CRM Crate

How to enable Admin Mode in Dynamics 365 / Model-Driven App ?

We will learn to enable Admin Mode in Dynamics 365 CRM / Model-Driven App. Before we start, make sure to subscribe to CRM Crate so that you can stay up to date in the field of Dynamics 365 CRM. What is Admin Mode in MS CRM ? Enabling Admin Mode will prevent the non-administrative system …

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How to embed a Power BI report in the Dynamics 365 CRM?

We will learn to embed a Power BI report in the Dynamics 365 CRM. Before we start, make sure to subscribe to CRM Crate so that you can stay up to date in the field of Dynamics 365. What are Power BI reports? Microsoft Power BI is a collection of applications, software services & connectors …

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How to create an Auto-Number field in Dynamics 365?

We will learn to create an auto-number field in Dynamics 365. Before we start, make sure to subscribe to CRM Crate so that you can stay up to date in the domain of Dynamics 365. What is an auto-number field? An auto-number field can be used in Dynamics 365 for automatically generating a unique number …

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Understanding the String (RESX) web resources in Dynamics 365

We will learn & understand the use of String (RESX) web resources in Dynamics 365. Before we start, make sure to subscribe to CRM Crate so that you can stay up to date in the field of Dynamics 365. What are RESX files? The .Net Resource (.resx) files are a monolingual file format used in …

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Understanding and creating Custom Pages in Dynamics 365

In this course, we will learn and understand the Custom Pages in Dynamics 365. Before we start, make sure to subscribe to CRM Crate so that you can stay up to date in the field of Dynamics 365. What are Custom Pages? Microsoft has announced the public preview of Custom Pages which was demonstrated at …

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Access the Dynamics 365 data in SQL Database

We will learn to access the Dynamics 365 data in SQL Database. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in the field of Dynamics 365. Prerequisites for accessing Dynamics 365 data from SQL Server Database Below are the key prerequisites for accessing D365 data in SQL Server …

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Set up notifications in Model-Drive App (In-app notifications)

We will learn to set up notifications in Model-Drive App of Dynamics 365. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in field of Dynamics 365. What are the “In-App” notifications in Model-Driven app? With the new “In-App” notifications, users can be alerted to key items to address, …

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What is Toast Notification Display Time in Dynamics 365?

We will understand the use of Toast Notification Display Time in Dynamics 365. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in field of Dynamics 365. Understanding Toast Notification – The Toast Notification feature was introduced in the April 2019 Release of Dynamics 365 version 9. With this …

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Bulk update user personal settings from backend in Dynamics 365

We will learn to bulk update user personal settings from backend in Dynamics 365. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in field of Dynamics 365. What are user personal settings in Dynamics 365? Dynamics 365 CE users can personalize their workspace to suit their requirements or …

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Embed a Power Virtual Agent (Bot) into the Dynamics 365 form

We will learn to embed a Power Virtual Agent (Bot) into the Dynamics 365 entity form. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in the field of Dynamics 365 CRM. What are Power Virtual Agent? Power Virtual Agents lets you create intensely powerful chat bots that can answer …

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