Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With every release of Dynamics 365, there is something always new for developers. In my last blog I explained about the enhancement in Xrm.WebApi.navigateTo method. Today we will discuss in detail about the new “addOnLookupTagClick” method introduced in Release wave 1, 2020. So what does …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With PowerApps release wave 1 2020, Microsoft have released quite a few features under the hood. While some have hogged the limelight, others continue to evolve in the platform like hidden gems. And one of them is the enhancement in much loved Xrm.Navigate.navigateTo API. Now …
How to Show Dynamics 365/ CRM form in a modal window? Use Xrm.Navigate.navigateTo Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Well this one came as pure surprise and I got to know of this one only after one of our customer enabled 2020 Release wave 1 feature in one of their SandBox environments and updated us that search on entity grids is not working as …
Introduction of Dynamics 365 AI has been a game changer in the field of Dynamics 365 and personally I have seen that mentioning this feature many a times drive the decision makers to choose Microsoft CRM over it’s competitors. And if you are a Dynamics consultant, it’s obvious that you are have either read it …
Talking points in Dynamics 365 AI for Sales–Gotchas! 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 am going to walk you through on creating a PCF control step by step from scratch. Technically speaking it will be through a series of blogs. However this is …
Create PowerApps Component framework (PCF) controls – A Complete hands-on 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 our previous article, we learnt how to build and deploy our custom control to CRM environment. To test it, I will use the account entity. I will create three fields first in …
Part 6 – Embed your Power Apps Component Framework (PCF) control on CRM form 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 article is a part of series of blog posts on Custom component framework topic. In order to get the context I would suggest to get started from beginning. Now that we have …
Part 5 – Build, Test and Deploy your Power Apps Component Framework (PCF) Custom Control 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 article is a part of series of blog posts on PowerApps Component Framework (PCF). In order to get the context I would suggest to get started from beginning. Let’s continue from where …
Part 4 – Develop your Power Apps Component Framework (PCF) control UI and events 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 As I explained in the previous article we are going to develop a file control with a submit button. So we need to prepare the Manifest file. As I explained earlier, manifest file …
Part 3- Set-up Manifest file for your PowerApps Component Framework (PCF) 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 article is a part of series of blog posts on Custom component framework topic. Please start from beginning to get the context. For this article I will use Visual studio 2017 for …
Part 2: SET up development environment for PowerApps Component Framework (PCF) Project 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 article is a part of series of blog posts on Custom component framework topic. In order to get the context I would suggest to get started from beginning. Let’s not get to the …
Part 1: Understanding PowerApps Component Framework (PCF) and control lifecycle 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 Today I was just searching some stuffs on Custom Controls and then stumbled upon this link – https://docs.microsoft.com/en-us/business-applications-release-notes/October18/microsoft-flow/custom-controls-in-business-process-flows Although the documentation tell that it is possible to embed custom controls in Business Process …
Insert Custom Controls in Dynamics 365/ CDS Business Process flows 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.comWell this blog is pure serendipity. I was doing something else when I discovered this sitting quietly in Dynamics (not sure when it came in) and then I explored it. What I am talking …
What is “Toast Notification Display time” 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 Off late I have been getting loads of queries regarding this topic and whenever I get this one, I always provide the below link https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/azure-ad-b2c However more often than not I find them …
Azure AD B2C integration with Dynamics 365 Portals/ PowerApps portals Read More »
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 Very nice tip for many who may still need the classic UI
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 recently conducted training on Dynamics 365, I dealt a lot with the Power Platform admin center and could find that while there is great awareness of the CDS and how does …
Data policies (DLP) in Power platform admin center 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 Lately working on Microsoft flows these days where I am helping my customer to migrate Dynamics 365 workflows to Microsoft flow. One of the workflow was using a timeout condition with Duration Timeout …
Set TimeOut or wait condition 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.comFlows are the new path on which every Dynamics 365 consultant is treading now and while you move along, you discover many new stuffs on your journey.And one of them is when customer walked …
Invoke Power Automate/ Microsoft Flow from plugin 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 Well this has long been awaited for. And how many times I had my customer walking up to me and ask – “I have an existing field. Do CRM provide Autonumber feature? Can …
Create a AutoNumber field from your existing Text field 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.comAfter my last blog on canvas app and OPEN API, I would say this one is pretty basic. However time and again I keep hearing kind of similar questions based on this topic and …
Enable Custom entity for email in Dynamics 365/ CDS Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This content has been update with the introduction of new capabilities in Canvas Apps. Please follow this link for updated content. Debajit DuttaBusiness Solutions MVP
This post is being referred from this previous post. The explanation of the highlighted parts of is explained in the parent link. { “swagger”: “2.0”, “info”: { “description”: “API to save signature as base64”, “version”: “1.0.0”, “title”: “UpdateSignaturetoAccount”, “termsOfService”: “https://<your domain for http trigger>.westus.logic.azure.com/terms-of-service”, “contact”: { “name”: “Debajit Dutta”, “url”: “http://www.xrmforyou.com”, “email”: “debajit.dutta@xrmforyou.com” } }, …
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 »
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 »
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 »
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 …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com A very interesting read from my colleague
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 …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Another wonderful and utility post from my friend and fellow MVP Deepesh Somani
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 »
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 »
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 »
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 »
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 »
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 …
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 »
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 …
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 …
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 »
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 »
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 »
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 »
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 …
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 …
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 …
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 »
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 »
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 »
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 »
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 »
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 …
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 »
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 »
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 …
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 …
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 »
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 »
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 …
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 »
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 »
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 »
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 »
Awesome read on live assist
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 …
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 Came across this interesting article from Ten Folds. Thought of sharing – https://www.tenfold.com/cti/6-tips-for-cti-crm-integration
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 …
toggle entity forms in Dynamics 365 portals / powerapps portals using liquid 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 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 …
Dynamics 365 Portal/ powerapps portal Authentication with Azure Active Directory 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.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 »
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 …
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 »
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 »
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 …
Use Opportunity and leads in Interactive Service Hub 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.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 …
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 …
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 …
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 »
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 »