Category Archives: Dynamics 365
Resolve the dependency between multiple solutions in D365 Customer Engagement / CRM Solution using Solution Component Mover.
You have might question in your mind that why we need to move the components from one solution to another solution in D365 Customer Engagement So, let’s consider a scenario you and your team is working on D365 CRM customization and created the two solution — ‘ Solution A’ and ‘Solution B’. While customization development when you … Continue reading Resolve the dependency between multiple solutions in D365 Customer Engagement / CRM Solution using Solution Component Mover.
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Create security role in D365 Finance and operation
In D365 Finance and Operations when you need to provide and restrict users from a certain operation you can make use of security roles. You can create security roles from Finance and operations environment itself or from its development tool i.e Visual Studio. In this blog, we are going to create a security role in … Continue reading Create security role in D365 Finance and operation
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Updating multiple CDS records from Grid using PowerApps
Introduction: In this blog, we will learn how to Update multiple records of CDS from the Grid. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Save Icon on top of the Grid, it should Save every record which is selected through the checkbox which … Continue reading Updating multiple CDS records from Grid using PowerApps
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How to Set Default value of Two Options on New form using PowerApps
Introduction: In this blog, we will learn how to set Default Value of Two Options on New Form. Use Case: We have a requirement where there is a Field(Data Field: Two Options) on the form, which should show “NO” as Default value. The Field on the Form is a Combo Box. Steps: 1. … Continue reading How to Set Default value of Two Options on New form using PowerApps
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Hide Recent Items from Dynamics 365 CRM Lookup form using Xrm.Utility.lookupObjects through JavaScript
User property disableMru = true; You can refer below code selectProjectLayout: () => { var lookupOptions = {}; var _projectLayoutName = null; var customFilter = ‘<filter type=”and”>’ + ‘<condition attribute=”cf_project” operator=”eq” value=”‘ + Operations.selectedProjectId + ‘”/>’ + ‘</filter>’; lookupOptions.allowMultiSelect = false; lookupOptions.defaultEntityType = “cf_tcmaplayout”; lookupOptions.entityTypes = [“cf_tcmaplayout”]; lookupOptions.disableMru = true;// … Continue reading Hide Recent Items from Dynamics 365 CRM Lookup form using Xrm.Utility.lookupObjects through JavaScript
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Ms Flows are not getting triggered ?
Introduction : In this blog, we will see, why the Ms Flows are not getting triggered after Completion full copy of the environment. Use Case : It was requirement of our Project to Copy UAT environment To Dev but after Completion of full copy, None of the Flows in Power Automate were getting triggered. … Continue reading Ms Flows are not getting triggered ?
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How to: Create a Bot using Power Virtual Agents
Introduction : Power Virtual Agents help us build simple and easy bots which can be integrated with websites, Microsoft teams, etc. Here are the steps to create a bot using PVA. Login to your environment in https://powervirtualagents.microsoft.com/en-us/ The pop up for create new bot will be visible, name the bot and create. Go to Topics … Continue reading How to: Create a Bot using Power Virtual Agents
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Get RSS Notifications to phone for important blog posts using Power Automate
RSS is powerful and taming it wisely really helps! 🙂 Here’s an example where I used it to get a notification whenever a new blog was posted by Microsoft in their Dynamics 365 Blog page. It is my attempt to stay updated on the latest posts so that I don’t miss anything. Scenario Let’s say, … Continue reading Get RSS Notifications to phone for important blog posts using Power Automate
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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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Expose a CRM Entity to Make API Calls in Dynamics 365 Portal
Sometimes we may get scenario wherein we have to make API calls to an entity from dynamics 365 Portals, so here is my blog that will guide you step by step to how to achieve the same. In CRM navigate to dynamics 365 Portals as shown below. Click on entity list as shown below Click … Continue reading Expose a CRM Entity to Make API Calls in Dynamics 365 Portal