A simple and most common questions asked are if we can add more columns to the Schedule view in D365 Project Service Automation v3. Well, yes! And it’s pretty simple too. So, out-of-the-box, this is what you see on the Schedule view Adding Field to the Schedule Control PSA v3 out-of-the-box has all these custom … Continue reading Add columns in Schedule view on Project in Dynamics 365 for PSA v3 →

This is one of the standard approaches if you want to copy over a Production instance over to a Sandbox one. Most common scenarios being when you’ve on-boarded a new client to Dynamics 365 / PowerPlatform and you’re nearing Go Live for the first time! You need a Sandbox to then follow new customization on … Continue reading Create new Sandbox and copy Production over to it in PowerPlatform Admin Center →

Now, just putting an Excel with some crude data in it won’t really be identified in the Canvas App you are making. Perhaps you’re missing something. Let’s say, I want to read an Excel file from OneDrive For Business into my Canvas App, I select the Excel file from the OneDrive for Business connection like … Continue reading Correctly connect to an Excel file in a Canvas PowerApp →

One of the most common errors we come across while calling API to create records in Dynamics but isn’t clear what it means? One such issue is – “An error occurred while validating input parameters: Microsoft.OData.ODataException: Does not support untyped value in non-open type.” On the console of the browser, you’ll see this – But, … Continue reading What is “Does not support untyped value in non-open type” ODataException in creating records in D365 CE? →

Isn’t it just too easy to see from Flow (Power Automate’s) Runs what data was passed on? A simple switch in the Power Automate designer will secure this. Default Behavior By default, if you have access to the Flow, you can simply go in and see the inputs Secure Input / Output In the Flow … Continue reading Secure Input/Output in Power Automate Run History →

In a hurry, you perhaps selected a similar looking Price List on your Quote and you want to change it. Example: By mistake, I have selected “SalesPriceListINR” and want to select “SalesPriceListUS” But when you try to do this, you can’t see the PriceList you want to set. Why is that? Currency That’s because the … Continue reading D365 General Tip: Currency field affects PriceList field →

Using Xrm.WebApi needs you to be careful with the field names and what to use when. Especially, when you are dealing with Lookups. One of the most common errors you’ll come across is the one like below – “An undeclared property (fieldname you entered) which only has property annotations in the payload but no property … Continue reading Set Lookups in Xrm.WebApi D365 v9 correctly →

One of the common tasks to import multiple users in Office 365 is to be able to create multiple users in the most efficient way possible. Here’s a quick guide to doing so using Import multiple users feature in Office 365 Admin Center. Download Template for Importing Users Let’s say you are in the Admin … Continue reading Import multiple Users in Office 365 →

In Dynamics plugin implementations, you might have lengthy complex plugins that makes calls to Dynamics several times. I agree that calls to Dynamics should be as less as possible and use Link Entity as much as possible and the plugin should be well designed to handle such lengthy executions. However, there are instances where these … Continue reading Check Plugin Timeout issues using Tracing in D365 CE →

Most of us need this in our workflow conditions to check against – to have today’s date handy and then use them in If conditions in workflows. But, the filter in If conditions in workflows don’t let you dynamically select On or after ‘Today’. And when you want to compare to today’s date on selection … Continue reading Store ‘Today’s Date’ in a field to use in workflow conditions in MS CRM →