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:...
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...
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...
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...
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...
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...
Configure and setup Connected Field Service for Dynamics 365 – Part 1
What is Connected Field Service? The Connected Field Service solution harnesses data from an IoT platform into the Dynamics 365 Field Service app to help organizations proactively detect, troubleshoot, and resolve issues remotely, dispatching a technician only when necessary. The solution enables you to shift from costly scheduled maintenance plans to just-in-time predictive maintenance…. Continue Reading BIPIN KUMAR’s...
Dynamics 365 CRM Debug Ribbon buttons
Many a times we need to know why some of the ribbon buttons are not visible or hidden. Recently microsoft has introduced new feature where we can directly debug ribbon from CRM form. To debug ribbon button on CRM form we need to add below parameter in CRM querystring URL. &ribbondebug=true once you add above… Continue reading Dynamics 365 CRM Debug Ribbon buttons Continue Reading BIPIN KUMAR’s Article on their...
Custom Entity grayed out in Data Export Service profile setup
While configuraing the Data export service we were not able to select one of the custom entity which we have created recently. We were able to select OOB entities and the problem is with only custom entity which we have added recently. Resolution The reason why custom entity was grayed out in Data export service… Continue reading Custom Entity grayed out in Data Export Service… Continue Reading BIPIN KUMAR’s Article...
{Code Snippet}Accessing Subgrid on QuickView Form (Control) through JavaScript in Dynamics 365
To Access subgrid control which is available on Quick form control use below code. function AddMembers(executionContext) { var formContext=executionContext.getFormContext(); var quickviewControl = formContext.ui.quickForms.get(“Member”); if (quickviewControl != undefined) { if (quickviewControl.isLoaded()) { alert(“Loaded”); var grid = quickviewControl.getControl(“QuickMembers”); var… Continue...
Customize fields diplsayed on Activities Records in Timeline Section on Contact Form
When Im creating an activity for example like task. Now on the timeline, the task record that was created is showing the owner name but im expecting the username who has actually created the activity. In the above image, highlighted is the owner of the record but what im expecting is the user name which… Continue reading Customize fields diplsayed on Activities Records in Timeline Section on… Continue Reading BIPIN...
{Unsupported Customization}How to change the name of ‘Timeline’?
In the new version, Notes is changed as Timeline. I want to change the name of timeline, I tried to change the name of the below figure, but it is not work. Does anyone know how to change its name? To the best of my knowledge, the text/title of timeline couldn’t be modified, it is front-side… Continue reading {Unsupported Customization}How to change the name of ‘Timeline’? Continue Reading BIPIN KUMAR’s...
Restricting users from creating an account directly but allowing them to qualify leads
Is it possible to restrict user from creating an account but at the same time allowing them to qualify the lead? I tried to do it with OOB security roles configuration but it is not allowing the users to qualify the leads if we remove the ‘Create’ rights on account entity. Approach to solve the… Continue reading Restricting users from creating an account directly but allowing them to… Continue Reading BIPIN...
Dynamics CRM Javascript Error Cannot read property ‘getFormContext’ of undefined
If you are getting “Cannot read property ‘getFormContext’ of undefined” error, please make sure that you check “Pass execution context as first parameter” checkbox in the event handler properties. Random Javascript code to Hide Quote sungrid on Oppotunity based on Two option field Requirement Forum link –… Continue Reading BIPIN KUMAR’s Article on their blog Dynamics CRM Javascript...
Get Parent and Child Entity Name Dynamically on ribbon button custom rule
To get parent and child entity name from ribbon button custom javascript rule we need to pass 2 CRM parameters from action rule. PrimaryEntityTypeName SelectedEntityTypeName I have created new solution and added account entity. I opened this solution in ribbon workbench and added 2 button one on main form and other on subgrid. I passed… Continue reading Get Parent and Child Entity Name… Continue Reading BIPIN KUMAR’s...
{Dynamics Power Automate}Automatic Deactivate CRM Records based on Agreement End Date
We have a requirement where two date fields Current Date and Agreement End date. The current date will always capture from the system date and the Agreement end date fill by the user. Now the requirement is that the form should get inactive with some status reason when Current date == Agreement end date. Here Agreement end date can be… Continue reading {Dynamics Power Automate}Automatic… Continue Reading BIPIN...
{Dynamics CRM 365} Convert Email To Task
We had a requirement to Convert Email to Task records and it will be a manual process done by User. We have utlized On-Demand workflow to achieve this requirement as it was easy to implement and No code Low code solution. Step – 1 Navigate to Settings->Process->create new Process->give name as Convert Email To Task.… Continue reading {Dynamics CRM 365} Convert Email… Continue Reading BIPIN...
Schedule Azure Web Job using Logic App
In 2016, we launched Azure Logic Apps, which includes the ability to configure and run scheduled jobs as well as advanced workflow features. Because Logic Apps fully replaces Azure Scheduler capabilities, Scheduler will be retired as a standalone service on September 30, 2019. Follow below step by step process to schedule Azure Web Job using Logic Apps Step[1] Publish Console… Continue Reading BIPIN KUMAR’s Article on...
Dynamics CRM 365 Deep dive into Xrm.Utility.lookupObjects
To open lookup control on HTML web resource use below code. function openMarketingList() { var imgButton = $(“#crmOtherLookup”).attr(“src”); if (imgButton == “/_imgs/btn_off_lookup.png”) { var objectTypeCode = 4300; var lookupParameters = {}; //specify the list of entity types to be displayed in lookup dialog lookupParameters.entityTypes = [“list”]; //Sepecify the default entityType need...
{Alternate Key Limitation}Performing updates using alternate key in Dynamics 365 WebAPI
While updating CRM record using alternate key from Web API which has unicode character in field data, It throws Bad request exception. new_ANGLESector@odata.bind”: “/new_anglesectors(new_name=’Water Auth/Company’)”, Exception message”: “Bad Request – Error in query syntax.”, “type”: “Microsoft.OData.ODataException”, “stacktrace”: ” at… Continue Reading BIPIN KUMAR’s Article on their blog {Alternate Key...
{Dynamics 365 CRM} Call Flow Webhook from Ribbon button
Smart button which is developed by Scott has many buttons introduced in his soluion. Among them one of the button is Run Webhook. Solution can be downloaded from here. Download the managed solution and import it into your CRM instance. Once imported Create new solution and requirement entity on which you want to add button… Continue reading {Dynamics 365 CRM} Call Flow Webhook from… Continue Reading BIPIN KUMAR’s...
{Dynamics 365 Power Automate} Notify Team members when Case record status changed
While working on one of the project we had the requirement to send an email to all team members of a specific team. We have used Power Automate to achieve this requirement as OOB workflow does not provide capabilities to fetch all members from team. Step – 1 Login to flow.microsoft.com and select appropriate environment.… Continue reading {Dynamics 365 Power Automate} Notify Team members when… Continue Reading BIPIN...
{Dynamics 365 Power Automate}send automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days
Requirement is to send an automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days. Step[1] Go to https://us.flow.microsoft.com/en-us/ and select the D365 environment. Step[2] Then click Create > Scheduled flow. Step[3] Enter the flow name and select the starting date, select Repeat every to 1 day. You can choose the starting… Continue reading <span… Continue Reading...
{Dynamics CRM 365} Implement Locking mechanism using C#
While working on one of the requirement where we needed to generate unique ID for the Custom Entity record. We thought of using plugin code to implement Auto number generate unique ID. However when multiple records were getting created from integrations and various sources, many duplicated IDs were getting generated. After invetsigating further and multiple… Continue reading {Dynamics CRM 365}… Continue Reading BIPIN...
{Dynamics CRM 365} Disable fields in Editable Grid View using Javascript
Sometimes we get the requirement from our client to disable fields based on some conditions on Editable grid views. To disable fields on Editable Grid views, We can write javascript code on OnRecordSelect event handler of Editable Grid. [Step – 1] Create new web resource and add below Javascript code. function onRecordSelect(exeContext) { //debugger; var… Continue reading {Dynamics CRM 365}… Continue Reading BIPIN...
{Dynamics 365} Lock a field after saving a record
Wondering if we can disable a field after save. For example, when user creates a new record, it is editable, but after save, it not editable. Low Code No Code solution To achieve this requirement we can make use of Business Rule where we can check if CreatedOn field contains data and if true lock… Continue reading {Dynamics 365} Lock a field after saving a record Continue Reading BIPIN KUMAR’s Article on their blog...
The operation has timed out error while calling Azure function from C#
By defualt Web Client, Http Client and Web Request classes has timeout property set to 100 seconds. And while calling our Azure function which was taking more than 100 seconds to return the reponse which is why we started getting The operation has timed out error. To fix this issue we need to increase the… Continue reading The operation has timed out error while calling Azure function… Continue Reading BIPIN KUMAR’s...
{Code Snippet}Get Access Token using Basic Authentication and Client credentials Grant Type
While working on one of the integration in our project, We had to get access token using Basic Auth from our external system to perform the CRUD operation. We have used HttpClient and Client credentials Grant Type. Code to get Access Token using Basic Auth private static async Task GetToken(string clientId, string clientSecret, string url)… Continue reading {Code Snippet}Get Access Token using… Continue Reading BIPIN...
{Dynamics 365} Refresh Timeline using Javascript
Recently while working on one of the project we wanted to refresh the Timeline control on the form using code. We had a button on ribbon to create notes and on click of that we were creating Notes record using Web API. Once notes were getting created, newly created notes were not visible on Timeline.… Continue reading {Dynamics 365} Refresh Timeline using Javascript Continue Reading BIPIN KUMAR’s Article on their blog...
Dynamics CRM 365 Performance Tuning and Optimization Diagnostic Tool
Model-driven apps in Dynamics 365 includes a basic diagnostic tool that analyzes the client-to-organization connectivity and produces a report. To run the Diagnostics tool, follow these steps. On the user’s computer or device, start a web browser, and sign in to an organization. Enter the following URL, https://myorg.crm.dynamics.com/tools/diagnostics/diag.aspx,… Continue Reading BIPIN KUMAR’s Article on their blog...
{Dynamics 365} Setting Multi Entity lookup field while writting data from Azure Data Factory
While working on one of the integration in my current project where we wanted to write data to CRM from CSV file which was placed on Blog storage on Azure. We had the requirement to create Task record and also set owner field on CRM which is a multi entity lookup. Owner field can be… Continue reading {Dynamics 365} Setting Multi Entity lookup field while writting data from Azure… Continue Reading BIPIN KUMAR’s...
{Dynamics CRM WEB API C#} Parse Error Code and Message from HttpResponse
While I was working on Web API C# code, I found that many calls to CRM web api was failing and I could only see status code and reason phrase which was not much helpful. I knew that CRM web api returns the exact error message in response and verified that too from postman. I… Continue reading {Dynamics CRM WEB API C#} Parse Error Code and Message from HttpResponse Continue Reading BIPIN KUMAR’s Article on their blog...
Dynamics 365 different ways of calling Azure Function from CRM plugin
In today’s past I will show you how we can call Azure function from Dynamics CRM plugin with the help of WebClient and HttpClient classes. Lets say we have a requirement to send Lead data to Azure function for further processing. For this post data will be send as request querystring to azure function from… Continue reading Dynamics 365 different ways of calling Azure Function from… Continue Reading BIPIN...
Dynamics CRM Send Escalation Email from SLA
Requirement When a record status is A , than mail should be trigger every 24 hours until when Status will not convert into B. When status is B, then mail should be trigger every 24 hours until when status will not convert into C. Basically i have to escalate 2 level . Solution Approach We… Continue reading Dynamics CRM Send Escalation Email from SLA Continue Reading BIPIN KUMAR’s Article on their blog Dynamics CRM...
{Dynamics CRM 365 Web API} Add Required People(Activity Party) to an Appointment
An activity party represents a person or group associated with an activity. An activity can have multiple activity parties. There are 11 activity party type in Dynamics CRM customer engagement. Activity party type Value Description Sender 1 Specifies the sender. ToRecipient 2 Specifies the recipient in the To field. CCRecipient 3 Specifies the recipient in… Continue reading {Dynamics CRM 365… Continue Reading BIPIN...
Dynamics CRM 365 set Lookup & Regarding field while using Xrm.Navigation.openForm formParameters
Today we had a requirement to open new form on click of button and also set lookup field on the child entity form. On MSDN docs sample code has provided the syntax for other data types but it does not have syntax for lookup field so I though of doing it on my trial instance.… Continue reading Dynamics CRM 365 set Lookup & Regarding field while using Xrm.Navigation.openForm… Continue Reading BIPIN KUMAR’s Article...
Dynamics CRM 365 overridecreatedon field unknown facts
I just tested the code to replace the field createdOn in two different ways: With a plugin with step on create pre-operation, and the createdOn was not overridden. Then I tried the same code but using an external application (console application) and this time the createdOn was overridden by the date defined on overriddencreatedOn. Actually,… Continue reading Dynamics CRM 365 overridecreatedon… Continue Reading BIPIN...
Dynamics 365 CRM Auto Populate lookup field
One of the community forum requirement was to auto populate lookup field B based on value of Lookup field A. Scenario Field a: lookup field Field b: lookup field Based on lookup field a . value should autopopulate in lookup field b . Solution – I have added two lookup State and City on Account… Continue reading Dynamics 365 CRM Auto Populate lookup field Continue Reading BIPIN KUMAR’s Article on their blog...
{Dynamics CRM Web API} Calculate Total time spent on Case
First of all let me give you some background, When we resolve case from CRM case form using Resolve ribbon button you see a dialog which has Total time and Billable time auto poulated by the system. The Total Time field gets updated only when the Child Activities with duration have been marked as completed.… Continue reading {Dynamics CRM Web API} Calculate Total time spent on Case Continue Reading BIPIN KUMAR’s...
{Dynamics CRM Web Api} Resolve Case
In today’s blog I will explain how to close incident from web api. When we Resolve case from Case form system creates record in Incident resolution entity. And the changes the status of the case. Same way we have to first create record in Incident Resolution entity from web api and then use CloseIncident action… Continue reading {Dynamics CRM Web Api} Resolve Case Continue Reading BIPIN KUMAR’s Article on their...
Dynamics 365 CRM Prevent Cancel Order when Cancel Date is future date
We had a requirement to prevent Cancel Order when Cancel Data on dialog is not current data and if it is a future date. When we click on Cancel Order, we have the option to choose Cancel Date which is automatically populated by the system to system current date. Many of the users started playing… Continue reading Dynamics 365 CRM Prevent Cancel Order when Cancel Date is future date Continue Reading BIPIN KUMAR’s...
{Dynamics 365 CRM WEB API C#} Get Azure AD Access Token without ADAL library
Recently we had a requirement to call graph API and CRM web API from custom code. Microsoft has provided us with the ADAL library to get the token from Azure AD. In today’s blog I will share code to get Azure AD access token without ADAL library. The benefit of getting Azure AD access token… Continue reading {Dynamics 365 CRM WEB API C#} Get Azure AD Access Token without… Continue Reading BIPIN KUMAR’s Article...
{Dynamics 365 Web API} Setting Multiselect optionset values
Multiselect optionset field is a great feature introduced by microsoft. With the Web API, you set the values by passing a string containing comma separated number values as shown in the following example: POST [organization uri]/api/data/v9.0/contacts HTTP/1.1 Accept: application/json Content-Type: application/json; charset=utf-8 OData-MaxVersion: 4.0 OData-Version: 4.0 { “@odata.type”:… Continue Reading BIPIN...
Dynamics 365 CRM Hide Subgrid Ribbon Button based on Parent Entity Field value
Today I was going through Dynamics Community Forum and one of the question which was asked is to hide subgrid button based on parent entity field value. As we all know, we can not directly use executioncontext in ribbon button. We have to use PrimaryControl to get form context from ribbon. We will have to… Continue reading Dynamics 365 CRM Hide Subgrid Ribbon Button based on Parent Entity… Continue Reading BIPIN...
{Dynamics 365 Quick Tips} Allow Appointment to be Saved As Draft
In today’s blog I will show you how to Allow Appointment to be saves as Draft. One of business requirement was from client to save the appointment as draft which can be later updated. Currently we don’t have OOB settings which can be used to enable this feature. To achieve this I am going to… Continue reading {Dynamics 365 Quick Tips} Allow Appointment to be Saved As Draft Continue Reading BIPIN KUMAR’s...
{Dynamics 365 Quick Tips} Enable Rich Text Editor on an Appointment Entity form
Currently CRM Email activity description/body field support Rich Text Editor. However, When you create an appointment entity you will see plain editor on description field. Current state of the appointment form Recently I was asked to enable rich text editor on an appointment entity same as Email. I checked on form editor and couldn’t find… Continue reading {Dynamics 365 Quick Tips} Enable… Continue Reading BIPIN...
{Dynamics 365 Quick Tips} Export 1 million record using Excel static sheet
By default we can only export 10000 records at a time from Dynamics CRM 356 export to excel feature. In today’s blog I am going to tell you trick to increase this limitation and then you shoud be able to export 1 million records. Step 1: Go to Github repository to download managed solution. Once… Continue reading {Dynamics 365 Quick Tips} Export 1 million record using Excel… Continue Reading BIPIN KUMAR’s...
{Dynamics 365 Quick Tips} Increase Microsoft Dynamics 365 for Phones client limitations
Recently I was working on one of the projects where business ask was to enable Mobile client for Dynamics 365. We had complex customizations of the form and had included more than 80 fields, more than 10 list and more than 5 tabs on the form. The challenge which we were facing that not all… Continue reading {Dynamics 365 Quick Tips} Increase Microsoft Dynamics 365 for Phones… Continue Reading BIPIN KUMAR’s Article on...
{Dynamics 365 Quick Tips } Modify Session and Inactivity Timeout settings
By default a session meaning when I log in before I get asked to login again my session will last 24 hours that is not only the default but limit which we can put in place for our users. To change the default settings login to Dynamics CRM instance->Select Gear icon besides Advanced FInd ->Click… Continue reading {Dynamics 365 Quick Tips } Modify Session and Inactivity… Continue Reading BIPIN KUMAR’s...
Dynamics 365 CRM Apply OOB Duplicate Detection while creating/Updating record programatically
While creating/updating record in CRM Dynamics from C# code which could be from Plugins, Console Application, Azure function and so on using Iorganization service, We may want to apply OOB Duplicate Detection rules which is published from CRM UI. So to achieve this we will have to use CreateRequest and UpdateRequest from C#. I was… Continue reading Dynamics 365 CRM Apply OOB Duplicate… Continue Reading BIPIN KUMAR’s...