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Category Archives: D365 General

Why Custom Filter JS code doesn’t work on Lookup field? [Fixed]

One of the major pet-peeve is not understanding why the code isn’t working. And you for sure know you’ve written the correct code. But, thing just don’t work. One such tricky situation is that of applying custom filter to fields using JavaScript in Dynamics 365 Customer Engagement apps. Scenario Let’s say you have a custom … Continue reading Why Custom Filter JS code doesn’t work on Lookup field? [Fixed]

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Currency Field representation options in Dynamics 365

Posted On June 22, 2020 by Priyesh Wagh Posted in

In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code. Symbolic representation Currency Code representation Setting With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display … Continue reading Currency Field representation options in Dynamics 365

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Loading Screen using D365 CE JavaScript

Posted On March 26, 2020 by Priyesh Wagh Posted in Tagged in

Suppose, you want to show a loading/waiting screen to let people know there’s some heavy processing going on in the back-end and they shouldn’t navigate away to do anything else with the record, you can use loading screen by using showProgressIndicator() and closeProgressIndicatory() methods. Xrm.Utility methods There are 2 methods are documented in the Xrm.Utility … Continue reading Loading Screen using D365 CE JavaScript

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Sitemap changes are not moving to UAT ?

  Use case : We were trying to deploy the solution from dev environment to UAT but Sitemap changes were not moving to UAT.   Solution : after RND we noticed that App extension for that particular app were not present in the solution Then we tried to add app extension and it is working … Continue reading Sitemap changes are not moving to UAT ?

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Create To Do Items of Important Emails using Power Automate

Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate … Continue reading Create To Do Items of Important Emails using Power Automate

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Adding “Change Password” in Profile Navigation of D365 Portal.

Introduction This blog explains how we can add “Change Password” in the Profile navigation of the D365 Portal. Steps to be followed: Go to Weblink sets 🡪 Profile Navigation Open Profile Navigation record 3. Click on the “Links” tab. Add “+ New Web Link” 4. Add below details in the form Name: Change Password Web … Continue reading Adding “Change Password” in Profile Navigation of D365 Portal.

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Save standardized PDF documents from D365 Sales into Microsoft SharePoint Released in Wave 1 2020

Introduction : This Blog will explain about Saving PDF documents directly to SharePoint in a Single Click and this is available for entities listed below only Account Contact Opportunity Lead Quote Order Invoice   Steps to enable Entities for PDF generation: Note : Before starting make sure wave 1 2020 feature is enable in Sandbox. … Continue reading Save standardized PDF documents from D365 Sales into Microsoft SharePoint Released in Wave 1 2020

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How to Copy and Paste in Power Automate

Introduction Power Automate has finally got one of the most awaited features. Let me explain it to you. So, if you are willing to deploy similar type of actions inside flow, you had no option but to write each action separately from the beginning. phew! That sounds like lot of work! But now, thanks to … Continue reading How to Copy and Paste in Power Automate

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Test Automation on MS Dynamics CRM using TypeScript Library

Nowadays, Test Automation is the most important requirement for any company to check Quality assurance of their product or software. There are very few tools available for Test Automation of MS Dynamics CRM. In this blog, we are going to see how we can do Test Automation using TypeScript Library (D365-UI-Test). It is the opensource … Continue reading Test Automation on MS Dynamics CRM using TypeScript Library

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Trigger Power Automate on Condition

Introduction This blog explains how we can trigger Power Automate based on the required condition. Suppose you have a requirement where you want your flow should get trigger based on some condition then you can check condition on “Trigger” itself rather than adding a new action to check condition. Use Case: Trigger flow when Lead … Continue reading Trigger Power Automate on Condition

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