How to Add Metadata to SharePoint Document Subgrid in Dynamics 365
As mentioned in the Dynamics CRM Tip Of The Day Tip #1185, you can customise the SharePoint document subgrid for server-side integration. At the time of publishing that post, the…
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Build Efficient Flows Using Filter Expression in CDS (current environment) Trigger
One of the key best practices for creating an efficient automated flow in Power Automate (Dynamics 365 or Common Data Service) is to properly set the options on the…
Import Data Behaviour for Lookup Fields in Dynamics 365 (CDS)
There are several ways to import the data into Dynamics 365 or Common Data Service and one of them is using out-of-the-box Data Import Wizard. When the Import Data functionality…
Show Global Notification on Load of Model-driven App in Dynamics 365
Previously in the legacy web client, the system administrators used to see the system notification messages as below (which informs us about the mailbox alerts or users without…
Send Email from Dynamics 365/CDS with Attachment from Notes Using Flow
Automation of email sending out from the system is a common requirement in Dynamics 365 applications or model-driven apps for Common Data Service (CDS). The requirements of automated…
Upload SharePoint Documents for Dynamics 365/CDS Records Using Flow
In data migration from the legacy system to Dynamics 365, one of the common requirements that I have seen is the migration of the documents. Previously, we either…
[Model-Driven Apps] Get Descriptive Error for Error Codes in Unified Interface Error Message Popup and Data Import Failures
Scenario 1 When the data was imported using Dynamics 365 Data Import Wizard, there were errors for some of the records. When the Import record is opened, the…
[Power Automate] Find out how to include a link to the record (Record URL) when sending an email from Dynamics 365/CDS using flow
When sending a notification email to users that involves a review of a Dynamics 365/CDS record , it is always handy to include a direct link to the…
[Model-Driven Apps] Find out why the Appointment Form refreshes upon record save and how to turn off Appointment Scheduling Alert if necessary
Issue 1: The Appointment Form refreshes upon record save I received a report recently from one of the customers that the system triggers a form refresh upon auto-save of…
[Model-Driven Apps] Learn how to sort Activities and control which fields to show on the Timeline Control in Unified Interface
One of the most common UI requests that I receive from the customers from time to time is to change the sorting order of the activities on the Timeline…