Visualize the data quickly in Model Driven App via Power BI
Dec27

Visualize the data quickly in Model Driven App via Power BI

Hi Everyone, I was going through the latest features that were coming in the next release and found the feature of visualizing the data quickly from Model Driven App via Power BI. Here is more information about the same. There’s a new way to visualize your model-driven Power Apps and Dynamics 365 data stored within Dataverse. With a single click, Power BI will automatically generate a… Continue Reading Gopinath’s...

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Collaboration in Model Driven Apps
Dec14

Collaboration in Model Driven Apps

Hi Everyone, Today I was going through the latest features and found a setting on Collaboration under the Features, here is more information on the same. When you are working on the word document or excel, we could have worked on a few of those documents with other coworkers at the same time and you could have observed on the document the people that were collaborating on the document… Continue Reading Gopinath’s Article...

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Print and Save button on the Report – Dynamics 365
Sep20

Print and Save button on the Report – Dynamics 365

Hi Everyone, Today I was working with some user and somehow he was not able to Save and Print buttons on the report and the same were visible for me. Very obviously, it would be a security role which is hiding the buttons as I am able to see the same with Admin Role. After some checking, I came to know that we have to give Print and Export to Excel privileges under the Business… Continue Reading Gopinath’s Article on their...

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Advanced Lookup – Are we getting our old simplified look and feel for Lookups? – Dynamics 365
Sep19

Advanced Lookup – Are we getting our old simplified look and feel for Lookups? – Dynamics 365

Hi Everyone, Today we have enabled 2021 Release Wave 2 on our instance and were checking new features. To check the things, I tried to create a contact and have observed an option as Advanced Lookup. Clicking on the button, opens the Advanced Lookup Grid. I am super excited after seeing it as I assume we went back to my old days where Lookup was easy to search and view. We can… Continue Reading Gopinath’s Article on their...

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Column Options – Dynamics 365 Homepage grid
Sep19

Column Options – Dynamics 365 Homepage grid

Hi Everyone, Today we have enabled 2021 Release Wave 2 on our instance and on just opening the one of the Model Driven Apps, have observed a small icon as Column Options just beside Advanced Filtering. This new option Column Options comes with the below features. Add new columns, from current or related tables.Remove columns.Change the order of columns in the grid. On clicking… Continue Reading Gopinath’s Article on their...

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You do not have a valid license to access this website please contact your system administrator – The user with SystemUserId in OrganizationContext is not licensed
Aug27

You do not have a valid license to access this website please contact your system administrator – The user with SystemUserId in OrganizationContext is not licensed

Hi Everyone, Today I was testing something and suddenly the system started an exception as mentioned below. The user with SystemUserId = “GUID” in OrganizationContext = “GUID” is not licensed, and it’s SystemUserAccessMode=0 is not either of (NonInteractive=4, SetupUser=1) This clearly tells us that we are using a user account somewhere which is not licensed. Here are the steps to… Continue Reading...

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Show a break in Dynamics 365 CE alerts – JavaScript
Aug22

Show a break in Dynamics 365 CE alerts – JavaScript

Hi Everyone, Today I was writing a JavaScript to some alert message to the user. To fulfill my requirement, I have to show two messages in the same box and I have written the code as below. var alertStrings = { confirmButtonLabel: “Ok”, text: “Line 1n Line 2”, title: “Sample title” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings,… Continue Reading...

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Clear Cache and Hard Reload – Google Chrome
Jul20

Clear Cache and Hard Reload – Google Chrome

Hi Everyone, Whenever we do some changes in JavaScript, Form Changes etc. in Dynamics 365, we all know we must hard reload the browser. And sometime, even hard reload might not work for the first time and we reload the page multiple times to get the changes. Here is the simple to clear cache and hard reload the browser and you see the changes immediately. Open Dynamics 365 on Chrome… Continue Reading Gopinath’s Article on...

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Multi-Table Lookup/Polymorphic Lookup Field in Dynamics 365 CE
Jul15

Multi-Table Lookup/Polymorphic Lookup Field in Dynamics 365 CE

Hi Everyone, We all know that a lookup pointing to multiple tables was an ask from many customers. Although we have a Partylist field available on Email entity, we don’t have any control to create the same as a Custom Field. Our voice has been heard by Microsoft and released Multi-Table Lookup in Dynamics 365. For now, creation of this lookup is allowed via C# code or Web API. Here is… Continue Reading Gopinath’s...

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Power Apps – Pricing and licensing
Jul05

Power Apps – Pricing and licensing

Hi All, I was going some latest changes/updates of D365 and found that are some good changes in terms of Licensing as below. Reducing the price for both Power Apps Per App and Per User plansSimplifying the Power Apps Per App plans to focus on truly a single appExtending the promotional offers until these new official changes take effect on October 1st The following Power Apps… Continue Reading Gopinath’s Article on their...

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Insufficient Permissions when do Bulk Edit – Dynamics 365 CE
Jun30

Insufficient Permissions when do Bulk Edit – Dynamics 365 CE

Hi Everyone, Today one of the users reported that Bulk Edit is not working for him and getting Insufficient Permissions as below. Somehow, our gut feeling was this would be pretty sure a Security Role issue and we were right. Open Security Role –> Core Records –> User Entity UI Settings –> Give the privilege (as this user level, this will accept only User level depth). Hope… Continue Reading...

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Internet Explorer Support for Dynamics 365/Power Platform – Deprecated
Jun28

Internet Explorer Support for Dynamics 365/Power Platform – Deprecated

Hi Everyone, Here is the official news on Internet Explorer Support for Dynamics 365 and Power Platform. Microsoft Docs Hope this helps. —Happy 365’ingGopinath Continue Reading Gopinath’s Article on their blog Internet Explorer Support for Dynamics 365/Power Platform – Deprecated Hi Everyone, Here is the official news on Internet Explorer Support for Dynamics 365 and Power Platform. Microsoft Docs Hope this...

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Enable/Disable the field placed in multiple places on the form
Jun28

Enable/Disable the field placed in multiple places on the form

Hi Everyone, Today I was writing JavaScript code to disable the field on some condition and observed that the field is not getting disabled. I was little surprised and tried with some other field and it worked perfectly. By this, I understand that there is some problem with this field and after some search understood that the same field has been placed on other tabs as well. To fix it,… Continue Reading Gopinath’s Article...

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Sign in required popup  – Make.PowerApps.com
Sep29

Sign in required popup – Make.PowerApps.com

Hi Everyone, Today, I was trying to logic to Make.PowerApps.com and I was getting a popup as below. The reason could be, if you have logged on with two or more user accounts to different Dynamics 365 system, you might get this issue. Clearing browser cache helped me to get rid of the issue. Hope this helps. —Happy 365’ingGopinath Continue Reading Gopinath’s Article on their blog Sign in required popup –...

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Get User Privilege on a field  – Dynamics 365 CE
Sep28

Get User Privilege on a field – Dynamics 365 CE

Hi Everyone, Today I got a requirement to check whether the user has access to read the data on the field where feild level security has been enabled and do some operations. We can achieve this using getUserPrivilege() client API. var fieldPrivileges = formContext.getAttribute(“new_fieldsecurityfield”).getUserPrivilege(); Result when user doesn’t have permission. Result when… Continue Reading Gopinath’s...

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Download Plugin Registration Tool using PowerShell – Dynamics 365 CE
Sep28

Download Plugin Registration Tool using PowerShell – Dynamics 365 CE

Hi Everyone, Here are the steps to download Dynamics 365 CE Plugin Registration Tool via PowerShell. 1) Type Windows Powershell in windows start menu and open it.2) Navigate to the folder where you would like download the tool. 3) Copy and paste the following PowerShell script into the PowerShell window and press Enter. [Net.ServicePointManager]::SecurityProtocol =… Continue Reading Gopinath’s Article on their blog...

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Download Plugin Registration Tool using PowerShell
Sep28

Download Plugin Registration Tool using PowerShell

Hi Everyone, Here are the steps to download Dynamics 365 CE Plugin Registration Tool via PowerShell. 1) Type Windows Powershell in windows start menu and open it.2) Navigate to the folder where you would like download the tool. 3) Copy and paste the following PowerShell script into the PowerShell window and press Enter. [Net.ServicePointManager]::SecurityProtocol =… Continue Reading Gopinath’s Article on their blog...

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Get Api Version in JavaScript for WebApi Requests  – Dynamics 365 CE
Sep27

Get Api Version in JavaScript for WebApi Requests – Dynamics 365 CE

Hi Everyone, Today I was reviewing the code that was written an year ago and in most of the places I have seen the code like below. req.open(“GET”, Xrm.Page.context.getClientUrl() + “/api/data/v9.1/accounts(3851da21-5ae9-ea11-a817-000d3a5308e0)?$select=accountid,accountnumber,name”, true); If you observe that Version has been hard corded in the request, even though it works perfectly… Continue Reading...

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Object reference not set to an instance of an object – error in Dynamics 365 Plugin Registration Tool
Sep27

Object reference not set to an instance of an object – error in Dynamics 365 Plugin Registration Tool

Hi Everyone, Today I was working on some plugin work and was On-Premise system and when I try click on Register new assembly via Plugin Registration Tool, I was getting “Object reference not set to an instance of an object” error. If it was my machine, I could have downloaded XRMToolBox or latest Plugin Registration tool but I was working on the server and don’t have any permissions to… Continue Reading...

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Configure Model Driven App Access to the Users – Dynamics 365 CE
Sep25

Configure Model Driven App Access to the Users – Dynamics 365 CE

Hi Everyone, In this post, we will go through the steps that are required for the users to get Access on the required apps. Many times we get requirement to create a new Model-Driven App and when it is created System Administrator and Customizer have access on the app by default. For the other users, we have to give right access to get the App. The first thing that is needed to get… Continue Reading Gopinath’s Article on...

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Customer Service Workspace App  – Dynamics 365 CE 2020 Wave 2 Release
Sep25

Customer Service Workspace App – Dynamics 365 CE 2020 Wave 2 Release

Hi Everyone, Today I was exploring new features that were released in 2020 Release Wave 2 and found a new App named as Customer Service Workspace has been released. This seems to be a game changer for Service Agents which gives Multiple Tabs and Sessions on UCI App itself. Make sure you enable 2020 Release Wave 2 of Dynamics 365 CE to get this App. Click on + button to open the… Continue Reading Gopinath’s Article on their...

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Hide Formselector on the Form  – Dynamics 365 CE/CRM
Sep24

Hide Formselector on the Form – Dynamics 365 CE/CRM

Hi Everyone, Today I got a requirement to hide FormSelector on the Form as Users would have access to multiple forms but we have to navigate them to right form based on a field value on the record and we shouldn’t give an option to change the form to the User. My initial thought was it’s not possible to hide formselector but one of my colleagues came up with the below piece of the code… Continue Reading...

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Retrieve OptionSet Metadata using JavaScript  – Dynamics 365 CE/Microsoft Dynamics CRM
Sep24

Retrieve OptionSet Metadata using JavaScript – Dynamics 365 CE/Microsoft Dynamics CRM

Hi Everyone, Today I got a requirement to retrieve Optionset Metadata using JavaScript. Here is the code for the same. function getOptionSetMetadata(schemaName) { var schemaName = “industrycode”; // You can pass this as a parameter to this function and comment this line. var optionSetFetch = `<fetch version=’1.0′ output-format=”xml-platform” mapping=’logical’… Continue Reading...

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Where is Breadcrumb navigation in Dynamics 365 CE – 2020 Release Wave 2?
Sep22

Where is Breadcrumb navigation in Dynamics 365 CE – 2020 Release Wave 2?

Hi Everyone, Today I have updated my trail instance to 2020 Release Wave 2 and navigating here and there to understand the changes. I was so used to click on Breadcrumb in the top navigation as shown below and I couldn’t see the same after enabling 2020 Release Wave 2. Yes, that’s right. Breadcrumb navigation is gone now and there is a new button added on the Ribbon. Hope this… Continue Reading Gopinath’s...

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Timeline Control Features in Dynamics 365 CE  – 2020 Wave 2 Release
Sep22

Timeline Control Features in Dynamics 365 CE – 2020 Wave 2 Release

Hi Everyone, Today I was going through the new features of Dynamics 365 CE 2020 Wave 2 Release and it seems we have good improvements on Timeline Control. Expand the timeline records by default.Hide “What you’ve missed.”Show email as Conversation or as individual messages.Hide status. Expand the timeline records by default – This would give visibility of full content by default…. Continue Reading Gopinath’s Article...

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Advanced Find Icon missing  – Dynamics 365 UCI Online
Sep21

Advanced Find Icon missing – Dynamics 365 UCI Online

Hi Everyone, Today I was working on Dynamics 365 CE UCI online version and noticed that Advanced Find button is missing. I am sure that we don’t have any control on those button via Custom code or configurations. Thought of raising a support ticket with Microsoft and before doing that did a quick search and came to know that someone has disabled the setting in System Settings. I… Continue Reading Gopinath’s Article...

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Microsoft.Crm.CrmException: Webresource content size is too big
Sep19

Microsoft.Crm.CrmException: Webresource content size is too big

Hi Everyone, Today, I have received an error saying “Webresource content is too big” when I was importing PCF solution to one of our instances. The fix is simple, the solution size which I was importing was more than 5 MB and the max file size limit for attachments was 5,120 (5 MB) in the instance. Updating the value to 10 MB (10,240) fixed the issue. Settings –> Administration… Continue Reading...

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Calculate the Age from Date of Birth in JavaScript
Sep19

Calculate the Age from Date of Birth in JavaScript

Hi Everyone, Today I have got an requirement to calculate the Age based on Date of Birth. Here is the way to get the Age using JavaScript. function getAge(dateString) { // var dateString = ’12/02/1988′ var today = new Date(); var birthDate = new Date(dateString); var age = today.getFullYear() – birthDate.getFullYear(); var m = today.getMonth() -… Continue Reading Gopinath’s Article on their blog Calculate...

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Convert C# Object to JSON string
Sep18

Convert C# Object to JSON string

Hi Everyone, Check this post for Convert JSON object to C# Object. Here is the easy way to convert C# to JSON String without using external references. [DataContract] public class MyClass { [DataMember] public string Firstname { get; set; } [DataMember] public string Lastname { get; set; } } static void… Continue Reading Gopinath’s Article on their blog Convert C# Object to JSON string Hi Everyone, Check this post for...

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Convert JSON to Object using C# Code
Aug31

Convert JSON to Object using C# Code

Hi Everyone, Many times we get a requirement to convert JSON string to C# Object and most of the times, we go with Newtonsoft Dll. In Dynamics 365 Plugins, we all know it is not recommended to use Newtonsoft as we have to use ILMerge to merge the dlls and deploy. Here is the easy way to convert JSON string to C# object without using external references. You have to add below reference… Continue Reading Gopinath’s Article...

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Find the current opened file in the solution explorer  –  Visual Studio tips
Aug30

Find the current opened file in the solution explorer – Visual Studio tips

Hi Everyone, Today I was working on some project and I have added a new file in the project, we have a habit of refreshing Solution Explorer when we do this. Instead of clicking on Refresh button on Solution Explorer, it happened to click the button which is next to it. Trust me, I have never used and don’t even know anything about that till I clicked it. I feel, it is good… Continue Reading Gopinath’s Article on...

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Programmatically Recalculating Rollup fields using C# in Dynamics 365/CRM
Aug30

Programmatically Recalculating Rollup fields using C# in Dynamics 365/CRM

Hi Everyone, Today I got an requirement to send some data to external system and they were looking for real time data. When I did the fields found some Rollup fields and we all know that Rollup fields are asynchronous in nature and it is managed by Recurring System Jobs. I was kind of stuck, did a little search and understood that there is a SDK message which we can use for… Continue Reading Gopinath’s Article on their...

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#Error on Preview  – SSRS Report new field
Aug30

#Error on Preview – SSRS Report new field

Hi Everyone, Today I was working on the report and the requirement was to add one more field in the existing table and show it. I have modified the data source accordingly and mapped the field in the table of SSRS report. When I tried to preview the same, it was showing the value as #Error. I was little surprised and checked the mapping and data source. Everything seems to be correct and… Continue Reading Gopinath’s...

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List Records Output not showing in Power Automate/Microsoft Flow
Aug30

List Records Output not showing in Power Automate/Microsoft Flow

Hi Everyone, Today I have configured a CDS List Records step in flow to retrieve some records and I have to parse them and do some operation. We all know that for Parse JSON step, we have to give schema. In these type of cases, usually we run the flow first till List Records step and copy the output from that step and give copied output to generate schema in Parse JSON step. When I was… Continue Reading Gopinath’s Article...

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Get a single/first record from CDS/Dynamics 365 List Records action step in Power Automate/Microsoft Flow
Aug30

Get a single/first record from CDS/Dynamics 365 List Records action step in Power Automate/Microsoft Flow

Hi Everyone, Today I was working on Microsoft Flow and I have List Records step configured in the flow. As per the requirement, I know that the result of the List Records step would be one record or empty. We all know that to get the data from List Record, normally go with Apply to each step as I already know that the output count of records would not be more than 1 taken below… Continue Reading Gopinath’s Article on their...

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Open the required App in much more easier and faster  – Dynamics 365 CE 2020 Release Wave 2
Aug15

Open the required App in much more easier and faster – Dynamics 365 CE 2020 Release Wave 2

Hi Everyone, Today I was exploring the latest features on the Dynamics 365 CE 2020 Release Wave 2 and I have opened Sales Hub, after sometime I would like to open Customer Service Hub and to my surprise I was not able to find the Icon (check the below screenshot) that used to show the Apps in the system. After some search, it was replaced with the Hyperlink on the App Names… Continue Reading Gopinath’s Article on their...

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Get InitialValue of a field in JavaScript  –  in Dynamics 365 CE
Aug14

Get InitialValue of a field in JavaScript – in Dynamics 365 CE

Hi Everyone, Today I was going through Client API from Microsoft Docs and found getInitialValue reference. I haven’t used it anytime and explored little bit. Many times we get the requirement to compare the field values on the Save with the values that were populated on the load and to achieve this, normally we use declare a global variable in JavaScript and set the variable to the value… Continue Reading Gopinath’s...

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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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