Category Archives: Dynamics 365

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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Filtering Entity Lookups based on field value

Posted On March 10, 2022 by Vidit Gholam Posted in Tagged in

I have a contact record with a role option set field with options Billing, Decision Maker, Client, Influencer.  The Requirement is to only show billing contacts i.e. contacts with role billing related to the account selected on the Opportunity in the lookup of the contacts on the Opportunities.  Let’s see how I to filtered the … Continue reading Filtering Entity Lookups based on field value

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Send a message/notification on Microsoft Teams as soon as an Opportunity is created in Dynamics 365 via Azure Logic Apps.

In this blog we will see the steps in order to send a automated message via Teams as soon as an Opportunity is created in Microsoft Dynamics 365. Step 1: Go to portal.azure.com and select the Azure Logic App Resource. Step 2: Enter all the details such as the Name, Resource Group, Subscription, Region, etc. … Continue reading Send a message/notification on Microsoft Teams as soon as an Opportunity is created in Dynamics 365 via Azure Logic Apps.

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Quick Tip – Duplicate Fields from a Table to another Table

Hello,Consider a scenario where we need to have a table (entity) which is a replica of other table or you need some fields replicated into another table. This tool will save a lot of precious time. Let’s say I have a table called ‘Scoping’ and I want fields from that data replicated into another table … Continue reading Quick Tip – Duplicate Fields from a Table to another Table

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Open document on click of button in D365 CRM using JavaScript

In this blog we will see how we can open a PDF document on click of button from a record in CRM Let say we have User Guide button on Lead Entity and on click of User Guide button, a PDF document which is User Guide document should be open in next tab. Solution Create … Continue reading Open document on click of button in D365 CRM using JavaScript

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Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM

Introduction Autonumbering feature is useful to uniquely identify records and comes in handy when there are many records to filter. This blog will be the walkthrough for steps need to be performed in order to enable the auto numbering for field service entities. Lets take a scenario, there is a need to auto number the … Continue reading Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM

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How to Set Button Icons in Dynamics 365 

Introduction: Let’s say we want to set an icon for a button on a form in Dynamics 365. We will use the Ribbon Workbench to do this. Let’s add this to our Quote form. First, create a solution and add Quote Entity: To add buttons, we will use SVG images. For the Web Client, we … Continue reading How to Set Button Icons in Dynamics 365 

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Adding a button on ribbon and on click, opens quick create form using ribbon workbench in XRM ToolBox

In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form. Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox. Step 2- Name the ribbon button (anything as required) Step 3- Add … Continue reading Adding a button on ribbon and on click, opens quick create form using ribbon workbench in XRM ToolBox

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Manual statement posting in D365 Commerce (Retail)

In this blog, I am going to showcase how to create and post statements manually in D365 retail. In Dynamics 365 Commerce, the statement posting process is used to account for the transactions that occur in POS. The statement posting process uses the distribution schedule to pull a set of POS transactions into the headquarters … Continue reading Manual statement posting in D365 Commerce (Retail)

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