstration. Below are the steps: Step 1:- Login to Dynamics 365 with credentials. Step 2:- Click on Advance Settings Gear icon. Navigate to Settings -> Solution -...