Microsoft CRM

{Solved} Dynamics 365 App for outlook missing from Sitemap in DataVerse/ Dynamics 365

DataVerse, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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.

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

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 …

Filtering attributes for DataVerse plugins registered on Create – How to execute them for specific field changes only. Read More »

Report cannot be displayed. rs processing aborted- Dynamics CRM Reporting error

Microsoft CRM, Microsoft Dynamics CRM / By

Hello everyone and welcome to my blog. In today’s blog I will discuss in the detail the problems you may encounter while executing a report from Dynamics CRM and how to resolve the same. Through my blog I share interesting tips and discuss on latest releases of Microsoft.NET technologies, Dynamics 365 and Power Platform, SharePoint …

Report cannot be displayed. rs processing aborted- Dynamics CRM Reporting error Read More »

How to delete users from Dynamics 365/ Power Platform

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

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 hide fields from Advanced find search in Dynamics 365/ Model Driven Apps {Crm Tips from the vault}

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

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 fields from Advanced find search in Dynamics 365/ Model Driven Apps {Crm Tips from the vault} Read More »

How to hide command bar/ ribbon bar of a form in Model driven apps/ Dynamics 365

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

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 find all contacts whose birthday falls in current month in DataVerse/ Dynamics 365

DataVerse, Dynamics 365, Microsoft CRM, powerapps / By

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 find all contacts whose birthday falls in current month in DataVerse/ Dynamics 365 Read More »

How to set a lookup value in Dynamics 365/ Model Driven apps using javascript

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

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 »

No Entities to select when creating SLA in Dynamics 365 Customer Service

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

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.

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

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 use Plugin registration tool to register dependent assemblies in DataVerse/ Dynamics 365 plugins. Read More »

Configure custom SLA pause conditions in Dynamics 365 Customer Service apart from status reason.

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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 …

Configure custom SLA pause conditions in Dynamics 365 Customer Service apart from status reason. Read More »

{Solved} Could not find service ReportServer$SSRS error while installing SSRS reporting extensions in Dynamics on-premise

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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 …

{Solved} Could not find service ReportServer$SSRS error while installing SSRS reporting extensions in Dynamics on-premise Read More »

Async OnSave handlers in DataVerse/ Dynamics 365 forms to cancel save operation, stop save till certain async events are executed. Check this out!

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

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 …

Async OnSave handlers in DataVerse/ Dynamics 365 forms to cancel save operation, stop save till certain async events are executed. Check this out! Read More »

How to get GUID of selected view in Dynamics 365/ Model driven apps home page grid

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

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 »

Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms

Dynamics 365, Microsoft CRM, Model driven apps / By

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 »

How to edit a parent record from Child record form in Dynamics 365/ Dataverse?

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

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 enable or disable “Export to PDF” option for entities in CDS/ Dynamics 365 through code.

CDS, Dynamics 365, Microsoft CRM / By

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 enable or disable “Export to PDF” option for entities in CDS/ Dynamics 365 through code. Read More »

How to download Notes from Power Apps Canvas Apps?

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

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

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

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 »

Drag and Drop, Bulk Create, add Metadata and categorize Notes inside folders in Dynamics 365/ CDS

Dynamics 365, Microsoft CRM / By

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 …

Drag and Drop, Bulk Create, add Metadata and categorize Notes inside folders in Dynamics 365/ CDS Read More »

How to make Xrm.WebApi calls synchronous in Dynamics 365/ CDS

CDS, Dynamics 365, Microsoft CRM / By

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

CDS, Dynamics 365, Microsoft CRM / By

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 »

Upload content to File Attribute in Dynamics 365/ CDS from JavaScript

CDS, Dynamics 365, javascript, 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 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 »

Override createdon, modifiedon, createdby, modifiedby in Dynamics 365/ CRM {CRM Tips from the Vault}

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.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 …

Override createdon, modifiedon, createdby, modifiedby in Dynamics 365/ CRM {CRM Tips from the Vault} Read More »

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.

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.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 …

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. Read More »

Display Notification on Entity Home Page Grid 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 In this blog I am going to explain on how you can show a notification on Entity Home Page grid. Please follow this blog to where I have been demonstrated to how to …

Display Notification on Entity Home Page Grid in dynamics 365/ CDS Read More »

Compare two columns in QueryExpression in Dynamics 365/ CDS SDK

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 A long awaited feature which has been asked by customers for over a decade has been finally introduced in the platform. And today I referred a blog post by my friend and fellow …

Compare two columns in QueryExpression in Dynamics 365/ CDS SDK Read More »

Could not find relationship for related entity field–Error when Exporting Contact Views to Excel

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 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 …

Could not find relationship for related entity field–Error when Exporting Contact Views to Excel Read More »

How to determine if Form Type is Create or Update in Dynamics 365/ CRM Business rules {CRM Tips from the Vault}

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.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 …

How to determine if Form Type is Create or Update in Dynamics 365/ CRM Business rules {CRM Tips from the Vault} Read More »

Create Record URL in Dynamics 365/ CRM to open in specific model driven app. You don’t need to use the appid

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 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 …

Create Record URL in Dynamics 365/ CRM to open in specific model driven app. You don’t need to use the appid Read More »

Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules

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 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 …

Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules Read More »

How to show confirmation when changing a stage in business process flow 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 Honestly I was not aware of this function sometime back and this was purely an accidental discovery. And guess what when I queried around, I found that it actually missed the cognizance of …

How to show confirmation when changing a stage in business process flow in Dynamics 365 Read More »

Use Client Script to stop Next stage and Previous stage movement in Dynamics 365/ CDS Business Process Flows–Use the addOnPreStageChange event.

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 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 …

Use Client Script to stop Next stage and Previous stage movement in Dynamics 365/ CDS Business Process Flows–Use the addOnPreStageChange event. Read More »

Error Code -2,147,158,525 during data import from excel file in Dynamics 365

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 This is a really quick one. And this is an error which you may face while trying to import an excel file in Dynamics 365/ CRM. The problem with this error is you …

Error Code -2,147,158,525 during data import from excel file in Dynamics 365 Read More »

Not able to connect to SQL Instance on port other than 1433, when trying to install Dynamics 365 {CRM Tips from the Vault}

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 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 …

Not able to connect to SQL Instance on port other than 1433, when trying to install Dynamics 365 {CRM Tips from the Vault} Read More »

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}

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.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 …

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} Read More »

Emails Sent from Dynamics 365 are now visible in Sent Items of Outlook

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 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 …

Emails Sent from Dynamics 365 are now visible in Sent Items of Outlook Read More »

Find all Incidents (cases) in Dynamics 365 which have at-least one email from specific sender–Use the lambda operator any() in WebAPI

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 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) …

Find all Incidents (cases) in Dynamics 365 which have at-least one email from specific sender–Use the lambda operator any() in WebAPI Read More »

Store Last 4 Digits of Social Security Number (SSN) in Dynamics 365/ CRM – No code approach

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 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 …

Store Last 4 Digits of Social Security Number (SSN) in Dynamics 365/ CRM – No code approach Read More »

Fetch Incidents (Case) in Dynamics 365 with no open activities. Use the lambda operator all() in 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.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 …

Fetch Incidents (Case) in Dynamics 365 with no open activities. Use the lambda operator all() in WebApi Read More »

Field mappings in relationship not mapped when a child record is created from plugins in Dynamics 365/ CRM

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 A better solution for this problem has been discussed here. Please refer to the linked post. Debajit Dutta (Microsoft MVP)

Create a child record dynamically from Field Mappings in Dynamics CRM/ Dynamics 365 {CRM Tips from the vault}

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.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 …

Create a child record dynamically from Field Mappings in Dynamics CRM/ Dynamics 365 {CRM Tips from the vault} Read More »

How to share a Model Driven App with user from PowerApps Maker Portal

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 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 »

Get Today’s date 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 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 »

Enter an amount between $0.00 and $XXXX. Error for custom currency field in Dynamics 365 V9.x on-premise

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 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 …

Enter an amount between $0.00 and $XXXX. Error for custom currency field in Dynamics 365 V9.x on-premise Read More »

Qualify Lead in Dynamics 365 using Xrm.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.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 …

Qualify Lead in Dynamics 365 using Xrm.WebApi Read More »

Concatenate properties of a JSON array in Power Automate/ Microsoft Flow

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Microsoft flow, 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.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 »

Assign default web role when a user sign in Dynamics 365 Portals/ PowerApps portals

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.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 »

Binary to Base64 in Microsoft Power Automate/ Microsoft Flow

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Microsoft flow, 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 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 »

You don’t have required permissions to create Azure Active Directory applications–Error while creating Dynamics 365 Portal/ PowerApps portal

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 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 …

You don’t have required permissions to create Azure Active Directory applications–Error while creating Dynamics 365 Portal/ PowerApps portal Read More »

How to schedule workflows in Dynamics 365/ CRM. And it’s not using recursive workflow {CRM Tips from the Vault}

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.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 …

How to schedule workflows in Dynamics 365/ CRM. And it’s not using recursive workflow {CRM Tips from the Vault} Read More »

Add/ remove/ modify JSON elements of a JSON array in Power Automate/ Microsoft Flow

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, 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 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 »

Prevent Save and create new on Quick create form 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.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 »

Custom “Qualify Lead” button on Dynamics 365 Form {CRM tips from the vault}

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.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 »

Copy Notes with Attachments when a lead is qualified to Opportunity in Dynamics 365

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Microsoft flow, 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“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 »

Parse XML in Power Automate/ Microsoft Flow

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps, 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 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 …

Parse XML in Power Automate/ Microsoft Flow Read More »

Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code.

CDS, Dynamics 365, javascript, 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.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 …

Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code. Read More »

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 2

CDS, 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.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 …

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 2 Read More »

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 1

CDS, 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.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 …

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 1 Read More »

Using EntityCollection as Output parameter of Dynamics 365 Action while calling Action from Microsoft Power Automate (Flow)

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 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 …

Using EntityCollection as Output parameter of Dynamics 365 Action while calling Action from Microsoft Power Automate (Flow) Read More »

Skip Setting a Business process flow during record create in Dynamics 365/ CDS? This simple trick may help you

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 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 …

Skip Setting a Business process flow during record create in Dynamics 365/ CDS? This simple trick may help you Read More »

Stop Assign functionality based on Business Logic using Client API 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 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 »

Scope of getSharedVariable and setSharedVariable functions in Dynamics 365 Client API

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 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 »

Configure conflict detection for mobile offline synchronization 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 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 »

Configuring Mobile Offline profiles in Dynamics 365 for Offline Sync on mobile devices

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 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 »

How to get device location in Dynamics 365 for Mobile

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

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 »

Performing updates using alternate key in Dynamics 365 WebAPI and need to make sure it only updates and doesn’t create new record? Check this one out!

5 Comments / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, powerapps / By

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 = …

Performing updates using alternate key in Dynamics 365 WebAPI and need to make sure it only updates and doesn’t create new record? Check this one out! Read More »

{Quick Tip} Display knowledge article as attachment in Dynamics 365/ PowerApps portals

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

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 »

“This attachment can not be opened on your device”–error while trying to open a file using Xrm.Navigation.openFile

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

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 …

“This attachment can not be opened on your device”–error while trying to open a file using Xrm.Navigation.openFile Read More »

Using Xrm.Navigation.openFile to download a note attachment file with file save confirmation dialog

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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 …

Using Xrm.Navigation.openFile to download a note attachment file with file save confirmation dialog Read More »

The structure of error response from WebAPI in Dynamics 365/ CDS have changed. The innererror property in the JSON response has been removed. Are you aware of it?

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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 …

The structure of error response from WebAPI in Dynamics 365/ CDS have changed. The innererror property in the JSON response has been removed. Are you aware of it? Read More »

Want to leverage Azure storage for your documents in PowerApps/ Dynamics 365 portals instead of Notes? Check this out

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

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 …

Want to leverage Azure storage for your documents in PowerApps/ Dynamics 365 portals instead of Notes? Check this out Read More »

Sales Team Member App in Dynamics 365

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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 …

Sales Team Member App in Dynamics 365 Read More »

Multiple image data types with option to edit/ annotate the image in Dynamics 365/ CDS/ Model driven apps. New preview feature in Release wave 1 – 2020

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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, …

Multiple image data types with option to edit/ annotate the image in Dynamics 365/ CDS/ Model driven apps. New preview feature in Release wave 1 – 2020 Read More »

Get initial value of a field in Dynamics 365/CDS form using Client API

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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 »

Work with Quick view forms in Dynamics 365/ CDS Client API

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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 »

Html and Xml Encoding/ Decoding in Dynamics 365/ CDS Client API

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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 »

Get UserPrivilege on a field in Dynamics 365/ CDS Client API

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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 »

Opening a quick create form in Dynamics 365–Use Xrm.Navigation.openForm instead of deprecated Xrm.Utility.openQuickCreate

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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 …

Opening a quick create form in Dynamics 365–Use Xrm.Navigation.openForm instead of deprecated Xrm.Utility.openQuickCreate Read More »

Rich Text Field like email description are showing in plain text with html tags in PowerApps/ Dynamics 365 Portals

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

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 …

Rich Text Field like email description are showing in plain text with html tags in PowerApps/ Dynamics 365 Portals Read More »

Having issue while working with multi-line HTML/ text content snippets in Dynamics 365/ PowerApps portals? No worries, liquid has got your back

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

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 …

Having issue while working with multi-line HTML/ text content snippets in Dynamics 365/ PowerApps portals? No worries, liquid has got your back Read More »

Convert New line to html break in PowerApps Portals/ Dynamics 365 Portals using Liquid

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

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 »

Language specific custom text in Dynamics 365 portals/ PowerApps portals

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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 »

Designing a product and want to know the system forms which a user have access to in Dynamics 365? Use the RetrieveFilteredFormsRequest request to identify the same

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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 …

Designing a product and want to know the system forms which a user have access to in Dynamics 365? Use the RetrieveFilteredFormsRequest request to identify the same Read More »

Notes created in Dynamics 365/ CDS are showing up in portals with all HTML tags? May be you have enabled the rich text feature for notes in timeline

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

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 …

Notes created in Dynamics 365/ CDS are showing up in portals with all HTML tags? May be you have enabled the rich text feature for notes in timeline Read More »

{solved} Unable to connect to Dynamics 365/ CDS environment with two factor authentication enabled from your external application

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

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 …

{solved} Unable to connect to Dynamics 365/ CDS environment with two factor authentication enabled from your external application Read More »

Stop users for performing Abandon/ Finish operations on a business process flow in Dynamics 365 using Client API.

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

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 …

Stop users for performing Abandon/ Finish operations on a business process flow in Dynamics 365 using Client API. Read More »

prevent save event of a record in Dynamics 365 forms with custom message – use the setIsValid method

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

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 …

prevent save event of a record in Dynamics 365 forms with custom message – use the setIsValid method Read More »

Hiding the time part of your datetime control in Dynamics 365

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

Recently I got a requirement where I needed to hide the time part of your datetime control. Basically I had a Datetime field of format date and time, but when the control is shown on the form, I only needed to show the date part and hide the time part. I was searching and then …

Hiding the time part of your datetime control in Dynamics 365 Read More »

control.getContentWindow() method in Dynamics 365/ PowerApps can help you get formContext in your webresource page. And in-fact a wide range of possibilities. Have you explored it yet?

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

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 …

control.getContentWindow() method in Dynamics 365/ PowerApps can help you get formContext in your webresource page. And in-fact a wide range of possibilities. Have you explored it yet? Read More »

Integrate Python to connect to Dynamics 365/ CDS Web API using Client credentials

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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 »

Are you using Async javascript functions with await keyword in your webresources yet in Dynamics 365? They can make your code look much readable by removing the clutter of .then() constructs to handle each promise evaluation. Check this one out!

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

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 …

Are you using Async javascript functions with await keyword in your webresources yet in Dynamics 365? They can make your code look much readable by removing the clutter of .then() constructs to handle each promise evaluation. Check this one out! Read More »