We had a business requirement to block the closing of a Quote as Lost under certain conditions. Instead of leaving the quote in an Active state, we wanted the system to explicitly…
Accidental data deletion in Dataverse happens more often than we expect. A bulk delete job, an incorrect Power Automate flow, or incorrect manual delete can remove important records in seconds. Instead of…
In earlier posts, we looked at how to move a Business Process Flow (BPF) stage and finish the process by directly updating the BPF entity instance. In this post, we’ll use RetrieveProcessInstancesRequest…
In the previous post, we explored how to move a Business Process Flow (BPF) to the next stage using a console application, with the Phone to Case Process as a working example.…
In Dynamics 365, Business Process Flows are usually progressed by users through the UI. However, in scenarios like data migration, bulk remediation, or backend automation, we may need to move a BPF…
In one of our recent Dynamics 365 / Dataverse projects, we ran into one issue with auto-number fields. We had configured an auto-number for the custom_id field on the Opportunity table. The…
Recently, we encountered a build error in one of our Dynamics 365 projects where Visual Studio was unable to find metadata files for NuGet packages, even though the packages were installed. CSC…
You’ve probably used ChatGPT or Gemini to generate code, write emails, or even debug errors. But what if you could do the same for your Dynamics 365 CRM? No plugins. No clicking…
Recently, while trying to update the Projects table in Finance & Operations using the Fin & Ops Apps actions in Power Automate, we ran into below error: An error has occurred. No…
Recently, while working with the Projects table from a Finance & Operations (F&O) environment, we ran into an error while using the Get a record action in Power Automate. (BTW this was…
