If you want to create new records from a json data, you can do it by using Logic App. First you need to make sure to upload json file in blob container Steps for Logic App: First select a HTTP Trigger block in a new logic app designer Next step is to select Get blob … Continue reading Create new records in CRM from JSON data in Blob Storage →

In this Blog a Request/Reply Map is created to verify the Event based map which can send and receive data. This can be done a number of ways but Postman is more commonly used utility that can be used for this purpose. Login to app.scribesoft.com and select the Organization as CloudFronts Technologies LLP. To Create … Continue reading Event Based Processing – Creating a Request/Reply Map in Tibco Scribe Online →

Use case – Our requirement is to enable field description field on invoice line form on clicking of tab General. Let’s see how we can achieve this Solution – Step 1 – Create web resource with below function- var invoiceLineCustomization = {     unlockField : function(executionContext)     {         var formContext = executionContext.getFormContext();             formContext.getControl(“description”).setDisabled(false); … Continue reading Disable field on change of tab in D365 CE →

Use case – Our requirement is to mark field Purchase time Frame disabled in Business process flow on change of disable field(custom field) on opportunity form. Let’s see how we can achieve this Solution – Step 1 – Create web resource with below function- Add header_process before schema name of field. Here schema name of … Continue reading Disable field in Business Process Flow in D365 CE using JavaScript →

In the previous blog, we have learned how to create an azure function to connect with Dynamics 365 CRM and create an account record whenever an azure function is triggered by the HTTP request. [Link]. In this blog, we will learn how to deploy the Azure Function App to Azure Cloud so that we can … Continue reading Let’s get started with Azure Function for Dynamics 365 CRM: Part 2 [Cloud Deployment] →

Let see how we can populate signature from CRM to Word Template using Cloud flows First we need to understand how to create word template with Content Controls – Create Word Template with Content Controls In Word Document, Select Developer Tab Under the Developer Tab, Insert picture control After Inserting a picture control, Click on … Continue reading Populate Signature In Word Template using Cloud flows →

Requirement: The user will create the record from the Quick Create and on change of specific field, the record should automatically save. Whenever the record will be saved it should open the created record. In our scenario, we are going to use the Account Entity. When the user will enter the main phone data in … Continue reading Autosave quick create a form record on fields change and open the created record →

When it comes to creating a contract with Microsoft Dynamics 365 Project Service Automation (PSA), users often find that the path from opportunity to quote and contract is long, slow, and involves too many clicks. To make it more efficient and cut down on the number of clicks, we can combine the capabilities of Power … Continue reading Fast tracking the sales process in Microsoft Dynamics 365 Project Service Automation with Power Apps and Power Automate flows →

Introduction: Once a User exports a report to Microsoft Excel from a Microsoft Dynamics CRM environment, they may want to further filter the report in Microsoft Excel. Issue: An issue I came across recently was that the report, when exported to Excel, would not allow me to filter in Excel for the first few columns, … Continue reading Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel →

Introduction: In this blog, I will detail how to migrate Activity Parties of Emails from one CRM to another. In my previous blog, I outlined the first step of the Email migration process which is migrating the body of the email. Migrating the corresponding Activity Parties of an Email is the second step of this … Continue reading Email Migration from D365 CRM v8.2 to D365 CRM v9 using TIBCO Cloud Integration: Activity Parties →