Debajit Dutta (Former 6x Business Solutions MVP, MCT)

How to remove first and last character(s) from a string in Power Automate

Reading the title of the blog you might be wondering – “Why this blog?”. After all trimming characters from a string is a mundane job and every language has a function to do that. With all the might that Power Automate has, there must be a trim function to perform the same operation in Power …

How to remove first and last character(s) from a string in Power Automate Read More »

How to Add/ Remove property from a JSON object dynamically using Power Automate

I am back with another blog on Power Automate. There is so much Power Automate can offer that you hardly run out of topics to share it through blogs. And one such topic is the ability to dynamically add/ remove properties from a JSON object. In this blog I am going to discuss the below …

How to Add/ Remove property from a JSON object dynamically using Power Automate Read More »

How to show Months and Weekdays in dropdown in Power Apps canvas apps?

After my last few blogs, this one is relatively simple. But nonetheless this is quite interesting and a requirement which frequently pop up. This blog will basically cover the following requirements Show list of months in Dropdown/ combo box like – January, February, March, ……, December Show the list of months in dropdown or combobox …

How to show Months and Weekdays in dropdown in Power Apps canvas apps? Read More »

Business process flow not appearing on Dynamics 365/ CDS form although the user has access to process flow table? Check this out!

With the advent of Power platform and DataVerse we don’t talk about Dynamics 365 much these days. But essentially the learnings of Dynamics 365 help us a lot to work in DataVerse (CDS) environments, considering they both share the same platform. We can’t deny the fact that one of the most used and talked about …

Business process flow not appearing on Dynamics 365/ CDS form although the user has access to process flow table? Check this out! Read More »

{Solved} Key properties cannot have null values error when performing aggregate queries using List records step in Power automate

Sometimes the simplest of the requirements surprise you and here is one of them. With Power automate becoming stronger with every release, it is unfathomable that these issues still exist in Power platform. So what’s the requirement here? It can be as simple as you can imagine of. I needed to perform some aggregate operation …

{Solved} Key properties cannot have null values error when performing aggregate queries using List records step in Power automate Read More »

How to edit a parent record from Child record form in Dynamics 365/ Dataverse?

Microsoft is releasing updates to Power platform every quarter and honestly it’s so tough to keep track of the numerous enhancements that are pushed on to the platform. But the one thing that caught my eye and perhaps didn’t gain much publicity is the introduction of Form component control. So it’s another control in Microsoft …

How to edit a parent record from Child record form in Dynamics 365/ Dataverse? Read More »

How to query more than 5K CDS records using FetchXml in PowerAutomate/ Microsoft flow

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Power Automate have come a long way indeed. And with all the advancements in Power Automate, tasks which used to take weeks now take few days or even less. But sometimes the simplest of requirement which we take almost as granted come across as a challenge. …

How to query more than 5K CDS records using FetchXml in PowerAutomate/ Microsoft flow Read More »

How to filter view in Power Apps portals/ Dynamics 365 portals with logged in contact

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com It’s been sometime I wrote a blog on portals and this topic is one of the requirements we come across frequently while implementing a portal solution. While this is a pretty old concept, many who haven’t worked with Dynamics 365 portals and just started working with …

How to filter view in Power Apps portals/ Dynamics 365 portals with logged in contact Read More »

How to resolve – “License cannot be assigned to a user without a usage location specified.” error when assigning license to guest user in Azure.

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Happy new year to all my blog readers. This is my first blog of the year 2021 and I can’t be more excited to get on with it. And what’s more exciting that to have the blog on Azure. In this blog I am going to …

How to resolve – “License cannot be assigned to a user without a usage location specified.” error when assigning license to guest user in Azure. Read More »

How to enable or disable “Export to PDF” option for entities in CDS/ Dynamics 365 through code.

It’s been sometime that I wrote a blog and what better time to write than on Christmas eve when holidays are finally here. This blog is going to be slightly different from my usual blogs on PowerAutomate and PowerApps. In this blog I am going to discuss the following. You have ‘Export to PDF’ enabled …

How to enable or disable “Export to PDF” option for entities in CDS/ Dynamics 365 through code. Read More »

{Solved} The data returned by the service is invalid – CountRows() function in PowerApps

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This is a really interesting topic I am going to share in this blog. Sometimes the most interesting learning come from areas where you least expect them. I was using the CountRows() function with the Account table of CDS and below is the error I got. …

{Solved} The data returned by the service is invalid – CountRows() function in PowerApps Read More »

How to remove duplicate items from an Array in Power Automate

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I am back after sometime with another blog on Power Automate. And this time I am going to focus on a very important functionality – “Remove duplicate items from an Array“. You have to agree with me on this – “Removing duplicate items from an array” …

How to remove duplicate items from an Array in Power Automate Read More »

How to perform Contains() search in PowerApps Canvas Apps

Canvas are a delight to work with, specially with so many in-built functions and operators which makes our life a whole lot easier. However developers and consultants from past programming background are accustomed to some functions which surprisingly may be missing from Canvas apps. And contains() is one such function. What are the common scenarios …

How to perform Contains() search in PowerApps Canvas Apps Read More »

How to save signature from Pen Input control to file data type in CDS

Quite sometime back I wrote a post on how we can save signature from a Pen input control and store it inside multi-line of text field in CDS. Back then it was quite complex but with the introduction of JSON function in canvas apps, things got a whole lot easier. In this blog, I am …

How to save signature from Pen Input control to file data type in CDS Read More »

How to delay a Power Automate flow execution till a specified date and time

This is one of the most common requirement in flow/ Power Automate. And apparently it’s quite an easy one and straightforward as well. However more often than not, even after configuration it does not work correctly. I have written a blog sometime back on the same topic describing on how we can implement timeout conditions …

How to delay a Power Automate flow execution till a specified date and time Read More »

How to send multiple attachments in Email from Notes in Dynamics 365/ CDS using Power Automate

So I am here again, back with another blog on Power Automate and this time with a requirement which is quite common . And why not? After all with Power Automate, connecting multiple line of business systems have become really easy. So what I am going to discuss here? Precisely this blog will touch on …

How to send multiple attachments in Email from Notes in Dynamics 365/ CDS using Power Automate Read More »

How to set a variable inside ForAll in PowerApps Canvas apps

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This blog is again quite simple one and yet quite interesting. In this blog I will discuss about how we can set a variable inside For loop in canvas app. You might be wondering – “Isn’t UpdateContext and Set function already there in PowerApps to …

How to set a variable inside ForAll in PowerApps Canvas apps Read More »

How to remove HTML and XML from a string in PowerApps Canvas apps

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This is fairly simple one especially after my last blog. But I bet this may be more required than what I wrote for my previous blog. In this blog I am going to discuss the following How to remove HTML tags from a string in …

How to remove HTML and XML from a string in PowerApps Canvas apps Read More »

How to download Notes from Power Apps Canvas Apps?

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This one is a really cool requirement I came across today. I had this requirement, I implemented it and I can’t wait to share it with my readers. So what am I going to cover here? In this blog I am going to cover the …

How to download Notes from Power Apps Canvas Apps? Read More »

How to trim spaces from the end and within a text in PowerApps Canvas app

Do you know the following? Trim() function in canvas apps not only removes text from the end but also from within the text? There is a separate function TrimEnds() and how does it differ from Trim()? How do you trim spaces from the items inside a collection? If you are aware of all the three …

How to trim spaces from the end and within a text in PowerApps Canvas app Read More »

How to ignore time while comparing with current date in Power Automate

This one is pretty simple blog but pretty useful. And a requirement which is common across implementations. So I decided to share with my blog readers. In this blog I am going to discuss about the following requirements. How can you compare dates only with date value in Power Automate? How can you ignore time …

How to ignore time while comparing with current date in Power Automate Read More »

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 …

How to bypass plugins in Dynamics 365/ DataVerse Read More »

How to show columns from multiple tables in a Canvas app Gallery or Table

I am back with another blog on PowerApps and this time it’s on Canvas apps. With canvas apps gaining popularity among customers by each day, more and more possibilities are explored and as a consultant I am exposed to a wide array of customer requirements. And here in this blog, I am going to discuss …

How to show columns from multiple tables in a Canvas app Gallery or Table Read More »

How to clear Lookup fields of CDS from Canvas app.

This one is pretty interesting and also the one which took me by surprise. The requirement was very simple – I have a canvas app screen from where I needed to update back CDS account record. Apart from few other fields, I also needed to clear the Primary contact field on Account which is basically …

How to clear Lookup fields of CDS from Canvas app. Read More »

How to remove trailing spaces and extra spaces in a string in Power Automate

Whenever we write any programs in any language, we frequently end up with string manipulation. And whenever there is string manipulation, you will bump into a requirement where you need to trim characters from the beginning and end of a string. Every language is equipped with powerful API’s to tackle these scenarios. Power Automate is …

How to remove trailing spaces and extra spaces in a string in Power Automate Read More »

How to save attachments from an email in Outlook to SharePoint

The advent of Power Automate or the erstwhile Microsoft flow have completely changed the way customers and consultants approach a requirement. Prior to Power Automate, integrating across systems even if they are from Microsoft stack, would pose a challenge and customers would rethink considering the budget and implementation time. But now things have become really …

How to save attachments from an email in Outlook to SharePoint Read More »

How to get Year, Month and day in various formats from a date in Power Automate

Lately I have been working a lot with Power Automate. If you are Power platform consultant who work a lot on Dynamics 365 products and CDS, chances are you are spending an ample amount of time in automating your business solutions using Power Automate. And while PowerAutomate is going stronger by the day, there are …

How to get Year, Month and day in various formats from a date in Power Automate Read More »

How to send an email with HTML table in Power Automate

Do you have the following requirements? You want create a HTML table in Power Automate from JSON data You want to send an email with HTML table in the body of the email using Power Automate If you have these requirements and you are wondering on how to accomplish the same, you are on the …

How to send an email with HTML table in Power Automate Read More »

How to make a field required dynamically in PowerApps canvas app

Do you have the following requirements for your canvas apps? You are using the form control in your canvas app and you want to make a field mandatory/ non-mandatory depending on business logic You are not using a form. However you have some input controls which should be made required depending on business logic. If …

How to make a field required dynamically in PowerApps canvas app Read More »

Display “Two Options” field of Common Data Service as checkbox on canvas app

Do you have the following requirements? You want to display dropdown items as checkbox inside a canvas app You want to display a Two option field of Common data service as checkbox inside a canvas app. If you have these requirements, then this blog might save your day. Well for anyone who is wondering what …

Display “Two Options” field of Common Data Service as checkbox on canvas app Read More »

How to pass an array from PowerApps to Power Automate

Do you have the following requirements? You want to pass an array from a Canvas App to a Power Automate You want to pass an array from Model Driven apps to Power Automate. You have to parse JSON data in your canvas app and perform further processing. If your requirement is similar to this, this …

How to pass an array from PowerApps to Power Automate Read More »

Approvals with External users in Power Automate without consuming Power Automate/ Flow license.

Do you have any of the following requirements? You wish to send an email to external users in Power Automate with Approve/ Reject option. You want to make sure that external users do not need a Power Automate license to approve/ reject. You tenant policies does not allow Guest user set-up. If you are having …

Approvals with External users in Power Automate without consuming Power Automate/ Flow license. Read More »

Save an incoming email in Outlook in SharePoint using PowerAutomate

Are you looking for the below requirements? You want to save incoming email from specific senders into a SharePoint document library. You want to export specific an email from outlook on demand and store it inside SharePoint document library If your requirement match any of these you are on the right place. And trust me …

Save an incoming email in Outlook in SharePoint using PowerAutomate 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 »

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 »

Get record and business process flow information in Power Automate flow step of Business process flow in Dynamics 365/ CDS

Are you having any of the following requirements? You need to execute a Power Automate flow from Business process flow step. You have configured a Power Automate flow to execute as Business process flow step and want to access the record which is displaying the business process flow. You want to work with the Business …

Get record and business process flow information in Power Automate flow step of Business process flow in Dynamics 365/ CDS Read More »

Set up external user (Azure ad guest user) access in Dynamics 365/ CDS instance

Do users from other organizations need access to your Dynamics 365 environment? Are you looking at knowhow to give Dynamics 365 license to external users? Are you trying to set-up Azure AD Guest users as users in Dynamics 365 environment? These are the questions I come across so often and if you are looking for …

Set up external user (Azure ad guest user) access in Dynamics 365/ CDS instance Read More »

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 …

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

Who can create environments in Power Platform admin center?

“Who can create environment(s) in Power Platform admin center?” “How can I restrict environment creation in Power platform admin center only to admins? These are the questions that keep popping up in almost every other PowerApps training I conduct. While Power platform is pretty familiar, this is a topic which is still a grey area …

Who can create environments in Power Platform admin center? 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 »

Manger can now view reportee's personal views in CDS/ Dynamics 365 – Did you know that?

How can one user see the personal views of another user in Dynamics 365/ CDS? Be the manager of the user or higher in position related to the user and enable hierarchy security. Well this one came as pure surprise. And all while I was working on a customer demo. All this time I was …

Manger can now view reportee's personal views in CDS/ Dynamics 365 – Did you know that? Read More »

Filter Gallery in Canvas app dynamically on CDS entity view(s)

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 Do you want to filter your Data source in Canvas app based on entity views in CDS? Do you want to filter your Gallery control dynamically based on CDS views? If you are …

Filter Gallery in Canvas app dynamically on CDS entity view(s) Read More »

Use environment variable to store your configuration data in Dynamics 365/ CDS – A complete guide.

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 What is the best way to store Configuration value/ global variables in Dynamics 365/ CDS? Can I move my configuration value across environments using Solutions in CDS/ Dynamics 365? Do I need an …

Use environment variable to store your configuration data in Dynamics 365/ CDS – A complete guide. Read More »

Bulk create CDS records in PowerApps canvas app

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 am back with another blog and this time it’s a blog on canvas apps. And quite an interesting requirement as well. It’s about creating accounts in bulk from a Canvas app. So …

Bulk create CDS records in PowerApps canvas app Read More »

How to set up Custom Url for PowerApps Portal/ Dynamics 365 Portal

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 So I am back with another blog on PowerApps portal and this time I going to discuss on how you can set-up custom URL’s for your PowerApps portal. So this blog is about …

How to set up Custom Url for PowerApps Portal/ Dynamics 365 Portal Read More »

Reset a PowerApps Portal – A Complete Guide

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 So I am back with another blog post on PowerApps portal. And again with a feature which is quite useful and used by a lot of users. In this blog I am going …

Reset a PowerApps Portal – A Complete Guide Read More »

Error Management in PowerApps/ Dynamics 365 Portals – A complete guide

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 So readers, I am back with another blog. And quite rightly, a blog on PowerApps portals. In this blog I am going to discuss about a pretty important topic – “Error handling in …

Error Management in PowerApps/ Dynamics 365 Portals – A complete guide Read More »

Diagnostic logging in PowerApps portals/ Dynamics 365 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 In this blog, I will explain diagnostic logging feature in PowerApps Portal. This blog is basically a sub-topic of this blog here. In that blog, I explained in-depth the complete error management in …

Diagnostic logging in PowerApps portals/ Dynamics 365 Portals Read More »

Display custom error page in PowerApps portals/ Dynamics 365 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 In this blog, I will explain how to display a custom error page in PowerApps portals or Dynamics 365 portals. This blog is basically a sub-topic of this blog here. In that blog, …

Display custom error page in PowerApps portals/ Dynamics 365 Portals Read More »

Understanding PowerApps Portal Checker

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 this blog post I am going to explain in detail about PowerApps Portal checker. If you have worked in prior versions of ADX Portals and then Dynamics 365 Portals find it easy …

Understanding PowerApps Portal Checker Read More »

Restrict PowerApps/ Dynamics 365 Portal access by IP address

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 this blog I am going to explain on how you can restrict access requests for PowerApps portal from specific IP addresses. Before I explain on how we can do it, let’s understand …

Restrict PowerApps/ Dynamics 365 Portal access by IP address Read More »

Clear cache in Dynamics 365/ PowerApps portals – A complete guide

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 “Clear cache to reflect the latest changes to a CDS or Dynamics 365 Environment in PowerApps or Dynamics 365 Portals”. A requirement which is required in almost portal application implementation. Whether you are …

Clear cache in Dynamics 365/ PowerApps portals – A complete guide Read More »

Show Custom Maintenance page for PowerApps portal/ Dynamics 365 Portal

If you have designed a portal for enterprise, chances are you need to make periodic deployments. Sometimes these deployments regular functional changes. Other times it may be installing a new update in your environment. Whatever the type of deployment is, you don’t want your portal users to encounter awkward issues or error when they try …

Show Custom Maintenance page for PowerApps portal/ Dynamics 365 Portal Read More »

Privileges required to configure a powerapps portal in Common Data Service (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.com I have been conducting a lot of PowerApps portal training lately and more often than not, I get this question – “Who can provision a portal?“. “What are the required privileges required to …

Privileges required to configure a powerapps portal in Common Data Service (CDS) Read More »

How to Provision a Portal for Common Data Service (Step by step guide)

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 this article we will walk through the detailed steps on how to provision a portal for Common Data Service (CDS). You can create a portal either in your new environment or in …

How to Provision a Portal for Common Data Service (Step by step guide) Read More »

How to manage PowerApps portals in your tenant

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 The introduction of PowerApps portals have been nothing less than revolutionary from the customer landscape. Common Data Service has been introduced sometime back. However when it came to portal capability, CDS customers were …

How to manage PowerApps portals in your tenant Read More »

Format Currency and Numbers in Microsoft PowerAutomate/ 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.com With every release of Power Automate, it continue to evolve in terms of performance and features. Every release come with some new actions and triggers which make implementation of real life solutions much …

Format Currency and Numbers in Microsoft PowerAutomate/ Flow Read More »

Set Date Picker in Canvas App to today's date by default

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 will be real quick. A small and effective one I should say. But before we go into the solution, let’s understand the problem statement here. My customer have a canvas app …

Set Date Picker in Canvas App to today's date by default Read More »

Restrict File Type in Attachment control in Canvas App

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 pretty cool and it was delight to achieve this. The requirement here is pretty simple. Customer have Dynamics 365 instance and they have a canvas app with Dynamics 365 (CDS) …

Restrict File Type in Attachment control in Canvas App Read More »

Get Next Month and Previous Month 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.com With each new release, Microsoft add new feature to Power Automate. And these new features does not cease to amaze every Power Apps consultant out there. But sometime the simplest of requirement take …

Get Next Month and Previous Month in Power Automate/ Microsoft Flow. Read More »

Associate and Disassociate records in Power Apps Canvas Apps

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 With every new release of Canvas apps, Microsoft add new features to it’s kitty. Today I will explain one of these features. And that is the ability to associate records in Canvas apps. …

Associate and Disassociate records in Power Apps Canvas Apps Read More »

Get Current User Information in Canvas Apps.

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 The introduction of Canvas Apps have completely changed the way of developing apps. App development was always a developer’s paradise. With canvas apps, it’s a level playing field for developer and Power Users …

Get Current User Information in Canvas Apps. Read More »

Execute a workflow programmatically from PowerApps Portals/ Dynamics 365 workflows

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 interesting. And I have actually written a post about a year back on the same topic. But with time, some of the methodologies mentioned in the post no longer work. …

Execute a workflow programmatically from PowerApps Portals/ Dynamics 365 workflows Read More »

Get Today’s date, format dates in Power Apps Canvas app

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 with date and time values are one of the most common requirements across implementations irrespective of the technology and the same applies to PowerApps canvas apps. And Canvas app have power functions …

Get Today’s date, format dates in Power Apps Canvas app Read More »

Use Navigate() function to pass data between two screens in PowerApps Canvas apps

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 Every now and then when you design a Canvas App, you may be required to accomplish the following requirements. Pass data from one screen to another while navigating to the new screen. Identity …

Use Navigate() function to pass data between two screens in PowerApps Canvas apps 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 »

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 …

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

Override createdon, modifiedon, createdby, modifiedby in Dynamics 365/ CRM {CRM Tips from the Vault}

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …

Override createdon, modifiedon, createdby, modifiedby in Dynamics 365/ CRM {CRM Tips from the Vault} Read More »

API to get Logged In User’s security role(s) name and ID in Dynamics 365 – Xrm.Utility.getGlobalContext().userSettings.roles. API bug has been fixed. Team role name no longer come as undefined.

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comIt feels great to write this post. Not because this the first time I am writing this post. But because last time when I wrote a post about this, there existed a bug in …

API to get Logged In User’s security role(s) name and ID in Dynamics 365 – Xrm.Utility.getGlobalContext().userSettings.roles. API bug has been fixed. Team role name no longer come as undefined. Read More »

Display Notification on Entity Home Page Grid 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.com In this blog I am going to explain on how you can show a notification on Entity Home Page grid. Please follow this blog to where I have been demonstrated to how to …

Display Notification on Entity Home Page Grid in dynamics 365/ CDS Read More »

Compare two columns in QueryExpression in Dynamics 365/ CDS SDK

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 A long awaited feature which has been asked by customers for over a decade has been finally introduced in the platform. And today I referred a blog post by my friend and fellow …

Compare two columns in QueryExpression in Dynamics 365/ CDS SDK Read More »

Could not find relationship for related entity field–Error when Exporting Contact Views to Excel

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 quite a shocker. Today my customer called me up and reported that whenever they are trying to export their contact views to excel, they are getting the below error. I …

Could not find relationship for related entity field–Error when Exporting Contact Views to Excel Read More »

How to determine if Form Type is Create or Update in Dynamics 365/ CRM Business rules {CRM Tips from the Vault}

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …

How to determine if Form Type is Create or Update in Dynamics 365/ CRM Business rules {CRM Tips from the Vault} Read More »

Create Record URL in Dynamics 365/ CRM to open in specific model driven app. You don’t need to use the appid

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 one of the most common requirement you will get. You are constructing a record URL and say you want to open it in Sales Hub. You can ask me what’s the …

Create Record URL in Dynamics 365/ CRM to open in specific model driven app. You don’t need to use the appid Read More »

Specify more than one JSONFormat value inside JSON function in canvas app

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 is a really simple trick which is required in so many. How can I specify multiple JSONFormat values inside JSON() function in canvas app? Before I go ahead and provide an answer …

Specify more than one JSONFormat value inside JSON function in canvas app Read More »

Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules

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 one of the simplest requirement as it gets and yet you may stumble upon it. Reading the subject of this blog you may wonder, come on business rule have this …

Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules Read More »

How to get CDS Optionset value in PowerApps Canvas apps

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Canvas apps have really taken the art of developing pretty neat apps for mobile platforms from a niche set of developers to a wide platform of developers, consultants and business users. And with Microsoft adding features to the Power platform framework every now and then, I …

How to get CDS Optionset value in PowerApps Canvas apps Read More »

Entity Forms/ Entity Lists not displaying in PowerApps portals/ Dynamics 365 Portals– Check if your page template support them

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 pretty interesting and boils down to the basics of how a web page show up in a portal. But unfortunately for consultants starting with portals, they need to directly jump …

Entity Forms/ Entity Lists not displaying in PowerApps portals/ Dynamics 365 Portals– Check if your page template support them Read More »

How to show confirmation when changing a stage in business process flow 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 Honestly I was not aware of this function sometime back and this was purely an accidental discovery. And guess what when I queried around, I found that it actually missed the cognizance of …

How to show confirmation when changing a stage in business process flow in Dynamics 365 Read More »

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 »

Error Code -2,147,158,525 during data import from excel file 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 This is a really quick one. And this is an error which you may face while trying to import an excel file in Dynamics 365/ CRM. The problem with this error is you …

Error Code -2,147,158,525 during data import from excel file in Dynamics 365 Read More »

Not able to connect to SQL Instance on port other than 1433, when trying to install Dynamics 365 {CRM Tips from the Vault}

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 CRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require …

Not able to connect to SQL Instance on port other than 1433, when trying to install Dynamics 365 {CRM Tips from the Vault} Read More »

Principal user (type=8) is missing prvReadXXX privilege in Dynamics CRM–You have verified user’s security role. What’s next? {CRM Tips from the vault}

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …

Principal user (type=8) is missing prvReadXXX privilege in Dynamics CRM–You have verified user’s security role. What’s next? {CRM Tips from the vault} Read More »

Emails Sent from Dynamics 365 are now visible in Sent Items of Outlook

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 Now this one has been an ask by so many Customers from a very long time. And it was quite difficult to explain why emails sent from Dynamics 365 are not visible in …

Emails Sent from Dynamics 365 are now visible in Sent Items of Outlook 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 »

Store Last 4 Digits of Social Security Number (SSN) in Dynamics 365/ CRM – No code approach

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 with Social security number (SSN) is probably a requirement you definitely encountered if you have worked for US customers. And here is one such common requirement – “Store the last 4 digits …

Store Last 4 Digits of Social Security Number (SSN) in Dynamics 365/ CRM – No code approach Read More »