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

Execute a Dynamics 365 workflow using code in Dynamics 365 portals/ PowerApps portals

2 Comments / CDS, Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

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 content of this post was no longer compatible with the latest version of Dynamics 365/ PowerApps portals. Please visit the blog post for detailed walk through on how to make it work …

Execute a Dynamics 365 workflow using code in Dynamics 365 portals/ PowerApps portals Read More »

Tag Metadata to your Notes documents and organize them in folders just like SharePoint – Introducing Notes Manager 3.0 from XrmForYou.com

Dynamics 365, Microsoft Dynamics CRM / By

It gives me great pleasure to announce the new CRM add-on from XrmForYou stable – Notes Metadata Manager utility from XrmForYou stable. Well Notes (Annotations) have existed in CRM since pre-historic times. And perhaps one of the most widely used feature in Dynamics till date since its inception. After all it gives a nice way …

Tag Metadata to your Notes documents and organize them in folders just like SharePoint – Introducing Notes Manager 3.0 from XrmForYou.com Read More »

{Quick tip} Why is my Interactive Dashboard not showing up in Unified Apps.

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Well this is very basic to say the least. But still sometimes in our regular day-day work we tend to miss out on one of the small steps and that eats into our precious time. If you already know this, there is no point in continuing with this blog. However if you are stuck in …

{Quick tip} Why is my Interactive Dashboard not showing up in Unified Apps. Read More »

Dynamics 365 Portal Authentication with Azure AD B2B Guest User.

Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

Azure AD B2B has been a boon for organizations working with partners for its various applications without losing control on corporate data. The capability of adding guest users and assigning them application is something which opens up a horizon on single sign on of enterprise applications. For details on Azure AD B2B, please visit this …

Dynamics 365 Portal Authentication with Azure AD B2B Guest User. Read More »

How to perform executeMultiple using WebApi in Dynamics 365/ CDS

1 Comment / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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 »

Add metadata to your SharePoint files, Drag & drop, Multiple Document Location, multiple documents at one go and many more–the new version of Sharepoint metadata manager & attachment uploader

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Pleasure to announce that we are releasing a new version of most successful utility – “SharePoint metadata manager and attachment uploader”. What does this new release contain? 1. Support for multiple document location feature for a record. Our previous versions of the tool relied on the …

Add metadata to your SharePoint files, Drag & drop, Multiple Document Location, multiple documents at one go and many more–the new version of Sharepoint metadata manager & attachment uploader Read More »

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

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 »

How to get formContext in HTML Webresource in Dynamics 365

7 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 »

Object reference not set to an instance of an object – error in Dynamics 365 plugin registration tool

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com To be honest, I have been getting this error for quite some time now, every now ever since I started working with Dynamics 365 SDK. And believe me it can give you a nightmare. Plugin registration tool is one such utility which we use everyday without …

Object reference not set to an instance of an object – error in Dynamics 365 plugin registration tool Read More »

How to integrate Dynamics 365 Plugin with Azure relay Hybrid connections without using Service end-point.

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I have been working on Azure integration with CRM a lot and frequently I see azure relay hybrid connection integration with Dynamics 365. And in most of the case, it is through registering the Service Endpoint in Plugin registration tool. While the above works really …

How to integrate Dynamics 365 Plugin with Azure relay Hybrid connections without using Service end-point. Read More »

Migrate document templates across environments in Dynamics 365

2 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com It was just another day at my office and my client’s developer just walked up to me and asked – “How do I move my document templates to one environment to another?”. He seems to have manually uploaded in the target environment but that is not …

Migrate document templates across environments in Dynamics 365 Read More »

Register events on Dynamics 365 forms – Did you know library name doesn’t matter?

4 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Registering an event handler for your form events or field events – Probably the most mundane stuffs that you would perform everyday if you a CRM consultant. But sometimes the simplest things have the greatest mysteries to unfold. Now here I was in a training session …

Register events on Dynamics 365 forms – Did you know library name doesn’t matter? Read More »

Get Web Api Version Dynamically in Dynamics 365/ DataVerse

DataVerse, Dynamics 365, Microsoft Dynamics CRM, Model driven apps / By

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 »

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

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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.

2 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 »

How to Add/ remove components in Dynamics 365 App for Outlook

2 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 Recently there was a requirement to change the Dynamics 365 App for Outlook  screen. Basically when you set up the default App for Outlook, the Sitemap contains just the Activities and the Dashboards. …

How to Add/ remove components in Dynamics 365 App for Outlook Read More »

Create web page, entity forms and entity lists using "Create Portal Content" feature in Dynamics 365/ PowerApps portals

CDS, Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 true potential of a portal is realized only when we expose the Dynamics 365 content on the portals. However as we all know, to expose the content end-end, we need to create …

Create web page, entity forms and entity lists using "Create Portal Content" feature in Dynamics 365/ PowerApps portals Read More »

Get FormContext in Sub-grid ribbon event in Dynamics 365 V9.0

6 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 After my last blog on getting the formContext and the client URL from a ribbon button on the form in Dynamics Version 9.0, I was simply taken back by the comments and was …

Get FormContext in Sub-grid ribbon event in Dynamics 365 V9.0 Read More »

Onload event does not fire when a record is saved in Dynamics 365/ CRM. What’s the workaround?

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comRecently I was working with a customer and came across a requirement where they needed to fire an event on client side every time once the data is saved successfully to process some post-save …

Onload event does not fire when a record is saved in Dynamics 365/ CRM. What’s the workaround? Read More »

Get Security role names of a logged in user in Dynamics 365. Dynamics 365 have an api for that.

1 Comment / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 contents of the POST has been removed since the methodology described in the POST has been deprecated by Microsoft. Check out the latest version of the post here to view the latest client …

Get Security role names of a logged in user in Dynamics 365. Dynamics 365 have an api for that. Read More »

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

2 Comments / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

*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 »

Get formContext inside ribbon event handlers in Dynamics 365

2 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comBefore Xrm.Page was deprecated, getting the client URL and access form attributes and controls were so easy in custom ribbon button handlers. AAll I needed to write to get the ClientUrl var clientUrl = …

Get formContext inside ribbon event handlers in Dynamics 365 Read More »

Retrieve Data using Alternate Key in Dynamics 365

2 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAlternate keys have been implemented some time back and by now I think most of the consultants working with Microsoft Dynamics are familiar with the concept of alternate keys.In case you are new to …

Retrieve Data using Alternate Key in Dynamics 365 Read More »

Delete field from managed solution in Target environment in Dynamics 365

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comDynamics CRM 2016 introduced the concept of solution segmentation, solution patching and cloning and indeed it has come a long way over the last 2-3 years. We are now exposed to CDM, flows, powerapps …

Delete field from managed solution in Target environment in Dynamics 365 Read More »

Provide permission to Model Driven App in Dynamics 365 V9.0

CDS, Dynamics 365, Model driven apps / By

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 Recently one of our customers upgraded to version 9.0 and suddenly and once the upgrade completed, they reported to us that they are not able to find permission for Apps under their security …

Provide permission to Model Driven App in Dynamics 365 V9.0 Read More »

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

6 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 »

Display Lookup as Dropdown in Dynamics 365 Portals/ PowerApps portals

Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comI have been working and providing training a lot recently on Dynamics 365 portals. And whenever I go over Metadata configuration of entity form the option – “Render Lookup as Dropdown” option excites the …

Display Lookup as Dropdown in Dynamics 365 Portals/ PowerApps portals Read More »

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

8 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 »

Automatically calculate Rollup fields in Dynamics 365 – A utility from XrmForYou consulting

CDS, Dynamics 365, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comFrustrated about customers complaining that Roll-up fields are not calculating at runtime? Abandoned rollup fields and went for something custom because customer couldn’t afford the calculation to happen every hour? The good news is …

Automatically calculate Rollup fields in Dynamics 365 – A utility from XrmForYou consulting Read More »

Set metadata for files uploaded in SharePoint from CRM – CRM and sharepoint integration -New version release announcement!

1 Comment / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps, SharePoint / By

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 We are delighted to announce the release of the next version of our tool – Sharepoint Attachment Extractor and Metadata Manager. For readers who are new to this tool, this tool enables you …

Set metadata for files uploaded in SharePoint from CRM – CRM and sharepoint integration -New version release announcement! Read More »

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

6 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 »

Show terms and conditions in Dynamics 365 Portals/ PowerApps portals

4 Comments / Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comWith the new version of Dynamics 365 Portals, it is now possible to enable General Data Protection Regulations (GDPR) in portals.You can throw up company terms and conditions page when a user is authenticated …

Show terms and conditions in Dynamics 365 Portals/ PowerApps portals Read More »

Change URL of Dynamics 365 Portal/ PowerApps portal

CDS, Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps portals / By

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 good news for portal users. With the latest Portal update, it is now possible to change the Base URL of a portal after it has been provisioned. To change the base URL …

Change URL of Dynamics 365 Portal/ PowerApps portal Read More »

Most Valuable Professional (MVP) award 2018-2019 – A big thanks to all my blog readers.

1 Comment / Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 big thank you note to all my blog readers without whom this has not been possible. It’s been a great journey so far and undoubtedly it’s my blog which has helped me …

Most Valuable Professional (MVP) award 2018-2019 – A big thanks to all my blog readers. Read More »

CRM on-premise and Sharepoint online integration–Common obstacles faced and their work-around.

4 Comments / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, SharePoint / By

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 start writing the details, first let me tell you why this blog. After all this is so nicely explained in the following link – https://technet.microsoft.com/en-us/library/mt171421.aspx Well, the above link contains all …

CRM on-premise and Sharepoint online integration–Common obstacles faced and their work-around. Read More »

Form design considerations and best practices for Dynamics 365 Mobile app

2 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 Spoiler alert! Unlike other blogs, I am not going to update you about any new feature. Rather I am going to share my project experience in handling multiple forms designed for your Web …

Form design considerations and best practices for Dynamics 365 Mobile app Read More »

Show Lookup Dialog dynamically using script in Dynamics 365

3 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 …

Show Lookup Dialog dynamically using script in Dynamics 365 Read More »

Modal alert/ confirm/ and error DIALOG in Dynamics 365

CDS, Dynamics 365, Microsoft Dynamics CRM, Model driven apps / By

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 …

Modal alert/ confirm/ and error DIALOG in Dynamics 365 Read More »

{Thank You Note} It’s 50 not out and counting for our SharePoint Attachment Uploader and Metadata Manager tool

Microsoft Dynamics CRM / By

A big thanks to all our customers who has helped us in our journey so far. Without your support, we would not have been able to reach this far. A new version of the tool awaits with new feature and UI and is going to be released soon. Thanks a lot for your support   …

{Thank You Note} It’s 50 not out and counting for our SharePoint Attachment Uploader and Metadata Manager tool Read More »

Entity and EntityCollection as output parameters in Dynamics 365 action – return your custom class objects too

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comOne of the great features that got introduced with Dynamics 2013 was Actions. With time more & more improvement came in with Actions and today Actions are one of the most powerful extending features …

Entity and EntityCollection as output parameters in Dynamics 365 action – return your custom class objects too Read More »

Show custom buttons on user Registration Page in Dynamics 365 Portals/ powerApps portals

8 Comments / Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comRecently I had a requirement where my customer wanted to put a Cancel button in the registration screen of Dynamics 365 Portal. To explain the requirement, the OOB screen looks like below. What my …

Show custom buttons on user Registration Page in Dynamics 365 Portals/ powerApps portals Read More »

Understanding Hierarchy security – Manager Hierarchy, in Dynamics 365/ CDS

4 Comments / CDS, Dynamics 365, Microsoft Dynamics CRM, Model driven apps / By

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 Manager Hierarchy was introduced way back with 2015 Online Update 1. And you might be wondering why this blog after years this feature has been introduced? Well I can assure you, you won’t …

Understanding Hierarchy security – Manager Hierarchy, in Dynamics 365/ CDS Read More »

Allow single record in To recipients field of an Email in Dynamics 365/ CDS

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 Nothing like real time requirements and here is another one. Customer walks in and puts in his requirement – “Users should not be able to select more than one record in the To …

Allow single record in To recipients field of an Email in Dynamics 365/ CDS Read More »

Allow only queue or only user record in from field of an Email in Dynamics 365/ CDS. And it’s not using unsupported scripts

2 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 an old topic which is getting discussed since CRM 2011 or I think even before that. You must be wondering, why I am digging out history here. Well there has been …

Allow only queue or only user record in from field of an Email in Dynamics 365/ CDS. And it’s not using unsupported scripts Read More »

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

1 Comment / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, powerapps / By

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}

1 Comment / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 »

Certificate not visible in IIS server post import

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 proceed with the post. let me clear this out. There is nothing special about IIS server where CRM is installed. It applies to all IIS servers. However being a devotee of …

Certificate not visible in IIS server post import Read More »

workflow not visible in Profiler in Plugin Registration Tool

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 Recently I was conducting a training where I was doing a demo on how to debug a Custom Workflow activity step using the profiler in plugin registration tool. So here I was explaining …

workflow not visible in Profiler in Plugin Registration Tool Read More »

You need a Dynamics 365 Security role to continue – Error when user is having only team security role in dynamics 365

3 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 behavior explained in this blog has changed a little with introduction of new Azure AD Group teams in Dynamics 365 April 2019 release. To know more about it, click here. Recently I …

You need a Dynamics 365 Security role to continue – Error when user is having only team security role in dynamics 365 Read More »

Hide Relationships on Dynamics 365 for Phones App – owner relationship

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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 have evolved over the years and with time it has become a really vast tool. So many features are in there that we may not have used till now in all our …

Hide Relationships on Dynamics 365 for Phones App – owner relationship Read More »

The user does not have read permissions to a secured field in Dynamics 365

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 CRM never ceases to throw surprises to me and this even applies to the functionalities which were introduced way back in CRM 2011. Recently in a session I was demoing field security …

The user does not have read permissions to a secured field in Dynamics 365 Read More »

More than one record in Dynamics 365 pointing to the same folder in Sharepoint – Dynamics 365 and Sharepoint integration.

Microsoft Dynamics CRM / By

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-Sharepoint integration – This topic has certainly lost the steam by now and anybody working in dynamics over the last 7-8 years have tried it out so many times. Done and dusted topic, …

More than one record in Dynamics 365 pointing to the same folder in Sharepoint – Dynamics 365 and Sharepoint integration. Read More »

Qualify lead not working in Dynamics 365 on-premise

1 Comment / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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 working with Customer IT Team on a Dynamics 365 project and we have been doing kind of fancy stuffs, new features and what not. And suddenly we are being reported …

Qualify lead not working in Dynamics 365 on-premise Read More »

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

7 Comments / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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 »

Based on “Entity” in Dynamics 365 Sharepoint integration

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, SharePoint / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I was handling a training in Dynamics where I was demoing the OOB CRM SharePoint integration. Client was already using the OOB CRM-SharePoint configuration using entity based folder structure. Anyone getting confused what is meant by entity based folder structure? Well while configuring you get …

Based on “Entity” in Dynamics 365 Sharepoint integration Read More »

Documents link not visible in Related section after enabling Dynamics 365 sharepoint integration. How to resolve?

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, SharePoint / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I was in a training for a client where I was demoing the CRM – SharePoint  OOB integration. So I enabled the integration and then also enabled the Account Entity for Document Management. However when I opened a Contact and tried to Navigate to the …

Documents link not visible in Related section after enabling Dynamics 365 sharepoint integration. How to resolve? Read More »

{Fixed} Metadata contains a reference that cannot be resolved in Dynamics 365 – How to resolve?

2 Comments / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently one of our customers upgraded to Version 9.0 from D365 8.2 and then all of a sudden all the console jobs which used to connect to Dynamics CRM and were scheduled as batch jobs started failing. Checking the event viewer we found out the following …

{Fixed} Metadata contains a reference that cannot be resolved in Dynamics 365 – How to resolve? Read More »

How to Debug Javascript webresouces in Dynamics 365 for phones

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com First of all Happy New Year to all my blog readers. It’s been sometime I have been writing something and I love the fact that I am back at quite early stage of the year. New year, new assignment and on the very first week I …

How to Debug Javascript webresouces in Dynamics 365 for phones Read More »

Set up Password restrictions for User Registrations in Dynamics 365 portal/ Powerapps portals

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 working on Dynamics 365 portals (previously ADX portals) for some time now and recently I got a question on how to enforce Password restrictions during user self registration or redeeming …

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Show the top record from an entity list in Dynamics 365 portals/ powerapps portals using liquid

Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps, powerapps portals / By

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 more of my recent articles on ADX portals and this blog I am going to write on how to select the topmost record from an entity view using query filters. …

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Create a HTML table dynamically from Entity List in Dynamics 365 portals/ powerapps portals using liquid

Dynamics 365, Microsoft Dynamics CRM / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAfter my recent posts on Dynamics 365 portal, I came across a question on how to dynamically load an entity list in a web-page. For people knowing on how to use Liquid, basically the …

Create a HTML table dynamically from Entity List in Dynamics 365 portals/ powerapps portals using liquid Read More »

toggle entity forms in Dynamics 365 portals / powerapps portals using liquid

CDS, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps, powerapps portals / By

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 As I have been working mostly on Dynamics 365 portals, here goes another D365 portal post. So here is the requirement. The portal customer applies for loan and then views the status of …

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Learn about invitations in Dynamics 365 portals/ Powerapps portals

10 Comments / Dynamics 365, Microsoft Dynamics CRM / By

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’s been sometime that I have written a blog. Has been a lot for the past 2 months, personally and professionally and finally I am delighted to pen this down. Has been working on …

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disable external authentication in Dynamics 365 portals/ Power apps portals

Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

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 posts, I have explained on how to enable custom authentication for your Dynamics 365 portals (ADX portals) with Identity providers like Azure Active Directory & Google/ facebook. Link for  …

disable external authentication in Dynamics 365 portals/ Power apps portals Read More »

Dynamics 365 Portal/ powerapps portal Authentication with with Google Account

3 Comments / Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps portals / By

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

18 Comments / CDS, Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

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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on change event in dynamics 365/ CDS editable sub-grid.

6 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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’s been some time that I wrote a blog. Been busy with the deliverable and tied up in loads of personal stuffs. However finally took out the time to pen down this small post …

on change event in dynamics 365/ CDS editable sub-grid. Read More »

Error: Object does not support property or method “setSrc” in Dynamics CRM outlook client

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 Recently my customer integrated their Dynamics CRM with outlook client. Everything was going fine until they reported that reported that when the CRM fields for Email entity are loading in Outlook client, they …

Error: Object does not support property or method “setSrc” in Dynamics CRM outlook client Read More »

flexible autonumber solution for Dynamics 365/ CDS with uniqueness guaranteed

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 pleased to announce the new Auto Number tool from the stable of XrmForYou.com. Before I walk you through all the features and how you can use the tool to your benefit, …

flexible autonumber solution for Dynamics 365/ CDS with uniqueness guaranteed Read More »

Update rollup field in dyanmics 365 form on-deman

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 Could not explain much about this utility with the title, so let me detail out the requirements here. Roll-up fields are great and here I am not going to talk about how it …

Update rollup field in dyanmics 365 form on-deman Read More »

Use Opportunity and leads in Interactive Service Hub in Dynamics 365

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 As a dynamics CRM consultant, you come up with variety of requirements from customers. Some we achieve easily using the OOB ways with some customizations, some others need a complex workaround and then …

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debug javascript webresource in Dynamics 365 mobile and tablet app

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

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 No I am not going to put any MSDN link or try to explain how can you debug your scripts in tablet forms efficiently. After all we are in the world of interesting …

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Delete all child records when a parent record is deleted in Dynamics 365 using Power Automate/ Microsoft Flows

1 Comment / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps, Power Automate / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comHere comes another requirement and here comes Microsoft flows again to bail me out. So let’s see what the requirement was and let’s see how can we implement Microsoft flows to achieve these easily …

Delete all child records when a parent record is deleted in Dynamics 365 using Power Automate/ Microsoft Flows Read More »

Upload metadata for sharepoint documents from Dynamics 365. Dynamics 365 and sharepoint integration

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, powerapps / By

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 First of all, I can thank more to the Linked In community for the overwhelming response on our SharePoint Attachment Extractor and metadata manager tool. Your feedbacks, your comments and your patronage keeps …

Upload metadata for sharepoint documents from Dynamics 365. Dynamics 365 and sharepoint integration Read More »

Delete attachments from SharePoint folder when a record is deleted in Dynamics 365 using Power Automate/ Microsoft Flow

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, SharePoint / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comOff late, I have been working with Microsoft flow and boy! I am liking it. It is cool and specially considering the fact that it simplifies whole lot of stuffs that you would normally …

Delete attachments from SharePoint folder when a record is deleted in Dynamics 365 using Power Automate/ Microsoft Flow Read More »

Refresh Quick View form control using client/ XRM API in dynamics 365/ CDS

CDS, Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, Model driven apps / By

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 Recently I came across a requirement where the customer needed to refresh the quick view form on an entity on change of the related field programmatically. So let me explain the requirement here. …

Refresh Quick View form control using client/ XRM API in dynamics 365/ CDS Read More »

Multiselect Picklist control in Dynamics CRM with support for editable grids and Data import feature

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Thanks for your overwhelming response to our Multiselect control for Dynamics CRM. Thanks to everyone for your queries for the tool and liking it as well. In case you have missed our earlier post regarding the multi select control for Dynamics CRM, you can jump to …

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How to configure Multi-select picklist control in Dynamics CRM.

3 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Very happy new year to all of my blog readers. This is my first post of the year and it could not have started in a better way. I am delighted to announce the new “Multi-Select Picklist control” from XrmForYou.com tools library. Showing a picklist attribute …

How to configure Multi-select picklist control in Dynamics CRM. Read More »

{Dynamics CRM/ 365 + Clone/Copy} Clone/ Copy your records and relationships in one click–Record cloner for Dynamics

Dynamics 365, Microsoft Dynamics CRM / By

I am delighted to introduce to you our new tool from XrmForYou.com. The tool allows you to configure and clone records in Dynamics with just a few clicks. Apart from the main record you can clone associated relationships as well (1:N) and (N:N). No customizations needed set up cloning. All in few clicks. So let’s …

{Dynamics CRM/ 365 + Clone/Copy} Clone/ Copy your records and relationships in one click–Record cloner for Dynamics Read More »

{Dynamics 365 + Microsoft Apps} In-depth walkthrough on how to build and configure your own app using the App Designer

3 Comments / Dynamics 365, Microsoft Dynamics CRM / By

I have exploring the features of Dynamics 365 for sometime now and was just exploring this. Initially I was not some what reluctant to start getting hands on with this. But with time, as I started exploring, I started liking it more & more & more. And the reason? Well, it’s just configuration. You do …

{Dynamics 365 + Microsoft Apps} In-depth walkthrough on how to build and configure your own app using the App Designer Read More »

{Dynamics 365 + Editable Grids} Rearrange columns on the fly and maintain view groupings and switch display mode in Dynamics 365 editable grids.

Dynamics 365, Microsoft Dynamics CRM / By

Editable grids are here and how and it’s WOW. Probably the most awaited feature of the Dynamics CRM since its inception. The entire community is going gaga over it and why not? No this is not a blog post which tells you how to enable and configure editable grids. There has been lot of great …

{Dynamics 365 + Editable Grids} Rearrange columns on the fly and maintain view groupings and switch display mode in Dynamics 365 editable grids. Read More »

{Dynamics 365 New Features} Explore the new OOB Actions available with Dynamics 365

2 Comments / Dynamics 365, Microsoft Dynamics CRM / By

Some more research and yet another blog post to highlight another excellent feature of Dynamics 365. I have been extoling Dynamics 365 and I am tired as the more I explore, the more I get amazed by it. So without wasting much time, let me straight get to the point here. With Dynamics 365, a …

{Dynamics 365 New Features} Explore the new OOB Actions available with Dynamics 365 Read More »

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

Dynamics 365, Microsoft Dynamics CRM / By

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

1 Comment / Dynamics 365, Microsoft Dynamics CRM / By

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 + Role Privilege} Record Privilege Checker for Dynamics CRM

1 Comment / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Recently I had a requirement where our client’s support and maintenance team wanted a feature through which they can view the privileges for a record for all active users in the system. Ok, let me take a moment to explain here. Suppose the support team wants to run a regular security check and identify what …

{Dynamics CRM + Role Privilege} Record Privilege Checker for Dynamics CRM Read More »

{Dynamics CRM + Sharepoint Metadata} Dynamics CRM – SharePoint Metadata Manager & Attachment Extractor

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

It’s been sometime I have written a blog and this is because me and some of my extremely talented team members were in neck deep work developing this new tool from the stable of www.XrmForYou.com I am extremely delighted to share with you this wonderful tool which we have developed after carefully considering multiple feedbacks …

{Dynamics CRM + Sharepoint Metadata} Dynamics CRM – SharePoint Metadata Manager & Attachment Extractor Read More »

{Dynamics 365/ CRM forms} Programmatically access controls from a system form of an entity in Dynamics CRM

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

It’s been sometime I have published a blog article as I am in neck deep work in some tool development. But still I could not resist myself from penning down this interesting stuff which I came across recently and share with all my readers. Recently I came across a customer requirement where they needed to …

{Dynamics 365/ CRM forms} Programmatically access controls from a system form of an entity in Dynamics CRM Read More »

{Dynamics 365/ CRM + Role Based Views}–New and Improved version of Role Based Views Configurator for Dynamics CRM

Dynamics 365, Microsoft Dynamics CRM / By

It’s been some time that I could devote time to my blog and that’s because myself and my entire team was in neck deep work revamping the Role Based View configurator in Dynamics CRM. It gives me great pleasure to release the latest version of Role Based Views. The latest version is a completely revamped …

{Dynamics 365/ CRM + Role Based Views}–New and Improved version of Role Based Views Configurator for Dynamics CRM Read More »

{Dynamics CRM/ 365 + Views}–Create a view to show security roles assigned to user along with roles the user inherits from the team

1 Comment / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

The title might be confusing. So let’s straightway jump to the requirement here. Our client a role lookup on custom entity form and on click of the lookup, the user should be presented with a view with a view which shows the security role directly assigned to the user along with the security roles the …

{Dynamics CRM/ 365 + Views}–Create a view to show security roles assigned to user along with roles the user inherits from the team Read More »

{Dynamics CRM + Upsert} Execute Upsert request from client side in Dynamics CRM

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Upsert request was introduced in Dynamics CRM 2015 Online Update 1 and on-premise customers got a flavour of it from CRM 2016 onwards. After this feature has been introduced, it has been used so much that writing anything on it is now hackneyed. However just when you feel you have done it 100 times, you …

{Dynamics CRM + Upsert} Execute Upsert request from client side in Dynamics CRM Read More »

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

2 Comments / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

“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 »