Introduction: We had a requirement , wherein when an Email is received a Case will be created in CRM and the body of the email will be set the description of the case. However we faced a problem because the Email body was in HTML format so we have to convert it and set it … Continue reading Convert Email Body from HTML format to Text →

Introduction: In this blog, we will learn how we can create an editable Grid View in PowerApps. Steps: 1.Set up a gallery in your Powerapps.     Insert a new gallery – Insert > Gallery > Vertical 2.Add Data Source to the Gallery you added.    Go to Properties > Click Data Source you want. … Continue reading Create An Editable Grid View In PowerApps →

Problem Statement: I had a requirement where I needed to check the fields on the Entity POST, however in CRM customization, I could not find the entity POST though it was visible in advanced Find. Solution: To view all the data related to any hidden field, you can use the Metadata Generator in XRM Toolbox … Continue reading Find hidden entities in CRM using Metadata Document generator from XRM ToolBox →

Introduction : As we know , signature field with pen control can not be mapped directly into word template. This blog will explain how to map  signature field into word template. Implementation : Steps to Add Signature Field Step 1 :  Create signature Field with data type multiple line of text and maximum length 15000 … Continue reading How to map Signature field into Word template →

Introduction: Creating a Connection is one of the first Steps during integration of data. While performing Integration with AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Choose the Dynamics CRM option. Step 2: … Continue reading How to create AX (D365 F&0) Connection in SSIS →

Problem Statement: When a user changes the owner of Lead (either because the original owner has left the company or the lead is being assigned to a new salesperson), the system changes the owner on COMPLETED activities to the new owner of the record. This is a problem because it is important that we maintain … Continue reading Entity Relationship Behavior in D365 CRM →

In this article, we will create a Gantt Chart or Progress bar inside a table in SSRS . In SQL Server Reporting Service does not allow a report programmer to modify a “width” property at run time. The challenging part of this task is how to create a scale and how to create a progress … Continue reading How to create a Gantt Chart or Progress bar inside a Table in SSRS →

Please refer to my previous blog better understand why the same records are required in two different Organizations or Environments. Click Here Import Phase: Login to Destination Environment in which you want to import the Data with the same GUID. In Destination Environment, Open the Entity View and click on right three dots for import options. … Continue reading How to make same record available in two different Organization / Environment? Part 2 →

Why it is required? Let’s discuss the scenario where we will be required to have some records in the Multiple Environment. Let’s say we have workflow or flow which is configured or running with specific records. So, if we move the flow or workflow to another organization or Instance so the same record is not … Continue reading How to make same record available in two different Organization / Environment? Part 1 →

Introduction: Converting Date/Time values according to a time zone is quite challenging task in SSRS Reporting. For D365 CRM online we can achieve this using CDate Function. I will demonstrate how to use CDate function with a dynamic time-zone parameter. Step 1: Add this reference to the report properties: Click on “References” and then click … Continue reading Time zone Conversion from Microsoft D365 for SSRS Reporting →