Akshita TakNatively embed Power BI reports on entity forms in Dynamics 365 with multiple filtersYou can embed Power BI reports on entity forms in D365 by customizing main form XML as mentioned in the Microsoft documentation.Mar 12Mar 12
Akshita TakShow ‘Leads’ tab on sitemap of Dynamics 365 only to members of a specific team.Let’s get started!Dec 19, 2023Dec 19, 2023
Akshita TakUpdate multiple specific records in Dynamics 365 CRM using SSIS.There could be two different requirements of updating records in CRM -Dec 15, 2023Dec 15, 2023
Akshita TakRibbon Workbench for Dynamics 365 — Installation process & troubleshooting issues.Ribbon Workbench is a tool for Dynamics to easily customize the Ribbon. Ribbon is the element that appears on top of a page of an…Nov 27, 2023Nov 27, 2023
Akshita TakHide unwanted OOB buttons using Ribbon workbench/ XML customization in Dynamics 365.Do you want to also hide some of the out of the box buttons on the ribbon? If yes, then let’s get started!Nov 26, 2023Nov 26, 2023
Akshita TakCreate and View PDF in your Canvas AppLet’s start by creating an autogenerated canvas app with excel data.Nov 19, 2023Nov 19, 2023
Akshita TakTigger a Power Automate Flow through a Plugin in Dynamics 365.HTTP request trigger is an incoming API call that could use actions in a Logic App or other API to trigger a flow.Nov 9, 2023Nov 9, 2023
Akshita TakDynamics 365 CRM Basics: Part I — Sales and Marketing Module.Dynamics 365 CRM (Customer Relationship Management) is a part of Microsoft’s Dynamics 365 suite of business applications. It is a…Nov 3, 2023Nov 3, 2023