Category Archives: Dynamics CRM
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
Introduction: In this blog, we will learn how to Enable multiple records as active or inactive record. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Deactivate or Active Button on top of the Grid, it should Deactivate every record which is selected through the checkbox … Continue reading Enable Record as Active or Inactive record in PowerApps
Introduction: Using Common data service(Current environment) connector to create a record, if we are trying to populate lookup field we might get the below error message. Solution: When you use the current environment connector. To populate a look up field, we need to specify the plural name of the entity and then the record GUID. … Continue reading [Solved] Resource not found for the segment in Power Automate
Introduction: Searching Power Automate connectors for Send Email Step available in Workflow? Follow the below steps to send Email from Power Automate . 1)Go to Common Data Service(Current Environment)Connector. Select Create a new record, Entity: Email Messages Add Activity Party Attributes, Email Body, Subject and set regarding. 2) Once Draft Email is ready, add Action … Continue reading Send D365 Email Using Power Automate
Introduction: In this blog we will see how to remove commas from whole number field. Use case : we were using the whole number field but after creation we noticed that there is comma in numbers. Solution: Step 1 : go to settings -> click on settings icon -> Options Step 2: After clicking on … Continue reading Remove Commas from whole number field in CRM D365
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.
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 … Continue reading Change the Position of Data Card on the Form in PowerApps.
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 … Continue reading Lookup Field with multiple search columns in PowerApps.
Use case : We were trying to deploy the solution from dev environment to UAT but Sitemap changes were not moving to UAT. Solution : after RND we noticed that App extension for that particular app were not present in the solution Then we tried to add app extension and it is working … Continue reading Sitemap changes are not moving to UAT ?
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.