Author: Kailash Ramachandran

As a Software Consultant by trade, I excel in the intricate art of designing and developing software applications, skillfully navigating through complex technical puzzles. My professional life revolves around programming, but away from the computer, I'm an ardent sports aficionado. I actively participate in a variety of sports, savoring the exhilaration of competition and the joys of physical exertion. In moments of respite from the adrenaline of sports and the focus of coding, I retreat into the rich realms of literature. My love for reading is eclectic, spanning various genres, each quenching my endless curiosity and love for storytelling. More recently, I've embarked on a journey into writing, a venture where I channel my thoughts and imaginative flair into written expressions, exploring this new avenue of creativity with enthusiasm.

[PowerTips] Decoupling Owner and Owning Business Unit Fields

Have you ever contemplated breaking free from the dependencies between the owner and owning business unit fields in Dynamics 365? This article explores the intriguing concept of decoupling these fields, providing you with the ability to customize the owning business unit and choose the desired business unit for a record, regardless of the owner's affiliation. … Continue reading [PowerTips] Decoupling Owner and Owning Business Unit Fields →

Simplifying Record Reassignment in Dynamics

Transferring records from one user to another in Dynamics is typically an easy task. If you're dealing with a single record or a few records, you can handle it manually. However, when you need to assign all records owned by a particular user to another user or team, it becomes a more significant undertaking. Thankfully, … Continue reading Simplifying Record Reassignment in Dynamics →

Modifying OrgDBOrgSettings Configuration with Power Automate

Organizational Settings, also known as Org Settings, encompass a set of configurations that facilitate the management of environment settings in Dynamics. These settings play a vital role in optimizing the user experience and functionality of Dynamics. Let's explore a few examples of these settings: DisableNavTour: By overriding the navigation tour setting for the entire organization, … Continue reading Modifying OrgDBOrgSettings Configuration with Power Automate →

Never miss the Jump Bar with Alphabetic List to filter your views again!

Power Apps grids are a versatile tool that allows users to view and edit data in a table format within a Power App. There are several customizable properties included with the control that let users tailor the grid experience for that table. To modify any of these properties, select Edit in the corresponding row, and … Continue reading Never miss the Jump Bar with Alphabetic List to filter your views again! →

Taking Your Model-driven App to the Next Level with Xrm.App.sidePanes

Side panes are a type of interface component that can display related information or actions to the user in a panel on the side of the screen. This can be particularly useful for improving the user experience by reducing the need to switch between different pages or tabs. Here's an example of how to use … Continue reading Taking Your Model-driven App to the Next Level with Xrm.App.sidePanes →

[PowerTips] Make a SharePoint document location as default

Dynamics 365 is a powerful customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service operations. SharePoint, on the other hand, is a content management system that allows businesses to store, share, and collaborate on documents and other files. By integrating Dynamics 365 with SharePoint, businesses can leverage the strengths … Continue reading [PowerTips] Make a SharePoint document location as default →

Send notifications from the power automate flow to model-driven app

Power Automate allows you to send in-app notifications to users in Dynamics 365 model-driven apps. Here are the steps to follow: Create a new flow: Open the Power Automate designer and create a new flow. Add the "Create a new record" action: Select the "Create a new record" action and choose the "Notifications" entity. Configure … Continue reading Send notifications from the power automate flow to model-driven app →

Notifications within model-driven apps

The notification table in Dynamics 365 stores notifications for each user and is designed to facilitate the sending and receiving of notifications within a model-driven app. When a new notification is created, it is stored in the notification table and the system automatically polls for new notifications for each user. The notification center displays all … Continue reading Notifications within model-driven apps →

Plugin vs Entity scoped business rules

In Dataverse, a business rule is a declarative way to apply a set of conditions and actions in the system. Business rules in Dataverse can be scoped at the entity level and at the form level. The scope of a business rule in Dataverse determines which records and forms the rule applies to. There are … Continue reading Plugin vs Entity scoped business rules →

Move D365 Marketing custom triggers between environments

Real-time marketing triggers in Dynamics 365 Marketing are a powerful tool for automating marketing processes and delivering personalized experiences to customers in real-time. These triggers allow you to define specific actions to take place in response to events within the platform, such as form submissions, email opens, or changes to specific fields in records. Custom … Continue reading Move D365 Marketing custom triggers between environments →