How to use special data types in Dynamics 365 and Power Platform

🌐 Want to get better at Dynamics 365 CRM integrations? Integrations are at the heart of making Dynamics 365 work seamlessly with the rest of your business apps. Microsoft Learn has some great (and free!) resources to help you get started 👇 🔗 Integration design for Dynamics 365 solutions :https://lnkd.in/gyYUJAw7 🔗 Shared activities & integration options:https://lnkd.in/gvJYgyKw 🔗 Intro to integration with Customer Engagement apps:https://lnkd.in/gHW76kkQ Whether you’re a dev, consultant, or just curious about D365, these modules will give you a solid foundation in integration patterns, best practices, and out-of-the-box options. #Dynamics365 #CRM #Integration #MSLearn #Dataverse

🚀 How Business Rules in Dynamics 365 Simplified My Workflows One of the most underrated features in Dynamics 365 is Business Rules. Recently, I implemented them to streamline a CRM process — and the impact has been huge. ✨ With Business Rules, we: * Automated simple validations without writing code. * Guided users with field visibility and recommendations. * Reduced errors by applying logic consistently across forms. * Improved adoption since the experience became more intuitive. * What I love most is how quickly business users can see results — no long development cycles, just simple logic applied directly to the forms. 💡 Sometimes, the smallest features create the biggest wins in efficiency and user experience. 👉 Have you used Business Rules in your Dynamics 365 projects? What’s been your biggest win? #Dynamics365 #PowerPlatform #BusinessRules #CRM #DigitalTransformation

🚀 Empowering Businesses with CRM & Power Apps 🚀 As the Founder of GreenX Consultants and a Microsoft Certified Power Apps Solution Architect, I’ve seen first-hand how the right CRM solutions can completely transform the way organizations operate. Here are 3 tips that helped me master CRM Solutions & Power Apps over the years: 1️⃣ Start with the business process, not the technology – CRM should solve real problems, not just add more features. 2️⃣ Get hands-on with Power Apps & Dynamics 365 – nothing builds expertise faster than working on real client scenarios. 3️⃣ Leverage Microsoft Learn & the community – staying updated with new releases and best practices is key to long-term success. At GreenX Consultants, our mission is to help businesses achieve digital transformation through scalable Microsoft solutions. From Dynamics 365 CE to custom Power Apps, we design solutions that make a real impact. 💡 If you’re exploring CRM or Power Platform for your organization, let’s connect and share insights. #Founder #CRMSolutions #Dynamics365 #PowerApps #PowerPlatform #Microsoft #DigitalTransformation #GreenXConsultant

🟢 Running Workflows on Thousands of Records in Dynamics 365 – Without the 250 Limit Anyone who has worked with on-demand workflows in Dynamics 365 knows the limitation: you can only run them on 250 records at a time. ❌ But in real projects, we often need to apply the same workflow to thousands of records. Doing this manually is not realistic. That’s why I use the Bulk Workflow Execution plugin in XrmToolBox. It allows you to: ✔️ Select a system or personal view (which you should create in advance if needed) ✔️ Or run directly with a custom FetchXML query ✔️ Set a batch size (e.g., 200 records) ✔️ Run the workflow automatically on all records in the view ⚠️ Important: The workflow must be a background workflow (not real-time) in order to run with this tool. This makes it much easier to handle bulk updates, data clean-up, or enforcing business rules at scale. I usually test the workflow first on a small subset of data, and then run it in bulk once I’m sure everything works as expected. Special thanks to Tanguy TOUZARD for creating XrmToolBox and Andy Popkin for this plugin. Hope this helps anyone dealing with the same challenge. #Dynamics365 #PowerPlatform #XrmToolBox #CRM #BulkWorkflow

Why wait months for custom apps and automation when you can build them in days? Integrating Microsoft Dynamics 365 with the Power Platform brings low-code agility to the forefront, enabling custom apps, streamlined workflows, and real-time insights without the need for deep development expertise. It’s where CRM, ERP, and innovation converge, empowering teams to move faster, collaborate better, and drive smarter decisions from day one. #LowCodeDevelopment #Dynamics365 #PowerPlatform #BusinessApps #DigitalInnovation

📌 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐢𝐧 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓 𝐂𝐑𝐌 When developing and deploying customizations in Dynamics 365, solution management plays a key role in organizing and controlling your work. 🔹 The two main types of solutions: 🔒𝐌𝐚𝐧𝐚𝐠𝐞𝐝 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 ✍️𝐔𝐧𝐦𝐚𝐧𝐚𝐠𝐞𝐝 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 🔹 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐋𝐢𝐟𝐞𝐜𝐲𝐜𝐥𝐞  ⚙️ 𝑫𝒆𝒗𝒆𝒍𝒐𝒑𝒎𝒆𝒏𝒕 → Build customizations in Unmanaged Solutions 🧪 𝑻𝒆𝒔𝒕𝒊𝒏𝒈 / 𝑼𝑨𝑻 → Import as Managed Solutions 🚀 𝑷𝒓𝒐𝒅𝒖𝒄𝒕𝒊𝒐𝒏 → Deploy Managed Solutions, ensuring stability  🔧 𝑼𝒑𝒅𝒂𝒕𝒆𝒔 → Use Patches & Cloning for incremental changes 👉 How do you manage your solutions in Dynamics 365? 💬 Share your best practices or ask your questions below 👇 #Dynamics365 #SolutionManagement #CRM #PowerPlatform 

🚀 Smart Buttons in Microsoft CRM & Power Platform -Small Button, Big Power! Ever faced this in CRM? 👉 Too many clicks just to run a simple process? 👉 Users missing important actions buried deep in menus? That’s where Smart Buttons step in. Think of them as your one-click accelerator for productivity. 🔹 What are Smart Buttons? Custom buttons you can place directly on forms/views to trigger flows, actions, or custom logic without navigating multiple screens. 🔹 Why do you need them? ✅ Reduce manual effort (1 click vs 5 clicks) ✅ Improve user adoption ✅ Standardize business processes ✅ Trigger Power Automate, JavaScript, or even call APIs directly 🔹 Real-world use cases: ⚡ Approve/Reject workflows right from the record ⚡ Push CRM data to external systems (like ERP/Finance) ⚡ Auto-generate documents (Quotes, Invoices) ⚡ Launch AI-driven insights in context In short → Smart Buttons = Less Clicks, More Productivity 🔥 💡 Question for you: If you could add ONE Smart Button in your CRM today, what task would you automate? 👇 Drop your answers in the comments—let’s inspire some powerful ideas! #PowerPlatform #Dynamics365 #Automation #CRM #SolutionArchitect Naman J. Amit Dogra Microsoft Dynamics 365 Community Microsoft Power Platform Community Microsoft Amit Gupta Varun Upadhyay

Boost productivity with Focused View in Microsoft Dynamics 365 I recently explored this great article on how to configure Focused View in Dynamics 365 Customer Experience. It’s an excellent guide for analysts, admins, and solution architects looking to simplify their workspace and keep the most important records front and center. Check it out: https://lnkd.in/dxGYCwGx #MicrosoftDynamics365 #Dynamics365 #CustomerExperience #PowerPlatform #Dataverse #Productivity #FocusedView #BusinessApps #CXAnalyst #SolutionArchitect #CRM #WorkSmarter #MB280

🔑 5 Key Points About Dynamics 365 Plugins Custom Business Logic Execution Plugins allow you to inject custom code to run during specific events in the Dynamics 365 data pipeline — like create, update, delete, or retrieve actions. Runs Synchronously or Asynchronously Choose between real-time (synchronous) execution for immediate effects or asynchronous for background processes that don’t block the user experience. Extends Out-of-the-Box Functionality Tailor Dynamics 365 to fit unique business needs without changing the core system — enabling clean, maintainable customizations. Event-Driven Architecture Plugins are triggered by events in the CRM system, making them ideal for enforcing business rules, validations, or automating actions when records change. Secure and Scalable Managed via the Dynamics 365 Plugin Registration Tool or Power Platform, plugins support robust deployment, versioning, and are built using secure .NET code. ⚙️ #Dynamics365 #CRMDevelopment #PowerPlatform #MicrosoftDynamics #MicrosoftDynamics365 #DynamicsCRM #PowerPlatform #PowerApps #PowerAutomate #CanvasApps #ModelDrivenApps #PowerPages #CRMDeveloper #FieldService #SalesModule #CustomerService #Dynamics365Careers #MSD365 #CRMJobs #PowerPlatform #TechJobs #BangaloreJobs #Dynamics365 #CRM #Technical #DynamicsCRM #TechnologyLead #developer

Hey CRM champs! Imagine your Dynamics 365 Kanban Board not just looking good, but actually working smarter for you. With the latest Dynamics 365 Kanban Board features, you can: - Automate checks and validations as you move records - Keep your workflow smooth, even with thousands of records - Faster scrolling, fewer errors, and real-time checks; your workflow just leveled up! Whether you manage cases, opportunities, or deals, these upgrades make your CRM more intelligent, faster, and easier to use. Perfect for sales, service, and operations teams looking to save time and make smarter decisions. Take control of your CRM today; work smarter, not harder! #Dynamics365 #CRM #KanbanBoard #CRMTips #BusinessProductivity #SmartCRM #WorkflowAutomation #SalesTools #ServiceExcellence