Honestly I was not aware of this function sometime back and this was purely an accidental discovery. And guess what when I queried around, I found that it actually missed the cognizance of so many consultants out there. And while this function have been introduced, we still keep telling the customer that it is kind …
When I came across this post by Bob Guidinger, I was like WOW! What an article and what a discovery. I could vouch that the most experienced of CRM consultants would envy to write a post like this. And guess what, no sooner than I wrote this post came the requirement where I needed to …
Great tip by Nishant Rana
Well, this one is indeed weird when I first time saw it. So basically we set up custom datetime format in portals to dd-MMM-yyyy. If you are unware of custom datetime format in portals, you can follow this blog here. All set and done, I launch a webform and the first step of the webform …
Recently I got a requirement where every time an user keys in a wrong email address, the user should get a error notification icon on the control and if the user key in the correct email address, the user should get a success notification on the control. Very common requirement I shall say but again …
UtcTimeFromLocalTime – A function introduced in Dynamics 365 to allow you to convert time in any timezone to the corresponding UTC time. It has couple of parameters If you want to check on how to convert UTC time to local time in Dynamics 365/ Model driven apps, check this blog post. LocalTime – DateTime object …
Rich Text for Dynamics 365 Notes – About to write on this but found this post wonderfully articulating this feature.
Hello everyone and welcome to my blog. In today’s blog, we will discuss about a simple yet useful feature to convert UTC time to local time in Dynamics 365/ Model driven web resources. Before we get to the solution, let’s understand when you shall require to use this functionality. This scenario usually arise when you …
This one I found pretty interesting. And in the community you will find this requirement popping up every now and then, specially the requirement to refresh HomePage grid and ribbon on click of a ribbon button. Let’s see the requirement that we had for this. In this blog I am going to discuss the following …
This one is a small tip for anyone who are trying to build up their portal application and did not have much exposure to portals yet. And this is one of the most common requirement that I face in almost every portal implementation. So you have your insert form and then when the portal user …
Sometimes we are so much busy in our day to day consulting stuffs that we frequently miss those small little gems in Dynamics 365 which are scattered throughout but we tend to ignore them more often than not. And one of them is the Attribute dependency feature in webresources. How many of you faced a …
This is one ask which customers had asked for sometime. We have form notifications and field notifications for quite sometime now and this API has also been there for quite sometime. However this is not much used or I shall say rather unknown and through my blog I want to spread the awareness of this …
Xrm.Utility.invokeProcessAction – A function introduced in Dynamics API for quite sometime. And frankly with the magnitude of actions being used in each project, this should have been the most widely used function by now. But unfortunately this is hardly used and the reason for that being it’s purpose is not being understood. We may have …
This is a requirement I received few years back. And that time I said it is unsupported and hence not possible. And today again I got this requirement and guess what I was about to say the same thing when I thought – “The API now is much more rich. There may be something in …
RESX web resources have been introduced for quite sometime but unfortunately even when I see project implementations today, I see constants file being used instead of Resource files. What more, you can even show specific values based on logged in user language. This blog post is not about how you can create a resource file …
Recently in my project I had the requirement to show up a multiselect lookup for selecting records across multiple custom entities. The customer have created a PCF control where they have designed to show the selected records spanning entities. But the issue was to show a lookup control to allow the user to select multiple …
This API has been introduced for sometime now. However I still find that consultants are not using it and going with traditional querying through WebAPI method to get the Entity Metadata. And there is a secret I am going to tell you why so many consultants abandoned this method. The reason for this is when …
Xrm.Utility.getEntityMetadata() Have you explored it yet to get metadata in Dynamics 365 Read More »
Gem of an article from Colin Vermander
Over the last few months, I have receiving loads of request to train people who are new to Dynamics and Powerapps and trying to learn and make a footprint. However with my bandwidth, it becomes really hard to keep track and satisfy all those requests. Also I realized there is lot of query on some …
Webforms are wonderful things in PowerApps portals. It allows you to design wizard control providing user with multiple steps to complete an operation. And one of the wonderful things with WebForms in PowerApps portals is to maintain sessions. Say a Webform have three steps – Step 1, Step 2 and Step 3. Say a portal …
WebForm sessions in PowerApps/ Dynamics 365 portals-All you need to know Read More »
Couple of months back I wrote a blog post on Common data service (Current environment) not showing up while creating a PowerAutomate flow and the reason was that only for flows created through the solution have the connector available. Here is the link to the post – https://debajmecrm.com/quick-tip-common-data-service-current-environment-connector-not-showing-up-while-creating-microsoft-flows-power-automate/comment-page-1/#comment-17413 However post that I got multiple question …
You might be wondering this is a pretty old feature and why I am writing this blog now. As I do quite a few trainings I always get lot of questions on relationship behavior. And specially related to Rollup behavior on entity relationship.I am not going to explain in this blog what this feature is …
All you want to know about “Rollup View“ Entity Relationship behavior in Dynamics 365 Read More »
Recently I had a requirement where my customer wanted to remove delete privilege for all regular business roles from Note entity. There is no big thing in this. All you need is open up the security role and under “Core Records” tab, remove the delete privilege on the Note Entity. As expected when the user …
This is a big question I face whether I am conducting a training or whether I am working on PowerApps portal in customer location. And I am really not surprised. Say you have a custom .js file where you have scripted some wonderful functions and want to reuse in the portal. It’s a really big …
I have been working lately a lot on PowerApps portals and one of the requirement that we got from customer is to render some HTML text as text in Portals. The customer had a field in Dynamics 365 which was storing rich text. We would retrieve the field value using fetchxml in liquid and the …
Strip HTML characters using Liquid in PowerApps/ Dynamics 365 Portals Read More »
By default in PowerApps portals, the date and time is showed in the format as configured in CDS/ Dynamics 365. However you can override the default date/ time format to be used on portals with the below site settings. DateTime/DateFormat: The date format used on the portal. DateTime/TimeFormat: The time format used on the portal. …
Working with custom DateTime formats in PowerApps/ Dynamics 365 Portals Read More »
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 »
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 »
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 …
I have been working lately a lot on PowerApps portals and this is one interesting requirement that we recently had. So the customer have set up Authentication via Google account and the requirement was whenever a user try to browse the portal, they should be automatically signed in or taken to the sign in provider …
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 »
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 »
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 …
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 …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With every release of Dynamics 365, there is something always new for developers. In my last blog I explained about the enhancement in Xrm.WebApi.navigateTo method. Today we will discuss in detail about the new “addOnLookupTagClick” method introduced in Release wave 1, 2020. So what does …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With PowerApps release wave 1 2020, Microsoft have released quite a few features under the hood. While some have hogged the limelight, others continue to evolve in the platform like hidden gems. And one of them is the enhancement in much loved Xrm.Navigate.navigateTo API. Now …
How to Show Dynamics 365/ CRM form in a modal window? Use Xrm.Navigate.navigateTo Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Well this one came as pure surprise and I got to know of this one only after one of our customer enabled 2020 Release wave 1 feature in one of their SandBox environments and updated us that search on entity grids is not working as …
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 »
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 »
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 …
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 »
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 »
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 …
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 »
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 »
Introduction of Dynamics 365 AI has been a game changer in the field of Dynamics 365 and personally I have seen that mentioning this feature many a times drive the decision makers to choose Microsoft CRM over it’s competitors. And if you are a Dynamics consultant, it’s obvious that you are have either read it …
Talking points in Dynamics 365 AI for Sales–Gotchas! Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com As I explained in the previous article we are going to develop a file control with a submit button. So we need to prepare the Manifest file. As I explained earlier, manifest file …
Part 3- Set-up Manifest file for your PowerApps Component Framework (PCF) Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Today I was just searching some stuffs on Custom Controls and then stumbled upon this link – https://docs.microsoft.com/en-us/business-applications-release-notes/October18/microsoft-flow/custom-controls-in-business-process-flows Although the documentation tell that it is possible to embed custom controls in Business Process …
Insert Custom Controls in Dynamics 365/ CDS Business Process flows Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comWell this blog is pure serendipity. I was doing something else when I discovered this sitting quietly in Dynamics (not sure when it came in) and then I explored it. What I am talking …
What is “Toast Notification Display time” in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Very nice tip for many who may still need the classic UI
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Lately working on Microsoft flows these days where I am helping my customer to migrate Dynamics 365 workflows to Microsoft flow. One of the workflow was using a timeout condition with Duration Timeout …
Set TimeOut or wait condition in Power Automate/ Microsoft Flow Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Well this has long been awaited for. And how many times I had my customer walking up to me and ask – “I have an existing field. Do CRM provide Autonumber feature? Can …
Create a AutoNumber field from your existing Text field in Dynamics 365/ CDS. Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAfter my last blog on canvas app and OPEN API, I would say this one is pretty basic. However time and again I keep hearing kind of similar questions based on this topic and …
Enable Custom entity for email in Dynamics 365/ CDS Read More »
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 »
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 »
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 …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I am very excited to announce the new Utility from XrmForYou stable – “SharePoint Document Merger”. Let’ directly jump to the Utility functionality and other details So what does this Utility address? You have an opportunity in CRM and you are using the OOB CRM-SharePoint integration …
Create PDF document from files in SharePoint and send as an email attachment Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com If you are using on the latest version of Dynamics 365/ CDS online, Microsoft API can you help you do that. A better and supported approach is described here. Xrm.Page is deprecated. We all know and we have already started revamping our form scripts and replacing …
How to get formContext in HTML Webresource in Dynamics 365 Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com To be honest, I have been getting this error for quite some time now, every now ever since I started working with Dynamics 365 SDK. And believe me it can give you a nightmare. Plugin registration tool is one such utility which we use everyday without …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com A very interesting read from my colleague
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I have been working on Azure integration with CRM a lot and frequently I see azure relay hybrid connection integration with Dynamics 365. And in most of the case, it is through registering the Service Endpoint in Plugin registration tool. While the above works really …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Another wonderful and utility post from my friend and fellow MVP Deepesh Somani
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com It was just another day at my office and my client’s developer just walked up to me and asked – “How do I move my document templates to one environment to another?”. He seems to have manually uploaded in the target environment but that is not …
Migrate document templates across environments in Dynamics 365 Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Registering an event handler for your form events or field events – Probably the most mundane stuffs that you would perform everyday if you a CRM consultant. But sometimes the simplest things have the greatest mysteries to unfold. Now here I was in a training session …
Register events on Dynamics 365 forms – Did you know library name doesn’t matter? Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comXrm.WebApi methods introduced by Microsoft are great! But not much can be said about Xrm.WebApi.execute method which is used to invoke custom actions from client side code.To be honest, ever since I have written …
How to call an action with EntityCollection Input parameter Dynamics 365 WebApi Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCome version 9.0 of Dynamics, Microsoft have introduced the Xrm.WebApi methods which have significantly eased out the task of making web api calls from the client side. However as we are all using this …
How to sequence multiple Xrm.WebApi calls in Dynamics 365/ CDS. Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently there was a requirement to change the Dynamics 365 App for Outlook screen. Basically when you set up the default App for Outlook, the Sitemap contains just the Activities and the Dashboards. …
How to Add/ remove components in Dynamics 365 App for Outlook Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The true potential of a portal is realized only when we expose the Dynamics 365 content on the portals. However as we all know, to expose the content end-end, we need to create …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com After my last blog on getting the formContext and the client URL from a ribbon button on the form in Dynamics Version 9.0, I was simply taken back by the comments and was …
Get FormContext in Sub-grid ribbon event in Dynamics 365 V9.0 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comRecently I was working with a customer and came across a requirement where they needed to fire an event on client side every time once the data is saved successfully to process some post-save …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The contents of the POST has been removed since the methodology described in the POST has been deprecated by Microsoft. Check out the latest version of the post here to view the latest client …
*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 »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comBefore Xrm.Page was deprecated, getting the client URL and access form attributes and controls were so easy in custom ribbon button handlers. AAll I needed to write to get the ClientUrl var clientUrl = …
Get formContext inside ribbon event handlers in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAlternate keys have been implemented some time back and by now I think most of the consultants working with Microsoft Dynamics are familiar with the concept of alternate keys.In case you are new to …
Retrieve Data using Alternate Key in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comDynamics CRM 2016 introduced the concept of solution segmentation, solution patching and cloning and indeed it has come a long way over the last 2-3 years. We are now exposed to CDM, flows, powerapps …
Delete field from managed solution in Target environment in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one drove me crazy and believe these kind of things pop-up the most when you don’t expect them at all. A simple training going on and I was demoing them the wonderful …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have wrote quite a few articles over the last one year to query Dynamics Web API using ADAL from client side and as well as server side. However lately I am receiving …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.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 …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is a follow up to my previous blog where I showed you how can you call a global action with all parameter types using the newly introduced Xrm.WebApi.execute method. https://debajmecrm.com/dynamics-version-9-0-execute-custom-action-with-all-parameter-types-in-dynamics-crm-version-9-0/ Now coming …
Invoke bound actions (entity actions) using script in Dynamics 365 – Xrm.WebApi.execute Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A good news for portal users. With the latest Portal update, it is now possible to change the Base URL of a portal after it has been provisioned. To change the base URL …
Change URL of Dynamics 365 Portal/ PowerApps portal Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com 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 »
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 …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Spoiler alert! Unlike other blogs, I am not going to update you about any new feature. Rather I am going to share my project experience in handling multiple forms designed for your Web …
Form design considerations and best practices for Dynamics 365 Mobile app Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comThis one feature that I am going to pen down here, personally I have longing for it quite sometime now.So before going into the HOW part of it, let’s understand the why part of …
Show Lookup Dialog dynamically using script in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comOne of the great features that got introduced with Dynamics 2013 was Actions. With time more & more improvement came in with Actions and today Actions are one of the most powerful extending features …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Nothing like real time requirements and here is another one. Customer walks in and puts in his requirement – “Users should not be able to select more than one record in the To …
Allow single record in To recipients field of an Email in Dynamics 365/ CDS Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is an old topic which is getting discussed since CRM 2011 or I think even before that. You must be wondering, why I am digging out history here. Well there has been …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.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 …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Well this topic has been discussed again over multiple times. And I myself has written a blog on how to do a headless authentication (without user intervention) between Dynamics CRM Online Web API …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Before I proceed with the post. let me clear this out. There is nothing special about IIS server where CRM is installed. It applies to all IIS servers. However being a devotee of …
Certificate not visible in IIS server post import Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently I was conducting a training where I was doing a demo on how to debug a Custom Workflow activity step using the profiler in plugin registration tool. So here I was explaining …
workflow not visible in Profiler in Plugin Registration Tool Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The behavior explained in this blog has changed a little with introduction of new Azure AD Group teams in Dynamics 365 April 2019 release. To know more about it, click here. Recently I …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics have evolved over the years and with time it has become a really vast tool. So many features are in there that we may not have used till now in all our …
Hide Relationships on Dynamics 365 for Phones App – owner relationship Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics CRM never ceases to throw surprises to me and this even applies to the functionalities which were introduced way back in CRM 2011. Recently in a session I was demoing field security …
The user does not have read permissions to a secured field in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have been working with Customer IT Team on a Dynamics 365 project and we have been doing kind of fancy stuffs, new features and what not. And suddenly we are being reported …
Qualify lead not working in Dynamics 365 on-premise Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Another fantastic article for Deepesh Somani
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 …
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 …
Based on “Entity” in Dynamics 365 Sharepoint integration Read More »
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 …