Save and Close not working on the forms in Dynamics 365 CE
May29

Save and Close not working on the forms in Dynamics 365 CE

Hi Everyone, Today I was working with HTML Webresource, we have some Hyperlinks on that. We have observed avery strange issue, Save and Close button on the from is not working on first click after we click on the hyperlink in the HTML Webresource and it works when we click for second time. Here is the sample source code that we had and if we remove the HTML webresource or if don’t click… Continue Reading Gopinath’s...

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File and Image Data Type Fields in Dynamics 365 Customer Engagement
May26

File and Image Data Type Fields in Dynamics 365 Customer Engagement

Hi Everyone, Today I was creating some fields as per requirement in Dynamics 365 Customer Engagement and I know that File Type was available quite sometime in CDS but it can used only via Canvas App. To make our lives exited, File Type is available on Model Driven App now. Along with this, we can create multiple fields of type image in single entity. Well there was Entity Image that has… Continue Reading Gopinath’s Article...

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Filtering is getting better -Dynamics 365 CE
May24

Filtering is getting better -Dynamics 365 CE

Hi Everyone, Today I was testing some functionality as per my requirement on home page grids and was applying some filters to see the right data. It seems the filtering has been bit improved in the latest version. I have observed two things. 1) Lookups – When you try to filter on column of type lookup, you will see the list as a drop down and that too very fast. Not sure what kind of… Continue Reading Gopinath’s...

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Query CDS/Dynamics 365 data using SQL Query
May22

Query CDS/Dynamics 365 data using SQL Query

Hi Everyone, You know A SQL data connection is available on the Common Data Service endpoint. Although I am a big fan of FetchXML which makes our lives easier as we don’t need to worry about backend things and our powerful Advance Find always helps us to frame Fetch XML in a right way. Sometimes(Debates with Salesforce Team as they always mention that they have SQL Workbench) even I felt… Continue Reading Gopinath’s...

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Using SQL to Query CDS Data – Login failed: TDS protocol endpoint is disabled for this organization
May22

Using SQL to Query CDS Data – Login failed: TDS protocol endpoint is disabled for this organization

Hi Everyone, I was exploring on preview feature on how can we connect SQL to Dynamics Data and while connecting to CDS received below error. “Login failed: TDS protocol endpoint is disabled for this organization.” Follow below steps to solve it. 1) Download the OrgDBOrgSettingsTool i.e. CRM2016-Tools-KB4046795-ENU-amd64 from here and run it. 2) Change CRM URL’s and… Continue Reading Gopinath’s Article on...

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Create Email record in Dynamics 365 CE using JavaScript
May21

Create Email record in Dynamics 365 CE using JavaScript

Hi Everyone, I know this could be very simple as we are doing this from ages but somehow I couldn’t get this piece of code very easily. Code for creating email record using JavaScript in Dynamics 365 Customer Engagement. Important thing here to understand more on Activity Party Participation Type Mast. Go through Microsoft Docs for more information on the same. var activityParties =… Continue Reading Gopinath’s...

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Show tooltips on Kendo Grid
May16

Show tooltips on Kendo Grid

Hi, Today I got an requirement to show the tooltips on each column of the grid. I was able to achieve it very easily by adding the below code but the tooltip was showing with black background. I had to invest sometime to understand the how styling for tooltip works. We can use CSS like below. $(“#grid”).kendoTooltip({ filter: “td:nth-child(2)”, //this filter selects… Continue Reading Gopinath’s...

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Set fixed height to Kendo Grids
May16

Set fixed height to Kendo Grids

Hi, We all know how great Kendo Controls works and the most famous one among all the controls is Grid. Today l got an opportunity to work on Kendo Grid and my requirement was to set the Fixed height to the grid irrespective of the rows. Somehow I didn’t get the below piece of the code to make the grid fixed easily and adding it here so that it would help others. Just add the below to… Continue Reading Gopinath’s...

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How to Get the AppId of Model Driven App in Dynamics 365 using JavaScript
May06

How to Get the AppId of Model Driven App in Dynamics 365 using JavaScript

Hi Everyone, Today I was working on something and we need to get AppId in JavaScript. We all know it is available on URL and we can get it from there but we cannot really depend on URL as it is generated by Product and it might change. After quick check, I found that we can easily get AppId using the below code. var globalContext = Xrm.Utility.getGlobalContext(); … Continue Reading Gopinath’s Article on their blog How to...

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Resource not found for the segment – Power Automate
May02

Resource not found for the segment – Power Automate

Hi Everyone, Today I was working with Power Automate and the requirement was simple on the update of the case status, we have to create an entry in the Custom activity entity. Obviously, this is simple and we don’t want this operation to be synchronous, hence we have chosen to do it using a Flow. After starting working on Flows for this requirement, I understand the real meaning of… Continue Reading Gopinath’s...

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Common Data Service vs Common Data Service (Current Environment) – Power Automate
May02

Common Data Service vs Common Data Service (Current Environment) – Power Automate

Hi Everyone, Today one of my team members asked on what are the difference between Common Data Service and Common Data Service (Current Environment) and why I always mention to use CDS Current environment connector. Here is the explanation I gave. There are 2 connectors available for CDS in Power Automate Common Data ServiceCommon Data Service (Current Environment) Well, in the… Continue Reading Gopinath’s Article on their...

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How to Enable, Configure and Use Sales accelerator – Dynamics 365 Customer Engagement
May01

How to Enable, Configure and Use Sales accelerator – Dynamics 365 Customer Engagement

Hi Everyone, Sales Accelerator is a preview feature and not meant for Production Use. Follow Microsoft Docs for officially confirmation the launch. “The Sales accelerator helps sellers in your organization increase their sales productivity and prioritize activities for the day through the work list available in Sales Hub app. A sales manager uses the sequence designer to create a… Continue Reading Gopinath’s Article...

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Hide Related Tab on Form – Dynamics 365
May01

Hide Related Tab on Form – Dynamics 365

Hi Everyone Today I have created an entity and was checking the configuration to rename the form name. While doing this, have found a setting to hide “Related” Tab on UCI. I still remember the discussions with Customers on explaining this Related tab saying we don’t have control on it :). Related tab is good to have when an entity has relationships with other entities but sometimes you… Continue Reading...

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Enable/Disable Rich Text Editor for Notes on Timeline
Apr30

Enable/Disable Rich Text Editor for Notes on Timeline

Hi Everyone, Today I was checking System Settings to configure something and I found a setting to enable or disable Rich Text Editor for Notes on Timeline. Somehow I feel we don’t need a setting for this, who wants disable this wonderful feature. However, if anyone is looking to disable to Rich Text Editor check this out. Hope this helps. —Happy… Continue Reading Gopinath’s Article on their blog Enable/Disable...

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Check the status on Solution Import – Dynamics 365 Customer Engagement
Apr27

Check the status on Solution Import – Dynamics 365 Customer Engagement

Hi Everyone, Certainly, everyone Dynamics 365 CE Consultant/Architect must have started importing the solutions and went for dinner, lunch, break or checked the mobile thinking the solution import would take some time. After they come back, the import might be still going on and at that time everyone would be eager to check what exactly the status of the import. Also sometimes, knowingly… Continue Reading Gopinath’s...

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Open subgrid record as a Modal Popup in Dynamics 365
Apr27

Open subgrid record as a Modal Popup in Dynamics 365

Hi Everyone, The most awaiting feature Modal popups are availabe in Dynamics 365 now and made our lives easier for many things, we are getting many requirements to open the records as a popup where we have control on the parent record and hence not loosing the changes. One of the requirement I heard today was opening the record as popup from Subgrid. Initially we thought there is no way… Continue Reading Gopinath’s Article...

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Get Security Roles of the User – Dynamics 365
Apr26

Get Security Roles of the User – Dynamics 365

Hi Everyone, Today one of the Developer in my team was stuck with one issue and the issue was about validating users security roles and allowing the user to perform some operation. User was associated with only 2 security roles and the below line of code was giving 4 GUIDs. When we checked the code, whatever he was saying was correct. After few mins, we came to know that this line gets the… Continue Reading Gopinath’s...

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Xrm.Navigation.openForm – Open the record with specific Business Process Flow
Apr21

Xrm.Navigation.openForm – Open the record with specific Business Process Flow

Hi Everyone, Today I got some strange requirement that to open the record by setting up to specific Business Process Flow on UI when clicked on the lookup from the child form. We need to understand multiple new things from doing this. 1) addOnLookupTagClick event – Refer this to understand more about. By this event, we can prevent the default behavior of the click event on lookup.2)… Continue Reading Gopinath’s...

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Status of the Activities on Timeline is back with Dynamics 365 2020 Wave 1 Release
Apr07

Status of the Activities on Timeline is back with Dynamics 365 2020 Wave 1 Release

Hi Everyone, Today I was testing something on 2020 Wave 1 Release and you know, I am able to see the Status of the activities on the timeline. It was there on some older versions and suddenly disappeared. Not sure what happened and it was very hard to find what are the pending activities to take an action without status. And, now it is back. Thanks for fixing it. Hope this… Continue Reading Gopinath’s Article on their blog...

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Environment Variables – Power Apps/Dynamics 365
Apr07

Environment Variables – Power Apps/Dynamics 365

Hi Everyone, I was going through the solution components today and found Environment Variables when clicked on New button after opening the solution. Explored little bit about it and here are the takeaways. From ages, we are using custom entities for storing configurations which might differ from environment to environment and using them in Plugins, Workflows, JavaScript and now… Continue Reading Gopinath’s Article on...

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Advance Filtering in Dynamics 365 2020 Wave 1 Release
Apr05

Advance Filtering in Dynamics 365 2020 Wave 1 Release

Hi Everyone, Today I have doing some testing, observed a filter just beside Search box on the Grid and when I clicked it has open a popup as below. Played little bit with that and you know it works like a charm. It allows us to build simple to complex filters without even opening Advance Find You can add more filters by selecting a column to filter on, then choosing an operator… Continue Reading Gopinath’s Article on their...

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Be careful while updating Dynamics 365 CE record with Multi select field using Microsoft Flow/Power Automate
Mar31

Be careful while updating Dynamics 365 CE record with Multi select field using Microsoft Flow/Power Automate

Hi Everyone, I was exploring Microsoft Flows today and was trying to create and update records with different data types. While testing observed that Multi Select values are getting overridden and it is understandable as well. However, we might have to take care it while impletmenting. For example, if I am updating a record for which Multi select value is already selected and I would… Continue Reading Gopinath’s Article on...

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Notes Analysis from Sales Insights – Dynamics 365
Mar30

Notes Analysis from Sales Insights – Dynamics 365

Hi Everyone, Today I was going through Sales Hub and enabled Sales Insights to understand it more. As part of the Dynamics 365 Sales offering, only some of the basic features are available for free. Somehow, I feel Notes Analysis is a use full feature. It requires you to have a Sales Insight license. You can enable a free trial of this app though, to check how it works. Enable Sales… Continue Reading Gopinath’s Article on...

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Share a model-driven app with Power Apps – Dynamics 365
Mar30

Share a model-driven app with Power Apps – Dynamics 365

Hi Everyone, Shaing an App to the users is much more than easier before with PowerApps new UI. Previously, it was a lengthy process which required several steps. This has been streamlined into a single panel now. As we all know that Sharing a Model-Driven app requires two steps. 1) Associate one or more security roles with the App.2) Assign the Security role to users. Here are the… Continue Reading Gopinath’s Article on...

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Save is always visible in the command bar on edit forms – Dynamics 365 Release Wave 1 2020
Mar29

Save is always visible in the command bar on edit forms – Dynamics 365 Release Wave 1 2020

Hi Everyone, Today I was just going through Sales Hub and found that Save and Save & Close buttons are not hidden even though Auto Save is enabled. In the previous version of Dynamics 365 I remember we had multiple discussions on the same (I hope everyone had :)) that Save button was not visible on the Command bar. Even though Auto Save is enabled in the system, it is always good to… Continue Reading Gopinath’s Article...

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Sales Team Member app for users with Team Member license – Dynamics 365 Release Wave 1 2020
Mar29

Sales Team Member app for users with Team Member license – Dynamics 365 Release Wave 1 2020

Hi Everyone, The new Sales Team Member app is designed for the lightweight sales scenarios where users don’t need the full capabilities of an enterprise application. This app is included with the Team Member license. At a high level, users with the Team Member license can perform the following tasks in the Sales Team Member app: 1) Customer management: work with contacts or see… Continue Reading Gopinath’s Article on...

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Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365
Mar28

Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365

Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365 Hi Everyone, There are many times we might have got an requirement to show some kind of notifications globally in Dynamics 365 and there is no supported way to do it. Here is the supported way to do the same which is coming in, there is a new client API reference called Xrm.App which has two methods 1)… Continue Reading...

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Refresh button missing on Roll-Up fields in Dynamics 365 UCI?
Mar27

Refresh button missing on Roll-Up fields in Dynamics 365 UCI?

Hi Everyone, Today I got a call from one of my friends asking is there any change in the Roll-up Fields implementation on UCI? I was wondered for sometime and I didn’t read about the limitation as such and I have asked what was the reason behind that question. He explained that he was not able to find Refresh button on the field. It looks like below in the Classic, the refresh button is… Continue Reading Gopinath’s...

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Add Flow Step to Business Process Flow – In Preview – Dynamics 365 CE
Mar27

Add Flow Step to Business Process Flow – In Preview – Dynamics 365 CE

Hi Everyone, Today I was a creating Business Process Flow as per my requirement and noticed a Add Flow Step (Preview) when I was trying to Add a Stage. Just went ahead and explored it. Added a step and configured a flow to trigger. And you know, it gave me a shock :(. I thought the flow would be triggered automatically instead it has shown a button to trigger on the Business Process… Continue Reading Gopinath’s Article on...

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addOnLookupTagClick event in Dynamics 365 Release Wave 1 2020 – Restrict lookup record opening
Mar26

addOnLookupTagClick event in Dynamics 365 Release Wave 1 2020 – Restrict lookup record opening

Hi Everyone, I was just going through Microsoft Docs to understand the new features that were released in Dynamics 365 Release Wave 1 2020 and found a new event introduced for lookups and I feel it is quite useful. While working many of our customers might have clicked on a lookup value by mistake and the system might have redirected them to lookup record by loosing existing context of… Continue Reading Gopinath’s Article...

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Open Entity Record as a Modal Popup in Dynamics 365 CE Release Wave 1 2020
Mar26

Open Entity Record as a Modal Popup in Dynamics 365 CE Release Wave 1 2020

Hi Everyone, Today I was testing new features of PowerApps Release Wave 1 2020 in trial instance and found that now we can open Entity record as a popup. Here is the piece of code and it is supported only for opening records in the system. Xrm.Navigation.navigateTo({ pageType: “entityrecord”, entityName: “contact”, formType: 2, // Only Edit Mode is supported… Continue Reading Gopinath’s Article on...

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