KeyBox – A Dataverse solution to govern credentials
Most of the time, I create solutions based on customer requirements. Sometimes, I create solutions to learn something new and “KeyBox” was my last personal project to learn some new skills. KeyBox – The features It is a solution to store and govern credentials (stand alone or in regard to a customer) in Dataverse. You can store usernames & passwords or client IDs & client secrets. It… Continue Reading...
Retrieve EnvironmentVariableValue in JavaScript
In my private project (Key Box), I stored a JSON configuration in an Environment Variable. To retrieve its value, I had could use two queries. The first query to retrieve the GUID of the Environment Variable Definition and the second query to retrieve the Environment Variable Value. But there is a better way: the RetrieveEnvironmentVariableValue WebApi function. Below is the async function… Continue Reading Ben’s Article...
Retrieve EnvironmentVariableValue in Power Fx
In my private project (Key Box), I store a JSON configuration in an Environment Variable. To retrieve its value, I use two queries. The first query to retrieve the GUID of the Environment Variable Definition and the second query to retrieve the Environment Variable Value. I don’t use the Retrieve EnvironmentVariableValue function because I also need to update the environment variable… Continue Reading Ben’s Article...
Update EnvironmentVariableValue in Power Fx
In my private project (Key Box), I stored a JSON configuration in an Environment Variable. The configuration is displayed in a custom page and can be edited there. Here is how to update an EnvironmentVariableValue in Power Fx. To update a Dataverse record, you need a reference to it. In my case, I already retrieved it as record in the step before, stored as global variable “envVarValRec”… Continue Reading Ben’s...
Working with FetchXML aliases in Power Automate
For my private project (Key Box), I’ve built a FetchXML statement to group data already during the query, instead of building a logic in Power Automate. For that, I had to set an alias in the query. When I tried to access the “myOwner” alias, I did not find it in the Dynamics Content list of Power Automate. It only provided me the default Owner choices. Hoping that this is only a… Continue Reading Ben’s...
Create a Dataverse like ribbon button for a Canvas App
In my private project (Key Box), I created a custom page to edit settings that are stored in an environment variable. To give it the look & feel of Dataverse, it needed a ribbon button to save the settings made. I decided against the awesome Creator Kit because I only required one single button and don’t want to have additional dependencies. Dataverse like ribbon button Out of the box… Continue Reading Ben’s...
How to delete a developer environment with Power Automate
If you only understand the first and the last part of the title, you should click the button below to learn more about the “Power Apps Developer Plan” that includes a free Dataverse for developer (and for makers or course). GOTO “Power Apps Developer Plan” page at Microsoft Normally Power Platform administrators can create, edit and delete Dataverse environments through the “Power… Continue Reading...
“Command Checker” bookmarklet
Last week, I found out that Microsoft released a Command Checker for model-driven-app-ribbons – OVER 2 YEARS AGO! I totally missed that. I especially love that it shows me the result of each single display rule and enable rule. To enable the Command Checker as a button in the ribbon bar, you need to add the URL parameter “ribbondebug=true” to the current D365 CE URL and reload it. But who… Continue Reading...
“Advanced Find” bookmarklet
Since February 2022, Power Platform Admins can enable the “Modern advanced find in model driven apps“. After a decade of continuity, it is great to see a fresh, clean look and some new features in a unified user interface. In case you are a CRM veteran like me and also miss the old advanced search, I have something for you. javascript:… Continue Reading Ben’s Article on their blog “Advanced Find”...
“Get attribute by attribute ID” bookmarklet
Background information Currently I have an problem while applying a solution upgrade for our managed solution. The message in the solution history gives me the name of the attribute that blocks the uninstall and its ID, but it did not tell me to which entity the attribute belongs. To identify the right entity for the attribute in a professional way and not by trail and error, I… Continue Reading Ben’s Article on their blog...
Bulk active Flows from a solution
Scenario We start our projects with our best practice solution and add further value over time to that solution. We also try to let benefit existing customers from the innovations and optimizations that get implemented in the solution over time, since their project has started.Knowing our goal, you can imagine our setup. A source instance in our tenant and several target instances at… Continue Reading Ben’s Article on...
Best practices for ClickDimensions deployment
Table of content BasicsDeploymentCustomizingTransportUpdatesRedeployment 1. Basics ClickDimensions is only accessible and configurable through Dynamics 365 Customer Engagement. This is achieved through CRM records (forms, templates, emails, etc.) that are linked by their GUID and the CRM instance specific ClickDimensions account key to an ClickDimensions editor/designer that stores… Continue Reading Ben’s Article on their...
Understand email statistics in ClickDimensions
Email statistic calculation If you’ve ever wonder why the count of your marketing lists members differs from the email statistic that ClickDimensions has sent, then the following list will help you to understand how ClickDimensions calculates the email delivery. + LISTED RECIPIENTS+ Recipients – leads, contacts and accounts that are connected to the ‘cdi_emailsend’ as recipient,… Continue Reading...
ClickDimensions Release Notes – All-In-One Edition
ClickDimensions has a monthly release cycle with a yearly major release. Surely you can imagine that most of the customers don’t prefer the automatic update and of course nobody makes manually updates on a regular basis. The result of this combination is that I get often the question from customers: “What has changed since our last update?”. The release notes of ClickDimensions are public… Continue Reading...
RetrieveTotalRecordCount Bookmarklet
Counting records in CRM can be tricky and time consumption when there are more than 5.000 records in the table. There are several ways and tools to do this that are already well described in the community. When you are fine with the fact that the numbers you receive are static from a count last night, you can use the RetrieveTotalRecordCount function.There are descriptions in the community… Continue Reading Ben’s Article...
EntitySetName Bookmarklet
Almost six years after my last post about bookmarklets, I’m proud to present you a new bookmarklet for Dynamics 365 CE. It can be used to retrieve the EntitySetName for for an entity (table). In case you don’t know what the EntitySetName, here is what Microsoft writes about it. This value is used in the resource path for this entity in the Web API. For custom entities, you can change… Continue Reading Ben’s...
Limit ClickDimensions star rating
The ClickDimensions star rating has by default 10 options . Here is how you can limit the star rating options only with CSS if you don’t need all options. Limit all star ratings in a survey Paste the following in the code editor of the survey and customize the number of stars you want to have to limit the options all star ratings. :root { –number-of-stars:… Continue Reading Ben’s Article on their blog Limit...
How to set the customer for a campaign response within a flow.
Did you notice that Common Data Service (current environment) connector has an issue when setting the customer for a campaign response? What can’t be retrieved here is the “ParticipationTypeMask” for the customer relationship. To set it proper, select “Enter custom value” and set it to “11” for “Customer”. Continue Reading Ben’s Article on their blog How to set the customer...
Display the plain text version of an email on Windows
Today I had the challenge to display the plain text version of a ClickDimensions email on a Windows device. I gave the Outlook setting “Read all standard mail in plain text” in the Trust Center a try, but it only removes the images and formatting from the the HTML version of the email. Finally I found in the internet that Thunderbird is able to show the text version of a mailing.Here is the… Continue Reading...
Get CRM URL in Power Automate
Sometimes you need to work with the URL of your CRM within Power Automate, for example: to relate or unrelate two records with the Common Data Service (current environment) connector or writing an email with a hyperlink to a record. If you have a multi-staged environment and you build your Flow solution aware, you don’t want to update your static URLs after each transport.
ClickDimensions Quick Send from any entity
Last year I had a customer requirement to start a ClickDimensions Quick Send on a custom entity. By default, QuickSend is only available on lead, contact and opportunity. ClickDimensions has already an article on how creating a Quick Send like dialog to send a single email from any entity, but dialogs are deprecated. Therefore I made a deep dive into how the Quick Send button works and will… Continue Reading Ben’s Article...
Mask query strings
Email marketing tools automatic add query strings at the end of urls of your hyperlinks. That’s a common way to pass additional informations to the target website inside of hyperlinks. Mostly these are informations about which channel the visitor came and to which campaign the visit is related to. Issue The target website should validate the passed query strings and ignore them if it… Continue Reading Ben’s Article...