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 →

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 →

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 →

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 →

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 →

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 →

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 →