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Category Archives: D365 General

Create Approval Flow with D365 conection

Posted On June 12, 2018 by Vaishali Vyas Posted in Tagged in

Introduction: This blog explains how to Create Approval Flow using Microsoft Flows.  Use Case: When work order is updated. (Trigger) Check condition:  system status: – open-completed and approved: -NO If condition satisfied: – Check Total amount: – If amount is greater than 1000       approval mail will be sent to approver.       … Continue reading Create Approval Flow with D365 conection

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Download Doucument Templates using Console App

Introduction: In this blog we will be demonstrate how to download word document templates from D365 Customer Engagement and then import them to another environment. Often there are requirements to move document templates from one environment to another. But currently adding document templates to solutions is not supported.  To overcome this we have created a … Continue reading Download Doucument Templates using Console App

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Call Workflow directly from a button using Ribbon Workbench

Posted On May 25, 2018 by Clinton D'Mello Posted in Tagged in

Introduction: In this blog we will demonstrate how to call a workflow directly from a button without any custom JavaScript code. Implementation: Step 1: Create the required workflow. In this example i have created a  simple workflow on the opportunity and remember to select the  “As an on-demand process” option. Step 2: After the workflow … Continue reading Call Workflow directly from a button using Ribbon Workbench

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[Solved] – Backspace not working in HTML Web Resources

Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to “ClientGlobalContext.js.aspx”. We need this library to gain access to the … Continue reading [Solved] – Backspace not working in HTML Web Resources

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Dynamics 365 Tip: Sending Emails using Unified Interface

Introduction: The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the best features in Unified Interface was Timeline view, but the timeline view did not have ability to send emails. The Unified client has a new Email UI with rich text controls and advanced editor. … Continue reading Dynamics 365 Tip: Sending Emails using Unified Interface

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Filtering Records on BPF unlike on Form – D365

Posted On May 10, 2018 by Priyesh Wagh Posted in

Introduction: Working with D365 is best when you’re trying to use as much OOB stuff as possible. Simplest configurations like selecting a view for your Lookup field is easily possible on the D365 Form. However, this is not possible on the fields on the Business Process Flow Use of addPreSearch() and addCustomFilter() on BPF Fields: … Continue reading Filtering Records on BPF unlike on Form – D365

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Filter records in gallery control based on value selected in other gallery control in PowerApps.

Introduction: This blog explains how to Filter records in gallery control based on value selected in other gallery control in PowerApps. Scenario: I am using Dynamics 365 Connection. I have data source named as Time Entry within that data source I have fields named as  Projects  and  Project task and data type of both fields is … Continue reading Filter records in gallery control based on value selected in other gallery control in PowerApps.

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Business Process flows process stage name blank in D365 v9 Customer Engagement

Introduction: In this blog, we will demonstrate a way to display the current active stage of a business process flow in views in D365 v9 as the out of box process stage name field does not show any value in the views. Implementation: Step 1: We have created a basic Business Process flow on contacts … Continue reading Business Process flows process stage name blank in D365 v9 Customer Engagement

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D365 V9 Alert Dialog

Introduction: This blog explains how to show alerts in D365 V9. Details: We often get requirement to show alerts in D365 V9 Forms and can be achieved using below syntax. Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(closeCallback,errorCallback); Example: 1. Alert with no callbacks. var alertStrings = { text: “successfully checkedin.” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, … Continue reading D365 V9 Alert Dialog

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Calculated Currency Field doesn’t support Min or Max values

Introduction: This is an observation I made when one of our clients wanted to have a limit on the calculated fields. Let’s say, a lower limit of the currency field that is expected to throw an error (or somehow not allow) the currency going in negative values for a calculated field. Observation: Now, I want … Continue reading Calculated Currency Field doesn’t support Min or Max values

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