Microsoft CRM

Control Next and Previous stage movement in Dynamics 365/ CDS Business Process flows using Client API

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 …

Control Next and Previous stage movement in Dynamics 365/ CDS Business Process flows using Client API Read More »

Need to open up a webresource as modal in Dynamics 365 on-premise V9.0. Wondering how can you do since Xrm.Navigate.navigateTo is not available still on-premise? Dialog boxes with a little tweak can help you do that even in On-premise. Check this out!

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 …

Need to open up a webresource as modal in Dynamics 365 on-premise V9.0. Wondering how can you do since Xrm.Navigate.navigateTo is not available still on-premise? Dialog boxes with a little tweak can help you do that even in On-premise. Check this out! Read More »

{Solved} Typing in character t automatically inserting current datetime in datepicker controls on WebForms in Dynamics 365/ PowerApps Portals

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 …

{Solved} Typing in character t automatically inserting current datetime in datepicker controls on WebForms in Dynamics 365/ PowerApps Portals Read More »

Show success and error symbol for each field on-change of field value in Dynamics 365/ PowerApps portals.

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 …

Show success and error symbol for each field on-change of field value in Dynamics 365/ PowerApps portals. Read More »

Need to convert from LocalTime in any time zone to UTC time in Dynamics 365? The UtcTimeFromLocalTime request can help you with that. Check this out!

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 …

Need to convert from LocalTime in any time zone to UTC time in Dynamics 365? The UtcTimeFromLocalTime request can help you with that. Check this out! Read More »

How to get Local Time From UTC Time in Dynamics 365/ Model driven apps webresource/ client side code

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 …

How to get Local Time From UTC Time in Dynamics 365/ Model driven apps webresource/ client side code Read More »

How to refresh Homepage Grid on click of custom ribbon button in Dynamics 365? Use Xrm.Utility.refreshParentGrid() API

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 …

How to refresh Homepage Grid on click of custom ribbon button in Dynamics 365? Use Xrm.Utility.refreshParentGrid() API Read More »

{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals

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 …

{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals Read More »

Are you still including unnecessary fields on your Dynamics 365 forms so that your scripts can access it? May be it’s time to use Attribute dependency feature of webresources.

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 …

Are you still including unnecessary fields on your Dynamics 365 forms so that your scripts can access it? May be it’s time to use Attribute dependency feature of webresources. Read More »

Want to show a global notification which appears anywhere on your Dynamics 365/ CDS model driven app? Xrm.App.addGlobalNotification does just that. Check this out!

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 …

Want to show a global notification which appears anywhere on your Dynamics 365/ CDS model driven app? Xrm.App.addGlobalNotification does just that. Check this out! Read More »

Have you understood the significance of Xrm.Utility.invokeProcessAction() API in Dynamics 365? And no it’s not to execute a Global action. It has much more to it than you can imagine! Check this out!

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 …

Have you understood the significance of Xrm.Utility.invokeProcessAction() API in Dynamics 365? And no it’s not to execute a Global action. It has much more to it than you can imagine! Check this out! Read More »

Get displayed ViewId on click of ribbon button in Home Page Grid in Dynamics365/ PowerApps. Explore the hidden gem–Xrm.Navigation.getPageContext()

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 …

Get displayed ViewId on click of ribbon button in Home Page Grid in Dynamics365/ PowerApps. Explore the hidden gem–Xrm.Navigation.getPageContext() Read More »

Xrm.Utility.getResourceString in Dynamics 365. Which scenario it works and where it doesn’t? And what are the workarounds?

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 …

Xrm.Utility.getResourceString in Dynamics 365. Which scenario it works and where it doesn’t? And what are the workarounds? Read More »

Planning to show a custom multi-select lookup. Use the Xrm.Utility.lookupObjects to show a multi-select lookup control in Dynamics 365

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 …

Planning to show a custom multi-select lookup. Use the Xrm.Utility.lookupObjects to show a multi-select lookup control in Dynamics 365 Read More »

AssignUserRoles and RemoveUserRoles message in plugins-Is this something you can really use in Dynamics 365

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 …

AssignUserRoles and RemoveUserRoles message in plugins-Is this something you can really use in Dynamics 365 Read More »

WebForm sessions in PowerApps/ Dynamics 365 portals-All you need to know

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 »

Common Data Service (Current environment) connector not showing up while creating a PowerAutomate flow? Check this out.

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 …

Common Data Service (Current environment) connector not showing up while creating a PowerAutomate flow? Check this out. Read More »

All you want to know about “Rollup View“ Entity Relationship behavior in Dynamics 365

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 »

Restrict Delete of Note attachment in Dynamics 365 if user is having missing Delete privilege on Note record.

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 …

Restrict Delete of Note attachment in Dynamics 365 if user is having missing Delete privilege on Note record. Read More »

{knowhow} How to refer a JavaScript file in your PowerApps/ Dynamics 365 Portal which is not accessible via public URL?

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 …

{knowhow} How to refer a JavaScript file in your PowerApps/ Dynamics 365 Portal which is not accessible via public URL? Read More »

Strip HTML characters using Liquid in PowerApps/ Dynamics 365 Portals

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 »

Working with custom DateTime formats in PowerApps/ Dynamics 365 Portals

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 »

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

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

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?

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

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

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!

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.

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

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

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 »

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

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

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

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 »

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

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

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

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.

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

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

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!

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 »

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

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 »

Insert Custom Controls in Dynamics 365/ CDS Business Process flows

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

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 »

Set TimeOut or wait condition in Power Automate/ Microsoft Flow

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

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

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

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 »

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

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 »

How to perform executeMultiple using WebApi in Dynamics 365/ CDS

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 »

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

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

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

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.

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

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?

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 »

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

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.

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

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

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

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?

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.

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

*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

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

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 »

Delete field from managed solution in Target environment in Dynamics 365

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

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

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 »

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

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 »

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

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

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 »

Change URL of Dynamics 365 Portal/ PowerApps portal

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

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.

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

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

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 »

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

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 »

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

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

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

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}

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

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

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

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

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

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

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

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

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 »

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

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 »