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 Now this was strange. It was kind of embarrassing as well in front of the customer. So my customer had quite a number of currency fields on a custom entity form. Some 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 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.comLately I have been working on Power Automate a lot. And if you have worked on Power Automate more often than not, you must have used the Compose Action.And one of the compose Action …
Concatenate properties of a JSON array 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 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 Data Integration in Power Platform Admin centre – One of the few and detailed post on this topic. Wonderful read.
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comPowerApps portal – A simple yet powerful customer facing portal with so many inbuilt features. And these feature list are quite extensive. So it is really difficult to actually grasp all these features while …
Assign default web role when a user sign 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.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 I was recently conducting a training on Power Automate and there in came this question. How do I convert a byte array to base64 string in PowerApps.After all there is a function in …
Binary to Base64 in Microsoft 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 offers various methods of Authentication. And irrespective of the authentication mechanism being used in the portal, the default behavior is the user is always taken to the profile page post sign …
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.com Power Automate is like a continuously evolving engine adding more power to it with every release by Microsoft. I still remember the limited functionality it had when it was introduced. Looking back to …
Add/ remove/ modify JSON elements of a JSON array 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 The simplest of things are sometimes the sweetest. And here is this one requirement to parse an XML using Power Automate/ Microsoft Flow. With SOAP giving away to REST based API’s, XML parsing …
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 post, I suggest you start from the first blog post of this series to get the context. So I am on the final blog of 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 Few months back I posted an article on how you can develop a custom button for Save as draft functionality on an Entity form in PowerApps portals. On that post I have received …
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 and consulting, write to us at info@xrmforyou.com If you have used alternate keys in Dynamics 365 and tried to update using a record using WebAPI alternate key, you know the default behavior of how it works.For example, let’s see the sample code below. // JavaScript source code function UpdateRecord(e) { var fc = …
For training and consulting, write to us at info@xrmforyou.com Recently I have been conducting a lot of training on PowerApps Portals. And every time when I start teaching WebForms, I get this question – What is the significance of Developer extensions in WebForm step. If you are not able to relate, this is what I am …
For training and consulting, write to us at info@xrmforyou.com If you are looking for a new feature that has been introduced, unfortunately it’s not. Come one Debajit! Don’t be so disappointing at the start of the blog!But truth needs to be told! So what are my other options?Field security profiles are not available in Power …
For training and consulting, write to us at info@xrmforyou.com With every release of PowerApps and PowerApps portals, Microsoft is making the life of customizers easy. And when I saw this feature this was my reaction – “WOW“ Very simple yet so beneficial and time saving. Traditionally customers always had a ask to change the theme …
Seeing the title of this post, you may be wondering what’s new about this post. After all, you already have a post which shows how to put custom login/ logoff button. Well, there is something new here. And that’s why this blog post. The requirement this time is to logoff without user intervention. And based …
{QuickTip} Logout from Dynamics 365 Portals/ PowerApps portals programmatically Read More »
For training and consulting, write to us at info@xrmforyou.com Follow my blog for more interesting topics on Dynamics 365 and Portals As I have been working on liquids a lot lately, I am amazed by the simple and yet powerful language which allows me to do so much without drop of a sweat. And then …
Base64 encoding and Base64 decode using Liquid in Dynamics 365/ PowerApps portals Read More »
For training, consulting and our products, please write to us at – info@xrmforyou.com I got this query from one of my blog readers and hence thought of sharing it with everyone. They were trying to display a knowledge article in portals. They were following the Microsoft guidance – “You can author knowledge articles and add …
{Quick Tip} Display knowledge article as attachment in Dynamics 365/ PowerApps portals 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 am a Dynamics 365 solution architect and one of my job responsibility is to perform lots and lots of code review. If you are not into Dynamics 365 but just came here to learn Tuples, well don’t worry about it. This article is about Tuple’s and how it can reduce the use the unnecessary …
Well, there can be so many reasons why Azure Storage integration with Dynamics 365 Portals/ PowerApps portals is not working. However more often than not, the most common error I see is “access is denied” message in the portal logs. And you scramble to your portal configurations and verify the connection string to your azure …
Storing documents from portal is fairly important task in all Portal implementations. And Powerapps portals are well equipped to provide you the flexibility to integrate with SharePoint, CDS and now Azure storage accounts as well for your documents. While SharePoint and notes integrations are quite common, integrating with azure storage account requires quite a few …
In my training sessions I have this question frequently popping up – “What is the Sales team member APP in my APP List”. Precisely when you open up your Dynamics 365 apps section, you can see new Apps – Sales Team Member. And this one is already in general availability since April 2020. So what …
Awesome tips on Status Transition!
With the latest preview release in Model driven apps, you are now able to create multiple fields of image data types. And guess what, you can even annotate your images. You have the option to crop your image, highlight, rotate your image as well. So let’s get started. Before you go ahead and get started, …
This is one of the most common requirement which you come across in your Dynamics 365 implementations. For example – you may have a requirement where you need to determine the initial value of a field when the record is opened. So that if the user have changed the value to something else, you can …
Get initial value of a field in Dynamics 365/CDS form using Client API Read More »
Quick view forms are wonderful features in Dynamics 365. And frequently you need to interact with quick view form from client side. As you can see in the below screenshot, we have a quick view form of contact on the account form. Whenever we select the Primary Contact, the contact details like Email Address and …
Work with Quick view forms in Dynamics 365/ CDS Client API Read More »
If you are looking for html encoding/ decoding while writing client code in Dynamics 365/ CDS, you don’t need to look to any jQuery or third party libraries to do that. Infact Dynamics 365 Client API have Xrm.Encoding namespace which contains all the method to perform html encoding/ decoding and xml encoding/ decoding as well. …
Html and Xml Encoding/ Decoding in Dynamics 365/ CDS Client API Read More »
FOLLOW MY BLOG FOR INTERESTING FEATURES ABOUT DYNAMICS 365/ POWERAPPS/ PORTALS AND LOT MORE Here is my tip for today! If you have a requirement where you need to check the privilege the user has on a particular field and then take decisions accordingly, you can use the formContext.getAttribute(“<fieldname>”).getUserPrivilege(); method. The method has been introduced …
Get UserPrivilege on a field in Dynamics 365/ CDS Client API Read More »
Dynamics 365 and PowerApps are an ever changing world and in this ever changing world, keeping track of the changes while being busy at work is really hard. And I realized that hard while recently as I was using Xrm.Utility.openQuickCreate to launch a quick create form from client side API. Xrm.Utility.openQuickCreate has been deprecated and …
This one is quite interesting. So my customer was showing the timeline on the portal. So emails, appointments and phone calls we being shown in portal timeline. The problem with timeline in portals is when too many of them are there, it becomes a clutter. So our customer wanted to have separate form dedicated for …
Well this one is really interesting. And sometimes the strangest of issues comes from the most unexpected scenarios. We have content snippet for English language. Snippet type is HTML. Customer is using this snippet in JavaScript on load of the webpage. Snippet screenshot below And below is the JavaScript written on load of the web …
Recently we had a requirement where we needed to show the text stored in multiline textbox in Dynamics 365, inside a div element in PowerApps portal. The problem was when we have a text inside a multi-line textbox and the user press the enter key, the value is stored as new line character. However when …
Convert New line to html break in PowerApps Portals/ Dynamics 365 Portals using Liquid Read More »
This is a very common requirement in PowerApps portals where you need to show language specific text to the user. If the portal is in french, then the french text shall be displayed accordingly text for other languages. let’s take a scenario here where you need to take the render language specific text using javascript. …
Language specific custom text in Dynamics 365 portals/ PowerApps portals Read More »
My customer was having a third party application where they were querying for the system forms and one of the requirement was to find the system forms based on userid. Basically they would have a user guid based on which they need to find all the system forms of type = Main, the user have …
Today my customer called me up and told that Notes which are getting created in Dynamics 365 are showing up in the portals with HTML tags and stuff and the look and feel is completely distorted. For me it was surprising because till last night everything was just working fine. So obviously something might have …
Ever since MFA have been enabled for environments, I find quite a few requests on how can we connect to our Dynamics 365/ CDS environments from custom build external applications. I have even customers calling up and asking for a resolution since the console jobs are failing all of a sudden. Now we have two …
This is a requirement I have recently received and the requirement was – “Users should not be able to abandon or finish a business process flow”. You may be thinking this has to be done using plugins. Off-course this can be done using plugins. Off course you can do it. But then you have to …
We all know that in UCI, when we try to save a record and if one or more of the form fields are does not contain valid data, the system stops the record from being saved and appropriate validation notifications are shown on the top of the form. For example I am on the contact …
Recently I bumped into this method and it unraveled before me a wide range of possibilities. And one of them is the perennial problem to access formContext in webresources embedded inside your form. So let’s see how you can do this. First things first – getContentWindow() method only works on webresources and iframes. In this …
Well this is my third post on Python and I am loving the language and it’s simple syntax of doing things. So I decided to explore on how to connect to Dynamics 365 WebAPI using Python. And I came across this wonderful post – https://alexanderdevelopment.net/post/2016/11/27/dynamics-365-and-python-integration-using-the-web-api/. Highly recommended you go through this one. While implementing the …
Integrate Python to connect to Dynamics 365/ CDS Web API using Client credentials Read More »
Most of our Xrm API’s, specially the ones which interact with data using Xrm.WebApi are promises. So to handle the result of the actions, we need to implement the success and error callbacks using the .then() construct. But the problem with this approach is if we need to sequence a series of events which need …
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 so many consultants out there. And while this function have been introduced, we still keep telling the customer that it is kind …
When I came across this post by Bob Guidinger, I was like WOW! What an article and what a discovery. I could vouch that the most experienced of CRM consultants would envy to write a post like this. And guess what, no sooner than I wrote this post came the requirement where I needed to …
Great tip by Nishant Rana
Well, this one is indeed weird when I first time saw it. So basically we set up custom datetime format in portals to dd-MMM-yyyy. If you are unware of custom datetime format in portals, you can follow this blog here. All set and done, I launch a webform and the first step of the webform …
Recently I got a requirement where every time an user keys in a wrong email address, the user should get a error notification icon on the control and if the user key in the correct email address, the user should get a success notification on the control. Very common requirement I shall say but again …
UtcTimeFromLocalTime – A function introduced in Dynamics 365 to allow you to convert time in any timezone to the corresponding UTC time. It has couple of parameters If you want to check on how to convert UTC time to local time in Dynamics 365/ Model driven apps, check this blog post. LocalTime – DateTime object …
Rich Text for Dynamics 365 Notes – About to write on this but found this post wonderfully articulating this feature.
Hello everyone and welcome to my blog. In today’s blog, we will discuss about a simple yet useful feature to convert UTC time to local time in Dynamics 365/ Model driven web resources. Before we get to the solution, let’s understand when you shall require to use this functionality. This scenario usually arise when you …
This one I found pretty interesting. And in the community you will find this requirement popping up every now and then, specially the requirement to refresh HomePage grid and ribbon on click of a ribbon button. Let’s see the requirement that we had for this. In this blog I am going to discuss the following …
This one is a small tip for anyone who are trying to build up their portal application and did not have much exposure to portals yet. And this is one of the most common requirement that I face in almost every portal implementation. So you have your insert form and then when the portal user …
Sometimes we are so much busy in our day to day consulting stuffs that we frequently miss those small little gems in Dynamics 365 which are scattered throughout but we tend to ignore them more often than not. And one of them is the Attribute dependency feature in webresources. How many of you faced a …
This is one ask which customers had asked for sometime. We have form notifications and field notifications for quite sometime now and this API has also been there for quite sometime. However this is not much used or I shall say rather unknown and through my blog I want to spread the awareness of this …
This is a requirement I received few years back. And that time I said it is unsupported and hence not possible. And today again I got this requirement and guess what I was about to say the same thing when I thought – “The API now is much more rich. There may be something in …
RESX web resources have been introduced for quite sometime but unfortunately even when I see project implementations today, I see constants file being used instead of Resource files. What more, you can even show specific values based on logged in user language. This blog post is not about how you can create a resource file …
Recently in my project I had the requirement to show up a multiselect lookup for selecting records across multiple custom entities. The customer have created a PCF control where they have designed to show the selected records spanning entities. But the issue was to show a lookup control to allow the user to select multiple …
This API has been introduced for sometime now. However I still find that consultants are not using it and going with traditional querying through WebAPI method to get the Entity Metadata. And there is a secret I am going to tell you why so many consultants abandoned this method. The reason for this is when …
Xrm.Utility.getEntityMetadata() Have you explored it yet to get metadata in Dynamics 365 Read More »
Gem of an article from Colin Vermander
Over the last few months, I have receiving loads of request to train people who are new to Dynamics and Powerapps and trying to learn and make a footprint. However with my bandwidth, it becomes really hard to keep track and satisfy all those requests. Also I realized there is lot of query on some …
Webforms are wonderful things in PowerApps portals. It allows you to design wizard control providing user with multiple steps to complete an operation. And one of the wonderful things with WebForms in PowerApps portals is to maintain sessions. Say a Webform have three steps – Step 1, Step 2 and Step 3. Say a portal …
WebForm sessions in PowerApps/ Dynamics 365 portals-All you need to know Read More »
Couple of months back I wrote a blog post on Common data service (Current environment) not showing up while creating a PowerAutomate flow and the reason was that only for flows created through the solution have the connector available. Here is the link to the post – https://debajmecrm.com/quick-tip-common-data-service-current-environment-connector-not-showing-up-while-creating-microsoft-flows-power-automate/comment-page-1/#comment-17413 However post that I got multiple question …
You might be wondering this is a pretty old feature and why I am writing this blog now. As I do quite a few trainings I always get lot of questions on relationship behavior. And specially related to Rollup behavior on entity relationship.I am not going to explain in this blog what this feature is …
All you want to know about “Rollup View“ Entity Relationship behavior in Dynamics 365 Read More »
Recently I had a requirement where my customer wanted to remove delete privilege for all regular business roles from Note entity. There is no big thing in this. All you need is open up the security role and under “Core Records” tab, remove the delete privilege on the Note Entity. As expected when the user …
This is a big question I face whether I am conducting a training or whether I am working on PowerApps portal in customer location. And I am really not surprised. Say you have a custom .js file where you have scripted some wonderful functions and want to reuse in the portal. It’s a really big …
I have been working lately a lot on PowerApps portals and one of the requirement that we got from customer is to render some HTML text as text in Portals. The customer had a field in Dynamics 365 which was storing rich text. We would retrieve the field value using fetchxml in liquid and the …
Strip HTML characters using Liquid in PowerApps/ Dynamics 365 Portals Read More »