Adding a Canvas PowerApp to Teams
Jan27

Adding a Canvas PowerApp to Teams

Let’s take a look at how you can simply export the Canvas App from your Organization and import it to Teams. And you should be good to go! Exporting Canvas App Assuming you are an Admin and you have Owner/Co-Owner rights to the App, you can click the ellipses part on the App and look for Add to Teams option. Once done, you can check on the right hand-side to see some details and Download the… Continue Reading...

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Correctly connect to an Excel file in a Canvas PowerApp
Jan20

Correctly connect to an Excel file in a Canvas PowerApp

Now, just putting an Excel with some crude data in it won’t really be identified in the Canvas App you are making. Perhaps you’re missing something. Let’s say, I want to read an Excel file from OneDrive For Business into my Canvas App, I select the Excel file from the OneDrive for Business connection like below – But, I’m treated with the below error while making a connection –  ...

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Create a support Queue in D365 CE
Jan15

Create a support Queue in D365 CE

I thought I should share my best practice of creating a quick Support Queue purely to receive Emails in Dynamics 365. In my example below, the support email address is a User in Office 365 assigned any license that has Exchange Online service present. My example user needn’t have a Dynamics license for purely for the purpose of a Queue. Your application may vary. Let’s take a look! Support… Continue Reading...

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Create new Sandbox and copy Production over to it in PowerPlatform Admin Center
Jan07

Create new Sandbox and copy Production over to it in PowerPlatform Admin Center

This is one of the standard approaches if you want to copy over a Production instance over to a Sandbox one. Most common scenarios being when you’ve on-boarded a new client to Dynamics 365 / PowerPlatform and you’re nearing Go Live for the first time! You need a Sandbox to then follow new customization on the Sandbox and avoid doing anything on the Production. Here’s how you copy over from… Continue Reading...

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What is “Does not support untyped value in non-open type” ODataException in creating records in D365 CE?
Jan02

What is “Does not support untyped value in non-open type” ODataException in creating records in D365 CE?

One of the most common errors we come across while calling API to create records in Dynamics but isn’t clear what it means? One such issue is – “An error occurred while validating input parameters: Microsoft.OData.ODataException: Does not support untyped value in non-open type.” On the console of the browser, you’ll see this – But, if you open the <objectName>.responseText of the...

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Secure Input/Output in Power Automate Run History
Dec19

Secure Input/Output in Power Automate Run History

Isn’t it just too easy to see from Flow (Power Automate’s) Runs what data was passed on? A simple switch in the Power Automate designer will secure this. Default Behavior By default, if you have access to the Flow, you can simply go in and see the inputs Secure Input / Output In the Flow designer, you can select and step and go to Settings And turn on Secure Input / Output depending on what… Continue Reading...

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Approval Process using Power Automate
Dec17

Approval Process using Power Automate

Approvals have been around for quite some time now in Power Automate. Let’s look at the simplest example of how we can make use of Approvals in Flow / Power Automate and then you let your imagination and creativity take over! Scenario For the sake of simplicity, I have a custom entity called Request where users submit a Request and the Approval simply has to Approve/Reject. The… Continue Reading priyeshwagh777’s...

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Update Price feature in D365 PSA v3
Dec06

Update Price feature in D365 PSA v3

Typically, your costs for your clients go up by a certain percentage (%). It’s a standard practice to update the entire Price List consistently as and when there’s an increase. This is a great feature to update the entire Price List by a defined % and then reflect this in the Estimates in your Project in PSA. Let’s take a look – Scenario Let’s say your original SalesPrice for a Developer role…...

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D365 General Tip: Keeping Currency and PriceList in check
Dec05

D365 General Tip: Keeping Currency and PriceList in check

In a hurry, you perhaps selected a similar looking Price List on your Quote and you want to change it. Example: By mistake, I have selected “SalesPriceListINR” and want to select “SalesPriceListUS” But when you try to do this, you can’t see the PriceList you want to set. Why is that? Currency That’s because the Currency selected on the record is Rupee (₹) and your PriceList has the… Continue...

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Territories enabled for OOB Hierarchical relationship in Sales Hub
Dec03

Territories enabled for OOB Hierarchical relationship in Sales Hub

With the 2019’s Wave 2 Update releasing, the out-of-the-box Sales Territory entity has been enabled with Hierarchy settings. Define Hierarchy Let’s say you are in Sales Hub and in App Settings, look for Sales Territories on the left-hand menu. It’ll show up all Territories, open the same and add a Parent territory Let’s say, I opened Japan, I’ll add Asia-Pacific as the parent of the… Continue...

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Set Lookups in Xrm.WebApi D365 v9 correctly. Solving ‘Undeclared Property’ error
Nov22

Set Lookups in Xrm.WebApi D365 v9 correctly. Solving ‘Undeclared Property’ error

Using Xrm.WebApi needs you to be careful with the field names and what to use when. Especially, when you are dealing with Lookups. One of the most common errors you’ll come across is the one like below – “An undeclared property (fieldname you entered) which only has property annotations in the payload but no property value was found in the payload.” This is confusing as to what needs to be… Continue...

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Create your own Insight Cards with Power Automate in Sales Insights
Nov19

Create your own Insight Cards with Power Automate in Sales Insights

Sales Insight’s cards are not just restricted by what is provided by Sales Insights for your Org, you can make your own using Power Automate too. Here’s how – Requirements These features aren’t free under Free Features of Sales Insights. Sales Insights license is for $50/user/month. More info on licensing here – Sales Insights Licensing For free features, only pre-defined Insight Cards show…...

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Import multiple Users in Office 365
Nov18

Import multiple Users in Office 365

One of the common asks to import multiple users in Office 365 is to be able to create multiple users in most efficient way possible. Here’s a quick guide to do so using Import multiple users feature in Office 365 Admin Center. Download Template for Importing Users Let’s say you are in the Admin Center using portal.office.com. Under Users, You’ll find a button to Add Multiple Users And the… Continue Reading...

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Viewing Emails as conversations on the Activity Timeline in D365 CE
Nov10

Viewing Emails as conversations on the Activity Timeline in D365 CE

When you have Timeline and you actually use it to check related Activities, won’t it be really cool to see which emails are in a chain? Like which ones are a part of the conversation? Well, that’s exactly what this little but extremely beneficial feature let’s you do. Now, can you tell, by just looking at the below Activities that have come in and arranged sequentially (traditionally)? In the… Continue Reading...

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A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
Nov05

A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3

In PSA v3, there occurs a scenario where Resources (Users) have to enter about their absenteeism and they’re not able to submit the request successfully on the Time Entry grid. Error while Submitting Absence/Vacation & Non-Project Time Entries Typically, when a Resource has to make an entry for Absence but doing the below And then clicking on Submit. But, doing so gives an error! Let’s… Continue Reading...

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Use Plugin Tracing to identify Plugin time-out issues
Oct25

Use Plugin Tracing to identify Plugin time-out issues

In Dynamics plugin implementations, you might have lengthy complex plugins that makes calls to Dynamics several times. I agree that calls to Dynamics should be as less as possible and use Link Entity as much as possible and the plugin should be well designed to handle such lengthy executions. However, there are instances where these plugins are probably updating some fields that in-turn… Continue Reading priyeshwagh777’s...

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Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates
Oct08

Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates

And as we continue to ride on the Wave 2 October release features of the D365 for Sales, here’s a much anticipated feature Salespeople have been asking for. The ability to send Quotes as PDF (derived from Word Templates) right from the Quote itself. At the time of this blog, I had enabled the Wave 2 Updates on the trial instance. Kindly try the same in your Sandbox instance first. If you’re… Continue Reading...

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Contextual Email communication in D365 CE Wave 2
Sep27

Contextual Email communication in D365 CE Wave 2

2019’s Wave 2 release have really put things where they should be. Once I enabled Early Opt-in while writing this post, this is a great feature for Sales people I came across and couldn’t resist sharing with you all – Contextual Email Communication! So kindly wait until updates are automatically applied to your org or try the same in your Sandbox first. Isn’t going exclusively to… Continue Reading...

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Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE
Sep24

Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE

Most of us need this in our workflow conditions to check against – to have today’s date handy and then use them in If conditions in workflows. But, the filter in If conditions in workflows don’t let you dynamically select On or after ‘Today’. And when you want to compare to today’s date on selection of On or After, you are forced to enter a date and not dynamically select Today. To overcome…...

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Modified By (Delegate) & Created By (Delegate) in D365
Sep10

Modified By (Delegate) & Created By (Delegate) in D365

These fields which are everywhere but you don’t really pay attention to really mean something worth. So if you feel you want to get hold of someone for modifying a record. Maybe also take a look at Modified By (Delegate) just in case so that the actual user might be someone else who wanted to do another thing on that record. Impersonation is one of the basic aspects of a plugin step that you… Continue Reading...

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Using Keys to restrict duplicates in D365 CE
Sep05

Using Keys to restrict duplicates in D365 CE

A superb way of restricting duplicate record creation is using Keys in Dynamics 365CE. This is definitely one of the most useful and easy to use features in Dynamics CRM. In this example, I will create a Key for Email (emailaddress1) field to ensure there are only unique record values for this fields in my environment. Create Key It’s pretty straight-forward like creating any other Dynamics… Continue Reading...

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Business Card Scan in D365 CE Wave 2 Updates
Aug28

Business Card Scan in D365 CE Wave 2 Updates

We are close to getting D365 Wave 2 Updates in Oct 2019 and with Early Opt-in to Wave 2 Updates, we are already able to access one of the most desired and requested features of this release – Business Card Scan! If you are yet to enable Wave 2 Updates for your organization, follow me post on the same here – Early Opt-in for October 2019 Wave 2 Updates. Please do so only on your testing/sandbox… Continue Reading...

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Set Work Hours Template to a Bookable Resource in D365 PSA v3
Aug26

Set Work Hours Template to a Bookable Resource in D365 PSA v3

For all the newbies in D365 PSA, one of the most critical part of configuring PSA is setting up Bookable Resources with their respective Work Hours Template to define their Work Hours and Days they can be & should be booked. By Default, if you create a Bookable Resource they have a 24-hour slot open to be booked. Example, I created a new Resource Shailesh Wath. Specially, not the Timezone… Continue Reading...

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Booking Resources more than their capacity in D365 PSA v3
Aug19

Booking Resources more than their capacity in D365 PSA v3

While booking resources, you often don’t pay attention to how much capacity the resource has. Or rather, you are aware, but you want to book the resource anyway (only to change later on, which I don’t recommend.) In that case, if you are trying to overbook a resource out of their capacity, you are treated with this message below – Why this occurs? This is because of the Work Hours defined for… Continue Reading...

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Time/Expense Entry Rejection comments in D365 PSA v3
Aug13

Time/Expense Entry Rejection comments in D365 PSA v3

Let’s say in your PSA implementation, you are the Project Approver and you often face the challenges to rejecting time entries so that the resources could just correct it and re-submit. (Or any reason, for that matter) Do you manually go and tell them that they need to re-submit? Let’s make this easier. This post applied for both, Time and Expense entries in PSA v3. Where are the Rejection… Continue Reading...

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Qualify Lead in D365 CE: Select which entity records should be created
Aug08

Qualify Lead in D365 CE: Select which entity records should be created

Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qualification experience. I’ve written this post when I enabled the Early Opt-in of Wave 2 Oct 2019 Updates. To enable Early Opt-in, please refer this post – Early Opt-in for October 2019 Wave 2 Updates This is set to release for the Oct 2019 Updates. Default Behavior So when… Continue Reading...

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Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update
Aug05

Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update

Oct 2019 Wave 2 update got one of the most asked feature. Being able to customize the Opportunity Close Dialog box. Assuming, you have enabled 2019 October Wave 2 update enabled for your Organization or you’re reading this post Oct 2019 with Wave 2 Updates already applied to your organization. For Early Access of Oct 2019 Wave 2 Updates, follow my post here – Early Opt-in for October 2019… Continue Reading...

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Early Opt-in for October 2019 Wave 2 Updates
Aug04

Early Opt-in for October 2019 Wave 2 Updates

August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to update the wave 2 updates on your environment(s). Let take a quick look at how you can enable this for your environment. Here are the details Microsoft notes on the Early opt in to 2019 release wave 2 Enabling Wave 2 2019 Updates Visit 

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Workaround to get Plugin Profiler from the Unified Interface in D365 CE
Jul31

Workaround to get Plugin Profiler from the Unified Interface in D365 CE

Developers like me, often need to Profile the Plugin so see what logic you are implementing and this is pretty common in the development lifecycle. But, Let’s say you don’t have the classic UI at your disposal and need to download the Profiler from the Unified Interface itself – Here’s a little detour you’ll need to take to get it right. Alternatively, using Persist To Entity is also… Continue...

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Nested Editable Grids in D365 CE v9 UCI
Jul25

Nested Editable Grids in D365 CE v9 UCI

Nested Grids – as the name suggests is a grid-within-a-grid (or rather, Grid-ception!). Nested Grids will let you expand a sub-grid entry to look at another grid of the expanded record. This depends on how you configure it. Be aware, Nested Grids work with Editable Grids and only for Tablet, Phones and Unified Interface. This is not available for the classic Web UI. Configuring Nested Editable… Continue Reading...

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Enable Flow button on D365 Ribbon
Jul22

Enable Flow button on D365 Ribbon

This is a pretty simple tweak to either show or hide the Flow button on the entity Forms’ Ribbon. Flow Button Not Visible System Settings Navigate to Settings > Administration. Go to System Settings In System Settings, under Customization tab, look for Enable Microsoft Flow option. You’ll be asked for permission Now, this is turned on Flow Button Visible Now, once you have enabled this… Continue Reading...

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Solving ‘The record could not be deleted because of an association’ error in D365 CE
Jul19

Solving ‘The record could not be deleted because of an association’ error in D365 CE

Restricting Delete for child records is something customizers should start paying special attention towards defining 1:N relationships for entity records. System Customizers often design this on purpose so that you are aware that the record you are deleting has child records associated with it and cannot be deleted. Let’s consider this scenario  – Account is a parent of Subscription (which is… Continue Reading...

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PSA v3 View Custom Controls used on Project form
Jul15

PSA v3 View Custom Controls used on Project form

Here’s a summary of what all Custom Controls are used in the out-of-the-box PSA v3 Project form. I strongly recommend not changing the existing controls/views. However, if you accidentally delete any Tab/View, this post will help you get it back! Project Task View Project Task uses AdditionalColumns as the Default View from entity Project Tasks (Project) and the Control used is… Continue Reading priyeshwagh777’s...

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Change the Unified Interface App Icons
Jul12

Change the Unified Interface App Icons

Default App Icons for typical D365 environment look like these. But here’s what you can do to change these to put custom SVG icons. SVG Icons Regardless of dimensions, SVG icons work everywhere. So why keep them to just Ribbons, you can even change your App Icons to SVG Icons in your Dynamics 365 implementation. Make Web Resource for your SVG Icon. Open your Model Driven App in Dynamics 365… Continue Reading...

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Using Templates from D365 CE in D365 App For Outlook
Jul08

Using Templates from D365 CE in D365 App For Outlook

Using D365 App For Outlook’s Template feature, you can simply pull a template from Dynamics 365 CE and use it to send emails from Outlook itself. Here’s a typical example in this post below – In case you are also looking to get started with D365 App For Outlook, you can refer the post here – Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox or Check how you can… Continue...

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Select which Appointments should be synced to Outlook from D365 CE
Jul04

Select which Appointments should be synced to Outlook from D365 CE

Perhaps you want to select what all Appointments should be synced to Outlook and not all from Dynamics 365. You can simply have a custom filter control this behavior for yourself and choose which all Appointments should go over. Customization Add a new Two Option field in your Dynamics 365 Appointment entity which will specify if the Appointment should be sent to Outlook or not.   Personal… Continue Reading...

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New ‘Capacity’ analytics on PowerPlatform Admin Center
Jul03

New ‘Capacity’ analytics on PowerPlatform Admin Center

We are quickly transitioning over from Organization Insights which came as a managed solution inside D365 to CDS For Apps Analytics on the PowerPlatform Admin Center. My past blog on the same (CDS For Apps Analytics instead of Organization Insights. Power Platform Admin Center). And now, the same is revamped as Capacity in PowerPlatform Admin Center. So, if you go to Storage in CDS For Apps… Continue Reading...

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Create new CDS Environment and Database quickly from PowerApps Admin Center
Jul01

Create new CDS Environment and Database quickly from PowerApps Admin Center

With the April 2019 Updates, you can straight way create new D365 instances right from the PowerPlatform Admin Center. Create New Environment Follow these steps to create your environment from PowerPlatform Admin Center Go to https://admin.powerapps.com/environments and you’ll see an option to create New Environment. Fill suitable details and proceed. Also, check the last section in this… Continue Reading...

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[SOLVED] Navigating URL from Ribbon’s custom button in Dynamics for Phones app
Jun27

[SOLVED] Navigating URL from Ribbon’s custom button in Dynamics for Phones app

So, with all the buzz about the transition to the Unified Interface, I came across this issue where Url Command Action doesn’t work on the Dynamics for Phones app for a custom button Scenario I’m Url Command Action in the Ribbon Workbench’s custom button to navigate to a PDF User Guide stored on the SharePoint for users to simply click and navigate. Now, this works fine on the classic Web… Continue Reading...

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Date and Time field’s Time-Zone behavior in D365
Jun25

Date and Time field’s Time-Zone behavior in D365

In most cases, customizers/administrators leave the Date & Time field as Local without paying much attention to detail. With involvement of time, there are 2 behaviors while creating the field (or changing them, but there’s a catch) You can change from Local to Time-Zone Independent any time, but can’t change from Time-Zone Independent to User Local once saved this way. User Local The Date &… Continue Reading...

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Execute an Action from a Business Process Flow
Jun24

Execute an Action from a Business Process Flow

One of the easiest and useful feature of a Business Process Flow is being able to Implement and Action right from a Business Process Flow just with a click of a button. Here’s how you do it. Let’s say you have an Action that you want to trigger that the Account was Approved for some sort and you want to alert the Stakeholders. You can have this functionality in your Action and call the Action… Continue Reading...

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Prevent Contact creation in D365 on tracking Emails from new recipients
Jun19

Prevent Contact creation in D365 on tracking Emails from new recipients

Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it. And the Email from the Saved Contact in D365 appears like this Now, this could be unwanted. And there’s a simple… Continue Reading...

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Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox
Jun13

Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox

Remember, there are a lot of considerations for security and synchronization. The above setup is recommended for all first time Outlook and Dynamics users. While all this, I would like to summarize the steps for all you first time users! Here’s a crash course guide to setting up D365 App For Outlook for new on-boarders. Part 1 – Outlook License So, you can have any of these licenses which has… Continue Reading...

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Sending Image from Canvas PowerApps to SharePoint Document Library using Flows
Jun11

Sending Image from Canvas PowerApps to SharePoint Document Library using Flows

One of the most common requirements is to upload images to SharePoint using PowerApps. From my learning from various sources, I’ll try to “demystify” my explanation to send/upload an image to SharePoint Document Library using Flows on my Canvas PowerApp. Ingredients Assuming you have the following things already  in place in PowerApps as well as in SharePoint PowerApps’ Camera/Image control… Continue...

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Fix Ribbon icons on the Unified Interface in D365 CE
May31

Fix Ribbon icons on the Unified Interface in D365 CE

So, since adoption of Unified Interface is growing, people are asking – “What happened to the Ribbon icons?”. Well, a simple answer to this is tweaking the implementation a little. Typically, you have custom icons on your classic Web UI that look like this – But the same looks like a puzzle piece in the Unified Interface – So, here’s what you need to do. Icons on the Unified Interface take…...

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D365 Quick Tip: Getting layoutXml from DevTools
May24

D365 Quick Tip: Getting layoutXml from DevTools

Most times when you want to use AddCustomView() method to a Dynamics 365 control, you need to pass layoutXml to the method that will show the view you define. There’s an easier trick than writing this up. Select your View Assuming, you have an Advanced Find view open in the window which you want as a layoutXml of, on the same, press F12 to open Dev Tools. Select the selector. And on the… Continue Reading...

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Curious Case of the locked fields in D365 – Quote ID example
May13

Curious Case of the locked fields in D365 – Quote ID example

So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why. As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it! Problem OOB, Quote ID is locked and is auto-generated when you save the record. Instead, I got this And asks me to enter Quote in the field… Continue Reading...

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Create your first PowerApp! Connect to SharePoint Online List
May12

Create your first PowerApp! Connect to SharePoint Online List

PowerPlatform is the next big thing in PowerApps comes with several Dynamics 365 licenses and make sure you have been assigned one as well as below – Navigate to https://web.powerapps.com/ to go to the Admin Center and here you can simply start working on your first app. In this scenario, I want to be able to read from my SharePoint Online list and make decisions based on what data is in… Continue Reading...

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Discount Settings for D365 Sales Line Items – Line Items or Per Unit?
May04

Discount Settings for D365 Sales Line Items – Line Items or Per Unit?

For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out. This is a simple Organization-wise setting  that you’ll need to set to define how Discount should be given on the Line Item level. System Setting Navigate to System Settings and under Sales tab, find this setting You can chose either… Continue Reading...

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Quickly get the right .NET Framework version to work with CoreAssemblies 9.0.2.x
May01

Quickly get the right .NET Framework version to work with CoreAssemblies 9.0.2.x

Plugin development is a hassle if you don’t start of with getting the correct assemblies in place before you start writing your plugin code. Best way is to get all of that from the NuGet Manager in VS. Preferably, we all pick the latest version from the NuGet Manager and pick Microsoft.CmSdk.CoreAssemblies. With 9.0.2.x version for v9 D365 environments, you might need to be careful with the… Continue Reading...

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