Role Based views in DataVerse/ Dynamics 365
Show/ hide views in Dynamics 365 based on security roles
Microsoft Dynamics CRM
How to use Quick find view to search records in DataVerse/ Dynamics 365 programmatically using Web API
Hello everyone and welcome to my blog. In today’s blog I will discuss an interesting topic on how to perform search queries using Quick find view in DataVerse/ Dynamics 365 through WebApi endpoint. In DataVerse, Quick find view drives the results of searching in the search text box of an entity. If we have a …
How to write plugins in DataVerse using low code PowerFx functions.
Hello everyone and welcome to my blog. In today’s blog I will discuss about a very interesting feature that I came across – Low code plugins in DataVerse. Before I go ahead and get started, please note that this is an experimental feature. You can learn about this in Microsoft Documentation. Through my blog I …
How to write plugins in DataVerse using low code PowerFx functions. Read More »
{Solved} Dynamics 365 App for outlook missing from Sitemap in DataVerse/ Dynamics 365
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.
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 …
How to write Plugins on CreateMultiple and UpdateMultiple messages in DataVerse
Hello everyone and welcome to my blog. In today’s blog, I will discuss on how to write plugins on CreateMultiple and UpdateMultiple messages of DataVerse. If you are not aware of the feature, Microsoft have recently released two new messages in the platform. As of the time of writing this blog, these messages are still …
How to write Plugins on CreateMultiple and UpdateMultiple messages in DataVerse Read More »
Report cannot be displayed. rs processing aborted- Dynamics CRM Reporting error
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 add an Area to Navigation (sitemap) in Model Driven apps/ Dynamics 365 apps
Hello everyone and welcome to my blog. In today’s blog I will show how to insert a new Area to navigation in a model-driven apps designer. 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 to my blog …
How to add an Area to Navigation (sitemap) in Model Driven apps/ Dynamics 365 apps Read More »
How to show nested grid of child items in views of Dynamics 365/ Model Driven apps
Hello everyone and welcome to my blog. In today’s blog, I will discuss about an interesting feature related to Dynamics 365 Apps/ Model Driven apps. 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 to my blog to …
How to show nested grid of child items in views of Dynamics 365/ Model Driven apps Read More »
How to configure Power Fx command button on activity tables in Dynamics 365/ Model driven apps
Hello everyone and welcome to my blog. In today’s blog we shall discuss about Power FX command designer and why a custom command button on activity tables like email, appointment, task or any other custom activity may not be visible. For this blog, I am using a custom activity table ‘Donations‘. Using the command designer …
How to disable navigation on click of Primary column in a Dynamics 365/ Model driven apps view
Hello everyone and welcome to my blog. In today’s blog I will show a no-code approach to disable navigation on Primary column of a table in Dynamics 365 Apps or Model driven apps. In Model-driven apps, for every table whether standard or custom, there is always a Primary column. And a primary column always show …
How to delete users from Dynamics 365/ Power Platform
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}
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 command bar/ ribbon bar of a form in Model driven apps/ Dynamics 365
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 set a lookup value in Dynamics 365/ Model Driven apps using javascript
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
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.
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 stop navigation from Lookup columns in Model Driven Apps grid
The feature that I am going to discuss in the blog has been there for sometime. But strangely I find many experienced consultants not aware of this feature. Hence decided to pen this down. But what is the requirement here? If you are working in Power Platform or Dynamics 365 products, you must be working …
How to stop navigation from Lookup columns in Model Driven Apps grid Read More »
Configure custom SLA pause conditions in Dynamics 365 Customer Service apart from status reason.
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 …
{Solved} Could not find service ReportServer$SSRS error while installing SSRS reporting extensions in Dynamics on-premise
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 …
Async OnSave handlers in DataVerse/ Dynamics 365 forms to cancel save operation, stop save till certain async events are executed. Check this out!
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 …
How to get GUID of selected view in Dynamics 365/ Model driven apps home page grid
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 »
How to edit a parent record from Child record form in Dynamics 365/ Dataverse?
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 bypass plugins in Dynamics 365/ DataVerse
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 »
Upload content to File Attribute in Dynamics 365/ CDS from JavaScript
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 »
Custom Button on Dashboard not displayed in Dynamics 365 UCI
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 Custom Button on Dashboard not displayed in Dynamics 365. Check this out! Awesome blog by Ketan on this topic.
Override createdon, modifiedon, createdby, modifiedby in Dynamics 365/ CRM {CRM Tips from the Vault}
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 …
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.
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 …
Display Notification on Entity Home Page Grid 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 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 »
Show Notification on Dashboards 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 For a long time this has been the ask by so many customers. Show a notification message bar on a Dashboard. Very similar to the application message you see on the Application message …
Show Notification on Dashboards in Dynamics 365/ CDS Read More »
Compare two columns in QueryExpression in Dynamics 365/ CDS SDK
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 »
Compare two columns in Fetchxml query 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 Compare two columns in Fetchxml in Dyanmics 365. A new feature introduced in Dynamics 365 and wonderfully articulated by Nishant Rana
Could not find relationship for related entity field–Error when Exporting Contact Views to Excel
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 …
How to determine if Form Type is Create or Update in Dynamics 365/ CRM Business rules {CRM Tips from the Vault}
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 …
Qualify lead in Dynamics 365 without creating contact or Account
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 updated content can be found in the below links. Qualify lead in Dynamics 365 without creating opportunity or contact or account – Plugin approach Qualify lead in Dynamics 365 without creating opportunity …
Qualify lead in Dynamics 365 without creating contact or Account Read More »
Qualify Lead in Dynamics 365 without creating opportunity
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The updated content can be found in the below links. Qualify lead in Dynamics 365 without creating opportunity or contact or account – Plugin approach Qualify lead in Dynamics 365 without creating opportunity …
Qualify Lead in Dynamics 365 without creating opportunity Read More »
Create Record URL in Dynamics 365/ CRM to open in specific model driven app. You don’t need to use the appid
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 …
Specify more than one JSONFormat value inside JSON function in canvas 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.comThis one is a really simple trick which is required in so many. How can I specify multiple JSONFormat values inside JSON() function in canvas app? Before I go ahead and provide an answer …
Specify more than one JSONFormat value inside JSON function in canvas app Read More »
Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules
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 …
Entity Forms/ Entity Lists not displaying in PowerApps portals/ Dynamics 365 Portals– Check if your page template support them
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 pretty interesting and boils down to the basics of how a web page show up in a portal. But unfortunately for consultants starting with portals, they need to directly jump …
How to show confirmation when changing a stage in business process flow 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 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.
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 …
Error Code -2,147,158,525 during data import from excel file 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 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}
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 …
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}
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 …
Emails Sent from Dynamics 365 are now visible in Sent Items of 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 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
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) …
Store Last 4 Digits of Social Security Number (SSN) in Dynamics 365/ CRM – No code approach
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 …
Fetch Incidents (Case) in Dynamics 365 with no open activities. Use the lambda operator all() in 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.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 …
Field mappings in relationship not mapped when a child record is created from plugins in Dynamics 365/ CRM
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}
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 share a Model Driven App with user from PowerApps Maker 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 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
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
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 …
Set Password restrictions in Dynamics 365 Portals/ 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 PowerApps portals are highly configurable stuffs. And most of the configurations related to authentication can be achieved using Site Setting. The hard part is there are so many site settings that is very …
Set Password restrictions in Dynamics 365 Portals/ PowerApps portals Read More »
Qualify Lead in Dynamics 365 using Xrm.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.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 …
Concatenate properties of a JSON array 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.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 »
Convert an Array to string 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 Power Automate Compose function is indeed quite powerful and if you have designed a complex flow, chances are you have used it in one of the flow steps.However there are so many hidden …
Convert an Array to string in Power Automate/ Microsoft Flow Read More »
Findings from exploring Data Integration in Power Platform
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Data Integration in Power Platform Admin centre – One of the few and detailed post on this topic. Wonderful read.
Assign default web role when a user sign in Dynamics 365 Portals/ 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.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 »
Authenticated Users Role and Anonymous Users role option in a Web Role in Dynamics 365 Portals/ PowerApps Portals. All you need to know about it
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com If you have worked on PowerApps portal project, you are probably aware of Web Roles. Web Roles are security roles in PowerApps portals through which you can control the access of a portal …
Binary to Base64 in Microsoft 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 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 »
Redirect a user to a default page post signing in PowerApps portals/ Dynamics 365 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 PowerApps Portals offers various methods of Authentication. And irrespective of the authentication mechanism being used in the portal, the default behavior is the user is always taken to the profile page post sign …
You don’t have required permissions to create Azure Active Directory applications–Error while creating 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 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 …
How to schedule workflows in Dynamics 365/ CRM. And it’s not using recursive workflow {CRM Tips from the Vault}
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 …
Convert string to Date 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 Microsoft Power Automate have indeed have lot of power in its Kitty. It has all the functions required to perform the minute operations that are required to perform our day to day task.And …
Convert string to Date in Power Automate/ Microsoft flow Read More »
Add/ remove/ modify JSON elements of a JSON array 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 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
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 »
Skip Account/ Contact/ Opportunity creation during Lead Qualification in Dynamics 365 {CRM TIPS FROM THE VAULT}
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 …
Custom “Qualify Lead” button on Dynamics 365 Form {CRM tips from the vault}
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 »
Export Power Automate/ Microsoft flow run history
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comWay back when Power Automate was introduced, there was no way to export Flow run history. As surprising it may sound today, there was no way to export the flow run history when flow …
Export Power Automate/ Microsoft flow run history Read More »
Is you Server Side synchronization not working and mailbox test failing in your environment even though all your configurations are correct? Double check your environment Background operations are not disabled.
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com First of all, if your server side synchronization is not working for Production environment, then this blog may not help you. This only applies if your environment is in SandBox mode. Now when …
Copy Notes with Attachments when a lead is qualified to Opportunity 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“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
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 …
Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code.
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 …
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 3
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com If you are directly on this blog post, I suggest you start from the first blog post of this series to get the context. So I am on the final blog of this …
Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I posted an article on how you can develop a custom button for Save as draft functionality on an Entity form in PowerApps portals. On that post I have received …
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
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 1
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 …
Query Entity Permissions for a portal user using Liquid in PowerApps portals/ Dynamics 365 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 Entity permissions are a great way to control record access in your Dynamics 365 Portals. You can have fine grained control at individual record level. But ever wondered if you can determine the …
Using EntityCollection as Output parameter of Dynamics 365 Action while calling Action from Microsoft Power Automate (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 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 …
Use Azure AD Conditional Access to block access by country (Dynamics 365)
Awesome one Nishant! Very good on Azure AD Conditional access.
Skip Setting a Business process flow during record create in Dynamics 365/ CDS? This simple trick may help 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 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 …
Stop Assign functionality based on Business Logic using Client API 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 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 …
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Scope of getSharedVariable and setSharedVariable functions in Dynamics 365 Client 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 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
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 …
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Configuring Mobile Offline profiles in Dynamics 365 for Offline Sync on mobile devices
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
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 …
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Where does Dynamics 365 Portals/ PowerApps portals store theme information when you change portal theme using PowerApps portal editor?
For training and consulting, write to us at info@xrmforyou.com Recently I published a blog on the new preview feature for PowerApps portals where it allows you to change the portal theme from PowerApps portal editor. Check this here. While I received quite a few queries on the same, one of the interesting questions I got …
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!
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 = …
Convert byte array to base64 string using Liquid in Dynamics 365/ PowerApps portals
For training and consulting, write to us at info@xrmforyou.com Liquid and PowerApps portals. I think a match made in heavens. And what can I say about Liquid, a simple yet so powerful template editing language. And while I was singing praises for Liquid, a colleague came up to me and told that liquid does not have …
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Field level security based on security roles in Entity Form/Web Form based on User Roles in Power Apps/ Dynamics 365 Portal
For training and consulting, write to us at info@xrmforyou.com If you are looking for a new feature that has been introduced, unfortunately it’s not. Come one Debajit! Don’t be so disappointing at the start of the blog!But truth needs to be told! So what are my other options?Field security profiles are not available in Power …
{Preview Feature} Create and Edit themes in PowerApps/ Dynamics 365 portals in few clicks and all using an intuitive UI. Explore the new Simplified themes feature in PowerApps portal studio
For training and consulting, write to us at info@xrmforyou.com With every release of PowerApps and PowerApps portals, Microsoft is making the life of customizers easy. And when I saw this feature this was my reaction – “WOW“ Very simple yet so beneficial and time saving. Traditionally customers always had a ask to change the theme …
{QuickTip} Logout from Dynamics 365 Portals/ PowerApps portals programmatically
Seeing the title of this post, you may be wondering what’s new about this post. After all, you already have a post which shows how to put custom login/ logoff button. Well, there is something new here. And that’s why this blog post. The requirement this time is to logoff without user intervention. And based …
{QuickTip} Logout from Dynamics 365 Portals/ PowerApps portals programmatically Read More »
Base64 encoding and Base64 decode using Liquid in Dynamics 365/ PowerApps portals
For training and consulting, write to us at info@xrmforyou.com Follow my blog for more interesting topics on Dynamics 365 and Portals As I have been working on liquids a lot lately, I am amazed by the simple and yet powerful language which allows me to do so much without drop of a sweat. And then …
Base64 encoding and Base64 decode using Liquid in Dynamics 365/ PowerApps portals Read More »
{Quick Tip} Display knowledge article as attachment in Dynamics 365/ PowerApps portals
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 »
{Quick Tip} – Wanted to know whether your client code is running on-premise or online in Dynamics 365? Use the isOnPremises() method in Global context
For training, consulting and our products, please write to us at – info@xrmforyou.com Recently I faced this scenario where I needed to determine based on whether I am on-premise or online, I needed to write my logic accordingly. We have our popular Sharepoint Utility which is used by a lot of customers and we had …
Dynamics 365 Portals : Sign Out Issue
3 years old but still worth in gold. If you are facing issues related to signout with external login provider in PowerApps/ Dynamics 365 Portals, then follow this. Excellent blog by Olena!
Query and display entity image in your entity list or entity form in PowerApps/ Dynamics 365 Portals–Part 1
For training, consulting and our products, write to us at info@xrmforyou.com This is a very common requirement. Showing entity image in your Dynamics 365 portals. And here I am going to show you not one but couple of ways to do the same. The first one is quite unique and less resource demanding on the …
Query and display entity image in your entity list or entity form in PowerApps/ Dynamics 365 Portals–Part 2
For training, consulting and our products, write to us at info@xrmforyou.com This is the part 2 of this blog series. You can check out the part 1 of this blog series here. So here I am going to show you the other way of displaying entity image on Dynamics 365 Portals entity list/ entity form. …