Role Based views in DataVerse/ Dynamics 365
Show/ hide views in Dynamics 365 based on security roles
Dynamics 365
How to use Quick find view to search records in DataVerse/ Dynamics 365 programmatically using Web API
Hello everyone and welcome to my blog. In today’s blog I will discuss an interesting topic on how to perform search queries using Quick find view in DataVerse/ Dynamics 365 through WebApi endpoint. In DataVerse, Quick find view drives the results of searching in the search text box of an entity. If we have a …
How to write plugins in DataVerse using low code PowerFx functions.
Hello everyone and welcome to my blog. In today’s blog I will discuss about a very interesting feature that I came across – Low code plugins in DataVerse. Before I go ahead and get started, please note that this is an experimental feature. You can learn about this in Microsoft Documentation. Through my blog I …
How to write plugins in DataVerse using low code PowerFx functions. Read More »
{Solved} Dynamics 365 App for outlook missing from Sitemap in DataVerse/ Dynamics 365
Hello everyone and welcome to my blog. In today’s blog I will discuss about an issue I encountered while enabling Dynamics 365 App for Outlook in a DataVerse environment. Through my blog I share interesting tips and discuss on latest releases of Microsoft.NET technologies, Dynamics 365 and Power Platform, SharePoint and Client scripting libraries. Please subscribe …
{Solved} Dynamics 365 App for outlook missing from Sitemap in DataVerse/ Dynamics 365 Read More »
Filtering attributes for DataVerse plugins registered on Create – How to execute them for specific field changes only.
Hello everyone and welcome to my blog. In today’s blog I will discuss about filtering attributes for Plugins on Create message in DataVerse/ Dynamics 365. The blog will cover the following topics. Through my blog I share interesting tips and discuss on latest releases of Microsoft.NET technologies, Dynamics 365 and Power Platform, SharePoint and Client …
How to write Plugins on CreateMultiple and UpdateMultiple messages in DataVerse
Hello everyone and welcome to my blog. In today’s blog, I will discuss on how to write plugins on CreateMultiple and UpdateMultiple messages of DataVerse. If you are not aware of the feature, Microsoft have recently released two new messages in the platform. As of the time of writing this blog, these messages are still …
How to write Plugins on CreateMultiple and UpdateMultiple messages in DataVerse Read More »
How to use CreateMultiple and UpdateMultiple messages using DataVerse SDK Client
Hello everyone and welcome to my blog. In today’s blog, I will discuss a preview feature recently release by Microsoft. Through my blog I share interesting tips and discuss on latest releases of Microsoft.NET technologies, Dynamics 365 and Power Platform, SharePoint and Client scripting libraries. Please subscribe to my blog to stay updated. Microsoft has announced …
How to use CreateMultiple and UpdateMultiple messages using DataVerse SDK Client Read More »
How to add an Area to Navigation (sitemap) in Model Driven apps/ Dynamics 365 apps
Hello everyone and welcome to my blog. In today’s blog I will show how to insert a new Area to navigation in a model-driven apps designer. Through my blog I share interesting tips and discuss on latest releases of Microsoft.NET technologies, Dynamics 365 and Power Platform, SharePoint and Client scripting libraries. Please subscribe to my blog …
How to add an Area to Navigation (sitemap) in Model Driven apps/ Dynamics 365 apps Read More »
How to show nested grid of child items in views of Dynamics 365/ Model Driven apps
Hello everyone and welcome to my blog. In today’s blog, I will discuss about an interesting feature related to Dynamics 365 Apps/ Model Driven apps. Through my blog I share interesting tips and discuss on latest releases of Microsoft.NET technologies, Dynamics 365 and Power Platform, SharePoint and Client scripting libraries. Please subscribe to my blog to …
How to show nested grid of child items in views of Dynamics 365/ Model Driven apps Read More »
How to use fetch function to make HTTP requests from Javascript?
Hello everyone and welcome to my blog. In today’s blog I will show how you can make GET and POST requests from Javascript using the fetch function instead of using the very popular XMLHttpRequest. fetch function was introduced way back in 2015 as a modern successor to XMLHttpRequest. fetch returns a Promise and provide a …
How to use fetch function to make HTTP requests from Javascript? Read More »
How to configure Power Fx command button on activity tables in Dynamics 365/ Model driven apps
Hello everyone and welcome to my blog. In today’s blog we shall discuss about Power FX command designer and why a custom command button on activity tables like email, appointment, task or any other custom activity may not be visible. For this blog, I am using a custom activity table ‘Donations‘. Using the command designer …
How to call DataVerse actions/ custom api directly from Power Apps canvas apps
Hello everyone and welcome to my blog. In today’s blog I will demonstrate how to execute Dataverse actions directly from a canvas app. Dataverse actions are great. You can write very complex business logic inside a custom API. Not only that, you can pass multiple input parameters in the request and return multiple response properties. …
How to call DataVerse actions/ custom api directly from Power Apps canvas apps Read More »
{Quick tip} Enable multiple screens for custom pages in Model-driven apps/ Dynamics 365
Hello everyone and welcome to my blog. Today’s blog is on how to enable multiple screens for custom pages in model-driven apps. Introduction of custom pages have enabled makers to create customized UI using canvas apps which blends perfectly with your model driven apps. However custom pages by default have only one screen. Below is …
{Quick tip} Enable multiple screens for custom pages in Model-driven apps/ Dynamics 365 Read More »
How to disable navigation on click of Primary column in a Dynamics 365/ Model driven apps view
Hello everyone and welcome to my blog. In today’s blog I will show a no-code approach to disable navigation on Primary column of a table in Dynamics 365 Apps or Model driven apps. In Model-driven apps, for every table whether standard or custom, there is always a Primary column. And a primary column always show …
Users not able to access model-driven app.
Hello everyone and welcome to my blog. I am back with another blog on Power App and today it’s about model-driven app and security role. When you develop a model-driven app and publish it, users sometime report they are not able to access the model-driven app. In this blog I will discuss on the troubleshooting …
How to retrieve content of Image column in DataVerse and send it as an email attachment
Hello everyone and welcome to my blog. In today’s blog I will discuss on how we can retrieve the contents of DataVerse image column and send it as an attachment in an email. We are going to use Power Automate for this. Power Automate DataVerse connector has actions to upload and download image and file …
How to retrieve content of Image column in DataVerse and send it as an email attachment Read More »
How to delete users from Dynamics 365/ Power Platform
Hello everyone and welcome to my blog. In today’s blog I will discuss about a preview feature that allow you to delete users from Dynamics 365/ Power platform environments. Please note that this is a preview feature. If you have been working from the good old days of Dynamics 365, you will be aware that …
How to delete users from Dynamics 365/ Power Platform Read More »
How to get value of Environment variable in Model driven apps/ Dynamics 365 javascript
Hello everyone and welcome to my blog. In today’s blog I will discuss how to get the value of Environment variables of DataVerse in Dynamics 365/ Model Driven apps. I have the following environment variable in my environment and I want to retrieve the value of it in my form script code. To understand how …
How to get value of Environment variable in Model driven apps/ Dynamics 365 javascript Read More »
How to hide fields from Advanced find search in Dynamics 365/ Model Driven Apps {Crm Tips from the vault}
CRM tips from the vault – A series which I have started on request of my blog readers who are quite new to Dynamics 365 and Model Driven apps. In this series I will mostly cover the topics which are quite simple, used in almost every project implementations and more importantly have withstood the test of …
How to hide command bar/ ribbon bar of a form in Model driven apps/ Dynamics 365
Hello everyone and welcome to my blog. In today’s blog, I will show you how to show/ hide the ribbon bar or command bar on a record form dynamically, in Dynamics 365/ Model Driven apps. This is not a very common requirement but here I was having this requirement. The requirement was to hide the …
How to hide command bar/ ribbon bar of a form in Model driven apps/ Dynamics 365 Read More »
How to bind a Multiselect choice of DataVerse to a combobox in Canvas apps
Hello everyone and welcome to my blog. In today’s blog I will share a quick tip on how to bind a multiselect choice field of DataVerse in a canvas app combobox. For this demo I have created a table in Dataverse – Report which has a multi-select choice column Category. Below are the choices. I …
How to bind a Multiselect choice of DataVerse to a combobox in Canvas apps Read More »
How to find all contacts whose birthday falls in current month in DataVerse/ Dynamics 365
Hello everyone and welcome to my blog. In today’s blog I will discuss on how to display all contacts whose birthday falls in the current month. While this blog focus on only finding birthdays in the current month, you can use similar techniques to accomplish the following requirements. and in-fact many other similar requirement on …
How to set a lookup value in Dynamics 365/ Model Driven apps using javascript
Hello everyone and welcome to my blog. In today’s blog I will show on how to set a lookup field value in Dynamics 365/ Model Driven apps using javascript. Lookups in Dynamics 365 model driven apps are essentially arrays. Each array object should have the following three properties. In my example I want to set …
How to set a lookup value in Dynamics 365/ Model Driven apps using javascript Read More »
How to retrieve a user’s timezone from DataVerse in a Power Automate flow
Hello everyone and welcome to my blog. In today’s blog, I will show you on how to get the timezone details of a user from DataVerse in a Power Automate flow. Before we get started with the Power Automate flow, it’s important to understand the tables in DataVerse which we will use in the Power …
How to retrieve a user’s timezone from DataVerse in a Power Automate flow Read More »
How to display DataVerse Lookup as Dropdown in canvas apps
Hello everyone and welcome to my blog. In today’s blog I will discuss on how to display a lookup column of DataVerse as a Dropdown in Power Apps canvas apps. Account has a contact lookup field – Primary Contact. The field is usually required to store the primary contact for a customer. For our demo, …
How to display DataVerse Lookup as Dropdown in canvas apps Read More »
Share link of a record in Model Driven apps/ Dynamics 365 Apps
Hello everyone and welcome to my blog. In today’s blog I will discuss a very simple but useful feature which has been released lately. When we browse records in our Model Driven apps or Dynamics 365 Apps, we frequently need to share the URL of the record to access it directly. As easy as it …
Share link of a record in Model Driven apps/ Dynamics 365 Apps Read More »
No Entities to select when creating SLA in Dynamics 365 Customer Service
Hello everyone. Welcome back to my blog. Today I will discuss about a common problem faced while creating a Service level agreement (SLA) in Dynamics 365 Customer service. If you are new to Dynamics 365 Customer service module or new to the unified interface, you may face this too. Let’s say I want to create …
No Entities to select when creating SLA in Dynamics 365 Customer Service Read More »
How to use Plugin registration tool to register dependent assemblies in DataVerse/ Dynamics 365 plugins.
Welcome to all my blog readers. Today’s topic will be a bit longer than my usual blogs. I will talk about a new feature introduced with Power Platform 2022 Release wave 1. It’s a feature you have been awaiting for especially if you are a Power Platform/ Dynamics 365 Developer. Today I am will discuss …
How to get the app name inside plugins in Dynamics 365/ Model driven apps.
The importance of age old plugins never ceases to exist. Since the advent of Microsoft CRM plugins has been there and I presume it will be there in the years to come. Since the introduction of model driven apps, it has always been a ask to execute app specific logic inside plugins. The necessity of …
How to get the app name inside plugins in Dynamics 365/ Model driven apps. Read More »
Users in Dynamics 365/ Data Verse can be assigned security roles from multiple business units. How does this effect you existing security model?
Before I start the blog, a quick reminder – The feature we are going to discuss here is a preview feature. Since the advent of erstwhile Dynamics CRM and later Dynamics 365 and now in DataVerse, a user can belong to a single business unit. And a user can be assigned a security role of …
Configure custom SLA pause conditions in Dynamics 365 Customer Service apart from status reason.
This is a fairly new feature and introduced in 2022 Release Wave 1. The GA is April 2022 That’s an announcement. But now comes the interesting part. What this functionality is about? For a very long time, we are able to pause and resume our Service Level Agreements (SLA’s). And that was based on status …
Select record from grid and open an editable form in side by side pane in Model Driven Apps/ Dynamics 365
As of the time of writing this blog, this is a pre-release documentation. But I am pretty sure, such an awesome feature is certainly going to make it to release. So what are we discussing here? Did you ever had the following requirements? You want to show the view and record form for an entity …
{Solved} Could not find service ReportServer$SSRS error while installing SSRS reporting extensions in Dynamics on-premise
This is a continuation of my previous blog where I explained on how to resolve the issue in SSRS instance is showing blank while installing reporting extensions for CRM V9.0 on-premise. The above blog solve the issue of blank SSRS instance and then you can proceed to installation. However at the final step of installation …
Async OnSave handlers in DataVerse/ Dynamics 365 forms to cancel save operation, stop save till certain async events are executed. Check this out!
OnSave event handlers on an entity/table form in Dynamics 365/ DataVerse has been there for ages. And I have hardly come across implementations which does not have scripts written onsave event of an entity form. With onsave event handlers, the following requirements frequently come up. Cancel save event of form in based on custom validations …
How to delete and share personal document templates in Dynamics 365/ DataVerse
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 »
How to resolve msbuild is not recognized as internal or external command error in visual studio code
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 …
How to get GUID of selected view in Dynamics 365/ Model driven apps home page grid
Welcome back to another blog post on Dynamics 365/ Model driven app and today I am going to discuss about a unique requirement. Get the GUID of selected view of a table in Model driven apps entity list/ grid. Basically get the GUID of ‘My Active Contacts’ view. In my case, the client wanted it …
How to get GUID of selected view in Dynamics 365/ Model driven apps home page grid Read More »
How to handle save complete event in client side in Dynamics 365/ Model driven apps
Before I go ahead and explain, let me accept this. I was not aware of the newly introduced client APIs in Model driven apps. And this one was pure serendipity. You might be thinking – Isn’t there formContext.data.save().then(successCallback, errorCallback) function which allow us to do that? Yes it does. But I am not talking about …
How to handle save complete event in client side in Dynamics 365/ Model driven apps Read More »
Error while creating an Application User in Dynamics 365/ Model driven apps
These are days of integration. And when it comes to Power platform, you have plenty of options to do the same. And one of the most common ways to interact with data of DataVerse (Common Data Service) is through the method of registering an app in azure active director and provide necessary permissions to the …
Error while creating an Application User in Dynamics 365/ Model driven apps Read More »
Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms
Recently I cam across a requirement from customer to control the header section visibility of Dynamics 365/ Model driven app form. For a very long time, Microsoft didn’t had any API’s to work with headers in model driven apps. You could work with controls on the header but if you had a requirement to show/ …
Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms Read More »
Integrate Dynamics CRM on-premise with SharePoint online without IFD? Try out the SharePoint Attachment Manager from XrmForYou
Sometime back I wrote a blog on the common obstacles faced while setting up CRM on-premise integration with SharePoint online. We have a very detailed documentation from Microsoft which explains the step by step details on how to do the same. While these documentation are very detailed, everyone will agree that it’s quite an effort …
How to Query Metadata in DataVerse/ Common Data Service using Power Automate
Power Automate is flexible, powerful and not to forget, the future of Power Platform operations. And if you are working on DataVerse or the erstwhile Common Data Service, it is quite improbable that you haven’t worked with the CDS connector in Power Automate. Yet sometimes it is surprising to see some basic stuffs which could …
How to Query Metadata in DataVerse/ Common Data Service using Power Automate Read More »
Business process flow not appearing on Dynamics 365/ CDS form although the user has access to process flow table? Check this out!
With the advent of Power platform and DataVerse we don’t talk about Dynamics 365 much these days. But essentially the learnings of Dynamics 365 help us a lot to work in DataVerse (CDS) environments, considering they both share the same platform. We can’t deny the fact that one of the most used and talked about …
{Solved} Key properties cannot have null values error when performing aggregate queries using List records step in Power automate
Sometimes the simplest of the requirements surprise you and here is one of them. With Power automate becoming stronger with every release, it is unfathomable that these issues still exist in Power platform. So what’s the requirement here? It can be as simple as you can imagine of. I needed to perform some aggregate operation …
How to edit a parent record from Child record form in Dynamics 365/ Dataverse?
Microsoft is releasing updates to Power platform every quarter and honestly it’s so tough to keep track of the numerous enhancements that are pushed on to the platform. But the one thing that caught my eye and perhaps didn’t gain much publicity is the introduction of Form component control. So it’s another control in Microsoft …
How to edit a parent record from Child record form in Dynamics 365/ Dataverse? Read More »
How to query more than 5K CDS records using FetchXml in PowerAutomate/ Microsoft flow
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Power Automate have come a long way indeed. And with all the advancements in Power Automate, tasks which used to take weeks now take few days or even less. But sometimes the simplest of requirement which we take almost as granted come across as a challenge. …
How to query more than 5K CDS records using FetchXml in PowerAutomate/ Microsoft flow Read More »
How to enable or disable “Export to PDF” option for entities in CDS/ Dynamics 365 through code.
It’s been sometime that I wrote a blog and what better time to write than on Christmas eve when holidays are finally here. This blog is going to be slightly different from my usual blogs on PowerAutomate and PowerApps. In this blog I am going to discuss the following. You have ‘Export to PDF’ enabled …
How to save signature from Pen Input control to file data type in CDS
Quite sometime back I wrote a post on how we can save signature from a Pen input control and store it inside multi-line of text field in CDS. Back then it was quite complex but with the introduction of JSON function in canvas apps, things got a whole lot easier. In this blog, I am …
How to save signature from Pen Input control to file data type in CDS Read More »
How to send multiple attachments in Email from Notes in Dynamics 365/ CDS using Power Automate
So I am here again, back with another blog on Power Automate and this time with a requirement which is quite common . And why not? After all with Power Automate, connecting multiple line of business systems have become really easy. So what I am going to discuss here? Precisely this blog will touch on …
How to download Notes from Power Apps Canvas Apps?
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This one is a really cool requirement I came across today. I had this requirement, I implemented it and I can’t wait to share it with my readers. So what am I going to cover here? In this blog I am going to cover the …
How to download Notes from Power Apps Canvas Apps? Read More »
How to bypass plugins in Dynamics 365/ DataVerse
This is one of the best stuffs I learnt today from the community and thought of sharing with my blog readers. And trust me it’s not a click bait article. You heard me right. Imagine you running a data migration and wished plugins won’t execute during data migrations. You can now do that. In this …
How to bypass plugins in Dynamics 365/ DataVerse Read More »
How to make a field required dynamically in PowerApps canvas app
Do you have the following requirements for your canvas apps? You are using the form control in your canvas app and you want to make a field mandatory/ non-mandatory depending on business logic You are not using a form. However you have some input controls which should be made required depending on business logic. If …
How to make a field required dynamically in PowerApps canvas app Read More »
Display “Two Options” field of Common Data Service as checkbox on canvas app
Do you have the following requirements? You want to display dropdown items as checkbox inside a canvas app You want to display a Two option field of Common data service as checkbox inside a canvas app. If you have these requirements, then this blog might save your day. Well for anyone who is wondering what …
Display “Two Options” field of Common Data Service as checkbox on canvas app Read More »
Drag and Drop, Bulk Create, add Metadata and categorize Notes inside folders in Dynamics 365/ CDS
Do you have the following requirements while working with Notes in Dynamics 365 Upload multiple notes in one operation Option to add additional attributes related to each note record you upload. Ability to organize your notes into multiple folders Ability to drag and drop documents to create your notes Ability to show your notes in …
How to make Xrm.WebApi calls synchronous in Dynamics 365/ CDS
This blog goes down as a request from my blog readers. And also a question from my clients whenever I take up an upgrade project and convert the existing XmlHttpRequest sync requests to Xrm.WebApi. Before I proceed further, let me clear the air of confusion to begin with. There is no facility in dynamics WebApi …
How to make Xrm.WebApi calls synchronous in Dynamics 365/ CDS Read More »
How to display external webpage inside Dynamics 365/ CDS model driven app
Do you have the following requirements? Your customer have a web application built on MVC or ASP.NET classic and they want to show up a webpage of that application embedded in your Dynamics 365 App. Your customer have a non .NET web application which they want to show embedded on a Dynamics 365 record on …
How to display external webpage inside Dynamics 365/ CDS model driven app Read More »
Get record and business process flow information in Power Automate flow step of Business process flow in Dynamics 365/ CDS
Are you having any of the following requirements? You need to execute a Power Automate flow from Business process flow step. You have configured a Power Automate flow to execute as Business process flow step and want to access the record which is displaying the business process flow. You want to work with the Business …
Set up external user (Azure ad guest user) access in Dynamics 365/ CDS instance
Do users from other organizations need access to your Dynamics 365 environment? Are you looking at knowhow to give Dynamics 365 license to external users? Are you trying to set-up Azure AD Guest users as users in Dynamics 365 environment? These are the questions I come across so often and if you are looking for …
Set up external user (Azure ad guest user) access in Dynamics 365/ CDS instance Read More »
How to query related entity data in CDS using FetchXml in Power Automate
How do I use FetchXml in Power Automate? How do I access related entity fields when using Fetchxml in PowerAutomate? If you are having any of the above questions, you are at the right place. Strictly speaking, this blog is more about how to access related entity information in PowerAutomate through FetchXml. But as I …
How to query related entity data in CDS using FetchXml in Power Automate Read More »
Who can create environments in Power Platform admin center?
“Who can create environment(s) in Power Platform admin center?” “How can I restrict environment creation in Power platform admin center only to admins? These are the questions that keep popping up in almost every other PowerApps training I conduct. While Power platform is pretty familiar, this is a topic which is still a grey area …
Who can create environments in Power Platform admin center? Read More »
Create/ Update/ Delete operations using WebApi from PowerApps portals
This is a blog series which utilize the concept from the previous blogs. If you have directly landed here on this blog, I suggest to start from the beginning to get the context. So I am on the third post of this series and in this blog, I am going to discuss on how we …
Create/ Update/ Delete operations using WebApi from PowerApps portals Read More »
Generate Authentication token for WebApi calls in PowerApps portals
In this blog I am going to discuss on how we can generate Authentication token for WebApi calls in PowerApps portals. This is the second blog in the series. If you have come to this blog directly, I strongly suggest you go to the first blog of the series to get more context. So we …
Generate Authentication token for WebApi calls in PowerApps portals Read More »
WebApi Operations from PowerApps Portals/ Dynamics 365 Portals – A complete guide
How can we perform CRUD operations from PowerApps/ Dynamics 365 Portals? How can I generate access token from my portals to access CDS records? How do I call a custom action from Power apps portals/ Dynamics 365 portals? If you are looking for answers for any of the above question, then you are at the …
WebApi Operations from PowerApps Portals/ Dynamics 365 Portals – A complete guide Read More »
Manger can now view reportee's personal views in CDS/ Dynamics 365 – Did you know that?
How can one user see the personal views of another user in Dynamics 365/ CDS? Be the manager of the user or higher in position related to the user and enable hierarchy security. Well this one came as pure surprise. And all while I was working on a customer demo. All this time I was …
Manger can now view reportee's personal views in CDS/ Dynamics 365 – Did you know that? Read More »
Filter Gallery in Canvas app dynamically on CDS entity view(s)
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Do you want to filter your Data source in Canvas app based on entity views in CDS? Do you want to filter your Gallery control dynamically based on CDS views? If you are …
Filter Gallery in Canvas app dynamically on CDS entity view(s) Read More »
Use environment variable to store your configuration data in Dynamics 365/ CDS – A complete guide.
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com What is the best way to store Configuration value/ global variables in Dynamics 365/ CDS? Can I move my configuration value across environments using Solutions in CDS/ Dynamics 365? Do I need an …
Reset a PowerApps Portal – A Complete Guide
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com So I am back with another blog post on PowerApps portal. And again with a feature which is quite useful and used by a lot of users. In this blog I am going …
Error Management in PowerApps/ Dynamics 365 Portals – A complete guide
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com So readers, I am back with another blog. And quite rightly, a blog on PowerApps portals. In this blog I am going to discuss about a pretty important topic – “Error handling in …
Error Management in PowerApps/ Dynamics 365 Portals – A complete guide Read More »
Diagnostic logging in PowerApps portals/ Dynamics 365 Portals
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog, I will explain diagnostic logging feature in PowerApps Portal. This blog is basically a sub-topic of this blog here. In that blog, I explained in-depth the complete error management in …
Diagnostic logging in PowerApps portals/ Dynamics 365 Portals Read More »
Display custom error page in PowerApps portals/ Dynamics 365 Portals
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog, I will explain how to display a custom error page in PowerApps portals or Dynamics 365 portals. This blog is basically a sub-topic of this blog here. In that blog, …
Display custom error page in PowerApps portals/ Dynamics 365 Portals Read More »
Understanding PowerApps Portal Checker
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog post I am going to explain in detail about PowerApps Portal checker. If you have worked in prior versions of ADX Portals and then Dynamics 365 Portals find it easy …
Restrict PowerApps/ Dynamics 365 Portal access by IP address
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog I am going to explain on how you can restrict access requests for PowerApps portal from specific IP addresses. Before I explain on how we can do it, let’s understand …
Restrict PowerApps/ Dynamics 365 Portal access by IP address Read More »
Format Currency and Numbers in Microsoft PowerAutomate/ Flow
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com With every release of Power Automate, it continue to evolve in terms of performance and features. Every release come with some new actions and triggers which make implementation of real life solutions much …
Format Currency and Numbers in Microsoft PowerAutomate/ Flow Read More »
Multiple SLA on a single entity in Dynamics 365/ PowerApps
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)
Execute a workflow programmatically from PowerApps Portals/ Dynamics 365 workflows
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is interesting. And I have actually written a post about a year back on the same topic. But with time, some of the methodologies mentioned in the post no longer work. …
Execute a workflow programmatically from PowerApps Portals/ Dynamics 365 workflows Read More »
Resource not found for segment -Error with Common Data Service (Current Environment) connector in Power Automate/ Microsoft Flow
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comThis one was pretty surprising and today I faced this error while trying to implement the most mundane operation with Power Automate. On create of an Account, depending on the Account Category, I need …
Upload content to File Attribute in Dynamics 365/ CDS from JavaScript
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This has been a long ask from my readers since the time I wrote the blog on how to read contents of File attribute using JavaScript in Dynamics 365. So here I am …
Upload content to File Attribute in Dynamics 365/ CDS from JavaScript Read More »
How to execute Sql Query in CDS 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 A compact and quick insight into how you can query CDS database using C#
Custom Button on Dashboard not displayed in Dynamics 365 UCI
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.
Override createdon, modifiedon, createdby, modifiedby in Dynamics 365/ CRM {CRM Tips from the Vault}
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …
API to get Logged In User’s security role(s) name and ID in Dynamics 365 – Xrm.Utility.getGlobalContext().userSettings.roles. API bug has been fixed. Team role name no longer come as undefined.
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comIt feels great to write this post. Not because this the first time I am writing this post. But because last time when I wrote a post about this, there existed a bug in …
Display Notification on Entity Home Page Grid in dynamics 365/ CDS
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog I am going to explain on how you can show a notification on Entity Home Page grid. Please follow this blog to where I have been demonstrated to how to …
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Show Notification on Dashboards in Dynamics 365/ CDS
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 …
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Compare two columns in QueryExpression in Dynamics 365/ CDS SDK
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A long awaited feature which has been asked by customers for over a decade has been finally introduced in the platform. And today I referred a blog post by my friend and fellow …
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Compare two columns in Fetchxml query in Dynamics 365/ CDS
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Compare two columns in Fetchxml in Dyanmics 365. A new feature introduced in Dynamics 365 and wonderfully articulated by Nishant Rana
Could not find relationship for related entity field–Error when Exporting Contact Views to Excel
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is quite a shocker. Today my customer called me up and reported that whenever they are trying to export their contact views to excel, they are getting the below error. I …
How to determine if Form Type is Create or Update in Dynamics 365/ CRM Business rules {CRM Tips from the Vault}
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …
Qualify lead in Dynamics 365 without creating contact or Account
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 …
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Qualify Lead in Dynamics 365 without creating 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 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 …
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Create Record URL in Dynamics 365/ CRM to open in specific model driven app. You don’t need to use the appid
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is one of the most common requirement you will get. You are constructing a record URL and say you want to open it in Sales Hub. You can ask me what’s the …
Specify more than one JSONFormat value inside JSON function in canvas app
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comThis one is a really simple trick which is required in so many. How can I specify multiple JSONFormat values inside JSON() function in canvas app? Before I go ahead and provide an answer …
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Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is one of the simplest requirement as it gets and yet you may stumble upon it. Reading the subject of this blog you may wonder, come on business rule have this …
How to get CDS Optionset value in PowerApps Canvas apps
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Canvas apps have really taken the art of developing pretty neat apps for mobile platforms from a niche set of developers to a wide platform of developers, consultants and business users. And with Microsoft adding features to the Power platform framework every now and then, I …
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Entity Forms/ Entity Lists not displaying in PowerApps portals/ Dynamics 365 Portals– Check if your page template support them
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is pretty interesting and boils down to the basics of how a web page show up in a portal. But unfortunately for consultants starting with portals, they need to directly jump …
How to show confirmation when changing a stage in business process flow in Dynamics 365
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Honestly I was not aware of this function sometime back and this was purely an accidental discovery. And guess what when I queried around, I found that it actually missed the cognizance of …
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Use Client Script to stop Next stage and Previous stage movement in Dynamics 365/ CDS Business Process Flows–Use the addOnPreStageChange event.
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is another requirement which comes across every now. And while it seems quite easy to do, it actually is not. This is because of the limitation of Client API in Dynamics …
Error Code -2,147,158,525 during data import from excel file in Dynamics 365
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is a really quick one. And this is an error which you may face while trying to import an excel file in Dynamics 365/ CRM. The problem with this error is you …
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Not able to connect to SQL Instance on port other than 1433, when trying to install Dynamics 365 {CRM Tips from the Vault}
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com CRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require …
Principal user (type=8) is missing prvReadXXX privilege in Dynamics CRM–You have verified user’s security role. What’s next? {CRM Tips from the vault}
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …
Emails Sent from Dynamics 365 are now visible in Sent Items of Outlook
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Now this one has been an ask by so many Customers from a very long time. And it was quite difficult to explain why emails sent from Dynamics 365 are not visible in …
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