Dynamics CRM CE Consultant Hands-on Interview Experience for Microsoft
Sep22

Dynamics CRM CE Consultant Hands-on Interview Experience for Microsoft

This blog post is purely based on my personal experience and only intedended to provide information on what to be expected from the candidate when you are preparing for Dynamics CRM CE Hands-on interview round for Consultant role at Microsoft. It started with my introduction and then some basic questions on Dynamics CRM Customer Engagement… Continue reading Dynamics CRM CE Consultant Hands-on… Continue Reading BIPIN...

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Power Platform App Access Checker
Aug04

Power Platform App Access Checker

We often get the requirement from Business to check specific User access of Model Driven Apps. Business wants to know a specific user has access to how many model driven apps. Also, If you would like to troubleshoot Model Driven App permissions access this post will help you. Power platform provided us with this capability… Continue reading Power Platform App Access Checker Continue Reading BIPIN KUMAR’s Article on...

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Dataverse Group by Attribute in Fetchxml C#
Jun28

Dataverse Group by Attribute in Fetchxml C#

It’s been while since I have written any blog. Today blog will be on quick tip to group attribute and get result in c# using Fetch xml and Linq. While working on one of the requirement I was asked to get the data from CRM and group it by Owner. I have used below code… Continue reading Dataverse Group by Attribute in Fetchxml C# Continue Reading BIPIN KUMAR’s Article on their blog Dataverse Group by Attribute in...

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{Microsoft Dataverse} Explore Custom API feature Part-4 in Dynamics 365
Dec22

{Microsoft Dataverse} Explore Custom API feature Part-4 in Dynamics 365

In previous blog we have written .Net plugin code which will run in Main operation of Execution Pipeline and updated plugin type field on Custom API record. Today’s blog we will write plugin code and register on Pre-Operation event on Custom API message. Custom API does support Pre-Event operation unlike Custom Action. Create new class… Continue reading {Microsoft Dataverse} Explore Custom API… Continue Reading BIPIN...

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{Microsoft Dataverse} Explore Custom API feature Part-3 in Dynamics 365
Dec21

{Microsoft Dataverse} Explore Custom API feature Part-3 in Dynamics 365

In previous blog we have created Custom API and related records. In today’s blog we will write .Net code on our Custom API message. Let me explain what we are going to do in our plugin code. We will pass Contact Record Guid as input parameter and then in plugin code we will use this… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-3 in Dynamics 365 Continue Reading BIPIN KUMAR’s Article on...

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{Microsoft Dataverse} Explore Custom API feature Part-2 in Dynamics 365
Dec21

{Microsoft Dataverse} Explore Custom API feature Part-2 in Dynamics 365

In today’s blog we will continue exploring Custom API feature introduced by Microsoft. In previous blog I talked about the features and capabilities on Custom API. Also I did comparison between Custom API and Custom Action. Step – 1 Create new Custom API-> Navigate to make.powerapps.com and create new solution or open any existing solution->… Continue reading {Microsoft Dataverse} Explore… Continue...

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{Microsoft Dataverse} Explore Custom API feature Part-1 in Dynamics 365
Dec21

{Microsoft Dataverse} Explore Custom API feature Part-1 in Dynamics 365

Custom APIs offer a new code-first way to define messages that you can add to Dataverse web services. Conceptually, Custom APIs are an extension to Custom Actions that have provided a no-code way to include custom messages Compare Custom API with Custom Action Capability Workflow Custom Action Custom API Description Declarative logic with workflow Yes… Continue reading {Microsoft Dataverse}… Continue Reading BIPIN...

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{Microsoft Dataverse} Call Custom Action from Power BI
Dec12

{Microsoft Dataverse} Call Custom Action from Power BI

Recently we had a requirement to call Custom Action from Power BI to get the data which can be shown on reports and dashboards. We have used Web.Contents from Power BI M query to execute Dataverse Custom action from Power BI. We first created a custom action in Dataverse which has 2 input and 2… Continue reading {Microsoft Dataverse} Call Custom Action from Power BI Continue Reading BIPIN KUMAR’s Article on their blog...

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{Microsoft DataVerse} Issue –  Workflow is not getting triggered
Nov29

{Microsoft DataVerse} Issue – Workflow is not getting triggered

In today’s blog I would like to share quick fix on why workflow is getting triggered. We have created workflow to perform certain operation on Create of an entity record. However when User were creating an entity record, workflow was not getting triggered. User who was performing the operation does not have system admin role… Continue reading {Microsoft DataVerse} Issue – Workflow is not… Continue Reading BIPIN...

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{Dynamics CRM CE} Minimum privilege required to add User to Team and assign Role to them
Oct31

{Dynamics CRM CE} Minimum privilege required to add User to Team and assign Role to them

Recently while working on one of the requirement in my project we wanted to have a custom security role though which user can add another User to Team and assign Roles to them. We did not wanted to have System Admin/Customizer role assigned to perform this specific task. Business Management Tab Entity Priv Access Level… Continue reading {Dynamics CRM CE} Minimum privilege required to add User… Continue Reading BIPIN...

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{Dynamics CRM 365 CE} Using a Party List as a Lookup for a Quickview Form
Oct30

{Dynamics CRM 365 CE} Using a Party List as a Lookup for a Quickview Form

Dynamics Community Forum Question – My goal is to create a quick view for a few fields for our contact record on one of our activities (in this case the phone call). I can’t use the “Call from” because it’s a Party List and not a Contact Lookup field. Solution Approach Create new custom field… Continue reading {Dynamics CRM 365 CE} Using a Party List as a Lookup for a… Continue Reading BIPIN...

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{Power Platform} Run Diagnostics against Dynamics 365 User
Oct15

{Power Platform} Run Diagnostics against Dynamics 365 User

Have you ever faced issue as why Dynamics CRM user not able to access CRM? To find out the answer to above question there is new capability available on Power Platform. Now you can run diagnostics against user to find out the basic details of an user in Dynamics CRM. Navigate to https://admin.powerplatform.microsoft.com/ and select… Continue reading {Power Platform} Run Diagnostics against… Continue Reading BIPIN...

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{Common Data Service} Timezone, Language, Duration and Ticker Symbol Field Format
Oct14

{Common Data Service} Timezone, Language, Duration and Ticker Symbol Field Format

I have been asked to Create dropdown which will list down all timezones in Dynamics CRM. Earlier I was thinking to go with HTML web resource then I came to know the field format. The following table lists the format string values to expect for each type of attribute schema type and format option. Application… Continue reading {Common Data Service} Timezone, Language, Duration and Ticker Symbol… Continue Reading BIPIN...

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{Dynamics CRM 365} Client Side Form event pipeline
Oct13

{Dynamics CRM 365} Client Side Form event pipeline

You can define up to 50 event handlers for each event. Each event handler is executed in the order that it is displayed in the Event Handlers section in the Events tab of the Form Properties dialog box. Use the execution context getDepth method to know the sequence that an event handler is being executed in relative to other event handlers.… Continue reading {Dynamics CRM 365} Client… Continue Reading BIPIN KUMAR’s...

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{Dynamics CRM 365} OVERRIDE ‘REMOVEQUEUEITEM’ OPTION IN PICK FROM QUEUE PROCESS
Oct08

{Dynamics CRM 365} OVERRIDE ‘REMOVEQUEUEITEM’ OPTION IN PICK FROM QUEUE PROCESS

Recently we had a requirement from client is to always allow Remove items from queue option even if use select No option when use pick a queue item. To achieve this requirement write a plugin code and use below code in your plugin. Register plugin steps on PickFromQueue message and set execution pipeline to preoperation… Continue reading {Dynamics CRM 365} OVERRIDE ‘REMOVEQUEUEITEM’ OPTION… Continue Reading BIPIN...

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{Common Data Service} Pass shared variable to plugins execution pipeline from Organization service and WEB API
Oct02

{Common Data Service} Pass shared variable to plugins execution pipeline from Organization service and WEB API

Introduction The shared variable property allows for including data that can be passed from the API or a plug-in to a step that occurs later in the execution pipeline. You can set a string value that will be available to plug-ins within the ExecutionContext in the SharedVariables collection. Note :- Shared variable passed from Organization Service and… Continue reading {Common Data Service}… Continue Reading...

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{Dynamics 365} Set default values from the primary entity while creating new record from C#
Oct01

{Dynamics 365} Set default values from the primary entity while creating new record from C#

When we create a record from Dynamics web application in the context of Parent entity then fields which are defined in relationship mapping will be automatically populated in Child record. For example – If we create Contact record from Account entity then fields such as Telephone 1 and address field auto populated. We can do… Continue reading {Dynamics 365} Set default values from the primary… Continue Reading BIPIN...

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{Common Data Service} Apply Optimistic concurrency using Organization Service
Oct01

{Common Data Service} Apply Optimistic concurrency using Organization Service

Introduction On a multi-threaded and multi-user system like Power Apps, operations and data changes often happen in parallel. A problem arises when two or more update or delete operations on the same piece of data happen at the same time. This situation could potentially result in data loss. The optimistic concurrency feature provides the ability… Continue reading {Common Data Service} Apply… Continue Reading BIPIN...

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{Dynamics CRM Error} The formatter threw an exception while trying to deserialize the message
Sep18

{Dynamics CRM Error} The formatter threw an exception while trying to deserialize the message

Today while working one of the queryexpression code in my project I faced this issue. Error Details C# Code In FilterExpression I was taking value from enum for the StateCode field new ConditionExpression(IoTAlertProperties.StateCode, ConditionOperator.NotEqual, IotAlertStateCode.Inactive), To Fix this issue we need to add data type and provide valid cast object. new… Continue Reading BIPIN KUMAR’s Article on their blog...

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{Dynamics CRM} Browse  the metadata for your CRM Instance
Sep16

{Dynamics CRM} Browse the metadata for your CRM Instance

When we write code for plugins/Custom Workflow/Console Application in Late bound style, We often need logical name and relationship name of an entity attributes. A tool that you can use to find this information easily is the Metadata Browser. This is an app you can download and install in your organization. Download Metadata Browser Tool… Continue reading {Dynamics CRM} Browse the metadata… Continue Reading BIPIN...

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{Common Data Service} Install and Uninstall Sample Data programatically
Sep15

{Common Data Service} Install and Uninstall Sample Data programatically

Sample data is great for any demo and testing of a feature in CRM instance. We can install and uninstall Sample Data from CRM by navigating to Settings->Data Management->Sample Data We could also install and uninstall Sample Data using Web API and Organization Service through C# code. Using the Web API Install sample data using… Continue reading {Common Data Service} Install and Uninstall… Continue Reading BIPIN...

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{CDS Developer Quick Tip} Set Lookup field using Altername key during Create and Update record from C#
Sep14

{CDS Developer Quick Tip} Set Lookup field using Altername key during Create and Update record from C#

One of integration performance issue is to set related entity lookup field where we need to get record ID and then set the lookup field while creating/updating record from C#. As per latest update of SDK, we can now set lookup field using Alternate Key without having to first get record ID. This will improve… Continue reading {CDS Developer Quick Tip} Set Lookup field using Altername key… Continue Reading BIPIN...

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{Power Platform} Migrate data using Odata Dataflows
Sep14

{Power Platform} Migrate data using Odata Dataflows

A dataflow is a collection of entities (entities are similar to tables) that are created and managed in environments in the Power Apps service. You can add and edit entities in your dataflow, as well as manage data refresh schedules, directly from the environment in which your dataflow was created. In today’s blog I will… Continue reading {Power Platform} Migrate data using… Continue Reading BIPIN KUMAR’s...

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Dynamics CRM Monitor CDS Plugins performance
Sep13

Dynamics CRM Monitor CDS Plugins performance

Plugin performance in Dynamics CRM can be monitor and checked to find out the issues and trends like how many times plugins executes or failed. Run-time information about plug-ins and custom workflow extensions is captured and store in the PluginTypeStatistic Entity. These records are populated within 30 minutes to one hour after the custom code executes.… Continue reading Dynamics CRM Monitor… Continue Reading BIPIN...

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Dynamics CRM Connect to CDS using XrmTooling from PowerShell
Sep13

Dynamics CRM Connect to CDS using XrmTooling from PowerShell

To connect to Common Data Service from PowerShell we can use XrmTooling cmdlet provided by Microsoft. Get List of CRM Organizations using XrmTooling cmdlet Install Microsoft.Xrm.Tooling.CrmConnector.PowerShell moduleInstall-Module -Name Microsoft.Xrm.Tooling.CrmConnector.PowerShell -scope CurrentUser Store credential in variable. Provide Username and Password for your CRM Instance$Cred =… Continue Reading BIPIN KUMAR’s...

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Dynamics CRM Create Single Page Application using ADAL.JS to connect to CDS
Sep12

Dynamics CRM Create Single Page Application using ADAL.JS to connect to CDS

We can create a Single Page Apps (SPAs) which uses JavaScript to work with Common Data Service data. To provide this, Cross-Origin Resource Sharing (CORS) is enabled so that your SPAs can bypass browser restrictions that normally prevent requests that cross domain boundaries. you can use the Azure Active Directory Authentication Library for JavaScript (adal.js) and it… Continue reading

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Dynamics CRM Web API C# Auto Refresh Access Token while performing API request to CDS
Sep12

Dynamics CRM Web API C# Auto Refresh Access Token while performing API request to CDS

As we know to connect to CDS WEB API from C# application we first need to acquire access token and validity of that is 1 hour. While performing small number of requests this will be sufficient. However when we want to run long running process we will get HTTP 400 error when token expires. To… Continue reading Dynamics CRM Web API C# Auto Refresh Access Token while performing API request… Continue Reading BIPIN...

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Office365 authentication type and OrganizationServiceProxy class for connecting to Common Data Service Deprecated
Sep11

Office365 authentication type and OrganizationServiceProxy class for connecting to Common Data Service Deprecated

Use of the WS-Trust authentication security protocol when connecting to Common Data Service is no longer recommended and has been deprecated. This change impacts custom client applications that use “Office365” authentication and the Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy or Microsoft.Xrm.Tooling.Connector.CrmServiceClient classes. How do You know If your code is using WS-Trust… Continue Reading BIPIN KUMAR’s...

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Dynamics 365 Enable Send Direct Email Action in Unified Interface
Sep09

Dynamics 365 Enable Send Direct Email Action in Unified Interface

Recently we had a requirement to send bulk email from Lead home grid. Initially we thought to implement custom button to be added on Home grid on Lead entity. And call custom action to send bulk email. However when we researched on microsoft doc, We have found out OOB feature Send Direct Email which is… Continue reading Dynamics 365 Enable Send Direct Email Action in Unified Interface Continue Reading BIPIN KUMAR’s...

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{Dynamics 365} Enable Rich Text Notes in Timeline
Sep09

{Dynamics 365} Enable Rich Text Notes in Timeline

In today’s blog we will see how to enable rich text Notes in Timeline. Earlier we used to enter only normal text in Notes in timeline. To enable this feature navigate to Advanced Settings->Settings Then go to Administartion->System Settings->Generate Tab Tick Use rich text to make it easier to format notes created in Timeline. Click… Continue reading {Dynamics 365} Enable Rich Text Notes… Continue...

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{Dynamics 365 2020 Wave 2 Release} Email Attachment preview
Sep01

{Dynamics 365 2020 Wave 2 Release} Email Attachment preview

With the release of wave 2 2020 there is a new feature introduced in Dynamics CRM where you can preview the email attachment before sending it to customer. Open Lead/any other Entity and compose new email from timeline. Attach some file to the email. Once you click on attached document/file system will open Attachment preview… Continue reading {Dynamics 365 2020 Wave 2 Release} Email… Continue Reading BIPIN KUMAR’s...

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{Dynamics 365} Minimum privilege required for Lead qualification
Sep01

{Dynamics 365} Minimum privilege required for Lead qualification

In this blog I will discuss about the minimum privilege required for Lead Qualification. As we already know when we qualify a Lead record Opportunity, Account and Contacts gets created in system. We have different scenarios which will be applicable for any project requirement when we talk about Lead qualification The lead is owned by… Continue reading {Dynamics 365} Minimum privilege required… Continue Reading BIPIN...

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{Dynamics 365 2020 Wave 2 Release} Enhanched Export to PDF feature
Sep01

{Dynamics 365 2020 Wave 2 Release} Enhanched Export to PDF feature

Starting from 2020 Wave 2 release Export to PDF feature is enabled for all entities including custom entities. To Enable this feature Open Sales Hub app->Navigate to App Settings->Productivity Tool->Convert to PDF->Manage Once you click on Manage link it will open new window where we can select any entitiy and enable Export to PDF feature.… Continue reading {Dynamics 365 2020 Wave 2 Release}… Continue...

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{Dynamics CRM New Feature} Enhanched Email experience on Timeline
Aug31

{Dynamics CRM New Feature} Enhanched Email experience on Timeline

Microsoft recently launched one of the cool feature in Dynamics which will enhance UI experience to compose email message from timeline. As part of this feature user can now cmpose email without navigating from the record and user can compose multiple email and work on them at the same time. To enable this feature open… Continue reading {Dynamics CRM New Feature} Enhanched Email experience… Continue Reading BIPIN...

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{Dynamics 365 2020 Release Wave 2} App Switcher
Aug31

{Dynamics 365 2020 Release Wave 2} App Switcher

Microsoft dynamics has many apps such as Sales Hub, Customer Service Hub etc. Before 2020 wave 2 release there was a down arrow which was used to switch to different app. Now the UI behaviour has been changed in 2020 wave 2 release. To switch to different app we need to click on the name… Continue reading {Dynamics 365 2020 Release Wave 2} App Switcher Continue Reading BIPIN KUMAR’s Article on their blog...

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{Dynamics 365} Set business process flow while creating an entity record
Aug31

{Dynamics 365} Set business process flow while creating an entity record

Recently while working on one of the client requirement we wanted to set specific Business Process Flow while creating a record from Integration. When we create multiple Business Process Flow for a particular entity system follows some predefined rules to associate BPF to a record. However when we create record from integration we can set… Continue reading {Dynamics 365} Set business process… Continue Reading BIPIN...

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{Azure ARM Template} Reference Key Vault Secret in ARM to retrieve secret value
Aug26

{Azure ARM Template} Reference Key Vault Secret in ARM to retrieve secret value

My previous blog I have explained how to create CDS API Connection using service principle. As you know service principle requires ClienttId, Client Secret and TenantId. ClientId and Client secret values are sensitive information and should not be stored in parameter file directly. To achieve this we will have to reference Azure Key Vault in… Continue reading {Azure ARM Template} Reference Key… Continue Reading BIPIN...

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{Dynamics 365 WEB API} Can’t query date values bug fixed
Aug26

{Dynamics 365 WEB API} Can’t query date values bug fixed

Microsoft Dynamics 365 Web API Limitations This issue was not actually limitation, just a syntax issue. Don’t use single quotes when specifying a date as value for a filter. When querying a date property, such as the birthdate of a contact, the following query syntax works. Microsoft Dynamics 365 Web API Limitations The following syntax… Continue reading {Dynamics 365 WEB API} Can’t query date… Continue Reading...

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{Dynamics 365 WEB API} Create entity record with data returned
Aug26

{Dynamics 365 WEB API} Create entity record with data returned

What’s new for developers: Microsoft Dynamics 365 Sometimes you want to retrieve an entity right after you create or update it. Earlier, you needed to use two operations. The POST request to create an entity returns an HTTP 204 (No content) status and a Uri to the entity created is returned in the OData-EntityId header… Continue reading {Dynamics 365 WEB API} Create entity record with… Continue Reading BIPIN...

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{Azure ARM Template} Common Data Service API Connection using Service Principle
Aug26

{Azure ARM Template} Common Data Service API Connection using Service Principle

Logic App CDS integration require new API Connection to be created when you want to deploy/automate using ARM. ARM template for Logic App can be exported from Azure portal. The problem with exported template is it does not specify required attribute for API Connection resource. Today I will walk you through the ARM Template which… Continue reading {Azure ARM Template} Common Data Service API… Continue Reading BIPIN...

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{Dynamic 365} How to check if case is created from Convert To Case from Activity entity record using plugin
Aug15

{Dynamic 365} How to check if case is created from Convert To Case from Activity entity record using plugin

While going through Dynamics CRM forum today I came across this question which is to check if case is created from Convert To Case button from Activity record (Task, Email etc.). I wanted to explore this by myself and came across parent context property which is available under IPluginExecutionContext. More details can be found here.… Continue reading {Dynamic 365} How to check if case is… Continue Reading BIPIN...

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Dynamics CRM Automatically move record to owner default queue
Aug15

Dynamics CRM Automatically move record to owner default queue

In today’s I will explain how can be directly route CRM Dynamics record to Owner’s default create when record gets created or assigned. Many a times we get this requirement and we think to implement custom code to achieve this. However there is an  OOB feature already available. Step – 1 To achieve this requirement… Continue reading Dynamics CRM Automatically move record to owner… Continue Reading BIPIN...

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Dynamics 365 Enable Custom Entity to show in Activity Party Email TO, CC and BCC field
Aug15

Dynamics 365 Enable Custom Entity to show in Activity Party Email TO, CC and BCC field

Recently when I was working on one of the project requirement, we wanted to enable Custom Entity to be available while selecting records in Email Activity party field To, CC and BCC. To achieve this requirement we have to enable the custom entity metadata settings. Step – 1 Navigate to Settings->Customization->Customize the system Step –… Continue reading Dynamics 365 Enable Custom Entity to… Continue...

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Dynamics CRM Prepopulate To Activity Party on Email when multiple/single records selected from grid
Aug07

Dynamics CRM Prepopulate To Activity Party on Email when multiple/single records selected from grid

Recently we had a requirement to open Email entity form with To field prepopulated with the selected records from grid. We have added custom button on grid using Ribbon Workbench Tool and added Action to call below Javascript on click on button. function OpenQuickCreateemail(selectedItems) { var partylist = []; if (selectedItems.length == 1) { OpenQuickCreateemailsingleRecorde(selectedItems);…… Continue Reading BIPIN...

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Call an action from Logic Apps
Aug04

Call an action from Logic Apps

Step1: Step2: Step3: Resource is the CRM url Step4: Body: Step5: Step6: new_Test_Action is the Action name In the Body we need to pass input parameter of an Action “InputParameter_name”:”Value” Happy coding!!!! Continue Reading susritha’s Article on their blog Call an action from Logic Apps Step1: client-Id Step2: ClientSecret Step3: Resource is the CRM url Step4: Body:...

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Integrate Dynamics CRM to Service Bus queue using Azure function
Aug02

Integrate Dynamics CRM to Service Bus queue using Azure function

It has been a while since I have written any blog. In today’s blog I will walkthrough the process to integrate Service Bus Queue to Dynamics CRM using Azure function. Requirement :- The requirement is whenever any message is added to Service Bus Queue, we want to create IOT Alert records in CRM. For this… Continue reading Integrate Dynamics CRM to Service Bus queue using… Continue Reading BIPIN KUMAR’s Article...

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Connect to Dynamics CRM Online using .Net Core SDK
Jul19

Connect to Dynamics CRM Online using .Net Core SDK

Microsoft has annouced .Net Core SDK which can be used to Connect to CRM from .Net Core application. Some of the limitations of current version of SDK This package is an ALPHA release. – Use at your own risk. This package is intended to work with .net full framework 4.6.2, 4.7.2 and 4.8, .net core… Continue reading Connect to Dynamics CRM Online using .Net Core SDK Continue Reading BIPIN KUMAR’s Article on their...

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Dynamics 365 Online Sql Query To CDS
Jul19

Dynamics 365 Online Sql Query To CDS

Recently Microsoft has released new product feature where we can directly connect to SQL and write query into CSD Database. Currently this is in preview and not recommended for Product environment. This feature will only allow you to perform Read only operations, it does not allow to perfrom DDL statement. To check if you CRM… Continue reading Dynamics 365 Online Sql Query To CDS Continue Reading BIPIN KUMAR’s Article...

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Importing Bulk Notes on Accounts to Dynamics CRM
Jul17

Importing Bulk Notes on Accounts to Dynamics CRM

As I was going through Community Forun question I found this question  and I wanted to try myself in my trial instance. follow below approach which i have tried in my trial and it is working as expected. 1. Create CSV file with only four column 2. Save this file on your local machine. Now… Continue reading Importing Bulk Notes on Accounts to Dynamics CRM Continue Reading BIPIN KUMAR’s Article on their blog Importing...

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Configure And Setup Connected Field Service For Dynamics 365 – Part 2
Jul17

Configure And Setup Connected Field Service For Dynamics 365 – Part 2

In previous blog I have explained how to set up and configure CFS for dynamics 365. In this blog we will go through various componets installed on azure and deep dive into Simulator and IOT Alerts. Simulator This is a test web app to emulate the device that is sending commands or receiving commands from… Continue reading Configure And Setup Connected Field Service For Dynamics 365 –… Continue Reading BIPIN...

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