Microsoft Dynamics CRM

Configure Global Search for custom entities in Dynamics 365/ PowerApps portals

Microsoft Dynamics CRM / By

With the recent Release Wave updates in Power Apps Portal, we can include our custom entity in Global Search. Let me guide you how to configure search for entities. Step 1: Go to your Portal Management App->Site Settings and create the following settings as explained below: 1. Make sure the primary site setting named Search/Enabled …

Configure Global Search for custom entities in Dynamics 365/ PowerApps portals Read More »

Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list

Microsoft Dynamics CRM / By

Recently I got this requirement where I needed to show the actions buttons inside Entity List in horizontal fashion. Be default whenever you configure entity list item action buttons like Details/ Edit/ Delete/ Workflow, it shows up in vertical fashion. However the customer wanted to show the buttons horizontally, side by side. It’s actually much …

Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list Read More »

Register function when entity list in PowerApps portal have loaded completely? Attach your event handlers to entity list loaded event instead of document.ready or onload method of the webpage/ Entitylist

Microsoft Dynamics CRM / By

This is a very common requirement where when the entity list if complete, you want to interact with the entity list HTML elements and use custom scripts to apply some custom styles depending on some business logic. You may be wondering why this can be so difficult. After all we can write $(document).ready on Web …

Register function when entity list in PowerApps portal have loaded completely? Attach your event handlers to entity list loaded event instead of document.ready or onload method of the webpage/ Entitylist Read More »

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

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

This is an error I was facing while trying to download file using Xrm.Navigation.openFile. I was trying on unified interface on web browser. Tried on all browsers and I was getting this error. Below is my code which I was trying. var file = {    fileContent: “YWJjZA==”, //Contents of the file.     fileName: “test.txt”, //Name …

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

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

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

I got this requirement recently and wanted to share with my readers. Quite a cool feature actually and some common requirement. So there is a ribbon button on a entity form. When the ribbon button is clicked, it should query an annotation attachment, get the content and then throw the file save dialog option to …

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

Setting value in DateTime field in PowerApps/ Dynamics 365 Portals dynamically using Javascript

Dynamics365 Portals, Microsoft Dynamics CRM, powerapps / By

You may be wondering why this simple post? After all, setting a date value, what’s in that? Sometimes the simplest of things takes us by surprise. Below is a screenshot of an entity form with date field. Based on custom business logic on the client side, we have to set the value of the date …

Setting value in DateTime field in PowerApps/ Dynamics 365 Portals dynamically using Javascript Read More »

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

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

And I just faced this an hour back as I was reviewing a piece of code. Can’t paste the actual code but the code was kind of similar to this. Check for the highlighted part where the code check for innererror property. So if your code is referring to this property it is no longer …

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

Working with Tuples in C# and reduce the clutter in your code by avoiding unnecessary POCO classes

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

I am a Dynamics 365 solution architect and one of my job responsibility is to perform lots and lots of code review. If you are not into Dynamics 365 but just came here to learn Tuples, well don’t worry about it. This article is about Tuple’s and how it can reduce the use the unnecessary …

Working with Tuples in C# and reduce the clutter in your code by avoiding unnecessary POCO classes Read More »

Azure storage integration with PowerApps/ Dynamics 365 Portals not working? Receiving “access is denied” message in portal logs. This can be a reason as well. Check this out!

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

Well, there can be so many reasons why Azure Storage integration with Dynamics 365 Portals/ PowerApps portals is not working. However more often than not, the most common error I see is “access is denied” message in the portal logs. And you scramble to your portal configurations and verify the connection string to your azure …

Azure storage integration with PowerApps/ Dynamics 365 Portals not working? Receiving “access is denied” message in portal logs. This can be a reason as well. Check this out! Read More »

Configure web resource in CDS/ Dynamics 365 form to show documents uploaded in Azure storage in PowerApps/ Dynamics 365 Portals

Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

The is the second blog of this series. If you are on this blog and have missed out on the first one, I request you to go through the previous one to be  fully aware of the context. Want to leverage Azure storage for your documents in PowerApps/ Dynamics 365 portals instead of Notes? Check …

Configure web resource in CDS/ Dynamics 365 form to show documents uploaded in Azure storage in PowerApps/ Dynamics 365 Portals Read More »

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

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

Storing documents from portal is fairly important task in all Portal implementations. And Powerapps portals are well equipped to provide you the flexibility to integrate with SharePoint, CDS and now Azure storage accounts as well for your documents. While SharePoint and notes integrations are quite common, integrating with azure storage account requires quite a few …

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

{Preview Feature} Wish you could set up portal authentication with multiple provider through an intuitive UI instead of manually creating site settings. The new simplified authentication preview feature in portals allow you to do just that. Check this out!

Dynamics365 Portals, Microsoft Dynamics CRM, powerapps portals / By

I was just going through this Preview feature of PowerApps portals and I could not stop myself from sharing it. If you have ever worked on Powerapps/ Dynamics 365 portals authentication, you know the pain of remembering every site setting and then working out your way to fix them. It’s kind of nightmare to configure …

{Preview Feature} Wish you could set up portal authentication with multiple provider through an intuitive UI instead of manually creating site settings. The new simplified authentication preview feature in portals allow you to do just that. Check this out! Read More »

Setting up default authentication provider in PowerApps/ Dynamics 365 Portals using identity provider configuration UI

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

In this blog, I will set-up the default portal authentication provider using the new PowerApps/ Dynamics 365 Portal identity provider configuration UI. If you are not aware of the preview feature, please visit the previous blog to know more about this new preview feature. So below is the identity provider screen. And by default, Azure …

Setting up default authentication provider in PowerApps/ Dynamics 365 Portals using identity provider configuration UI Read More »

{Preview Feature} Google Authentication in Dynamics 365/ PowerApps portals using the Identity configuration UI in PowerApps

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

In this blog, I will set-up Google authentication using the new PowerApps/ Dynamics 365 Portal identity provider configuration UI. If you are not aware of the preview feature, please visit the previous blog to know more about this new preview feature. In the identity provider screen, we configure the Google provider. Once we click on …

{Preview Feature} Google Authentication in Dynamics 365/ PowerApps portals using the Identity configuration UI in PowerApps Read More »

Designing Business process flows for your canvas apps

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

I had this requirement lately and the first time I heard this I thought, is this even possible? But then I never doubt about the every increasing capability of canvas apps. So decided to do a search. And guess what! Found this wonderful documentation here with a complete solution. https://powerapps.microsoft.com/en-us/blog/using-business-process-flows-in-a-canvas-app/ I am simply falling in …

Designing Business process flows for your canvas apps Read More »

Sales Team Member App in Dynamics 365

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In my training sessions I have this question frequently popping up – “What is the Sales team member APP in my APP List”. Precisely when you open up your Dynamics 365 apps section, you can see new Apps – Sales Team Member. And this one is already in general availability since April 2020. So what …

Sales Team Member App in Dynamics 365 Read More »

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

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With the latest preview release in Model driven apps, you are now able to create multiple fields of image data types. And guess what, you can even annotate your images. You have the option to crop your image, highlight, rotate your image as well. So let’s get started. Before you go ahead and get started, …

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

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

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This is one of the most common requirement which you come across in your Dynamics 365 implementations. For example – you may have a requirement where you need to determine the initial value of a field when the record is opened. So that if the user have changed the value to something else, you can …

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

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

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Quick view forms are wonderful features in Dynamics 365. And frequently you need to interact with quick view form from client side. As you can see in the below screenshot, we have a quick view form of contact on the account form. Whenever we select the Primary Contact, the contact details like Email Address and …

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

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

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If you are looking for html encoding/ decoding  while writing client code in Dynamics 365/ CDS, you don’t need to look to any jQuery or third party libraries to do that. Infact Dynamics 365 Client API have Xrm.Encoding namespace which contains all the method to perform html encoding/ decoding and xml encoding/ decoding as well. …

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

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

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FOLLOW MY BLOG FOR INTERESTING FEATURES ABOUT DYNAMICS 365/ POWERAPPS/ PORTALS AND LOT MORE Here is my tip for today! If you have a requirement where you need to check the privilege the user has on a particular field and then take decisions accordingly, you can use the formContext.getAttribute(“<fieldname>”).getUserPrivilege(); method. The method has been introduced …

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

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Dynamics 365 and PowerApps are an ever changing world and in this ever changing world, keeping track of the changes while being busy at work is really hard. And I realized that hard while recently as I was using Xrm.Utility.openQuickCreate to launch a quick create form from client side API. Xrm.Utility.openQuickCreate has been deprecated and …

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

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

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

This one is quite interesting. So my customer was showing the timeline on the portal. So emails, appointments and phone calls we being shown in portal timeline. The problem with timeline in portals is when too many of them are there, it becomes a clutter. So our customer wanted to have separate form dedicated for …

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

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

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

Well this one is really interesting. And sometimes the strangest of issues comes from the most unexpected scenarios. We have content snippet for English language. Snippet type is HTML. Customer is using this snippet in JavaScript on load of the webpage. Snippet screenshot below And below is the JavaScript written on load of the web …

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

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

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

Recently we had a requirement where we needed to show the text stored in multiline textbox in Dynamics 365, inside a div element in PowerApps portal. The problem was when we have a text inside a multi-line textbox and the user press the enter key, the value is stored as new line character. However when …

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

Language specific custom text in Dynamics 365 portals/ PowerApps portals

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

This is a very common requirement in PowerApps portals where you need to show language specific text to the user. If the portal is in french, then the french text shall be displayed accordingly text for other languages. let’s take a scenario here where you need to take the render language specific text using javascript. …

Language specific custom text in Dynamics 365 portals/ PowerApps portals Read More »

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

My customer was having a third party application where they were querying for the system forms and one of the requirement was to find the system forms based on userid. Basically they would have a user guid based on which they need to find all the system forms of type = Main, the user have …

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

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

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

Today my customer called me up and told that Notes which are getting created in Dynamics 365 are showing up in the portals with HTML tags and stuff and the look and feel is completely distorted. For me it was surprising because till last night everything was just working fine. So obviously something might have …

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

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

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

Ever since MFA have been enabled for environments, I find quite a few requests on how can we connect to our Dynamics 365/ CDS environments from custom build external applications. I have even customers calling up and asking for a resolution since the console jobs are failing all of a sudden. Now we have two …

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

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

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

This is a requirement I have recently received and the requirement was – “Users should not be able to abandon or finish a business process flow”. You may be thinking this has to be done using plugins. Off-course this can be done using plugins. Off course you can do it. But then you have to …

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

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

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

We all know that in UCI, when we try to save a record and if one or more of the form fields are does not contain valid data, the system stops the record from being saved and appropriate validation notifications are shown on the top of the form. For example I am on the contact …

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

Hiding the time part of your datetime control in Dynamics 365

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

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

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

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

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

Recently I bumped into this method and it unraveled before me a wide range of possibilities. And one of them is the perennial problem to access formContext in webresources embedded inside your form. So let’s see how you can do this. First things first – getContentWindow() method only works on webresources and iframes. In this …

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

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Others / By

Well this is my third post on Python and I am loving the language and it’s simple syntax of doing things. So I decided to explore on how to connect to Dynamics 365 WebAPI using Python. And I came across this wonderful post – https://alexanderdevelopment.net/post/2016/11/27/dynamics-365-and-python-integration-using-the-web-api/. Highly recommended you go through this one. While implementing the …

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

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

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

Most of our Xrm API’s, specially the ones which interact with data using Xrm.WebApi are promises. So to handle the result of the actions, we need to implement the success and error callbacks using the .then() construct. But the problem with this approach is if we need to sequence a series of events which need …

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

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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!

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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

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.

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

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!

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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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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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

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

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.

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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!

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

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!

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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()

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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?

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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

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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 »

Xrm.Utility.getEntityMetadata() Have you explored it yet to get metadata in Dynamics 365

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This API has been introduced for sometime now. However I still find that consultants are not using it and going with traditional querying through WebAPI method to get the Entity Metadata. And there is a secret I am going to tell you why so many consultants abandoned this method. The reason for this is when …

Xrm.Utility.getEntityMetadata() Have you explored it yet to get metadata in Dynamics 365 Read More »

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

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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

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

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.

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

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

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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.

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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?

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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

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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 …

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Working with custom DateTime formats in PowerApps/ Dynamics 365 Portals

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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. …

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Could not find a part of the path … bin\roslyn\csc.exe. Error while setting up of OAuth implicit 2.0 API for PowerApps portal

Microsoft Dynamics CRM / By

IF you are not aware of OAuth 2.0 Implicit grant for PowerApps portal, I suggest you refer this Microsoft Docs link. To put in Microsoft words – “This feature allows a customer to make client-side calls to external APIs and secure them by using OAuth implicit grant flow. It provides an endpoint to obtain secure …

Could not find a part of the path … bin\roslyn\csc.exe. Error while setting up of OAuth implicit 2.0 API for PowerApps portal Read More »

string to integer, string to decimal in liquid template–Is typecasting through liquid in PowerApps portals/ Dynamics 365 Portals adding to your woes? the type filter may just be you way out

Microsoft Dynamics CRM / By

First of all this is not specific to Dynamics 365/ PowerApps portals. However since I try to put everything related to my passion – dynamics 365 and PowerApps, I try to relate every blog post of mine with that. Coming to the topic, this is related to liquid. And as the title say’s, it is …

string to integer, string to decimal in liquid template–Is typecasting through liquid in PowerApps portals/ Dynamics 365 Portals adding to your woes? the type filter may just be you way out Read More »

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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Get Transaction currency name for logged in user in Dynamics 365

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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

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

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

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

Get formContext inside Webresource in Dynamics 365

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

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

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

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

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 …

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

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

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

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

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

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

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

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

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With every release of Dynamics 365, there is something always new for developers. In my last blog I explained about the enhancement in Xrm.WebApi.navigateTo method. Today we will discuss in detail about the new “addOnLookupTagClick” method introduced in Release wave 1, 2020. So what does …

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

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With PowerApps release wave 1 2020, Microsoft have released quite a few features under the hood. While some  have hogged the limelight, others continue to evolve in the platform like hidden gems. And one of them is the enhancement in much loved Xrm.Navigate.navigateTo API. Now …

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

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

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

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

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

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Well this one came as pure surprise and I got to know of this one only after one of our customer enabled 2020 Release wave 1 feature in one of their SandBox environments and updated us that search on entity grids is not working as …

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How to reset controls inside Gallery in Canvas App

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

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

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

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

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

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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Show Consecutive line breaks in alerts in Dynamics 365/ CDS

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

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 …

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

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

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

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

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

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

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

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

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

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“File” data type in CDS. All you may need to know about it.

6 Comments / Microsoft Dynamics CRM / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Well this one is pure serendipity. I was working for a customer and while creating a new field for an entity, I could see a new data type called – “File”. Honestly I …

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{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record

3 Comments / Microsoft Dynamics CRM / By

Business Process flows are used everywhere and as a Power platform consultant you might be working with them almost everyday. However sometimes the intricacies of the most mundane stuffs seems to baffle us. And one of them is was this requirement that I recently had. And trust me I found many was not aware of …

{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record Read More »

Enhancement in Lead Qualification and Email experience in Release wave 2 in Dynamics 365

Microsoft Dynamics CRM / By

I have worked with lots of clients on Dynamics 365 for sales and we can’t ignore the fact that lead qualification is one of the major functionality in any tool. However even in a functionality as primitive as lead qualification, there were some issues which didn’t provide a great customer experience. Trust me on this, …

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View emails as conversation in Activity Timeline in Dynamics 365

Microsoft Dynamics CRM / By

Release wave 2 have brought with it some nice little features and one of them is the ability to view email conversation threads in activity timeline. So let’s see what this feature is all about. Suppose a CRM user is having conversation for a customer and emails are going back and forth. There are a …

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Open webresources Modal or Inline using Xrm.Naviagtion.naviagteTo in Dynamics 365 Unified interface

1 Comment / Microsoft Dynamics CRM / By

Release wave 2 have released some wonderful features and one of them is the capability to open a webresource as modal or inline. I bet this is going to ease the life of lot of consultants who were traditionally using Xrm.Navigation.openWebResource or Xrm.Utility.openWebResource (deprecated) to open webresource and hear about the perennial client complaint of …

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How to call CDS/ Dynamics 365 action from Microsoft flow (Power Automate)

2 Comments / Microsoft Dynamics CRM / By

For training and consulting, write to us at info@xrmforyou.com Follow my blog for more interesting topics on Dynamics 365 and Portals Calling actions from Microsoft flow is now just a cakewalk. All you need to is to use the Common Data service (Current environment) connector introduced in flow. This is not to be confused with …

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{Quick tip} Common Data Service (Current environment) connector not showing up while creating Microsoft flows (Power Automate)

2 Comments / Microsoft Dynamics CRM / By

Flows are now Power Automate and why not? After all it is an enterprise process automation flow framework personally I believe the name change is long due. And the name change has brought with a plethora of new features but Robotic process automation (RPA) is the big brother taking all due credit. However there are …

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{Quick tip} : Determine if OpportunityClose dialog is opened for “Close as Won” or “Close as Lost” in Dynamics 365 Unified interface.

Microsoft Dynamics CRM / By

As many of us know, for unified interface now we can customize the “opportunityclose” entity. A feature awaited for a very long time and finally it’s here. If you are not aware, you can now customize the dialog box that pops up when you click “Close as Won” and “Close as Lost” button on the …

{Quick tip} : Determine if OpportunityClose dialog is opened for “Close as Won” or “Close as Lost” in Dynamics 365 Unified interface. Read More »

How to use Promise to evaluate your ribbon enable rules with asynchronous Xrm.WebApi methods in Dynamics 365 Unified interface.

3 Comments / Microsoft Dynamics CRM / By

We all have been using Xrm.WebApi methods isn’t it? After all why not? They are wonderful. You no longer need to write lengthy XmlHttpRequests and parse the raw JSON results back. Xrm.WebApi methods does the hard part of converting the raw JSON outputs into strongly typed objects. Not sure if anyone is still there but …

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Dynamics 365 integration with SmartSheet using Flows–What’s there and what’s not.

Microsoft Dynamics CRM / By

A dry spell of a month and here I am back to my favourite way of connecting with community which is writing one more blog post. So here I got a new requirement from my customer. Basically they are using Smartsheet and Dynamics 365 and the simple requirement is whenever any changes are made in …

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{Solved}WebAPI methods in PowerApps component framework (PCF) custom control returning null–Dynamics 365

2 Comments / Microsoft Dynamics CRM / By

PowerApps component framework has been like a tsunami hitting the power platform. From customer standpoint, now they are able to achieve any custom UI which otherwise all these days would come back as – “Not supported by Dynamics” from a CRM architect/ consultant. Not only for customers, PCF have been a shot in arm for …

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