Get Security Roles of logged-in/current user in JavaScript  – Dynamics 365 CE
Aug06

Get Security Roles of logged-in/current user in JavaScript – Dynamics 365 CE

Hi Everyone, Let’s say bye bye to all the code that we used to write for getting Security Roles of the logged in User. Here is the single line of the JavaScript code which gets all the Security Roles GUIDs along with names. Xrm.Utility.getGlobalContext().userSettings.roles.getAll(); Security roles associated with the user. Security roles associated with the Team where user… Continue Reading Gopinath’s Article on...

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Enable 2020 Release Wave 2 – Dynamics 365
Aug05

Enable 2020 Release Wave 2 – Dynamics 365

Hi Everyone, Release Wave 2 Early access has been released and here are the steps to enable it on your instance. Logon to Admin Portal Open the environment which you would like to enable Early access and click on Manage. You will see the screen as below and click on Update now for getting Release Wave 2 Features to the instance. You will be asked to enter Environment’s… Continue Reading Gopinath’s Article on their...

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Microsoft Dataflex, Microsoft Dataflex Pro versus Common Data Service
Aug03

Microsoft Dataflex, Microsoft Dataflex Pro versus Common Data Service

Hi Everyone, Would like to put this post simple and short. We all know the recent announcements from Microsoft on Dataflex. I was talking to one of my friends things were not much clear. There are only two things to understand 1) Microsoft Dataflex Pro – Common Data Service would be renamed to Microsoft Dataflex Pro.2) Microsoft Dataflex – a low-code data platform for Teams which is… Continue Reading Gopinath’s...

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Monitor for Model-Driven Apps  – Power Platform
Jul21

Monitor for Model-Driven Apps – Power Platform

Hi Everyone, It’s time to say bye-bye to ask the Users to send fiddler traces as we can monitor every thing from our machine and analyze what exactly we need using Monitor. Monitor provides you all client-side network of the app on which you can start analysis on the same. I think, it is most useful for the Microsoft Support Team and Product Team as they need the traces from the users to… Continue Reading Gopinath’s...

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Plug-in Trace Logs not generating in Dynamics 365 CE On Premise
Jul20

Plug-in Trace Logs not generating in Dynamics 365 CE On Premise

Hi Everyone, I have started working on OnPremise after so many years and I have to understand one of the plugin that was not working in some scenarios. I have written good traces to understand the logic and deployed the plugin. To my surprise, while testing no plugin trace logs were generating. I was little surprised for sometime and after checking the things slowly came to know that the… Continue Reading Gopinath’s...

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Azure Function URL not working in New Portal
Jul20

Azure Function URL not working in New Portal

Hi Everyone, The other day, I was asked by my Test Team to give them an URL to test a Timer Azure Function that triggers on a weekly basis. Unfortunately, we cannot wait for a week to trigger and hence we have changed that to HTTP Trigger Function and given the URL to the Test Team so that they can hit and run on demand. Immediately got the response from QA Team saying that the URL… Continue Reading Gopinath’s Article on...

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Assembly must be registered in isolation  – Dynamics 365 On Premise
Jul20

Assembly must be registered in isolation – Dynamics 365 On Premise

Hi Everyone, Today I was working on on-premise system after so many years and as per the requirement I need to update the one of the step from Async to Sync and when I tried doing that, was continuously getting error saying “Assembly must be registered in isolation.” Later I found that that Assembly was registered in “None” mode (Not in Sandbox mode) and the User with which I am trying… Continue Reading...

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Coalesce in Power apps – Power Platform
Jul19

Coalesce in Power apps – Power Platform

Hi Everyone, As we all know how we Coalesce() function in SQL, it returns the first non-null value in a list. For example : If we run the below query, will get the results as StatureStack.com SELECT COALESCE(NULL, NULL, NULL, ‘StatureStack.com’, NULL, ‘mscrmtechie.blogspot.com’); In simple words, it just returns whatever the first non-null value. In the same way, we can use… Continue Reading...

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Call Power Automate or Microsoft Flow from JavaScript – Dynamics 365 CE
Jul19

Call Power Automate or Microsoft Flow from JavaScript – Dynamics 365 CE

Hi Everyone, We all know how Power Automate or Microsoft Flows are changing the way we design the things in Dynamics 365 CE. Recently, we got a requirement to call Microsoft Flow from a button click on Dynamics 365. Here is the way we did using JavaScript. Let’s create a flow as below. 1) Take the trigger as HTTP Request received. 2) Generate Schema accordingly to your input, I… Continue Reading Gopinath’s Article on...

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Delete Change History button on Audit History  – Dynamics 365 CE
Jul17

Delete Change History button on Audit History – Dynamics 365 CE

Hi Everyone, I was going through Audit History of a record to understand one of the bugs in my project. I have never seen Audit History in the recent times and I was little surprised to see a button as Delete Change History on top of the grid. With the help this button, we can delete Audit history record by selecting a record by record. However, we might not want to give this… Continue Reading Gopinath’s Article on their...

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Canvas App showing loading icon on Dynamics 365 CE forms  – Power Platform
Jul17

Canvas App showing loading icon on Dynamics 365 CE forms – Power Platform

Hi Everyone, Today I was working on simple Canvas App and I have to show it on Model Driven Form on Dynamics 365 CE. I have published the Canvas App, copied the URL and did set to the IFrame on the form. Here is the configuration of the same. I have saved the Form, Published and navigated to the Account page. To my surprise, it started showing only loading icon. I was thinking… Continue Reading Gopinath’s Article on their...

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Set Canvas App URL on Dynamics 365 CE – Power Platform
Jul17

Set Canvas App URL on Dynamics 365 CE – Power Platform

Hi Everyone, Today I was talking to one my friends on the deployment of Canvas Apps that were configured as an IFrame on Model Driven Forms of Dynamics 365. The problem with this is, every time deployment happens the URL would be overridden and we have to manually open the properties of IFrame to set it to the right one. We can write JavaScript to retrieve the URL from some… Continue Reading Gopinath’s Article on their...

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Change screen size of Canvas App  – Power Platform
Jul17

Change screen size of Canvas App – Power Platform

Hi Everyone, Today I was on embedding a Canvas App on Dynamics 365 CE forms using Model Driven Form Integration and while creating the Canvas App, it has opened in the mobile layout but as per my requirement I need tablet layout. After some search came to know change the layout from File –> Settings –> Screen size + orientation. Check this link for more information. Hope this… Continue Reading Gopinath’s...

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Sorry, we didn’t find that App  – Canvas App on Model Driven Form
Jul16

Sorry, we didn’t find that App – Canvas App on Model Driven Form

Hi Everyone, Today I did develop a small canvas app and have to show it in a section on Model Driven form (Account form). I have added a IFrame on the Model Driven Form and gave the URL of the Canvas App to IFrame. Published the form in Dynamics 365 CE and refreshed the Account page and clicked on the Tab where I have placed the Canvas App, it displayed as below. “Sorry, we didn’t find… Continue Reading...

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Invalid type. Expected String but got Null or Invalid type, Expecting Object but got Null  – Microsoft Flow/Power Automate
Jul16

Invalid type. Expected String but got Null or Invalid type, Expecting Object but got Null – Microsoft Flow/Power Automate

Hi Everyone, Today I was working on flows and all of a sudden flow started failing with the below error at Parse JSON step. “Invalid type. Expected String but got Null” However, was able to understand the issue after checking the input that was passed to Parse JSON step. One of the property value is coming as Null. The fix is easy, we just need modify the Schema of Parse… Continue Reading Gopinath’s Article on...

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How to get the count of items in a Collection – Canvas App/Power Apps – Power Platform
Jul13

How to get the count of items in a Collection – Canvas App/Power Apps – Power Platform

Hi Everyone, Today I was working on CanvasApp and I have to show the count of the items in the collection on UI. This can be done easily by using the below formula. CountRows(CollectionName) I have given Text property of the label as below and here the result is showing the count. Check this post on how to get and show the Dynamics 365 CE records using flow on Canvas… Continue Reading Gopinath’s Article on their blog How...

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Required properties are missing from object while parsing JSON in Power Automate or Microsoft Flow
Jul12

Required properties are missing from object while parsing JSON in Power Automate or Microsoft Flow

Hi Everyone, Today I am working on a flow and received below error at ParseJSON Step. “Required properties are missing from object : property names” This error is coming as we have specified some of the properties as required in the Schema and as they are not given as an input to Parse JSON, the step is failing while validating the data with schema. To fix this, we have to edit… Continue Reading Gopinath’s...

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Get the records from Power Automate (List Records) and display them on the Gallery  – Power Platform – Dynamics 365, CDS, Power Automate and Canvas App
Jul12

Get the records from Power Automate (List Records) and display them on the Gallery – Power Platform – Dynamics 365, CDS, Power Automate and Canvas App

Hi Everyone, In this post, let’s try to understand the steps that are needed to get the data from Power Automate using Common Data Service List Records Action and show the same on the Canvas App Gallery. As a first step, let’s build Power Automate to get records from Dynamics 365. Take a trigger as a PowerApps as we would calling this flow from Canvas App. Add Common Data… Continue Reading Gopinath’s Article on...

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Set Label Text on a Button Click or Select – Power Platform – Canvas Apps
Jul11

Set Label Text on a Button Click or Select – Power Platform – Canvas Apps

Hi Everyone, I have started on PowerApps and as I am newbie on this, I am trying to understand the things clearly before we do. Today I got a requirement to set the label text to something onclick of a button, oh.. sorry.. onselect of a button(powerapps terminology :)). I thought, it would be the same way of the statement which we are so used and have written below statement… Continue Reading Gopinath’s Article on their...

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The Solution ID is incorrect or missing. Add the correct Solution ID to the URL and try again – Dynamics 365 CE
Jun23

The Solution ID is incorrect or missing. Add the correct Solution ID to the URL and try again – Dynamics 365 CE

Hi Everyone, Today I was getting the below issue when I tried to edit Model Driven App in Make.PowerApps.com (New UI for Solutions) and it is working absolutely fine in Classic Editor. “The Solution ID is incorrect or missing. Add the correct Solution ID to the URL and try again.” However, to understand more on this, raised a support ticket with Microsoft and continued with my R &… Continue Reading...

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Display Components in Default Solution by Component Type in New Solution UI – Make.PowerApps.com
Jun23

Display Components in Default Solution by Component Type in New Solution UI – Make.PowerApps.com

Hi Everyone, I was checking the default solution in new UI, I need to check flows we have in the system. I am very new this UI and it took time for me to understand how can get the list of components by component type. In Classic Editor, the left navigation pane helps to select the component and the canvas would show the selected component types. If you want to check the… Continue Reading Gopinath’s Article on their blog...

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Make use of Terminate Action in Flow/Power Automate
Jun22

Make use of Terminate Action in Flow/Power Automate

Hi Everyone, Today I was talking to one my friends and he asked a question on how to stop the flow execution at a specified some point. I didn’t get his question for the first time when I heard. Here is the good explanation of it. Let’s say we have a flow that has more than 30 steps and we all know how often requirement changes. I am changing the existing flow and want to execute the… Continue Reading...

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Release wave 2020 2 is on the way  – Dynamics 365
Jun22

Release wave 2020 2 is on the way – Dynamics 365

Hi Everyone, We are yet understanding good amount of features that were released in Release Wave 1 2020 of Dynamics 365 and we have Release Wave 2020 2 on its way. July 8, 2020: Release plans availableLearn about the new upcoming capabilities for Dynamics 365 and Power Platform.August 3, 2020: Early access availableTry the new features and capabilities that will be part of the October… Continue Reading Gopinath’s Article...

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Best Practice  – Adding Comments in Power Automate/Flows
Jun19

Best Practice – Adding Comments in Power Automate/Flows

Hi Everyone, Today I was going through the settings of one of the Actions in Flow and have seen “Add a comment”. We all know the best practice of adding comments in all programming languages and it is the same in Flows as well. As a best practice, let’s put few words on what exactly we are doing in the comments. Hope this helps. —Happy… Continue Reading Gopinath’s Article on their blog Best Practice...

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Power Platform Analytics – Common Data Service, Power Automate and Power Apps
Jun19

Power Platform Analytics – Common Data Service, Power Automate and Power Apps

Hi Everyone, Today I was going through Power Platform Admin Center and checked Analytics from the navigation. I remembered the days where we used to install Organization insights managed solution and check active/inactive users, storage usage, plugins success rate etc. Now, we don’t need any solution to install and there are lot more useful information to understand the system health… Continue Reading Gopinath’s...

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Are we saying bye bye to Quick Find Views? Yes  – Dynamics 365 CE
Jun19

Are we saying bye bye to Quick Find Views? Yes – Dynamics 365 CE

Hi Everyone, Today I was testing some functionality in Dynamics 365 CE Unified Interface and searched for an account, I remembered we have a view named as Quick Find and whenever we do search, the system used to apply the filters from Quick Find view and show the results accordingly. However, this has been in Unified Interface. When we search, the system honoring the view where we are,… Continue Reading Gopinath’s Article...

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Get the Count of records in Flow or Power Automate  – Dynamics 365 CE
Jun18

Get the Count of records in Flow or Power Automate – Dynamics 365 CE

Hi Everyone, Today I got a requirement to check the record count and do some operation if the count is greater than 1. We are very much used to these kind of checks in C# and just think if we need to the same in Flow. Here is the way to do. We just need to know one expression for doing it. I have a following Action of List Records from CDS connector and renamed it to… Continue Reading Gopinath’s Article on their blog Get...

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Increase the limit of ExportToExcel in Dynamics 365 CE  – MaxRecordsForExportToExcel
Jun18

Increase the limit of ExportToExcel in Dynamics 365 CE – MaxRecordsForExportToExcel

Hi Everyone, Today I was working with one of the users and they want to export more than 10000 records from Dynamics 365 CE. We all know that is the limitation in the system. Somehow, I remembered that I read saying that we can increase the limit and quick check has shown a way to do. There is a configuration for this and we can update in a supported way. MaxRecordsForExportToExcel… Continue Reading Gopinath’s Article on...

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Cool feature in Visual Studio – Generate Class from JSON or XML
Jun17

Cool feature in Visual Studio – Generate Class from JSON or XML

Hi Everyone, Today I was asked a question by one of my friends on if I know any easy way which can generate C# Class file if we give JSON as an input. And I don’t know anyway but certainly there should be an easy way to do the same. To my surprise, it turned to be a very easy one. Visual Studio has cool feature, copy JSON or XML to the clipboard –> Open any class file –> Edit –> Paste… Continue...

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Collect and ClearCollect in PowerApps
Jun17

Collect and ClearCollect in PowerApps

Hi Everyone, In this post, will try to understand as much as possible on Collect and ClearCollect functions in PowerApps. Collect and ClearCollect functions are useful for when we want an in-memory store for data. They can save Collections and can be accessed from any screen in the App. Here is the syntax for the same. Collect(collectionName, Items)ClearCollecct(CollectionName,… Continue Reading Gopinath’s Article on their...

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Text Control in PowerApps
Jun15

Text Control in PowerApps

Hi Everyone, It’s all about Text Control in PowerApps (Canvas App) today. As we all know, Text is a string. Below are main properties or events which we have to remember OnChange  – When the state of the control changesOnSelect  – When the taps the controlVisible Property – By definition, it takes bool. True  – It shows the field on the form and we can use this property to show and...

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Create Record in Dynamics 365 CE Using Power Apps and Power Automate (Flow)
Jun11

Create Record in Dynamics 365 CE Using Power Apps and Power Automate (Flow)

Hi Everyone, This is my first post on Power Apps (Canvas App) and could be very basic to most of the people but it would helpful for the beginners like me. Login to Make.PowerApps.ComWe can directly create an App and Flows from the navigation as below but I would recommend to create a Solution first and then create App and Flow in that. Create a solution with the name as you wish… Continue Reading Gopinath’s Article on...

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Failed during http send request – while adding flow to Canvas App
Jun10

Failed during http send request – while adding flow to Canvas App

Hi Everyone, Today I was working with Flows and Power Apps (Canvas App). I have to invoke Flow from Canvas App button click and I was getting an error as below while add flow to Canvas App. “Failed during http send request” Spent good amount of time on understanding and it seems this is happening due to multiple reasons. One thing I came across was if you have a variable of Array… Continue Reading Gopinath’s...

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Mention height and width in Percentage instead of Pixels – Modal Popups in Dynamics 365 CE – NavigateTo
Jun09

Mention height and width in Percentage instead of Pixels – Modal Popups in Dynamics 365 CE – NavigateTo

Hi Everyone, Today a bug was created by the user saying the popup window is too small and we were using below code to show the HTML Webresource as a popup. var pageInput = { pageType: “webresource”, webresourceName: “WebResourceName” }; var navigationOptions = { target: 2, width: 400, height: 300, position: 1 }; … Continue Reading Gopinath’s Article on their blog Mention height and width in...

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Preview Contact and Owner information by just hovering on the lookup – Dynamics 365
Jun04

Preview Contact and Owner information by just hovering on the lookup – Dynamics 365

Hi Everyone, Today I was testing something on the trail instance and I just hovered on the Contact lookup and saw pop out window like below. I haven’t observed this so far. Somehow I am impressed with it as this is giving information to the users by just hovering. When you click on Show More button, the details are opened as a popup. I couldn’t find the form that is being… Continue Reading Gopinath’s Article on...

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Multimedia Control in Dynamics 365 Customer Engagement
Jun01

Multimedia Control in Dynamics 365 Customer Engagement

Hi Everyone, We all know visual presentation of anything is attracted first and if it is a video, that gives advantage. If we have a Video that is embedded on the Product record in the system that gives clear path for the sales person to explain the things. And yes, we can easily do that using Multimedia OOB Control. You just need to create a field of Single line of text and format as… Continue Reading Gopinath’s Article...

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Number Input Control – Dynamics 365 Customer Engagement
Jun01

Number Input Control – Dynamics 365 Customer Engagement

Hi Everyone, One more good control which can be used in the place of any numerical or money field is Number Input. This gives flexibility to users to tap the plus and minus button to change a numeric value in increments you set. Just select the numerical or money field for which you would like to convert to Number Input –> Change Properties –> Add Control –> Select Number Input –>… Continue...

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Auto-Complete Control in Dynamics 365 Customer Engagement
Jun01

Auto-Complete Control in Dynamics 365 Customer Engagement

Hi Everyone, Today I was going through the Field properties and checked Controls tab. Just to understand more clicked on Add Control link and somehow Auto-Complete Control grabbed my attention. What is Auto-Complete Control? This control filters an item list as you type and lets you select a value from the drop-down list. For example, you can use this control to let users choose from… Continue Reading Gopinath’s Article on...

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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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