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Category Archives: Dynamics CRM

How to Copy and Paste in Power Automate

Introduction Power Automate has finally got one of the most awaited features. Let me explain it to you. So, if you are willing to deploy similar type of actions inside flow, you had no option but to write each action separately from the beginning. phew! That sounds like lot of work! But now, thanks to … Continue reading How to Copy and Paste in Power Automate

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Test Automation on MS Dynamics CRM using TypeScript Library

Nowadays, Test Automation is the most important requirement for any company to check Quality assurance of their product or software. There are very few tools available for Test Automation of MS Dynamics CRM. In this blog, we are going to see how we can do Test Automation using TypeScript Library (D365-UI-Test). It is the opensource … Continue reading Test Automation on MS Dynamics CRM using TypeScript Library

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Trigger Power Automate on Condition

Introduction This blog explains how we can trigger Power Automate based on the required condition. Suppose you have a requirement where you want your flow should get trigger based on some condition then you can check condition on “Trigger” itself rather than adding a new action to check condition. Use Case: Trigger flow when Lead … Continue reading Trigger Power Automate on Condition

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How to Capture Error Description and Error Log Date in Script Component in SSIS

Our Scenario: To resolve the Errors that occur due to  componentMetadata130 and to capture the Error Log Date and Error Description while doing custom Error Handling in SSIS use the following steps. Solution: Error Handling at OLEDB Source Block: Step 1: Add a Script Component to catch the Error Description, Error Log Date and Entity. … Continue reading How to Capture Error Description and Error Log Date in Script Component in SSIS

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Filter Gallery based on lookup field (Combo Box) on EditForm

Introduction: In this blog, we will learn how to filter Gallery based on Combo Box which is on different form.   Use Case: We have a requirement where there is a lookup field (Price List) on the Editform (Data Source: Quote Project Price List). When there is data in the lookup field the Gallery (Data … Continue reading Filter Gallery based on lookup field (Combo Box) on EditForm

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Add lookup fields in an editable grid using PowerApps

Introduction: We had a requirement where we wanted to show the editable grid in power apps. The fields which are suppose to show are of string, decimal and lookup. Other data type was easy to display but we find difficulties in showing the lookup value.   In this blog, we will learn how to add … Continue reading Add lookup fields in an editable grid using PowerApps

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Post Entity and its Relationship with Lead Entity

Problem Statement: We have a recent requirement, where we had to make an SSRS report that will display the latest post against a Lead. Post as an Entity is not visible in customization, also in advance find of Lead, we do not have any related attributes from post. This makes it difficult to generate the … Continue reading Post Entity and its Relationship with Lead Entity

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How to use Expand Query in MS Flows

Introduction This blog explains how to use Expand Query (N:1 Relationship) in the Common Data Service List Records Connector. Steps to be followed: Initialize Variable of type string. Using Expand in list RecordsExpand Query: cf_Project($select=cf_projectname,cf_projectabbreviation) Here cf_Project is the Schema Name of Project Lookup field on location entity. Pass the field names of the project … Continue reading How to use Expand Query in MS Flows

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Calculated Field in Dynamic 365 CE

Introduction In this blog we will see how to use Calculated field. Use Case : Its common requirement of Project to set calculated date to specific date field by adding or Subtracting the no. of days. Implementation : Step 1: Let say we have date field in an Account Entity.   Step 2:  Create one more … Continue reading Calculated Field in Dynamic 365 CE

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Convert Email Body from HTML format to Text

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

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