Hello and Welcome to app.pyToday i will blog on how to connect to Azure Cognitive Service and leverage Azure Bing Spell Check API to get correct suggest for wrong spellings.Prerequisite –1. Basic knowledge of Python programming.2. Azure Subscription (Trial or Paid). First we will create Bing Spell Check Cognitive Service in Azure and obtain the … Continue reading Azure Cognitive Service – Bing Spell Check with Python
Tag: customer engagement
Customer Feedback from Microsoft Forms Pro to MS Dynamics 365 CE via Microsoft Automate
Hello and Welcome!Today we will know how to leverage Microsoft Flow Pro surveys to get Customer Feedback in CRM for each case. So Requirement is, Whenever the case is resolved or Closed, We want the customer feedback on the product or services provided to them.Create Simple Microsoft Form Pro. You can follow my blog here … Continue reading Customer Feedback from Microsoft Forms Pro to MS Dynamics 365 CE via Microsoft Automate
MICROSOFT FORM’s PRO.
Hello and Welcome!Today we will learn about all the options and properties available on Microsoft Forms in one Blog. Navigate to Microsoft Form pro portal and click new Pro Survey Microsoft Form Pro 2. Specify name and image, You can select image from multiple sources Name - This is title of your form. suggest you … Continue reading MICROSOFT FORM’s PRO.
Integrate Microsoft Dynamics 365 CE with Python 3.6
Hello and Welcome! Today we will see how we can integrated Microsoft Dynamics 365, Customer Engagement with Python using Odata Web API. Python is very powerful and so its use for modern application is irreplaceable, Be it Web App, Mobile App, Desktop App or Any Machine learning project as a whole. Lets get started. Basically, … Continue reading Integrate Microsoft Dynamics 365 CE with Python 3.6
MS-CRM On-Premise Access Team Error – “The name for this record conflicts with an existing record name. You must use unique name”
Hello and Welcome. To know what is access teams and how it works please refer below linkhttps://www.inogic.com/blog/2013/10/access-teams-in-crm-2013/Recently while working on CRM On-Premise Environment i faced one issue and solution was no where on internet. 1. Issue Background : > We have accounts and access teams. > Through access teams we are giving access to user … Continue reading MS-CRM On-Premise Access Team Error – “The name for this record conflicts with an existing record name. You must use unique name”
MS-CRM Access finder from Fetch XML based API
Hello and Welcome! Today you will have something which is not there on internet. Access Finder through Fetch XML based API or SDK. What i mean by access finder> Access finder as in if someone wants to know on specific entity what access does user has and what all privileges and also from which security … Continue reading MS-CRM Access finder from Fetch XML based API
Create Client Secret and Client ID for OData connections
I know this is old thing and everyone knows how to do that but i did not find any blog on internet which describe the whole flow in single Blog. What is this post about? How to connect my external application developed in C#, Python, Java or even Postman with MS CRM and access its … Continue reading Create Client Secret and Client ID for OData connections
Create MS CRM Form using C#
Yes, We can create MS CRM Form using C# Code. All you need is few lines of Code and one XML file which acts as a Form-XML. Steps : 1> Get Form XML or create one using below form XML.2> Create C# Console app3> Use below Code to create form in CRM Entities. Form XML … Continue reading Create MS CRM Form using C#
Grant Access using Web API for External Application
We recently had a Requirement to share a record using Web API. Situation : Front End Application is developed in HTML and is integrated with CRM using CRM exposed Web API. As every entity expose API. Performing CRUD become simple using those API.But what about sharing a record with teams or user? One of the challenge … Continue reading Grant Access using Web API for External Application
Error : A binary operator with incompatible types was detected. Found operand types ‘Entity’ and ‘Edm.Guid’ for operator kind ‘Equal’.
I recently found this error while doing Xrm.WebApi.retrieveMultipleRecords() Requirement was to fetch multiple records based on related attribute. So i am having GUID of related record. Medical Record - Parent Entity, Medical Record lines - Child Entity.Also have downloaded the MetaData File. To know how to get metadata file check my blog here The Error … Continue reading Error : A binary operator with incompatible types was detected. Found operand types ‘Entity’ and ‘Edm.Guid’ for operator kind ‘Equal’.
How to download metadata file From CRM?
Metadata file is file which contacts all the schema name and logical name of entities and fields. This Document has list of all names which can be used to query using JavaScript (Mainly). Where to find it. Go to CRM > Setting > Customization > Developer Resource Click Download OData MetaDataFind all attribute for Specific … Continue reading How to download metadata file From CRM?
Create Business task Flow
There are two ways you can create Business task flow in MS D365. Way 1 : Directly in default solution from settings > process area Home Page Click Sales Go To setting > Process Click New process Add process Name Select process type as "Business process flow" Select Entity ##Important - Select Business process type … Continue reading Create Business task Flow
Points to know about D365 Portals.
Points to Remember 1. You now have Unified interface App for Portal2. Change base URL anytime. Question Answers: 1) Can you Migrate Portal Configuration from one Environment to another?Yes, In version 9.0.10 it is now possible to move your portal between environments.2) Can we integrate Portal with Power BI?Yes, Login to instance picker, Click Application … Continue reading Points to know about D365 Portals.
How Login Works in D365 Portal
Why Portal is best Choice?It give your users a simple view of Portal or their business data.Also because it saves your money for licensing cost.For E.G You have user base of lets says 1000 users, you purchased the license for each user and each user login in to CRM just to Create/view/Edit or delete some … Continue reading How Login Works in D365 Portal
Calling Workflow In BPF
Things to consider.> You can trigger only workflow from workflow Composition.> Workflow which we want to trigger from action step or workflow composition must be On-Demand Workflow, No background or child workflow will work here >You cannot Copy,Cut and Paste Workflow step.> There is no specific Max Limit of workflow which can be called from … Continue reading Calling Workflow In BPF
