Category Archives: D365 General

What is “Does not support untyped value in non-open type” ODataException in creating records in D365 CE?

One of the most common errors we come across while calling API to create records in Dynamics but isn’t clear what it means? One such issue is – “An error occurred while validating input parameters: Microsoft.OData.ODataException: Does not support untyped value in non-open type.” On the console of the browser, you’ll see this – But, … Continue reading What is “Does not support untyped value in non-open type” ODataException in creating records in D365 CE?

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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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Conversion of Time and Date in MS flow

Introduction We had a requirement where we wanted to create a price list with current date time with respect to current country. In this blog we will use the OOB date conversion functionality. Use Case : (UTC with ) We created a flow where we had used UTC now functionality but this was returning the … Continue reading Conversion of Time and Date in MS flow

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How to map Signature field into Word template

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

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How to run your SSRS Report for Past “N” Days from the Report run Date

Introduction If have a parameter on our report to see the past “N” days data on our report, we can perform the following steps. Step 1: Add a new Parameter, say “Days” Step 2: Under the Available Values Section, Add a new Value for the Parameter with value as 7 and expression having the following … Continue reading How to run your SSRS Report for Past “N” Days from the Report run Date

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D365 General Tip: Currency field affects PriceList field

In a hurry, you perhaps selected a similar looking Price List on your Quote and you want to change it. Example: By mistake, I have selected “SalesPriceListINR” and want to select “SalesPriceListUS” But when you try to do this, you can’t see the PriceList you want to set. Why is that? Currency That’s because the … Continue reading D365 General Tip: Currency field affects PriceList field

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Open HTML in Model pop up in D365 CE

Introduction When HTML is opened using JavaScript, it can either open in the same window or a different one. This naturally can create ambiguity for the end-user, as the user can either lose focus or reopen the page, which is not a good practice.   In this blog, we will look at how we can open the … Continue reading Open HTML in Model pop up in D365 CE

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How to Attach Word Template to Notes of record Automatically

Introduction: In this blog, we will look into How to Create Word Template Automatically and attach it to Notes. Steps to attach Word Template Using Workflow Navigate to Solution > Processes > Click on New > Enter your Process name, Select Workflow as your Category, Enter your Entity (Account), Check the button (Run this Workflow … Continue reading How to Attach Word Template to Notes of record Automatically

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Notes attachments in Word Template

Introduction : This blog explains how to add notes attachments in word template. Implementation : Let say we have word template on the account entity and we want to add attached notes in word template. Step 1: a. Create record( if no record is there) for an account entity. b. Select the record and download the … Continue reading Notes attachments in Word Template

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How to Replicate D365 View using XRM Tool

Introduction: In this blog we will look into How to Replicate your View to all the Views   Steps: Navigate to Solution > Expand the Entity (Account) > Views > Click on Quick Find Active Account Click On Add View Columns3. You can Add fields for the view based on what you want to view.4. … Continue reading How to Replicate D365 View using XRM Tool

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