Introduction This blog explains how to resolve the issue for Canvas App not loading which is embedded in D365 CRM using HTML Webresource. Issue After Canvas App was published and shared with Users still, they were unable to access the Power App. It was showing a blank page with no error. Resolution After debugging the Webpage, I concluded it was missing the Canvas App required privilege. The privilege can be found in D365 CRM as per below screenshot After creating a new role for sharing Canvas App and assigning to User, Canvas App rendered as below Conclusion I hope the above Blog helps you resolve the issue for Canvas App embedded using HTML Webresource in D365 CRM. Note: This privilege is only required for Canvas App embedded with HTML Webresource in D365 CRM.

Microsoft Dynamics is a product from one of the most renowned software companies in the world – Microsoft. In a nutshell, it is a combination of both the CRM and ERP solution. ERP stands for ‘Enterprise Resource Planning,’ and CRM stands for ‘Customer Relationship Management.’ Many companies are offering Dynamics 365 developmental services these days.  You need to do partner with a professional Dynamics 365 application development company like us that has the best name and reputation in the market. Because using this software, you can increase the efficiency of most of the departments in your organization such as finance, marketing, operations, project management, customer services, sales and so forth.  You can beat the competition when you use this software solution as it will help you to better organize the company. You can scale your business when you pick this software.  Dynamics 365 and Its Editions ‘Project Madeira,’ is the business version of this software. This particular cloud-based software helps SMBs or small and medium-sized business that has a staff of 1 to 250 employees.  There are three different offerings from the Microsoft Dynamics 365 namely — Financials for SMB, Operations for Enterprise and Sales for SMB. They help the company to focus on the three pillars that enable a business to sustain itself and to progress.  The best part about this software is that people can access it using various devices including phones that run on Android, iOS, and windows. Using the cloud, people can access the files remotely and in real-time.  Benefits of Dynamics 365 Here are some unique benefits that you will get to enjoy when you use Dynamics 365: Run the operations of your business using a cloud-based application that is well integrated with CRM and ERP software solutions and system.   Downtime is significantly reduced when you use this particular software package.  You can reduce the maintenance costs by hiring an expert IT technician to handle the technical snags.  With streamline processes and structured workflows, your business is well-organized and ready to scale up.  Integrating your website, loyalty program, ERP, and customer chat support with Dynamics 365/CRM is quite possible. Senior management teams can make their decision using accurate data that you can obtain using this system. It uses Adobe Marketing Cloud to integrate and unify the sales and marketing efforts of your firm.  Enhance the experience of your customer the moment they contact you via phone call or an email.  Migrating to Dynamics 365 is not a difficult task. If you like the benefits that are listed above, you need to work with the Dynamics 365 application development company like us to take things further.  Microsoft Dynamics 365 Development At CloudFronts, we have experts that have the knowledge and expertise in Dynamics 365. They can customize the best or superior solution to you, by using plug-ins, world-class developer toolkit, VS environment, workflow assemblies, and web services. Undoubtedly, we are the best Dynamics 365 development services provider in the world.  Microsoft Dynamics 365 For All the Industries Mentioned Below Here is a quick list of industries that can greatly benefit using Microsoft Dynamics 365: Telecommunications Manufacturing Footwear Retail Textiles and Apparels FMCG/Consumer Packaged Goods Pharmaceuticals and Healthcare Media Finance and Banking Oil and Natural Gas

Item Master Data Mass uploading via Data Management In the world of data management, it has become essential that the business users are provided solution for mass data uploading. Where the data is managed by very less expert users who’re required to upload and download data in bulk at very less given time. Today I am going to show you the way to upload Item Master Data quickly and with no errors via Data Management in MS Dynamics Commerce and Retail. Note: Masters as Item group, tax codes, units, category, item model group etc should be pre-configured or created for this to work accurately otherwise this operation will fail with errors as the masters are not created/configured. For this operation to work first we need to identify the fields that are required to do two steps. First, Item Master Creation Secondly, Item Master release in released products. So now to identify the necessary “importable” fields first we will export the required fields in excel as below. Goto Workspaces> Data Management and in Data Management click Export Button. Upon Clicking “export” create project as data filled in below. Desired Project name in my case I have named it “product master fields” Generate Data package to be set as No. Now when project is created click on “add entity” Select entity as “Released product creation V2” or anything as “Released product creation” whichever is latest according to your version of D365. Select output as “EXCEL”. Use sample file and skip staging to be set as NO. Very important step to select fields to be set as “Importable Fields” And “add” the entity to the project. Now again click on “add Entity”, select the rest of the fields as mentioned in pt. II., and select “released products V2) in entity name and click on add. Now click on export button as below Now on export screen Click on “refresh” button until you see  mark on thee screen, and then “download File” to obtain excel file. Note: click each project one by one to download table fields. After downloading file replace the data with required information that you want in your product master so that we can Import the Master data. (Note: You can hide fields that doesn’t require user to input any data but are required by AX this you will identify in released products format). Assuming that you have created your files for upload we will now continue with “Import” data, Goto Workspaces > Data Management and in Data Management click “Import” Button. Upon clicking “Import” create a project and add entity as below. Add group name, in my case added as “import Master Data” Now when project is created click on “add File” Select entity as “Released product creation V2” or anything as “Released product creation” whichever is latest according to your version of D365. Click the upload data file and select the appropriate file, in my case it is “Released product creation V2 – Format.xlsx” Select “Source data format” Click close. Now again click on “add File”, select the rest of the fields as mentioned in pt. VIII., and select “released products V2) in entity name and click on Close. After adding both the files, now its time to click on “import”, but first ensure that the sequence of the below files are as such 1st for Released Product Creation and 2nd for Released products. If this is not in sequence the above operation will fail. After Clicking on Import, you will have to click on refresh button until the  come. Upon success you can see the validation message that the master data has been uploaded successfully and released the product for use. In my case I had uploaded a test product which got successfully uploaded to the system. Hope this helps!

As seen in title when error “Your connection is not private | NET::ERR_CERT_DATE_INVALID” occured which seems as follows in screenshot when you try to open environment link in browser. The reason for above error in my case was that SSL certificate was expired as you can see in following screenshot To solve this issue go to your lcs.dynamics.com with your credentials and open your project now select which ever environment and visit see details/Full details page and click on maintain button and select  Rotate secrets button  Now click on Rotate SSL certificates after which dialogue box will appear click on yes  Now wait till rotating secret symbol is loading as following screenshot after which you will be able to access your D365 Finance and operation link easily. Hope this blog will help you.Thank you

While creating a new Background Workflow, we all have noticed the below message. Microsoft Flow( Power Automate) is a growing platform with a variety of new connectors getting added overtime. However, we all are aware that Workflows have a great capability when it came to including steps like Call Plugins, Workflow Assembly. And thus, when we think of replacing our existing background Workflows with Microsoft Flows, we might worry about losing our existing Plugin Customizations used in Workflow. So, here are a few easy steps to use all the existing Workflow steps in your Power Automate( Microsoft flow). Step 1: Create an Action. Lets take an Example: We had a workflow which triggered on When a Note was created and had the below steps: The first step Notes Collection, was Workflow assembly that was customized to send history all  notes in a Tabular Format, and was something we wanted to use in Power Automate and so we created the below Action. The Action has the exact same steps as that of the Workflow. Step 2: Create a Flow with a trigger same as  your Workflow trigger and call the action. Once we have created the Action, our goal is to deactivate the Workflow, and call the Action from our power Automate. To do so, we will add the below step: This step is in the Common Data Service(current environment) Connector. Since we have action that belongs to Entity Note, we will create bound action. If we have a global action, which needs no identifier we can add the step- Perform an unbound Action. Conclusion: Any Workflow that runs in background and uses Plugins or steps that you would prefer not to change but to use them directly in your Power Automate, then here’s an easy way.

Introduction: In this blog, we will see how to get response from Rest Api through GET call Solution:  Consisting of basic authentication, we will pass username and password in byteStr and for the endpoint we will put it in url in below code. class CFSJSTestRestAPI { public static void main(Args _args) { int find; str url,aosUri,activeDirectoryTenant; str activeDirectoryClientAppId; str activeDirectoryClientAppSecret; str postData,activeDirectoryResource; str aadClientAppSecret,oAuthHeader; str returnValue,jsonString,jsondszstr; System.Net.HttpWebRequest request; System.Net.HttpWebResponse response; System.Byte[] byteArray; System.IO.Stream dataStream; System.IO.StreamReader streamRead; System.IO.StreamWriter streamWrite; System.Net.ServicePoint servicePoint; System.Net.ServicePointManager servicePointmgr; System.Net.HttpVersion version; CLRObject clrObj; Newtonsoft.Json.JsonReader reader; System.Text.Encoding utf8; Counter countCounter; Object obj; Map data; System.Byte[] byteArraynew; System.Net.WebHeaderCollection headers = new System.Net.WebHeaderCollection(); new InteropPermission(InteropKind::ClrInterop).assert(); str byteStr = strfmt(‘%1:%2’, “USERNAME”, “PASSWORD”); headers = new System.Net.WebHeaderCollection(); url = “http://dummy.restapiexample.com/api/v1/employees”; clrObj = System.Net.WebRequest::Create(url); request = clrObj; request.set_Method(“GET”); request.set_KeepAlive(true); request.set_ContentType(“application/json”); utf8 = System.Text.Encoding::get_UTF8(); byteArraynew = utf8.GetBytes(byteStr); byteStr = System.Convert::ToBase64String(byteArraynew); headers.Add(“Authorization”, ‘Basic ‘ + byteStr); request.set_Headers(headers); servicePoint = request.get_ServicePoint(); System.Net.ServicePointManager::set_Expect100Continue(false); System.Net.ServicePointManager::set_SecurityProtocol(System.Net.SecurityProtocolType::Tls12); response = request.GetResponse(); dataStream = response.GetResponseStream(); streamRead = new System.IO.StreamReader(dataStream); jsonString = streamRead.ReadToEnd(); info(strFmt(“RESPONSE: %1”,jsonString)); dataStream.Close(); response.Close(); } } Thanks for reading !!!

Instead of viewing dashboard and report on Power BI Web Service, we can directly view it in CRM. We need to publish the Power BI dashboard to our CRM Environment. This Blog will guide you through it can be done.

Problem Statement: Data Cleansing is always considered as a tedious task. When we have a look at our CRM systems we might find data full of duplicates, test records or blank records. A well defined approach comes in handy to systematically clean up your data. Below is the approach to clean Account data in dynamics CRM. Approach: We need to follow the below steps for cleansing the data. Step 1: Segregate the data Download the accounts data and segregate it in below sheets. Blanks Test Records Duplicates Step 2: Deactivate the test and blank records. These records are not of any use and so the right thing to do is deactivate this records. Step 3: Analyze the Duplicates For the duplicates, we will use the OOB Merge Functionality of CRM. Understanding Merge Functionality in CRM: D365 CRM has OOB functionality to merge two records. We can select the records we want to merge and then click on Merge button on the ribbon. Once we click on merge a pop up will ask us to choose the master record. The master record is the one that will remain active in the system which the other record will automatically become inactive. All the child records of this record will be moved to the Master record, also the inactive record will have a notification saying ” Merged with XYZ record”. We need to analyze our data on the below points, so that we choose the right Master record: A) Important Fields – For any records, fields like ID, Address, Name might hold significance and a record that has these fields has greater chances of being the Master record. B) Related Records- If we take an example of Account entity, it has related opportunities, contacts, projects, cases; the account record which has more no of related records can be the master records. With an Advanced Find we can get the count of related records. Analyzing the data on above points will help us decide the correct master record. Step 4: Deactivate/ Merge the records Once analysis is done, we have a better clarity for deciding the records to be merged or deactivated. Conclusion: Clean and precise data makes working with systems fast and easy. The above systematic approach for data clean up proves a boon when we have large amount of data.

Introduction: In this blog, we will learn how to set the position of Data Card in form. Steps: 1.This is the form of Quote Product. Where all the Data Card is placed one after another. 2.We want this card to be beside one another. 3.To achieve this, click on the Data Card and change X and Y property. 4.These are the X and Y of different Data Card. Conclusion: Hope the above Blog helps you to Change the Position of Data Card in Form.

Introduction: In this blog, we will learn how to set multiple search fields in a Lookup Field. Use Case: We have a requirement where there is a Field (Data Field: Lookup) on the form, which should search records according to multiple columns. The Field on the Form is a Combo Box Steps: 1. This is the form of Quote Product. We want to allow searching based on multiple column. 2. To allow searching based on multiple fields, click on the Combo Box. Items property: Set ExistingProduct.Items =  Sort(                                                    Filter(                                                        Filter(                                                               Data Source,                                                               Condition                                                              ),                                                           StartsWith(                                                                 Text, SearchText                                                      ) Or StartsWith( Text, SearchText                                                 )                                       ),                                            ColumnName                                        ) For eg: ExistingProductQPEditForm_2.Items =Sort(                                                             Filter(                                                                     Filter(                                                                                 [@Products],                                                                                 Status = ‘Status (Products)’.Active                                                                              ),                                                                    StartsWith(                                                                                ‘Product Code’,                                                                                ExistingProductQPEditForm_2.SearchText                                                                              ) Or StartsWith(                                                                              Name,                                                                              ExistingProductQPEditForm_2.SearchText                                                                               )                                                                       ),                                                                      Name                                                                 ) SearchFields property: Set ExistingProduct.SearchFields =  { “ColumnName”, “ColumnName”} For eg: ExistingProductQPEditForm_2.SearchFields = {“cf_productcode”, “name”} Conclusion: Hope the above Blog helps you to search based on multiple columns for the Lookup field.