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CRM Dynamics Workflow

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Do you ever wish you could have a one-off workflow that you can control when it runs instead of having to set up a workflow with a trigger? Using on-demand workflows in Microsoft Dynamics 365 will allow you to run processes and/or update data without relying on a workflow trigger. This can also be run independently of other processes. Navigate to Settings > Process > Click the new Button Enter Process name Select Category = workflow Select Entity to run on Click to convert to a real-time workflow Click to set as an on-demand process Click “Add Step” Select update record Click set properties and define what field is to be changed At the top of the screen click on the “Activate” button When prompted click “Activate” Navigate to the advanced find Filter the criteria to your desired results Click results Select the records you want to update Click the “Run Workflow” button Select the workflow to run Click the “Add” button Confirm popup click OK Navigate to advanced find Search for re...
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SharePoint Document Grid on CRM Dynamics Unified UI

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I had a requirement to show SharePoint Document Grid directly on a custom entity in Unified UI. I tried to show it in the iframe using JS code. While this worked fine on the classic UI, the Unified UI did not support the feature. CRM is providing this OOB SharePoint File tab on contact, account, opportunity, and lead entities. Because this is a new release by Microsoft there is no content available on the internet. So, I tried to add a related document tab from power apps form designer and was able to achieve the solution. *Power apps form designer can be open from the app designer from your model-driven app.
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Insert dynamic values to Custom Entities  Email Templates Inserting dynamic values in the email template for OOB entities is very easy but if it comes to create an email template for a custom entity with dynamic is not straight forward. In this blog, I will show you how to create an email template for a custom entity. Step – 1: First, create an Email Template in your solution > Email templates and Click on the  New button then Select Template Type Global and click on OK. Your template will be like this Step – 2: Below is the formate and examples for inserting dynamic values from Custom entities: Field Type Formate Example Single Line of Text {!EntityLogicalName:FieldLogicalName;} {!sch_request:sch_name;}  Multiline of Text {!EntityLogicalName:FieldLogicalName;} {!sch_request:sch_description;} Lookup {!EntityLogicalName:FieldLogicalName/@name;} {!sch_request:sch_contact/@name;} ...
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