Merging records on Dynamics 365 CRM is a very powerful feature that prevents duplicate records. I was asked to study this feature for a client who wanted to clean up his customer records, and we reached a point where we had to merge accounts that were related to active quotes. If you didn't know it, … Continue reading Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?
Month: December 2021
Transform your Model-driven app to a multi-session app using settings solution component
This blog will discuss new component added to Power Apps. It is about the "Settings" component. Indeed, this component allows adding a configuration layer for a model-driven application. This allows to easily activate or deactivate a feature for a model-driven app. For more information on this component, I invite you to read this excellent blog … Continue reading Transform your Model-driven app to a multi-session app using settings solution component
XRM Tricks (Power Platform & Dynamics CRM ) 