These days Power Platform and specially Power Apps have taken over and erstwhile Dynamics 365 products have taken a backseat. However some of the old features are still gold today and one of them is the Document template feature introduced 3-4 year back. Back then when it was released, it was quite a thing. It’s …
How to delete and share personal document templates in Dynamics 365/ DataVerse Read More »
I have working a lot recently with visual studio code and why not. I am into Power platform and with power platform developer extensions focused more on client side technologies, I association with visual studio code shall be for long. And whenever I develop PCF Controls, I am on this platform. Where you are an …
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 …
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 …
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 »
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 »
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 …
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 »
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 …
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 …
“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 »
I am back with another blog topic and this time it is about business rules in canvas apps. If you have been working on Dynamics 365 / CDS, you must be aware of business rules. In case you are no aware of business rules, I strongly recommend to go through the Microsoft documentation before proceeding. …
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 …
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 »
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 »
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 »
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 …
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 »
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 »
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 »
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 »
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 »
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 …
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 »
This article focus on the recent changes in SLA Changes in Dynamics 365 including the much awaited feature to configure more than one SLA for an entity and a host of other new enhancements by Microsoft. Very informative post by Prashant Kumar Mayura Check out my recent posts: Hope this helps! Debajit Dutta(Business Solutions MVP)
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 »
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 »
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 »
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 »
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 »
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 …
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 »
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 compact and quick insight into how you can query CDS database using C#
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 Custom Button on Dashboard not displayed in Dynamics 365. Check this out! Awesome blog by Ketan on this topic.
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 …
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 …
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 »
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 For a long time this has been the ask by so many customers. Show a notification message bar on a Dashboard. Very similar to the application message you see on the Application message …
Show Notification on Dashboards in Dynamics 365/ CDS Read More »
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 »
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 Compare two columns in Fetchxml in Dyanmics 365. A new feature introduced in Dynamics 365 and wonderfully articulated by Nishant Rana
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 …
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 …
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 updated content can be found in the below links. Qualify lead in Dynamics 365 without creating opportunity or contact or account – Plugin approach Qualify lead in Dynamics 365 without creating opportunity …
Qualify lead in Dynamics 365 without creating contact or Account Read More »
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 …
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 »
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 …
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 »
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 »
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 …
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 »
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 …
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) …
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 …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Sometimes the finest of functionalities escape our eye. And this is really one such feature in Dynamics 365 Web API. And I discovered when a requirement came along. The requirement was to fetch …
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 better solution for this problem has been discussed here. Please refer to the linked post. Debajit Dutta (Microsoft MVP)
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 …
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 CDS have really brought back the concept of XRM with a bang. With Common Data Service (CDS) and Common Data Model (CDM), consultants and business are developing Model driven apps on the fly …
How to share a Model Driven App with user from PowerApps Maker Portal Read More »
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 Hi All, I am back with one more tip from Power Automate. In this blog I am going to show you on how to get current date in your Power Automate flows.And with …
Get Today’s date in Power Automate/ Microsoft Flow Read More »
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 PowerApps portals are highly configurable stuffs. And most of the configurations related to authentication can be achieved using Site Setting. The hard part is there are so many site settings that is very …
Set Password restrictions in Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comQualifying a lead Dynamically using WebApi is a requirement which is so common across Dynamics 365 Sales implementation. Although there is a Qualify button on the Lead form, many a times we need to …
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 Power Automate Compose function is indeed quite powerful and if you have designed a complex flow, chances are you have used it in one of the flow steps.However there are so many hidden …
Convert an Array to string in Power Automate/ Microsoft Flow Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com If you have worked on PowerApps portal project, you are probably aware of Web Roles. Web Roles are security roles in PowerApps portals through which you can control the access of a 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 This is an issue that was recently reported to me. One of the developers from my customer team was trying to provision a portal for their Dynamics 365 environment. But unfortunately he was …
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 …
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 Microsoft Power Automate have indeed have lot of power in its Kitty. It has all the functions required to perform the minute operations that are required to perform our day to day task.And …
Convert string to Date in Power Automate/ Microsoft flow Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comOur life as consultants can be quite amusing. Sometimes we have a customer who complains about a simple feature not being present in Dynamics 365 and then when Microsoft finally puts it on the …
Prevent Save and create new on Quick create form in Dynamics 365/ CDS Read More »
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 …
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 …
Custom “Qualify Lead” button on Dynamics 365 Form {CRM tips from the vault} Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comWay back when Power Automate was introduced, there was no way to export Flow run history. As surprising it may sound today, there was no way to export the flow run history when flow …
Export Power Automate/ Microsoft flow run history Read More »
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, if your server side synchronization is not working for Production environment, then this blog may not help you. This only applies if your environment is in SandBox mode. Now when …
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“Starting from templates is a great way to start learning flows” – This is one of the recommendations I learned during my preparation for Microsoft Certification.And I realized it today when I had to …
Copy Notes with Attachments when a lead is qualified to Opportunity in Dynamics 365 Read More »
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 Few months back I wrote an article on File Data type in Dynamics 365/ CDS where I explained the details of this data type and explained how you download the content of the …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com If you are directly on this blog, I suggest you go through the first blog of this series. In our previous blog, we created the SharePoint Add-in. In this blog we shall be …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Before I go ahead, while this blog depicts on how you can generate the Authentication token to integrate between Dynamics 365 and SharePoint, this can be applied to any application trying to authenticate …
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 that blog I explicitly mentioned on the problem of using EntityCollection as output parameter and suggested a possible solution to that. After multiple request from my blog readers, I am writing this …
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 all love Business Process flows. And why not? Their introduction have solved the age old problem of visualizing a record as and when it progress through multiple stages. Typically lead and opportunity …
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 Assign – an age old functionality which is there since the time I started working in CRM which dates way back to 2011. So much we have seen about Assign that whenever I …
Stop Assign functionality based on Business Logic using Client API in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com These functions have been introduced way back in 2011 but till date I believe this is one of the least used features of Dynamics 365 Client API’s. And partly because of the fact …
Scope of getSharedVariable and setSharedVariable functions in Dynamics 365 Client API Read More »
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 article, I described in detail about Mobile Offline filters. Unlike the previous blog, this one is going to be real short. In this blog I am just going to discuss …
Configure conflict detection for mobile offline synchronization in Dynamics 365 Read More »
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 Trust me we all know about the offline feature of Dynamics 365 Mobile App. And if you ask even experienced Dynamics consultants on how to enable an entity for offline, the answer …
Configuring Mobile Offline profiles in Dynamics 365 for Offline Sync on mobile devices Read More »
Follow my blog for interesting topics on Dynamics 365, Portals and Power Platform. The world is into mobile devices and Dynamics 365 is not left far behind. With unified interface, user’s are now getting seamless experience across all devices starting from web browser in desktop clients, to phones and tablets. Dynamics 365 is well and …
How to get device location in Dynamics 365 for Mobile Read More »
For training, consulting and our products, please write to us at – info@xrmforyou.com Recently I faced this scenario where I needed to determine based on whether I am on-premise or online, I needed to write my logic accordingly. We have our popular Sharepoint Utility which is used by a lot of customers and we had …
This is an error I was facing while trying to download file using Xrm.Navigation.openFile. I was trying on unified interface on web browser. Tried on all browsers and I was getting this error. Below is my code which I was trying. var file = { fileContent: “YWJjZA==”, //Contents of the file. fileName: “test.txt”, //Name …
I got this requirement recently and wanted to share with my readers. Quite a cool feature actually and some common requirement. So there is a ribbon button on a entity form. When the ribbon button is clicked, it should query an annotation attachment, get the content and then throw the file save dialog option to …
Well every week I am writing one blog for the numerous people who are reaching out to me and asking to put down blogs with some basic info consolidated in a place. If you are new to Dynamics 365, docs can be overwhelming. So here is a quick summary of all the important user properties, …
Get user settings in Dynamics 365/ CDS client API Read More »
And I just faced this an hour back as I was reviewing a piece of code. Can’t paste the actual code but the code was kind of similar to this. Check for the highlighted part where the code check for innererror property. So if your code is referring to this property it is no longer …
I had this requirement lately and the first time I heard this I thought, is this even possible? But then I never doubt about the every increasing capability of canvas apps. So decided to do a search. And guess what! Found this wonderful documentation here with a complete solution. https://powerapps.microsoft.com/en-us/blog/using-business-process-flows-in-a-canvas-app/ I am simply falling in …
Designing Business process flows for your canvas apps Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Ever since Xrm.Navigate.navigateTo has been introduced, it has been a big relief for consultants and customers alike. After all the ability to open a modal dialog was required so much but was missing for quite some time. But as everyone rushed in to implement the …
Get formContext inside Webresource in Dynamics 365 Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Xrm.Navigation.openForm – A function which has been used by almost every consultant to open a entity record whether existing or new record. This is a function which as a developer and Dynamics consultant, I believe is one of the most under utilized function. This function …
Switch Business process flows in Dynamics 365 – Use Xrm.Navigation.openForm Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This post is not about configuring Notes section on PowerApps portals. There are few good articles out there already and not to forget, the portal documentation on Microsoft Docs is pretty neat as well. Well this one is about the question I regularly come across …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com If you have ever worked in Dynamics 365 implementation then it is almost certain that you must have played around with ribbons. And more often than not you must have faced scenario where you have multiple enable and display rules on the form and not …