Category Archives: Dynamics 365

Cancel the running flows with JavaScript code

We will look at how we can use JavaScript to cancel flows that are running without canceling each flow manually. To do this, follow the steps below. Let’s look at a scenario where we are seeing the flows that are in a running state and are not terminating. Click on All runs, this navigates you … Continue reading Cancel the running flows with JavaScript code

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Download SSRS report as a PDF with Power Automate – Part 2

In this blog, we will see how to extract the value for PdfDownloadUrl so we can load it into another request and get our PDF.

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Download SSRS report as a PDF with Power Automate – Part 1

In this blog, we will see how to retrieve PDF Download URL from the console using the SSRS report. Step 1 – Create a new flow and set the trigger to Manually trigger a flow. Step 2 – After you have your trigger, you need to add two inputs to it, Report Name and Report XML. Step 3 … Continue reading Download SSRS report as a PDF with Power Automate – Part 1

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How to configure Mailbox and set Regarding with in Outlook?

These are the following requirements for enabling D365 for Outlook.  License that includes Outlook Email Exchange services  Mailbox configured in D365 CRM  Steps Below are the steps to approve the mailbox configuration of the Outlook add-in – Go to Advanced Settings -> Email Configuration 2. Select Mailboxes 3. Select the User you want to configure … Continue reading How to configure Mailbox and set Regarding with in Outlook?

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Switching of Forms using Option Set field in Javascript

Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example – “PMO Member” – On change of the option, it will switch to PMO Member Form … Continue reading Switching of Forms using Option Set field in Javascript

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Switch BPF in Dynamics 365 using JavaScript

In today’s blog, we will cover how to change the BPF using JavaScript in the unified interface when the form loads based on a custom field Lead Type on the Lead form. Let’s take a closer look! Steps – In the example below, we have a new option set field called Lead Type with values of TAB Member and TBO. When the Lead Type has a … Continue reading Switch BPF in Dynamics 365 using JavaScript

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How to Dynamically Filter Multi-Select Option set/Picklist in D365 CRM using JavaScript

Posted On April 27, 2022 by Sancia Dcunha Posted in Tagged in ,

In this blog, I am going to show how we can filter a field (multi-select option set) item dynamically based on another field (single-select option set) item. Let’s consider a use case, We have a field named ‘Application Area’ which is a (single-select option set) field and ‘Application Type’ which is a (multi-select option set) … Continue reading How to Dynamically Filter Multi-Select Option set/Picklist in D365 CRM using JavaScript

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To show validation on a field using Regex Expression

In this blog, I am going to show how we can display a validation on the field if the entered text is not in the required format Let’s consider a use case, We have a field name ‘DMV Initial License’ which is a single line of text field. When text is entered the Date format … Continue reading To show validation on a field using Regex Expression

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How to throw validation notification on Fields residing in Form Header

Hi All, Have you tried setting Field level notification on the Form Header of the Record? Let’s consider an example, We have an Estimated Revenue field which should never be set a $0.00. Therefore, we must throw a notification error based on this validation. The formula for setting field level notification is generalized as follows, … Continue reading How to throw validation notification on Fields residing in Form Header

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Here’s how to Install Power Apps for Windows (Preview) and use Model-Driven and Canvas Apps

Hi Everyone,Awaited moment is here, we finally have Power Apps designated application for Windows. Currently its in Preview so use only for testing as of now until its pushed globally. Here’s the steps to download and use Power Apps for Windows Step 1: Go to Microsoft Store and search “Power Apps” Step 2: Install the … Continue reading Here’s how to Install Power Apps for Windows (Preview) and use Model-Driven and Canvas Apps

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