These days Power Platform and specially Power Apps have taken over and erstwhile Dynamics 365 products have taken a backseat. However some of the old features are still gold today and one of them is the Document template feature introduced 3-4 year back. Back then when it was released, it was quite a thing. It’s …
How to delete and share personal document templates in Dynamics 365/ DataVerse Read More »
How do I use FetchXml in Power Automate? How do I access related entity fields when using Fetchxml in PowerAutomate? If you are having any of the above questions, you are at the right place. Strictly speaking, this blog is more about how to access related entity information in PowerAutomate through FetchXml. But as I …
How to query related entity data in CDS using FetchXml in Power Automate 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 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 …
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 »
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 »
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 …
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 …
Well every week I am writing one blog for the numerous people who are reaching out to me and asking to put down blogs with some basic info consolidated in a place. If you are new to Dynamics 365, docs can be overwhelming. So here is a quick summary of all the important user properties, …
Get user settings in Dynamics 365/ CDS client API Read More »
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 …
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 …
Awesome tips on Status Transition!
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, …
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 »
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 »
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 »
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 …
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 …
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 …
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 …
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 »
UtcTimeFromLocalTime – A function introduced in Dynamics 365 to allow you to convert time in any timezone to the corresponding UTC time. It has couple of parameters If you want to check on how to convert UTC time to local time in Dynamics 365/ Model driven apps, check this blog post. LocalTime – DateTime object …
Rich Text for Dynamics 365 Notes – About to write on this but found this post wonderfully articulating this feature.
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 …
You might be wondering this is a pretty old feature and why I am writing this blog now. As I do quite a few trainings I always get lot of questions on relationship behavior. And specially related to Rollup behavior on entity relationship.I am not going to explain in this blog what this feature is …
All you want to know about “Rollup View“ Entity Relationship behavior in Dynamics 365 Read More »
Recently Microsoft have released quite a few updates to it’s client API and one such is the update to API for getting the currency name of the logged in user. All this time, Microsoft had an API to get the transaction currency id of the logged in user using the API – Xrm.Utility.getGlobalContext().userSettings.transactionCurrencyId. You needed …
Get Transaction currency name for logged in user in Dynamics 365 Read More »
Checking for logged in user’s security role is a requirement I haven’t missed in any of my implementations so far. From enterprise implementations to projects spanning couple of months, this requirement I had everywhere. And as much crazy it may sound, until recently there was no way to get the security role names directly using …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I was bit hesitant to write this blog to be honest as I thought it’s pretty mundane and must be quite known to everyone. And we had the same requirement for the customer. They wanted to show the entity image of a contact in a …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com By this time all of us are familiar with Xrm.Navigation.openAlertDialog. What’s more is going to be there in that API. After all it’s an API which just shows some alert. And yet the simplest of things sometime surprises us. The same experience I had today …
Show Consecutive line breaks in alerts in Dynamics 365/ CDS Read More »
Follow 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
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 …
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 »
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.comIt’s been some time that I wrote a blog. Been busy with the deliverable and tied up in loads of personal stuffs. However finally took out the time to pen down this small post …
on change event in dynamics 365/ CDS editable sub-grid. 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 my customer integrated their Dynamics CRM with outlook client. Everything was going fine until they reported that reported that when the CRM fields for Email entity are loading in Outlook client, they …
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 am pleased to announce the new Auto Number tool from the stable of XrmForYou.com. Before I walk you through all the features and how you can use the tool to your benefit, …
flexible autonumber solution for Dynamics 365/ CDS with uniqueness guaranteed Read More »