Enable SharePoint integration Dynamics 365 step by step guide line in trail version

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Enable SharePoint integration Dynamics 365

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latest dynamics 365 interview questions for more than 2 years of experience

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Q. How to trigger the power automate using ribbon button in crm? Q.  how to pass the parameter in above scenario?  Q. How to over come the plugin limitation ? Q. what all things we can do with plugin but not with power automate and OOB workflow? Q. What is the difference between customer service hub and customer service workspace app? Q. How to integrate third party system with dynamic CRM ? Q. How to remove lookup +new button ? Q. Can you delete the default public view? Q. Can we change the associate view as a default view if no, how can we make associate view as a default view.  Q. What is the difference between standard entity and activity entity? Q. what is the scope of the entity? Q. O nly admin can register plugin but how will secure field visible for other user Q. Once we create the entity what all option can't change ? Q. What is the behaviour ? Q.  I have one power automate Let's called A on create and I have another power automate Let's called B on upd...
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How to send the birthday mail to the user in Dynamic CRM?

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Sending birthday emails in Dynamics CRM can be automated using workflows or Power Automate. Here’s a step-by-step guide to help you set it up: Using Dynamics CRM Workflow Create a Custom Field : Add a custom date field to store the user’s birthdate. Create a Workflow : Go to Settings > Processes > New . Name your workflow and set the category to Workflow . Set the entity to Contact (or the relevant entity). Set the scope to Organization . Define the Workflow Steps : Add a step to check if the current date matches the birthdate. Add a step to send an email. You can use a predefined email template for birthday wishes. Activate the Workflow : Save and activate your workflow. Using Power Automate Create a Scheduled Flow : Open Power Automate and create a new scheduled flow. Set the schedule to run daily. Add Actions : Use the Get Items action to retrieve contacts with today’s date as their birthdate. Use the Apply to Each action to loop through the contacts. Use the Send an Emai...
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difference between enable rule vs display rule in ribbon workbench

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 Enable Rule: It is the client side process.  Let's start with example:  I have an account entity under that I have more than two form. I just want to show the specific button based on the particular form you can use enable rule here. Display Rule: It is server side process. Let's start with example: I want to show and hide the button based on the security role then we will go for display rule. Note: For latest dynamic CRM interview question please click  Here .
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