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Category Archives: Dynamics CRM

Display Month in Text Format Using Power Automate

Introduction: Using Power Automate we can format date in various formats, however we had a requirement to populate date in document in  June 10,2020  format. Solution: Here is how to achieve the same. In this example I am formatting the System date which is obtained from function utcnow(). formatDateTime(utcNow(),’MMMM dd, yyyy’) Output: If you do not … Continue reading Display Month in Text Format Using Power Automate

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Auto-refreshing Views or Grid in D365 CRM

We all know that Views show records based on filter criteria that is applied to the Views. But, what if there is a custom button that will change the records status and according to the Views filter criteria it should not be present in the View. The View should have been Auto-Refreshed. We can achieve … Continue reading Auto-refreshing Views or Grid in D365 CRM

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Connect D365 CRM CDS Database from SQL Server

Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login … Continue reading Connect D365 CRM CDS Database from SQL Server

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Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM

There is a common application of getting selected records information while working with custom buttons using Ribbon Workbench. Use Case: We had a requirement, where we needed the information of the all selected records from the Main View and Sub-Grid of an entity. We can achieve in Ribbon Workbench. Steps: 1. The button on which … Continue reading Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM

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Create and Populate Word Template Using Power Automate

Introduction: We are aware of dynamics 365 CRM’s Document template functionality. However document templates do not need XML Mapping which limit the fields that we can populate in template. SO here’s a way to use Power Automate and SharePoint and implement the Document template functionality. Steps: Create Word Template with content controls and Upload to … Continue reading Create and Populate Word Template Using Power Automate

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Populate Repeating Control of Word Template using Power Automate

Introduction: Power Automate makes it easy to populate word template, we can have table (Repeating control) that can be populated using Power Automate, For information on how to create and Populate Word Template- Refer my Blog: Create and Populate Word Template Using Power Automate Steps: Create a table and add content controls for each cell. … Continue reading Populate Repeating Control of Word Template using Power Automate

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Get Stage Id of Business Process Flow Stages

Introduction: I had a requirement where I needed to compare the Active Stage of Business Process Flow to perform an action of the Stage was Develop The Flow trigger body provided the active stage id which I had to compare with Stage id of Develop. However, I did not know the stage id, so I … Continue reading Get Stage Id of Business Process Flow Stages

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Set Name Format In D365 CRM

Introduction: In some scenarios, we might need that Full name of Contact Person should be Last Name and then First Name. In this blog we will see how to change the Format of Full Name for Contact Entity. Step 1: Go to Advanced settings -> Administration -> System settings Step 2: Open System settings -> … Continue reading Set Name Format In D365 CRM

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Change colour of selected record of the Grid

Introduction: In this blog, we will learn how to change the colour of selected record of the Grid. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking any record, it should get highlighted. Steps: There is a Screen on which there a Editable grid of custom Entity … Continue reading Change colour of selected record of the Grid

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[Solved] Date Field Shows Wrong Date in Power Automate

Introduction: We recently noticed the Power Automate Trigger body showing a date prior to the date selected in CRM. This behavior was not expected because the field was set to Date Only and so the time zone would not cause this problem. However, after discussion we found that : The behavior of field was set … Continue reading [Solved] Date Field Shows Wrong Date in Power Automate

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