Dynamics 365

Automatically sign-in with Azure AD in PowerApps/ Dynamics 365 Portals on Sign in click.

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Recently I had this requirement where the customer wanted to automatically sign in using the default Azure AD option on clicking Sing in the header menu in PowerApps portals. So when the Sign In link is clicked, the user should be automatically signed in without being redirected to the Sign In page and then clicking …

Automatically sign-in with Azure AD in PowerApps/ Dynamics 365 Portals on Sign in click. Read More »

Get Transaction currency name for logged in user in Dynamics 365

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Recently Microsoft have released quite a few updates to it’s client API and one such is the update to API for getting the currency name of the logged in user. All this time, Microsoft had an API to get the transaction currency id of the logged in user using the API – Xrm.Utility.getGlobalContext().userSettings.transactionCurrencyId. You needed …

Get Transaction currency name for logged in user in Dynamics 365 Read More »

Out of the box API to get Logged In user’s security role names in Dynamics 365 is finally there. Is the long wait finally over?

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

Checking for logged in user’s security role is a requirement I haven’t missed in any of my implementations so far. From enterprise implementations to projects spanning couple of months, this requirement I had everywhere. And as much crazy it may sound, until recently there was no way to get the security role names directly using …

Out of the box API to get Logged In user’s security role names in Dynamics 365 is finally there. Is the long wait finally over? Read More »

Get formContext inside Webresource in Dynamics 365

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Ever since Xrm.Navigate.navigateTo has been introduced, it has been a big relief for consultants and customers alike. After all the ability to open a modal dialog was required so much but was missing for quite some time. But as everyone rushed in to implement the …

Get formContext inside Webresource in Dynamics 365 Read More »

Switch Business process flows in Dynamics 365 – Use Xrm.Navigation.openForm

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Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Xrm.Navigation.openForm – A function which has been used by almost every consultant to open a entity record whether existing or new record. This is a function which as a developer and Dynamics consultant, I believe is one of the most under utilized function. This function …

Switch Business process flows in Dynamics 365 – Use Xrm.Navigation.openForm Read More »

Notes (Annotations) not visible in PowerApps portals/ Dynamics 365 Portals?This can help!

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This post is not about configuring Notes section on PowerApps portals. There are few good articles out there already and not to forget, the portal documentation on Microsoft Docs is pretty neat as well. Well this one is about the question I regularly come across …

Notes (Annotations) not visible in PowerApps portals/ Dynamics 365 Portals?This can help! Read More »

Custom ribbon buttons not showing up in Dynamics 365 forms/ grids. The wonderful Command checker tool from Microsoft might just save your day.

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com If you have ever worked in Dynamics 365 implementation then it is almost certain that you must have played around with ribbons. And more often than not you must have faced scenario where you have multiple enable and display rules on the form and not …

Custom ribbon buttons not showing up in Dynamics 365 forms/ grids. The wonderful Command checker tool from Microsoft might just save your day. Read More »

Stay on the same page when a lookup field is clicked in Dynamics 365 forms/ grids. Use the addOnLookupTagClick function

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

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 …

Stay on the same page when a lookup field is clicked in Dynamics 365 forms/ grids. Use the addOnLookupTagClick function Read More »

How to Show Dynamics 365/ CRM form in a modal window? Use Xrm.Navigate.navigateTo

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

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 »

Custom Button on Entity form to Save a record in PowerApps portals/ Dynamics 365 Portals

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I had a requirement where my customer asked me to put an additional button on the Edit page of a account form that will perform a set of operations before saving the record. They didn’t want to tamper the OOB functionality of Submit button …

Custom Button on Entity form to Save a record in PowerApps portals/ Dynamics 365 Portals Read More »

Quick find view search not working in Dynamics 365? There is Change in Default Search behavior in Dynamics 365 in release wave 1

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

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 …

Quick find view search not working in Dynamics 365? There is Change in Default Search behavior in Dynamics 365 in release wave 1 Read More »

How to reset controls inside Gallery in Canvas App

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Lately designing quite a few canvas apps for specific modules and this is one issue we faced recently while working for a customer. So the customer had a gallery control which was bound to CDS contacts and then there were some additional controls like Checkbox, …

How to reset controls inside Gallery in Canvas App Read More »

How to show ratings on PowerApps portals/ Dynamics 365 portals. All you need to know

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently we had this scenario where my customer was trying to configure ratings for a web page in PowerApps portal. Basically it’s a page where customers could login and rate the page content. So here was the developer who created the web-page and also checked …

How to show ratings on PowerApps portals/ Dynamics 365 portals. All you need to know Read More »

Configure redirects in Dynamics 365/ Powerapps portals.

Dynamics 365, Dynamics365 Portals, powerapps portals / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I was working in some portal customizations for my client and one of the requirements that came in was to place a re-direct for a portal url. If you are unware of redirects in Portals, this docs link is the perfect place to get …

Configure redirects in Dynamics 365/ Powerapps portals. Read More »

Display entity image in your webresource in Dynamics 365/ CDS? Use entityimage_url instead of image content.

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I was bit hesitant to write this blog to be honest as I thought it’s pretty mundane and must be quite known to everyone. And we had the same requirement for the customer. They wanted to show the entity image of a contact in a …

Display entity image in your webresource in Dynamics 365/ CDS? Use entityimage_url instead of image content. Read More »

How to update a record in CDS/ Dynamics 365 from canvas app without using primary key

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I have recently been conducting some trainings on canvas apps and one of the questions that came up during the session was regarding the Patch function in canvas app. As the name suggests, you can use the Patch function to modify or create a record …

How to update a record in CDS/ Dynamics 365 from canvas app without using primary key Read More »

Show Consecutive line breaks in alerts in Dynamics 365/ CDS

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Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com By this time all of us are familiar with Xrm.Navigation.openAlertDialog. What’s more is going to be there in that API. After all it’s an API which just shows some alert. And yet the simplest of things sometime surprises us. The same experience I had today …

Show Consecutive line breaks in alerts in Dynamics 365/ CDS Read More »

Delegation in canvas apps power apps. know about it before you start working with large datasets.

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Canvas apps is certainly changing a customer’s view point on mobile rollout feasibility for their business. However more often than not, we as consultants come across customers having significant data in the system. And while we don’t think much about data volumes while dealing with …

Delegation in canvas apps power apps. know about it before you start working with large datasets. Read More »

How to create controls dynamically in Canvas App power apps using galleries

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Before I even go ahead and add more on this. Spoiler alert!  This blog is not going to introduce you to a new API which allows you to add/ remove controls dynamically in a canvas app. As of the time of writing this blog, there …

How to create controls dynamically in Canvas App power apps using galleries Read More »

Configure Customer lookup in canvas apps to show either contacts or accounts

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Happy new year to all my blog readers and this is my first blog of 2020. And how about starting with a simple one and that too on canvas apps! So this was my customer requirement. They were designing a canvas app for their business …

Configure Customer lookup in canvas apps to show either contacts or accounts Read More »

Talking points in Dynamics 365 AI for Sales–Gotchas!

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

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 »

Create PowerApps Component framework (PCF) controls – A Complete hands-on Guide

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Part 6 – Embed your Power Apps Component Framework (PCF) control on CRM form

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Part 5 – Build, Test and Deploy your Power Apps Component Framework (PCF) Custom Control

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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 »

Part 4 – Develop your Power Apps Component Framework (PCF) control UI and events

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Part 3- Set-up Manifest file for your PowerApps Component Framework (PCF)

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Part 2: SET up development environment for PowerApps Component Framework (PCF) Project

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Part 1: Understanding PowerApps Component Framework (PCF) and control lifecycle

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Insert Custom Controls in Dynamics 365/ CDS Business Process flows

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

What is “Toast Notification Display time” in Dynamics 365

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.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 »

Create metadata for files uploaded in SharePoint IN Dynamics 365 & Sharepoint integration – V3.0 of Metadata manager utility

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Very excited to announce the release of Version 3.0 of our tool today. For trial and pricing, reach out to us at info@xrmforyou.com What’s new in this version? 1. Support for multiple document …

Create metadata for files uploaded in SharePoint IN Dynamics 365 & Sharepoint integration – V3.0 of Metadata manager utility Read More »

Azure AD B2C integration with Dynamics 365 Portals/ PowerApps portals

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Data policies (DLP) in Power platform admin center

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Set TimeOut or wait condition in Power Automate/ Microsoft Flow

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.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 »

Invoke Power Automate/ Microsoft Flow from plugin in Dynamics 365

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.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 »

Create a AutoNumber field from your existing Text field in Dynamics 365/ CDS.

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »

Enable Custom entity for email in Dynamics 365/ CDS

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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 »

OPEN API sample JSON

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

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” } }, …

OPEN API sample JSON Read More »

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The content of this post was no longer compatible with the latest version of Dynamics 365/ PowerApps portals. Please visit the blog post for detailed walk through on how to make it work …

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

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

Dynamics 365, Microsoft Dynamics CRM / By

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

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

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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

Dynamics 365 Portal Authentication with Azure AD B2B Guest User.

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

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

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

How to perform executeMultiple using WebApi in Dynamics 365/ CDS

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

Just another day at office and yet another challenge. Looked a simple one at the beginning. Basically here is the requirement “Multiple create and update operations needs to be performed using Dynamics 365 Web API through client side.” Off-course we can use the Xrm.WebApi.createRecord or Xrm.WebApi.updateRecord but in that case for as many records, those …

How to perform executeMultiple using WebApi in Dynamics 365/ CDS Read More »

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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

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

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I am very excited to announce the new Utility from XrmForYou stable – “SharePoint Document Merger”. Let’ directly jump to the Utility functionality and other details So what does this Utility address? You have an opportunity in CRM and you are using the OOB CRM-SharePoint integration …

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

How to get formContext in HTML Webresource in Dynamics 365

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com If you are using on the latest version of Dynamics 365/ CDS online, Microsoft API can you help you do that. A better and supported approach is described here. Xrm.Page is deprecated. We all know and we have already started revamping our form scripts and replacing …

How to get formContext in HTML Webresource in Dynamics 365 Read More »

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

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

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

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

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

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

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

Migrate document templates across environments in Dynamics 365

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

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

Migrate document templates across environments in Dynamics 365 Read More »

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

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

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

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

Get Web Api Version Dynamically in Dynamics 365/ DataVerse

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Loads of my blog readers wanted to know how to get the Web API version dynamically in scripts. In this blog, I will walk you through the steps to accomplish the same. DataVerse or Dynamics 365 Apps WebAPI endpoint is of the following format. With each …

Get Web Api Version Dynamically in Dynamics 365/ DataVerse Read More »

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comXrm.WebApi methods introduced by Microsoft are great! But not much can be said about Xrm.WebApi.execute method which is used to invoke custom actions from client side code.To be honest, ever since I have written …

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

How to sequence multiple Xrm.WebApi calls in Dynamics 365/ CDS.

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCome version 9.0 of Dynamics, Microsoft have introduced the Xrm.WebApi methods which have significantly eased out the task of making web api calls from the client side. However as we are all using this …

How to sequence multiple Xrm.WebApi calls in Dynamics 365/ CDS. Read More »

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently there was a requirement to change the Dynamics 365 App for Outlook  screen. Basically when you set up the default App for Outlook, the Sitemap contains just the Activities and the Dashboards. …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The true potential of a portal is realized only when we expose the Dynamics 365 content on the portals. However as we all know, to expose the content end-end, we need to create …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com After my last blog on getting the formContext and the client URL from a ribbon button on the form in Dynamics Version 9.0, I was simply taken back by the comments and was …

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

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

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

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

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The contents of the POST has been removed since the methodology described in the POST has been deprecated by Microsoft. Check out the latest version of the post here to view the latest client …

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

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

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

*Before I get started with the topic, a quick note on the use cases of this particular post. While everything mentioned in the post would work just fine, this post is more of conceptual and feasibility study than a real life implementation use case. For working with CRM data in same environment, SDK is the …

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

Get formContext inside ribbon event handlers in Dynamics 365

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

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

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

Retrieve Data using Alternate Key in Dynamics 365

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

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

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Delete field from managed solution in Target environment in Dynamics 365

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

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

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

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

CDS, Dynamics 365, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently one of our customers upgraded to version 9.0 and suddenly and once the upgrade completed, they reported to us that they are not able to find permission for Apps under their security …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one drove me crazy and believe these kind of things pop-up the most when you don’t expect them at all. A simple training going on and I was demoing them the wonderful …

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

Display Lookup as Dropdown in Dynamics 365 Portals/ PowerApps portals

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

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

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have wrote quite a few articles over the last one year to query Dynamics Web API using ADAL from client side and as well as server side. However lately I am receiving …

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

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

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

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

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com We are delighted to announce the release of the next version of our tool – Sharepoint Attachment Extractor and Metadata Manager. For readers who are new to this tool, this tool enables you …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is a follow up to my previous blog where I showed you how can you call a global action with all parameter types using the newly introduced Xrm.WebApi.execute method. https://debajmecrm.com/dynamics-version-9-0-execute-custom-action-with-all-parameter-types-in-dynamics-crm-version-9-0/ Now coming …

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

Show terms and conditions in Dynamics 365 Portals/ PowerApps portals

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

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

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

Change URL of Dynamics 365 Portal/ PowerApps portal

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A good news for portal users. With the latest Portal update, it is now possible to change the Base URL of a portal after it has been provisioned. To change the base URL …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A big thank you note to all my blog readers without whom this has not been possible. It’s been a great journey so far and undoubtedly it’s my blog which has helped me …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Before I start writing the details, first let me tell you why this blog. After all this is so nicely explained in the following link – https://technet.microsoft.com/en-us/library/mt171421.aspx Well, the above link contains all …

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

Form design considerations and best practices for Dynamics 365 Mobile app

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Spoiler alert! Unlike other blogs, I am not going to update you about any new feature. Rather I am going to share my project experience in handling multiple forms designed for your Web …

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

Show Lookup Dialog dynamically using script in Dynamics 365

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comThis one feature that I am going to pen down here, personally I have longing for it quite sometime now.So before going into the HOW part of it, let’s understand the why part of …

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

Modal alert/ confirm/ and error DIALOG in Dynamics 365

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Working currently on a client engagement on the latest Dynamics version (v9.0) and hence got a chance to the new introduced Client API’s with version 9.0.For starters, the Xrm.Page has been deprecated with …

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

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

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

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

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

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

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

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

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Manager Hierarchy was introduced way back with 2015 Online Update 1. And you might be wondering why this blog after years this feature has been introduced? Well I can assure you, you won’t …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Nothing like real time requirements and here is another one. Customer walks in and puts in his requirement – “Users should not be able to select more than one record in the To …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is an old topic which is getting discussed since CRM 2011 or I think even before that. You must be wondering, why I am digging out history here. Well there has been …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAs promised, I am back to my second post on this topic. In my previous post, I showed you on how to generate Authorization token of D365 online from Native Console App using the …

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

Headless Authentication with Dynamics CRM online Web API – Without using Active Directory Authentication Library (ADAL) {Part-I}

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Well this topic has been discussed again over multiple times. And I myself has written a blog on how to do a headless authentication (without user intervention) between Dynamics CRM Online Web API …

Headless Authentication with Dynamics CRM online Web API – Without using Active Directory Authentication Library (ADAL) {Part-I} Read More »

Certificate not visible in IIS server post import

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Before I proceed with the post. let me clear this out. There is nothing special about IIS server where CRM is installed. It applies to all IIS servers. However being a devotee of …

Certificate not visible in IIS server post import Read More »

workflow not visible in Profiler in Plugin Registration Tool

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently I was conducting a training where I was doing a demo on how to debug a Custom Workflow activity step using the profiler in plugin registration tool. So here I was explaining …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The behavior explained in this blog has changed a little with introduction of new Azure AD Group teams in Dynamics 365 April 2019 release. To know more about it, click here. Recently I …

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

Hide Relationships on Dynamics 365 for Phones App – owner relationship

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics have evolved over the years and with time it has become a really vast tool. So many features are in there that we may not have used till now in all our …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics CRM never ceases to throw surprises to me and this even applies to the functionalities which were introduced way back in CRM 2011. Recently in a session I was demoing field security …

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

Qualify lead not working in Dynamics 365 on-premise

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have been working with Customer IT Team on a Dynamics 365 project and we have been doing kind of fancy stuffs, new features and what not. And suddenly we are being reported …

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

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

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

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics Version 9.0 introduced the Xrm.WebApi namespace which provides all the methods to interact with dynamics CRM server from client side script.Detailed Documentation – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-webapiHowever recently I was working on a project to …

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

Based on “Entity” in Dynamics 365 Sharepoint integration

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

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

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

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

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

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