Introduction If have a parameter on our report to see the past “N” days data on our report, we can perform the following steps. Step 1: Add a new Parameter, say “Days” Step 2: Under the Available Values Section, Add a new Value for the Parameter with value as 7 and expression having the following formula: =DateAdd(“d”,-7,Globals!ExecutionTime) Step 3: Under the Default Values Section, Add a new Value for the Parameter with expression having the following formula: =DateAdd(“d”,-7,Globals!ExecutionTime) Step 3: In your Dataset, add the following Filter Condition in the XML. <filter type=”and”> <condition attribute =”modifiedon”  operator=”on-or-after” value=”@Days” /> </filter> Conclusion Thus, now you can view your report with records modified in the past “N” days.

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 Currency selected on the record is Rupee (₹) and your PriceList has the currency US Dollar ($) Change it to US Dollar and you’ll see your PriceLists show up. And try searching your Price Lists again Error while changing PriceList In a typical scenario, if you have child records dependent on the record you are changing, you’ll see this error. But as simple as the wordings are, you’ll need to do the needful and make sure there are no Currency dependent records associated. Hope this helps!    

Introduction: In this blog, we will look into How to Create Word Template Automatically and attach it to Notes. Steps to attach Word Template Using Workflow Navigate to Solution > Processes > Click on New > Enter your Process name, Select Workflow as your Category, Enter your Entity (Account), Check the button (Run this Workflow in the background) > Click on OK I have created a Custom Field as Status. I want this workflow to run when this field is updated, So Check the Record fields change > Select the Status Field State the condition on which you want to trigger the workflow. Select Perform action > Select Action(Set Word Template) > Click on Set Properties Select your Word Template in “SelectedTemplate” and in Target select the “Entity”. If you cannot set Entity Name in “Target” make sure “Business process flows” properties of that entity is enabled. Save the Word Template Activate the Workflow. Output: Update the Status field Automatically the Note is created with word template

Introduction : This blog explains how to add notes attachments in word template. Implementation : Let say we have word template on the account entity and we want to add attached notes in word template. Step 1: a. Create record( if no record is there) for an account entity. b. Select the record and download the word template.   Step 2 : Select  notes- annotation(1:N) relationship and Download. Step 3 : Open Word Template, Navigate to  “Developer” ->Select “XML Mapping Pane” -> Select entity . Step 4 : Then insert a table in the template , here inserting 2×1 table. and then in the XML mapping, go to Account_Annotation relation. Step 5: Map document body and note text a. For text in word template, left-click on the note text and select plain text.   b.For the image in word template, left click on the document body and select Picture. Step 6 : Save and Upload the Template. To upload the Template  – a. Go to advanced settings ->  navigate to “Template”. b. In Templates, Select Document Template. c. In Document Template, click on Upload Template and browse. d. Upload.

Introduction: In this blog we will look into How to Replicate your View to all the Views   Steps: Navigate to Solution > Expand the Entity (Account) > Views > Click on Quick Find Active Account Click On Add View Columns3. You can Add fields for the view based on what you want to view.4. You can modify the width by clicking on the column name and then click Change Column Properties. Choose the quantity of pixels you’d just like the width of the column to seem as in the view.5. Click on Save And Close and  then Publish your Customization Replicate View to all other Views Together To Copy the views Start Your XRM toolbox > Connect to your organization. Search View Layout Replicator Click on Load Entities > Click on your Entity (Account) > Click on Quick Find Active Accounts. Check all your customization’s are correct, Then select all the views which you want to get reflected Save and Publish your View

Initially for parsing object to Json or json to object in Asp.net an additional Newtonsoft.Json Api was required, but now Microsoft has developed their own Apis “System.Test.Json”. Below Steps will guide you on how to use this api. Install the System.Text.Json NuGet package. To use the api make sure you import the following two namespaces: using System.Text.Json; using System.Text.Json.Serialization; Using the serializer as follows: The System.Text.Json serializer can read and write JSON asynchronously and is optimized for UTF-8 text, making it ideal for REST API and back-end applications. class WeatherForecast { public DateTimeOffset Date {get; set;} public int TemperatureC {get; set;} public string Summary {get; set;} }   string Serialize (WeatherForecast value) { return JsonSerializer.ToString<WeatherForecast>(value); } Api also support asynchronous serialization and deserialization. async Task SerializeAsync(WeatherForecast value, Stream stream) { await JsonSerializer.WriteAsync<WeatherForecast> (value, stream); } You can also use custom attributes to control serialization behavior, for example, ignoring properties and specifying the name of the property in the JSON: class WeatherForecast { public DateTimeOffset Date {get; set;}   // Always in Celsius. [JsonPropertyName(“temp”)] public int TemperatureC {get; set;}   public string Summary {get; set;}   // Don’t serialize this property. [JsonIgnore] public bool IsHot => TemperatureC >= 30; } Note: In the above point isHot property will not get parsed to json and json will look like below:      { “date”: “2013-01-07T00:00:00Z”, “temp”: 23, }

Do not use any CDN links for any .js or .css file, include them in your own project. Do not give multiple references of any .js or .css file on the same HTML. If any .js or .css file is going to be used on multiple Html web resources, then keep them at one common location and include the same URL reference on all the HTML page, do not try to create same web resources repeatedly. Always try to write minimum codes and re-use the code where possible. Always try to use objects where possible. Minimize the use of global variables (use local variables). Avoid multiple API hits try to get maximum data in a single hit where possible. Use joins in fetch XML queries to get data from all the related entity to avoid multiple API hits. Use Try and catch for exception handling. Minify .js and .css file before releasing the same on production.

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 value was found in the payload.” This is confusing as to what needs to be put in while setting the lookup. If you have done the below, entered the name of the field which is all in small caps  – object[“msdyn_resourcerequirement@odata.bind”] = “/msdyn_resourcerequirements(<Guid>)”; This will result in the above error!!!   You’ll need to put the Schema name of the lookup field instead and this should solve your problem – and the code should look like this – object[“msdyn_ResourceRequirement@odata.bind”] = “/msdyn_resourcerequirements(<Guid>)”; And this should totally work for you!! Hope this helps! 🙂

Introduction It is important for the end-user to understand the error displayed on D365 Portals. In this blog, we will display D365 Plugin Error on the D365 Portals. By default, the error will be displayed as shown below: Implementation Step 1: Create a new Site Setting record. Step 2: Set the values given below in the fields: Name: Site/EnableCustomPluginError Value: true Now you can see the Error thrown by D365 Plugin. Custom plugin errors will appear on the following screens: Entity list Retrieval of records Entity form Retrieve Create/Update and so on Web forms Retrieve Create/Update and so on

Introduction In this blog, we will resolve “Operation has timed out” error in D365 Portals. Steps to solve this issue: Restart your portal by going to the admin center. Steps to restart the portal: Go to the Dynamics 365 Administration Center page and select the Applications tab. Select the name of the portal, and then select Manage. Click on Portal Actions –>Restart.  Click on Restart. Wait for a few minutes and go back to your portal, it should be working now. Reference: https://docs.microsoft.com/en-us/dynamics365/portals/portal-faq