D365 General Archives - Page 2 of 30 - - Page 2

Category Archives: D365 General

Create To Do Items of Important Emails using Power Automate

Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate … Continue reading Create To Do Items of Important Emails using Power Automate

Share Story :

Adding “Change Password” in Profile Navigation of D365 Portal.

Introduction This blog explains how we can add “Change Password” in the Profile navigation of the D365 Portal. Steps to be followed: Go to Weblink sets 🡪 Profile Navigation Open Profile Navigation record 3. Click on the “Links” tab. Add “+ New Web Link” 4. Add below details in the form Name: Change Password Web … Continue reading Adding “Change Password” in Profile Navigation of D365 Portal.

Share Story :

Save standardized PDF documents from D365 Sales into Microsoft SharePoint Released in Wave 1 2020

Introduction : This Blog will explain about Saving PDF documents directly to SharePoint in a Single Click and this is available for entities listed below only Account Contact Opportunity Lead Quote Order Invoice   Steps to enable Entities for PDF generation: Note : Before starting make sure wave 1 2020 feature is enable in Sandbox. … Continue reading Save standardized PDF documents from D365 Sales into Microsoft SharePoint Released in Wave 1 2020

Share Story :

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

Share Story :

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

Share Story :

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

Share Story :

Multiple Ways to Share a Canvas App in PowerApps

Introduction :- This blog explains multiple options how to share a Canvas Apps in Power Apps. Steps :- Select App and click on Share option, below screenshot for reference   Options of Sharing Published App :- 1.  Specify each User by Name. Enter Username in sharing panel and click Share button App can be shared … Continue reading Multiple Ways to Share a Canvas App in PowerApps

Share Story :

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

Share Story :

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

Share Story :

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?

Share Story :

Secured By miniOrange