As promised in my last blog, I am back with one more scenario where consultants get stuck in on-premise environments. Server-server SharePoint integration with Dynamics is something we take for granted when we set up trial instances for demo in online environments. After all, entire internal plumbing is handled by Microsoft and we just need …
For consulting and training, write to us at info@xrmforyou.com It gives me great pleasure to announce the new CRM add-on from XrmForYou stable – Notes Metadata Manager utility from XrmForYou stable. Well Notes (Annotations) have existed in CRM since pre-historic times. And perhaps one of the most widely used feature in Dynamics till date since …
It’s been couple of months since I have written a blog. One of those years where health has gone south for me and I am gradually limping in back into my stride. Ironically, as I am making my way back, I started with Dynamics V9.0 on-premise project for one customer as well and it’s been …
Be it “Citizen developers” or long time technical consultants in Dynamics, Microsoft Flows haven’t ceased to impress all. It’s liked by developers and customers alike and many a times have a deciding factor when choosing Dynamics 365 as the desired CRM platform over its competitors. And if you have used Microsoft flows for Common data …
And I had the same from my customer development team. The first thing I did was go to “Rollup Field” documentation in Microsoft Docs and sent to cross check the below points. After creating calculated fields over the years, I thought this has to be something related to configuration. (Pic courtesy: Microsoft Docs) Well, if …
Why is my calculated field not showing in rollup field definition? Read More »
And this was the complaint from one my customer. Why CRM assembly references in Azure function apps are throwing error? To add to my woes, that was some pretty important functionality running inside those small little functions and alas, the last few runs have failed. It was few months back and at that point of …
Virtual entities are there for pretty long time now. And why this done and dusted topic? Sometimes the greatest of surprises come from the simplest of stuffs and this was one such scenario. So here was my customer IT team who had developed a pretty good custom virtual entity data provider to show up virtual …
If you really ask me, solution layering is not a functionality in itself. Rather it is a visual representation to see the order in which a solution changed the component. Since you have visual representation of how a component got modified during the course of deployment of multiple managed solutions, this can be used for …
My team mate had the same question for me. He was in the middle of preparing demo with the customer and he opened up Sales person security role to make some modifications and guess what, he sees something new in there. Just like the one in below screenshot. A new option with two values – …
Just another day in office and just another new stuff to learn. I bet this one will excite almost all the CRM consultants worldwide. So what I am talking about in here. Well I am talking about “team ownerships”. I think it is being used in almost every project I have come across till date. …
Azure AD Groups can own your Dynamics 365 records. Learn it how? Read More »
These are the days of PowerApps. Canvas Apps, Model driven apps, flows and myriad of new features which are introduced lately or over the past couple of years. And yet in day-day jobs in our client projects we tend to argue over mundane things which in-fact I remember discussing during my initial days in CRM …
Before I proceed further some disclaimers here. If you are thinking from the title that I have been able to resolve the problem completely, unfortunately it’s not. My approach works for certain scenarios and not for all scenarios and I will explain where it works and where it doesn’t. And this is of the time …
Getting FormContext in Power Apps Custom Component framework–Gotchas! Read More »
Recently I have been working on setting up various features of Sales AI for a customer and I have to tell you that there is so much to it than meets the eye. And one of them is the Relationship Analytics. If you go to Account/ Contact/ Lead/ Opportunity form then you would see some …
After my detailed post on Power Apps Custom component framework, I have getting loads of queries and among them the common ones are How do we get organization details within my Power Apps custom control How to get context user information How to get record information on which the control is embedded How to query …
Introduction of Dynamics 365 AI has been a game changer in the field of Dynamics 365 and personally I have seen that mentioning this feature many a times drive the decision makers to choose Microsoft CRM over it’s competitors. And if you are a Dynamics consultant, it’s obvious that you are have either read it …
Talking points in Dynamics 365 AI for Sales–Gotchas! Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog I am going to walk you through on creating a PCF control step by step from scratch. Technically speaking it will be through a series of blogs. However this is …
Create PowerApps Component framework (PCF) controls – A Complete hands-on Guide Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In our previous article, we learnt how to build and deploy our custom control to CRM environment. To test it, I will use the account entity. I will create three fields first in …
Part 6 – Embed your Power Apps Component Framework (PCF) control on CRM form Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The article is a part of series of blog posts on Custom component framework topic. In order to get the context I would suggest to get started from beginning. Now that we have …
Part 5 – Build, Test and Deploy your Power Apps Component Framework (PCF) Custom Control Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The article is a part of series of blog posts on PowerApps Component Framework (PCF). In order to get the context I would suggest to get started from beginning. Let’s continue from where …
Part 4 – Develop your Power Apps Component Framework (PCF) control UI and events Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com As I explained in the previous article we are going to develop a file control with a submit button. So we need to prepare the Manifest file. As I explained earlier, manifest file …
Part 3- Set-up Manifest file for your PowerApps Component Framework (PCF) Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The article is a part of series of blog posts on Custom component framework topic. Please start from beginning to get the context. For this article I will use Visual studio 2017 for …
Part 2: SET up development environment for PowerApps Component Framework (PCF) Project Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The article is a part of series of blog posts on Custom component framework topic. In order to get the context I would suggest to get started from beginning. Let’s not get to the …
Part 1: Understanding PowerApps Component Framework (PCF) and control lifecycle Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Today I was just searching some stuffs on Custom Controls and then stumbled upon this link – https://docs.microsoft.com/en-us/business-applications-release-notes/October18/microsoft-flow/custom-controls-in-business-process-flows Although the documentation tell that it is possible to embed custom controls in Business Process …
Insert Custom Controls in Dynamics 365/ CDS Business Process flows Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comWell this blog is pure serendipity. I was doing something else when I discovered this sitting quietly in Dynamics (not sure when it came in) and then I explored it. What I am talking …
What is “Toast Notification Display time” in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Very excited to announce the release of Version 3.0 of our tool today. For trial and pricing, reach out to us at info@xrmforyou.com What’s new in this version? 1. Support for multiple document …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Off late I have been getting loads of queries regarding this topic and whenever I get this one, I always provide the below link https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/azure-ad-b2c However more often than not I find them …
Azure AD B2C integration with Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Very nice tip for many who may still need the classic UI
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In my recently conducted training on Dynamics 365, I dealt a lot with the Power Platform admin center and could find that while there is great awareness of the CDS and how does …
Data policies (DLP) in Power platform admin center Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Lately working on Microsoft flows these days where I am helping my customer to migrate Dynamics 365 workflows to Microsoft flow. One of the workflow was using a timeout condition with Duration Timeout …
Set TimeOut or wait condition in Power Automate/ Microsoft Flow Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comFlows are the new path on which every Dynamics 365 consultant is treading now and while you move along, you discover many new stuffs on your journey.And one of them is when customer walked …
Invoke Power Automate/ Microsoft Flow from plugin in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Well this has long been awaited for. And how many times I had my customer walking up to me and ask – “I have an existing field. Do CRM provide Autonumber feature? Can …
Create a AutoNumber field from your existing Text field in Dynamics 365/ CDS. Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAfter my last blog on canvas app and OPEN API, I would say this one is pretty basic. However time and again I keep hearing kind of similar questions based on this topic and …
Enable Custom entity for email in Dynamics 365/ CDS Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This content has been update with the introduction of new capabilities in Canvas Apps. Please follow this link for updated content. Debajit DuttaBusiness Solutions MVP
This post is being referred from this previous post. The explanation of the highlighted parts of is explained in the parent link. { “swagger”: “2.0”, “info”: { “description”: “API to save signature as base64”, “version”: “1.0.0”, “title”: “UpdateSignaturetoAccount”, “termsOfService”: “https://<your domain for http trigger>.westus.logic.azure.com/terms-of-service”, “contact”: { “name”: “Debajit Dutta”, “url”: “http://www.xrmforyou.com”, “email”: “debajit.dutta@xrmforyou.com” } }, …
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 content of this post was no longer compatible with the latest version of Dynamics 365/ PowerApps portals. Please visit the blog post for detailed walk through on how to make it work …
Execute a Dynamics 365 workflow using code in Dynamics 365 portals/ PowerApps portals Read More »
It gives me great pleasure to announce the new CRM add-on from XrmForYou stable – Notes Metadata Manager utility from XrmForYou stable. Well Notes (Annotations) have existed in CRM since pre-historic times. And perhaps one of the most widely used feature in Dynamics till date since its inception. After all it gives a nice way …
Well this is very basic to say the least. But still sometimes in our regular day-day work we tend to miss out on one of the small steps and that eats into our precious time. If you already know this, there is no point in continuing with this blog. However if you are stuck in …
{Quick tip} Why is my Interactive Dashboard not showing up in Unified Apps. Read More »
Azure AD B2B has been a boon for organizations working with partners for its various applications without losing control on corporate data. The capability of adding guest users and assigning them application is something which opens up a horizon on single sign on of enterprise applications. For details on Azure AD B2B, please visit this …
Dynamics 365 Portal Authentication with Azure AD B2B Guest User. Read More »
Just another day at office and yet another challenge. Looked a simple one at the beginning. Basically here is the requirement “Multiple create and update operations needs to be performed using Dynamics 365 Web API through client side.” Off-course we can use the Xrm.WebApi.createRecord or Xrm.WebApi.updateRecord but in that case for as many records, those …
How to perform executeMultiple using WebApi in Dynamics 365/ CDS Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Pleasure to announce that we are releasing a new version of most successful utility – “SharePoint metadata manager and attachment uploader”. What does this new release contain? 1. Support for multiple document location feature for a record. Our previous versions of the tool relied on the …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I am very excited to announce the new Utility from XrmForYou stable – “SharePoint Document Merger”. Let’ directly jump to the Utility functionality and other details So what does this Utility address? You have an opportunity in CRM and you are using the OOB CRM-SharePoint integration …
Create PDF document from files in SharePoint and send as an email attachment Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com If you are using on the latest version of Dynamics 365/ CDS online, Microsoft API can you help you do that. A better and supported approach is described here. Xrm.Page is deprecated. We all know and we have already started revamping our form scripts and replacing …
How to get formContext in HTML Webresource in Dynamics 365 Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com To be honest, I have been getting this error for quite some time now, every now ever since I started working with Dynamics 365 SDK. And believe me it can give you a nightmare. Plugin registration tool is one such utility which we use everyday without …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com A very interesting read from my colleague
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I have been working on Azure integration with CRM a lot and frequently I see azure relay hybrid connection integration with Dynamics 365. And in most of the case, it is through registering the Service Endpoint in Plugin registration tool. While the above works really …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Another wonderful and utility post from my friend and fellow MVP Deepesh Somani
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com It was just another day at my office and my client’s developer just walked up to me and asked – “How do I move my document templates to one environment to another?”. He seems to have manually uploaded in the target environment but that is not …
Migrate document templates across environments in Dynamics 365 Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Registering an event handler for your form events or field events – Probably the most mundane stuffs that you would perform everyday if you a CRM consultant. But sometimes the simplest things have the greatest mysteries to unfold. Now here I was in a training session …
Register events on Dynamics 365 forms – Did you know library name doesn’t matter? Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Loads of my blog readers wanted to know how to get the Web API version dynamically in scripts. In this blog, I will walk you through the steps to accomplish the same. DataVerse or Dynamics 365 Apps WebAPI endpoint is of the following format. With each …
Get Web Api Version Dynamically in Dynamics 365/ DataVerse Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comXrm.WebApi methods introduced by Microsoft are great! But not much can be said about Xrm.WebApi.execute method which is used to invoke custom actions from client side code.To be honest, ever since I have written …
How to call an action with EntityCollection Input parameter Dynamics 365 WebApi Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCome version 9.0 of Dynamics, Microsoft have introduced the Xrm.WebApi methods which have significantly eased out the task of making web api calls from the client side. However as we are all using this …
How to sequence multiple Xrm.WebApi calls in Dynamics 365/ CDS. Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently there was a requirement to change the Dynamics 365 App for Outlook screen. Basically when you set up the default App for Outlook, the Sitemap contains just the Activities and the Dashboards. …
How to Add/ remove components in Dynamics 365 App for Outlook Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The true potential of a portal is realized only when we expose the Dynamics 365 content on the portals. However as we all know, to expose the content end-end, we need to create …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com After my last blog on getting the formContext and the client URL from a ribbon button on the form in Dynamics Version 9.0, I was simply taken back by the comments and was …
Get FormContext in Sub-grid ribbon event in Dynamics 365 V9.0 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comRecently I was working with a customer and came across a requirement where they needed to fire an event on client side every time once the data is saved successfully to process some post-save …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The contents of the POST has been removed since the methodology described in the POST has been deprecated by Microsoft. Check out the latest version of the post here to view the latest client …
*Before I get started with the topic, a quick note on the use cases of this particular post. While everything mentioned in the post would work just fine, this post is more of conceptual and feasibility study than a real life implementation use case. For working with CRM data in same environment, SDK is the …
{Solved} How to call Web API from a plugin or custom workflow in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comBefore Xrm.Page was deprecated, getting the client URL and access form attributes and controls were so easy in custom ribbon button handlers. AAll I needed to write to get the ClientUrl var clientUrl = …
Get formContext inside ribbon event handlers in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAlternate keys have been implemented some time back and by now I think most of the consultants working with Microsoft Dynamics are familiar with the concept of alternate keys.In case you are new to …
Retrieve Data using Alternate Key in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comDynamics CRM 2016 introduced the concept of solution segmentation, solution patching and cloning and indeed it has come a long way over the last 2-3 years. We are now exposed to CDM, flows, powerapps …
Delete field from managed solution in Target environment in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one drove me crazy and believe these kind of things pop-up the most when you don’t expect them at all. A simple training going on and I was demoing them the wonderful …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com
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
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comI have been working and providing training a lot recently on Dynamics 365 portals. And whenever I go over Metadata configuration of entity form the option – “Render Lookup as Dropdown” option excites the …
Display Lookup as Dropdown in Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have wrote quite a few articles over the last one year to query Dynamics Web API using ADAL from client side and as well as server side. However lately I am receiving …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comFrustrated about customers complaining that Roll-up fields are not calculating at runtime? Abandoned rollup fields and went for something custom because customer couldn’t afford the calculation to happen every hour? The good news is …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com We are delighted to announce the release of the next version of our tool – Sharepoint Attachment Extractor and Metadata Manager. For readers who are new to this tool, this tool enables you …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is a follow up to my previous blog where I showed you how can you call a global action with all parameter types using the newly introduced Xrm.WebApi.execute method. https://debajmecrm.com/dynamics-version-9-0-execute-custom-action-with-all-parameter-types-in-dynamics-crm-version-9-0/ Now coming …
Invoke bound actions (entity actions) using script in Dynamics 365 – Xrm.WebApi.execute Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comWith the new version of Dynamics 365 Portals, it is now possible to enable General Data Protection Regulations (GDPR) in portals.You can throw up company terms and conditions page when a user is authenticated …
Show terms and conditions in Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A good news for portal users. With the latest Portal update, it is now possible to change the Base URL of a portal after it has been provisioned. To change the base URL …
Change URL of Dynamics 365 Portal/ PowerApps portal Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A big thank you note to all my blog readers without whom this has not been possible. It’s been a great journey so far and undoubtedly it’s my blog which has helped me …
Most Valuable Professional (MVP) award 2018-2019 – A big thanks to all my blog readers. Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Before I start writing the details, first let me tell you why this blog. After all this is so nicely explained in the following link – https://technet.microsoft.com/en-us/library/mt171421.aspx Well, the above link contains all …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Spoiler alert! Unlike other blogs, I am not going to update you about any new feature. Rather I am going to share my project experience in handling multiple forms designed for your Web …
Form design considerations and best practices for Dynamics 365 Mobile app Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comThis one feature that I am going to pen down here, personally I have longing for it quite sometime now.So before going into the HOW part of it, let’s understand the why part of …
Show Lookup Dialog dynamically using script in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Working currently on a client engagement on the latest Dynamics version (v9.0) and hence got a chance to the new introduced Client API’s with version 9.0.For starters, the Xrm.Page has been deprecated with …
Modal alert/ confirm/ and error DIALOG in Dynamics 365 Read More »
A big thanks to all our customers who has helped us in our journey so far. Without your support, we would not have been able to reach this far. A new version of the tool awaits with new feature and UI and is going to be released soon. Thanks a lot for your support …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comOne of the great features that got introduced with Dynamics 2013 was Actions. With time more & more improvement came in with Actions and today Actions are one of the most powerful extending features …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comRecently I had a requirement where my customer wanted to put a Cancel button in the registration screen of Dynamics 365 Portal. To explain the requirement, the OOB screen looks like below. What my …
Show custom buttons on user Registration Page in Dynamics 365 Portals/ powerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Manager Hierarchy was introduced way back with 2015 Online Update 1. And you might be wondering why this blog after years this feature has been introduced? Well I can assure you, you won’t …
Understanding Hierarchy security – Manager Hierarchy, in Dynamics 365/ CDS Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Nothing like real time requirements and here is another one. Customer walks in and puts in his requirement – “Users should not be able to select more than one record in the To …
Allow single record in To recipients field of an Email in Dynamics 365/ CDS Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is an old topic which is getting discussed since CRM 2011 or I think even before that. You must be wondering, why I am digging out history here. Well there has been …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comAs promised, I am back to my second post on this topic. In my previous post, I showed you on how to generate Authorization token of D365 online from Native Console App using the …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Well this topic has been discussed again over multiple times. And I myself has written a blog on how to do a headless authentication (without user intervention) between Dynamics CRM Online Web API …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Before I proceed with the post. let me clear this out. There is nothing special about IIS server where CRM is installed. It applies to all IIS servers. However being a devotee of …
Certificate not visible in IIS server post import Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently I was conducting a training where I was doing a demo on how to debug a Custom Workflow activity step using the profiler in plugin registration tool. So here I was explaining …
workflow not visible in Profiler in Plugin Registration Tool Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The behavior explained in this blog has changed a little with introduction of new Azure AD Group teams in Dynamics 365 April 2019 release. To know more about it, click here. Recently I …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics have evolved over the years and with time it has become a really vast tool. So many features are in there that we may not have used till now in all our …
Hide Relationships on Dynamics 365 for Phones App – owner relationship Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics CRM never ceases to throw surprises to me and this even applies to the functionalities which were introduced way back in CRM 2011. Recently in a session I was demoing field security …
The user does not have read permissions to a secured field in Dynamics 365 Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com CRM-Sharepoint integration – This topic has certainly lost the steam by now and anybody working in dynamics over the last 7-8 years have tried it out so many times. Done and dusted topic, …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have been working with Customer IT Team on a Dynamics 365 project and we have been doing kind of fancy stuffs, new features and what not. And suddenly we are being reported …
Qualify lead not working in Dynamics 365 on-premise Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Another fantastic article for Deepesh Somani
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Dynamics Version 9.0 introduced the Xrm.WebApi namespace which provides all the methods to interact with dynamics CRM server from client side script.Detailed Documentation – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-webapiHowever recently I was working on a project to …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I was handling a training in Dynamics where I was demoing the OOB CRM SharePoint integration. Client was already using the OOB CRM-SharePoint configuration using entity based folder structure. Anyone getting confused what is meant by entity based folder structure? Well while configuring you get …
Based on “Entity” in Dynamics 365 Sharepoint integration Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I was in a training for a client where I was demoing the CRM – SharePoint OOB integration. So I enabled the integration and then also enabled the Account Entity for Document Management. However when I opened a Contact and tried to Navigate to the …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently one of our customers upgraded to Version 9.0 from D365 8.2 and then all of a sudden all the console jobs which used to connect to Dynamics CRM and were scheduled as batch jobs started failing. Checking the event viewer we found out the following …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com First of all Happy New Year to all my blog readers. It’s been sometime I have been writing something and I love the fact that I am back at quite early stage of the year. New year, new assignment and on the very first week I …
How to Debug Javascript webresouces in Dynamics 365 for phones Read More »
Awesome read on live assist
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have been working on Dynamics 365 portals (previously ADX portals) for some time now and recently I got a question on how to enforce Password restrictions during user self registration or redeeming …
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 Came across this interesting article from Ten Folds. Thought of sharing – https://www.tenfold.com/cti/6-tips-for-cti-crm-integration
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 more of my recent articles on ADX portals and this blog I am going to write on how to select the topmost record from an entity view using query filters. …