Search Results for: web api

How to use Quick find view to search records in DataVerse/ Dynamics 365 programmatically using Web API

Hello everyone and welcome to my blog. In today’s blog I will discuss an interesting topic on how to perform search queries using Quick find view in DataVerse/ Dynamics 365 through WebApi endpoint. In DataVerse, Quick find view drives the results of searching in the search text box of an entity. If we have a …

How to use Quick find view to search records in DataVerse/ Dynamics 365 programmatically using Web API Read More »

Integrate Python to connect to Dynamics 365/ CDS Web API using Client credentials

Well this is my third post on Python and I am loving the language and it’s simple syntax of doing things. So I decided to explore on how to connect to Dynamics 365 WebAPI using Python. And I came across this wonderful post – https://alexanderdevelopment.net/post/2016/11/27/dynamics-365-and-python-integration-using-the-web-api/. Highly recommended you go through this one. While implementing the …

Integrate Python to connect to Dynamics 365/ CDS Web API using Client credentials Read More »

What does “context” object hold in Power Apps custom component framework. Organization info, user info, web API methods and more!

After my detailed post on Power Apps Custom component framework, I have getting loads of queries and among them the common ones are How do we get organization details within my Power Apps custom control How to get context user information How to get record information on which the control  is embedded How to query …

What does “context” object hold in Power Apps custom component framework. Organization info, user info, web API methods and more! Read More »

Get Web Api Version Dynamically in Dynamics 365/ DataVerse

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Loads of my blog readers wanted to know how to get the Web API version dynamically in scripts. In this blog, I will walk you through the steps to accomplish the same. DataVerse or Dynamics 365 Apps WebAPI endpoint is of the following format. With each …

Get Web Api Version Dynamically in Dynamics 365/ DataVerse Read More »

{Solved} How to call Web API from a plugin or custom workflow in Dynamics 365

*Before I get started with the topic, a quick note on the use cases of this particular post. While everything mentioned in the post would work just fine, this post is more of conceptual and feasibility study than a real life implementation use case. For working with CRM data in same environment, SDK is the …

{Solved} How to call Web API from a plugin or custom workflow in Dynamics 365 Read More »

401. Unauthorized error while querying Dynamics 365 Web Api from external application. Follow these steps to avoid the error

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have wrote quite a few articles over the last one year to query Dynamics Web API using ADAL from client side and as well as server side. However lately I am receiving …

401. Unauthorized error while querying Dynamics 365 Web Api from external application. Follow these steps to avoid the error Read More »

Authentication between Dynamics 365 Web Api and external web application without user prompt

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAs promised, I am back to my second post on this topic. In my previous post, I showed you on how to generate Authorization token of D365 online from Native Console App using the …

Authentication between Dynamics 365 Web Api and external web application without user prompt Read More »

Headless Authentication with Dynamics CRM online Web API – Without using Active Directory Authentication Library (ADAL) {Part-I}

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Well this topic has been discussed again over multiple times. And I myself has written a blog on how to do a headless authentication (without user intervention) between Dynamics CRM Online Web API …

Headless Authentication with Dynamics CRM online Web API – Without using Active Directory Authentication Library (ADAL) {Part-I} Read More »

{Dynamics CRM/365 + WebAPI} Get the created object after creating a record using Web API in Dynamics 365

Another blog post and with it another great feature of Web API enhancements in Dynamics 365 that I will be sharing it. A small enhancement but a really handy one I would say. So let’s understand what this feature I am talking about. If you just saw the header and jumped into this post without …

{Dynamics CRM/365 + WebAPI} Get the created object after creating a record using Web API in Dynamics 365 Read More »

{Dynamics CRM/ 365 + Web API} New Metadata Query features in Web API in Dynamics 365

Dynamics 365 is in and just like me, CRM enthusiasts all over the world are simply WOW’ed by its wonderful offerings. After all, this has been a giant leap by Microsoft and indeed a great opportunity for all consultants to me to plunge into unknown territories and conquer it. In this blog post, I will …

{Dynamics CRM/ 365 + Web API} New Metadata Query features in Web API in Dynamics 365 Read More »

{Dynamics CRM + Web API Actions} Execute action with an Entity as input parameter using Web API in Dynamics CRM 2016

“Executing action using Web API” – well this is a topic which has become banal. It’s been talked about, people are using it every now and then in their projects. After all 2016 has just swayed away the consultants and customers alike. In-fact I wrote a blog on the same topic almost 6 months back …

{Dynamics CRM + Web API Actions} Execute action with an Entity as input parameter using Web API in Dynamics CRM 2016 Read More »

{Dynamics CRM + Web API + Plugins} Can we make Web API calls from Plugins in Dynamics CRM 2016

After my last couple of blogs on Web API, I am being asked this question repeatedly. Can I use Web API from Plugins/ Custom workflows? And I keep on asking back, why do you need that? After all there is the almighty organization service which virtually allows you do anything and everything that you would …

{Dynamics CRM + Web API + Plugins} Can we make Web API calls from Plugins in Dynamics CRM 2016 Read More »

{KnowHow} How to use Discovery Service Web API of Dynamics CRM 2016

Recently I posted in my blog on how to execute Web API queries from external ASP.NET web application to retrieve data. Details could be found here – https://debajmecrm.com/knowhow-how-to-execute-web-api-calls-to-microsoft-dynamics-crm-from-an-external-asp-net-web-application/. After this post, people has been asking me to how to leverage the Discovery service Web API with Dynamics CRM 2016. And the most common question being …

{KnowHow} How to use Discovery Service Web API of Dynamics CRM 2016 Read More »

{Knowhow} How to execute Web API calls to Microsoft Dynamics CRM from an external ASP.NET web application

Microsoft Web API has delighted all and specially if you have a penchant towards exploring the API features, then Web API must have thrilled you by this time. Many consultants and experts, including myself, have written blogs on how to leverage the Web API features in Dynamics CRM.But all these far, all the examples have …

{Knowhow} How to execute Web API calls to Microsoft Dynamics CRM from an external ASP.NET web application Read More »

Invoke your Custom Action from Dynamics CRM Web API–Dynamics CRM 2016

Continuing with my series of blog posts related to the wonderful Web API of CRM 2016, in this blog post, I will explain how to execute custom actions through Web API. No more use of creating complex SOAP queries from the client side to invoke your action. The wave of Web API is here to …

Invoke your Custom Action from Dynamics CRM Web API–Dynamics CRM 2016 Read More »

Impersonate a user using the Microsoft Dynamics Web API in Dynamics CRM 2016

I have been exploring the Dynamics CRM Web API features and frankly speaking it never ceases to amaze me. So today I am going to explain how you can impersonate a user to create a record from the client side. Wondering how can we impersonate from the client side. After all, till this time, plugins …

Impersonate a user using the Microsoft Dynamics Web API in Dynamics CRM 2016 Read More »

Leverage Web API to execute your System Views, Personal Views and Custom FetchXml in Dynamic CRM 2016

Prior to CRM 2016, REST queries were based on the OrganizationData service. However the functionalities provided by the REST API were really limited to the CRUD operations and Associate Requests. If you need to execute complex fetchxml queries, either you need to take your code to the server side or call the Organization service endpoint …

Leverage Web API to execute your System Views, Personal Views and Custom FetchXml in Dynamic CRM 2016 Read More »

How to make Xrm.WebApi calls synchronous in Dynamics 365/ CDS

This blog goes down as a request from my blog readers. And also a question from my clients whenever I take up an upgrade project and convert the existing XmlHttpRequest sync requests to Xrm.WebApi. Before I proceed further, let me clear the air of confusion to begin with. There is no facility in dynamics WebApi …

How to make Xrm.WebApi calls synchronous in Dynamics 365/ CDS Read More »

Call custom action using WebApi in PowerApps portals/ dynamics 365 portals.

So here I am in the last blog of this series in which I covered the various web api operations we can perform from PowerApps portals. If you are new to the concept of WebAPI in PowerApps portals, I strongly suggest you read this series from the beginning. However if you are looking for specifically …

Call custom action using WebApi in PowerApps portals/ dynamics 365 portals. Read More »

Generate Authentication token for WebApi calls in PowerApps portals

In this blog I am going to discuss on how we can generate Authentication token for WebApi calls in PowerApps portals. This is the second blog in the series. If you have come to this blog directly, I strongly suggest you go to the first blog of the series to get more context. So we …

Generate Authentication token for WebApi calls in PowerApps portals Read More »

WebApi Operations from PowerApps Portals/ Dynamics 365 Portals – A complete guide

How can we perform CRUD operations from PowerApps/ Dynamics 365 Portals? How can I generate access token from my portals to access CDS records? How do I call a custom action from Power apps portals/ Dynamics 365 portals? If you are looking for answers for any of the above question, then you are at the …

WebApi Operations from PowerApps Portals/ Dynamics 365 Portals – A complete guide Read More »

Find all Incidents (cases) in Dynamics 365 which have at-least one email from specific sender–Use the lambda operator any() in WebAPI

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Yesterday I wrote a post on the lambda query operators in Dynamics 365 WebAPI. And there a showed you how using the the lambda query operator all(), you can find all incidents (cases) …

Find all Incidents (cases) in Dynamics 365 which have at-least one email from specific sender–Use the lambda operator any() in WebAPI Read More »

Fetch Incidents (Case) in Dynamics 365 with no open activities. Use the lambda operator all() in WebApi

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Sometimes the finest of functionalities escape our eye. And this is really one such feature in Dynamics 365 Web API. And I discovered when a requirement came along. The requirement was to fetch …

Fetch Incidents (Case) in Dynamics 365 with no open activities. Use the lambda operator all() in WebApi Read More »

Qualify Lead in Dynamics 365 using Xrm.WebApi

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comQualifying a lead Dynamically using WebApi is a requirement which is so common across Dynamics 365 Sales implementation. Although there is a Qualify button on the Lead form, many a times we need to …

Qualify Lead in Dynamics 365 using Xrm.WebApi Read More »

Performing updates using alternate key in Dynamics 365 WebAPI and need to make sure it only updates and doesn’t create new record? Check this one out!

For training and consulting, write to us at info@xrmforyou.com If you have used alternate keys in Dynamics 365 and tried to update using a record using WebAPI alternate key, you know the default behavior of how it works.For example, let’s see the sample code below. // JavaScript source code function UpdateRecord(e) {    var fc = …

Performing updates using alternate key in Dynamics 365 WebAPI and need to make sure it only updates and doesn’t create new record? Check this one out! Read More »

The structure of error response from WebAPI in Dynamics 365/ CDS have changed. The innererror property in the JSON response has been removed. Are you aware of it?

And I just faced this an hour back as I was reviewing a piece of code. Can’t paste the actual code but the code was kind of similar to this. Check for the highlighted part where the code check for innererror property. So if your code is referring to this property it is no longer …

The structure of error response from WebAPI in Dynamics 365/ CDS have changed. The innererror property in the JSON response has been removed. Are you aware of it? Read More »

How to use Promise to evaluate your ribbon enable rules with asynchronous Xrm.WebApi methods in Dynamics 365 Unified interface.

We all have been using Xrm.WebApi methods isn’t it? After all why not? They are wonderful. You no longer need to write lengthy XmlHttpRequests and parse the raw JSON results back. Xrm.WebApi methods does the hard part of converting the raw JSON outputs into strongly typed objects. Not sure if anyone is still there but …

How to use Promise to evaluate your ribbon enable rules with asynchronous Xrm.WebApi methods in Dynamics 365 Unified interface. Read More »

{Solved}WebAPI methods in PowerApps component framework (PCF) custom control returning null–Dynamics 365

PowerApps component framework has been like a tsunami hitting the power platform. From customer standpoint, now they are able to achieve any custom UI which otherwise all these days would come back as – “Not supported by Dynamics” from a CRM architect/ consultant. Not only for customers, PCF have been a shot in arm for …

{Solved}WebAPI methods in PowerApps component framework (PCF) custom control returning null–Dynamics 365 Read More »

How to perform executeMultiple using WebApi in Dynamics 365/ CDS

Just another day at office and yet another challenge. Looked a simple one at the beginning. Basically here is the requirement “Multiple create and update operations needs to be performed using Dynamics 365 Web API through client side.” Off-course we can use the Xrm.WebApi.createRecord or Xrm.WebApi.updateRecord but in that case for as many records, those …

How to perform executeMultiple using WebApi in Dynamics 365/ CDS Read More »

How to call an action with EntityCollection Input parameter Dynamics 365 WebApi

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comXrm.WebApi methods introduced by Microsoft are great! But not much can be said about Xrm.WebApi.execute method which is used to invoke custom actions from client side code.To be honest, ever since I have written …

How to call an action with EntityCollection Input parameter Dynamics 365 WebApi Read More »

How to sequence multiple Xrm.WebApi calls in Dynamics 365/ CDS.

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCome version 9.0 of Dynamics, Microsoft have introduced the Xrm.WebApi methods which have significantly eased out the task of making web api calls from the client side. However as we are all using this …

How to sequence multiple Xrm.WebApi calls in Dynamics 365/ CDS. Read More »

“Cannot read property ‘’ of null”–Error while calling an action from a WebResource in Dynamics 365 – Xrm.WebApi.execute

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one drove me crazy and believe these kind of things pop-up the most when you don’t expect them at all. A simple training going on and I was demoing them the wonderful …

“Cannot read property ‘’ of null”–Error while calling an action from a WebResource in Dynamics 365 – Xrm.WebApi.execute Read More »

Invoke bound actions (entity actions) using script in Dynamics 365 – Xrm.WebApi.execute

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is a follow up to my previous blog where I showed you how can you call a global action with all parameter types using the newly introduced Xrm.WebApi.execute method. https://debajmecrm.com/dynamics-version-9-0-execute-custom-action-with-all-parameter-types-in-dynamics-crm-version-9-0/ Now coming …

Invoke bound actions (entity actions) using script in Dynamics 365 – Xrm.WebApi.execute Read More »

Invoke an action in dynamics 365 – Xrm.WebApi with EntityReference, entity and entitycollection input parameters

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics Version 9.0 introduced the Xrm.WebApi namespace which provides all the methods to interact with dynamics CRM server from client side script.Detailed Documentation – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-webapiHowever recently I was working on a project to …

Invoke an action in dynamics 365 – Xrm.WebApi with EntityReference, entity and entitycollection input parameters Read More »

How to generate API documentation in Open API 2.0 with SwashBuckle 5.0 and above?

Hello everyone and welcome to my blog. In today’s blog, I shall walk you through on how to generate Open API 2.0 Swagger.json using Swashbuckle 5.0 and above. If you are not aware of SwashBuckle, Swashbuckle is an open source project for generating Swagger documents for Web APIs that are built with ASP.NET Core. If you …

How to generate API documentation in Open API 2.0 with SwashBuckle 5.0 and above? Read More »

{Solved} Could not create ssl/tls secure channel – Error while connecting to REST API using Certificate

Hello there and welcome to my blog. Today’s blog is going to be a bit different from my usual blogs on Power Platform and Dynamics 365. In today’s blog I will discuss about the error – Could not create ssl/tls secure channel I faced while connecting to a REST API using certificate and how I …

{Solved} Could not create ssl/tls secure channel – Error while connecting to REST API using Certificate Read More »

How to connect to SharePoint search API using certificate authentication

Hello everyone and welcome to my blog. Today’s blog is going to be bit different from my usual blogs on Power Apps and SharePoint. In this blog I will discuss on how to connect to SharePoint Search API using POSTMAN At the end of the article you will also learn the following topics. So let’s …

How to connect to SharePoint search API using certificate authentication Read More »

{Solved} authorization_requestdenied error when querying graph API from Sharepoint Framework SPFx component.

Welcome to my blog. Today’s blog topic is going to be a little different from my regular topics which are usually on Power apps and Dynamics 365. My blog today is about an error I faced from my SharePoint framework extensions controls (SPFx). Quite new to SPFx development but I am learning something new and …

{Solved} authorization_requestdenied error when querying graph API from Sharepoint Framework SPFx component. Read More »

How to display external webpage inside Dynamics 365/ CDS model driven app

Do you have the following requirements? Your customer have a web application built on MVC or ASP.NET classic and they want to show up a webpage of that application embedded in your Dynamics 365 App. Your customer have a non .NET web application which they want to show embedded on a Dynamics 365 record on …

How to display external webpage inside Dynamics 365/ CDS model driven app Read More »

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 3

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com If you are directly on this blog post, I suggest you start from the first blog post of this series to get the context. So I am on the final blog of this …

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 3 Read More »

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 2

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com If you are directly on this blog, I suggest you go through the first blog of this series. In our previous blog, we created the SharePoint Add-in. In this blog we shall be …

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 2 Read More »

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 1

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Before I go ahead, while this blog depicts on how you can generate the Authentication token to integrate between Dynamics 365 and SharePoint, this can be applied to any application trying to authenticate …

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 1 Read More »

Scope of getSharedVariable and setSharedVariable functions in Dynamics 365 Client API

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com These functions have been introduced way back in 2011 but till date I believe this is one of the least used features of Dynamics 365 Client API’s. And partly because of the fact …

Scope of getSharedVariable and setSharedVariable functions in Dynamics 365 Client API Read More »

Are you using Async javascript functions with await keyword in your webresources yet in Dynamics 365? They can make your code look much readable by removing the clutter of .then() constructs to handle each promise evaluation. Check this one out!

Most of our Xrm API’s, specially the ones which interact with data using Xrm.WebApi are promises. So to handle the result of the actions, we need to implement the success and error callbacks using the .then() construct. But the problem with this approach is if we need to sequence a series of events which need …

Are you using Async javascript functions with await keyword in your webresources yet in Dynamics 365? They can make your code look much readable by removing the clutter of .then() constructs to handle each promise evaluation. Check this one out! Read More »

How to get Local Time From UTC Time in Dynamics 365/ Model driven apps webresource/ client side code

Hello everyone and welcome to my blog. In today’s blog, we will discuss about a simple yet useful feature to convert UTC time to local time in Dynamics 365/ Model driven web resources. Before we get to the solution, let’s understand when you shall require to use this functionality. This scenario usually arise when you …

How to get Local Time From UTC Time in Dynamics 365/ Model driven apps webresource/ client side code Read More »

Have you understood the significance of Xrm.Utility.invokeProcessAction() API in Dynamics 365? And no it’s not to execute a Global action. It has much more to it than you can imagine! Check this out!

Xrm.Utility.invokeProcessAction – A function introduced in Dynamics API for quite sometime. And frankly with the magnitude of actions being used in each project, this should have been the most widely used function by now. But unfortunately this is hardly used and the reason for that being it’s purpose is not being understood. We may have …

Have you understood the significance of Xrm.Utility.invokeProcessAction() API in Dynamics 365? And no it’s not to execute a Global action. It has much more to it than you can imagine! Check this out! Read More »

Could not find a part of the path … bin\roslyn\csc.exe. Error while setting up of OAuth implicit 2.0 API for PowerApps portal

IF you are not aware of OAuth 2.0 Implicit grant for PowerApps portal, I suggest you refer this Microsoft Docs link. To put in Microsoft words – “This feature allows a customer to make client-side calls to external APIs and secure them by using OAuth implicit grant flow. It provides an endpoint to obtain secure …

Could not find a part of the path … bin\roslyn\csc.exe. Error while setting up of OAuth implicit 2.0 API for PowerApps portal Read More »

Get formContext inside Webresource in Dynamics 365

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Ever since Xrm.Navigate.navigateTo has been introduced, it has been a big relief for consultants and customers alike. After all the ability to open a modal dialog was required so much but was missing for quite some time. But as everyone rushed in to implement the …

Get formContext inside Webresource in Dynamics 365 Read More »

Display entity image in your webresource in Dynamics 365/ CDS? Use entityimage_url instead of image content.

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I was bit hesitant to write this blog to be honest as I thought it’s pretty mundane and must be quite known to everyone. And we had the same requirement for the customer. They wanted to show the entity image of a contact in a …

Display entity image in your webresource in Dynamics 365/ CDS? Use entityimage_url instead of image content. Read More »

Open webresources Modal or Inline using Xrm.Naviagtion.naviagteTo in Dynamics 365 Unified interface

Release wave 2 have released some wonderful features and one of them is the capability to open a webresource as modal or inline. I bet this is going to ease the life of lot of consultants who were traditionally using Xrm.Navigation.openWebResource or Xrm.Utility.openWebResource (deprecated) to open webresource and hear about the perennial client complaint of …

Open webresources Modal or Inline using Xrm.Naviagtion.naviagteTo in Dynamics 365 Unified interface Read More »

How to get formContext in HTML Webresource in Dynamics 365

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com If you are using on the latest version of Dynamics 365/ CDS online, Microsoft API can you help you do that. A better and supported approach is described here. Xrm.Page is deprecated. We all know and we have already started revamping our form scripts and replacing …

How to get formContext in HTML Webresource in Dynamics 365 Read More »

Configure your Dynamics CRM as identity provider for an external web application

How common in these days is to land up in a website where you see login via facebook or login via your gmail. Many times for our projects we need to develop a custom asp.net web portal which where users might need to authenticate with Microsoft Dynamics and fetch data. In this example, I will …

Configure your Dynamics CRM as identity provider for an external web application Read More »

Read all column values in sub-grid on the form using client API–Dynamics CRM 2016

Microsoft introduced the Xrm.Page object model to interact with the sub-grids on your forms from 2015 Online Update 1 and in CRM 2016 (for on-premise as well). Wonderful isn’t it. You can query the number of rows in the sub-grid, get the primary attribute value, guid and the logical name of each of the record …

Read all column values in sub-grid on the form using client API–Dynamics CRM 2016 Read More »

{Best Practices} Naming convention for you javascript webresources in Dynamics CRM

Let’s agree to this. In any complex CRM implementations you would end up with lot of client side coding. No matter how much hard you try, you simply cannot avoid them. And why not. With new additions in CRM 2015, the client API of Dynamics CRM is as powerful as it ever was. However believe …

{Best Practices} Naming convention for you javascript webresources in Dynamics CRM Read More »

How to change the owner of Power Automate flow from flow interface

Hello everyone and welcome to my blog. In today’s blog I will discuss about a frequently discussed topic – The capability to change the owner for Power Automate flows. For a very long time, this was not possible. And as hard it is to believe, the only resort was to change the owner through legacy …

How to change the owner of Power Automate flow from flow interface Read More »

Resource not found for segment -Error with Common Data Service (Current Environment) connector in Power Automate/ Microsoft Flow

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comThis one was pretty surprising and today I faced this error while trying to implement the most mundane operation with Power Automate. On create of an Account, depending on the Account Category, I need …

Resource not found for segment -Error with Common Data Service (Current Environment) connector in Power Automate/ Microsoft Flow Read More »

Azure AD B2C integration with Dynamics 365 Portals/ PowerApps portals

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Off late I have been getting loads of queries regarding this topic and whenever I get this one, I always provide the below link https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/azure-ad-b2c However more often than not I find them …

Azure AD B2C integration with Dynamics 365 Portals/ PowerApps portals Read More »

Create PDF document from files in SharePoint and send as an email attachment

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I am very excited to announce the new Utility from XrmForYou stable – “SharePoint Document Merger”. Let’ directly jump to the Utility functionality and other details So what does this Utility address? You have an opportunity in CRM and you are using the OOB CRM-SharePoint integration …

Create PDF document from files in SharePoint and send as an email attachment Read More »

{Dynamics CRM + SAML + ADFS}–Get SAML Token programmatically for your Dynamics On-premise environment configured with claims

As a CRM Consultant we come across myriad of requirements. Of them some are our day-day stuffs. But the ones which puts us in a bit of head scratching and brainstorming are the ones which gives us the maximum satisfaction when completed. And this was one of them. Our client had configured IFD for their …

{Dynamics CRM + SAML + ADFS}–Get SAML Token programmatically for your Dynamics On-premise environment configured with claims Read More »

Understanding Partition Id and Time to live columns in DataVerse Elastic tables

Hello everyone and welcome to my blog. In today’s blog I will discuss about Elastic tables in DataVerse, a preview feature recently released by Microsoft. In this blog we will discuss about two important columns in Elastic tables – Partition Id and Time to live. If you are not aware of elastic tables in DataVerse, …

Understanding Partition Id and Time to live columns in DataVerse Elastic tables Read More »

3 Challenges of Using Power Apps New Users Face

Power Apps are recognized as leaders in the realm of low-code app development. To provide small and medium businesses with a platform to develop competent software applications, Microsoft introduced Power Apps.  The article explains the Power Apps, their types, and the downsides of using them for app development.  What Are Power Apps? Launched in 2015 …

3 Challenges of Using Power Apps New Users Face Read More »

How to use fetch function to make HTTP requests from Javascript?

Hello everyone and welcome to my blog. In today’s blog I will show how you can make GET and POST requests from Javascript using the fetch function instead of using the very popular XMLHttpRequest. fetch function was introduced way back in 2015 as a modern successor to XMLHttpRequest. fetch returns a Promise and provide a …

How to use fetch function to make HTTP requests from Javascript? Read More »

How to add comment to SharePoint List Item using Power automate

Hello everyone and welcome to my blog. In today’s blog, I will show on how you can add comment to a SharePoint list item using Power Automate. Comments are a great feature to add information for SharePoint list item. You can put in additional information for each list item and also tag users. Once you …

How to add comment to SharePoint List Item using Power automate Read More »

How to get value of Environment variable in Model driven apps/ Dynamics 365 javascript

Hello everyone and welcome to my blog. In today’s blog I will discuss how to get the value of Environment variables of DataVerse in Dynamics 365/ Model Driven apps. I have the following environment variable in my environment and I want to retrieve the value of it in my form script code. To understand how …

How to get value of Environment variable in Model driven apps/ Dynamics 365 javascript Read More »

How to Get Environment name in Power Apps canvas apps

Hello everyone and welcome to my blog. I am back with another blog on canvas apps and today I will discuss on how to get the current environment name in Power Apps canvas apps. While we will focus on Canvas apps, the article shall help you explore the below scenarios as well. As of the …

How to Get Environment name in Power Apps canvas apps Read More »

How to filter a SharePoint list view by Hyperlink column in SharePoint online

Welcome to my blog readers. Today’s blog is on SharePoint and in today’s blog I will discuss a requirement which is quite common. But surprisingly there is hardly any solution to meet the requirement. So much hype about the requirement. What it is? The requirement is to create/ filter a SharePoint List view by Hyperlink …

How to filter a SharePoint list view by Hyperlink column in SharePoint online Read More »

How to get contents of an image column of SharePoint in Power Automate

Welcome to all of my readers. I am back with another blog on Power Automate. In today’s blog, I will walk you through on how to get the content of image column of a SharePoint list in Power Automate So let’s get started. I have a SharePoint List with an Image column. I create a …

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How to get Comments of a Sharepoint List Item in Power Automate

I am back with another blog on Microsoft Power Platform. It’s about Comments feature for a SharePoint List Item and how we can retrieve them using Power Automate. In SharePoint for every list item we can specify comments. And you can specify multiple comments with mentions. In the below screenshot, you can see I have …

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Select record from grid and open an editable form in side by side pane in Model Driven Apps/ Dynamics 365

As of the time of writing this blog, this is a pre-release documentation. But I am pretty sure, such an awesome feature is certainly going to make it to release. So what are we discussing here? Did you ever had the following requirements? You want to show the view and record form for an entity …

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Async OnSave handlers in DataVerse/ Dynamics 365 forms to cancel save operation, stop save till certain async events are executed. Check this out!

OnSave event handlers on an entity/table form in Dynamics 365/ DataVerse has been there for ages. And I have hardly come across implementations which does not have scripts written onsave event of an entity form. With onsave event handlers, the following requirements frequently come up. Cancel save event of form in based on custom validations …

Async OnSave handlers in DataVerse/ Dynamics 365 forms to cancel save operation, stop save till certain async events are executed. Check this out! Read More »

How to handle save complete event in client side in Dynamics 365/ Model driven apps

Before I go ahead and explain, let me accept this. I was not aware of the newly introduced client APIs in Model driven apps. And this one was pure serendipity. You might be thinking – Isn’t there formContext.data.save().then(successCallback, errorCallback) function which allow us to do that? Yes it does. But I am not talking about …

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Error while creating an Application User in Dynamics 365/ Model driven apps

These are days of integration. And when it comes to Power platform, you have plenty of options to do the same. And one of the most common ways to interact with data of DataVerse (Common Data Service) is through the method of registering an app in azure active director and provide necessary permissions to the …

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How to Query Metadata in DataVerse/ Common Data Service using Power Automate

Power Automate is flexible, powerful and not to forget, the future of Power Platform operations. And if you are working on DataVerse or the erstwhile Common Data Service, it is quite improbable that you haven’t worked with the CDS connector in Power Automate. Yet sometimes it is surprising to see some basic stuffs which could …

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How to bypass plugins in Dynamics 365/ DataVerse

This is one of the best stuffs I learnt today from the community and thought of sharing with my blog readers. And trust me it’s not a click bait article. You heard me right. Imagine you running a data migration and wished plugins won’t execute during data migrations. You can now do that. In this …

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How to query related entity data in CDS using FetchXml in Power Automate

How do I use FetchXml in Power Automate? How do I access related entity fields when using Fetchxml in PowerAutomate? If you are having any of the above questions, you are at the right place. Strictly speaking, this blog is more about how to access related entity information in PowerAutomate through FetchXml. But as I …

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Upload content to File Attribute in Dynamics 365/ CDS from JavaScript

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This has been a long ask from my readers since the time I wrote the blog on how to read contents of File attribute using JavaScript in Dynamics 365. So here I am …

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Use Client Script to stop Next stage and Previous stage movement in Dynamics 365/ CDS Business Process Flows–Use the addOnPreStageChange event.

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is another requirement which comes across every now. And while it seems quite easy to do, it actually is not. This is because of the limitation of Client API in Dynamics …

Use Client Script to stop Next stage and Previous stage movement in Dynamics 365/ CDS Business Process Flows–Use the addOnPreStageChange event. Read More »

How to get device location in Dynamics 365 for Mobile

Follow my blog for interesting topics on Dynamics 365, Portals and Power Platform. The world is into mobile devices and Dynamics 365 is not left far behind. With unified interface, user’s are now getting seamless experience across all devices starting from web browser in desktop clients, to phones and tablets. Dynamics 365 is well and …

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Using Xrm.Navigation.openFile to download a note attachment file with file save confirmation dialog

I got this requirement recently and wanted to share with my readers. Quite a cool feature actually and some common requirement. So there is a ribbon button on a entity form. When the ribbon button is clicked, it should query an annotation attachment, get the content and then throw the file save dialog option to …

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Want to show a global notification which appears anywhere on your Dynamics 365/ CDS model driven app? Xrm.App.addGlobalNotification does just that. Check this out!

This is one ask which customers had asked for sometime. We have form notifications and field notifications for quite sometime now and this API has also been there for quite sometime. However this is not much used or I shall say rather unknown and through my blog I want to spread the awareness of this …

Want to show a global notification which appears anywhere on your Dynamics 365/ CDS model driven app? Xrm.App.addGlobalNotification does just that. Check this out! Read More »

Xrm.Utility.getResourceString in Dynamics 365. Which scenario it works and where it doesn’t? And what are the workarounds?

RESX web resources have been introduced for quite sometime but unfortunately even when I see project implementations today, I see constants file being used instead of Resource files. What more, you can even show specific values based on logged in user language. This blog post is not about how you can create a resource file …

Xrm.Utility.getResourceString in Dynamics 365. Which scenario it works and where it doesn’t? And what are the workarounds? Read More »

Stay on the same page when a lookup field is clicked in Dynamics 365 forms/ grids. Use the addOnLookupTagClick function

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With every release of Dynamics 365, there is something always new for developers. In my last blog I explained about the enhancement in Xrm.WebApi.navigateTo method. Today we will discuss in detail about the new “addOnLookupTagClick” method introduced in Release wave 1, 2020. So what does …

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How to Show Dynamics 365/ CRM form in a modal window? Use Xrm.Navigate.navigateTo

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With PowerApps release wave 1 2020, Microsoft have released quite a few features under the hood. While some  have hogged the limelight, others continue to evolve in the platform like hidden gems. And one of them is the enhancement in much loved Xrm.Navigate.navigateTo API. Now …

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Show Consecutive line breaks in alerts in Dynamics 365/ CDS

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com By this time all of us are familiar with Xrm.Navigation.openAlertDialog. What’s more is going to be there in that API. After all it’s an API which just shows some alert. And yet the simplest of things sometime surprises us. The same experience I had today …

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Invoke Power Automate/ Microsoft Flow from plugin in Dynamics 365

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comFlows are the new path on which every Dynamics 365 consultant is treading now and while you move along, you discover many new stuffs on your journey.And  one of them is when customer walked …

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Show Lookup Dialog dynamically using script in Dynamics 365

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comThis one feature that I am going to pen down here, personally I have longing for it quite sometime now.So before going into the HOW part of it, let’s understand the why part of …

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Modal alert/ confirm/ and error DIALOG in Dynamics 365

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Working currently on a client engagement on the latest Dynamics version (v9.0) and hence got a chance to the new introduced Client API’s with version 9.0.For starters, the Xrm.Page has been deprecated with …

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Dynamics 365 Portal/ powerapps portal Authentication with with Google Account

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In my previous blog, I have explained on how to authenticate your Dynamics 365 portals with Azure Active Directory. You can read it here – https://debajmecrm.com/dynamics-365-portal-authentication-with-external-identities-part-i-authentication-with-azure-active-directory/ However these days it’s common to come …

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Dynamics 365 Portal/ powerapps portal Authentication with Azure Active Directory

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Lately I have been working a lot on Dynamics 365 portals a lot and also delivering some trainings on the same. Don’t get much of a chance to work on Dynamics 365 portals …

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{Dynamics CRM + SAML + ADFS} FParse SAML Assertion token generated from Dynamics CRM on-premise environment configured with Claims

This blog post is a continuation of my previous post in which I explained on how to get SAML Token programmatically for your Dynamics On-premise environment configured with claims. If you have not read the previous post, I strongly suggest to read it and come back to this. https://debajmecrm.com/utility-saml-token-generator-for-your-dynamics-crm-online-configured-with-claims/   In this blog post, I …

{Dynamics CRM + SAML + ADFS} FParse SAML Assertion token generated from Dynamics CRM on-premise environment configured with Claims Read More »

Understanding in Depth – Cross Origin resource sharing (CORS) in Dynamics CRM 2016

First don’t get overwhelmed by the title of the topic. All this means how to connect to CRM from a standalone HTML Page using the web-api. Prior to CRM 2016, you cannot connect to CRM OData service from any HTML Page outside dynamics CRM. However with CRM 2016 you are able to do this. If …

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Exploring Microsoft Dynamics CRM system Js files

For a long time doing this, however thought of sharing this to all you guys. CRM does a lot of whole lot of functionalities using these javascript files. When do we really need to explore these system files functions. Well as a CRM consultant, frequently i have faced scenarios where the customer is very adamant …

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