Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
Jul08

Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]

This is one of the most common scenarios where you want to import an entity’s data in Dynamics 365 that has reference to some other entity. And the Lookup’s data is not yet created resulting in the Lookup reference missing. Just like below – And resulting into the below – And similarly while importing Contacts, the Account might not be already imported. And you get the error ‘The… Continue Reading...

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Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
Jul07

Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM

At times, ever wondered what happened to the Mailbox? You ran some tests, you also got results, but the Alerts section is empty or not generating Alerts. Here’s what’s missing and how the behavior is – Turn on Mailbox Alerts In System Settings, you can turn on what type of Mailbox alerts should be shown. Navigate to Email and scroll down. You can then choose what type of info… Continue Reading...

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Count of total CDS records returned in a Canvas Power App connection [Quick Tip]
Jul06

Count of total CDS records returned in a Canvas Power App connection [Quick Tip]

Like in Dynamics 365, you see a total number of records under a view. And you want similar in a Canvas PowerApp too. Here’s a simple tip to do so – CountRows() method It’s pretty simple. Using CountRows(source) method, you can get the count of records in the Source. In this case, it’s the CDS entity Accounts. To flourish how I display the count, I use the Concatenate() method and… Continue Reading...

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Dependent OptionSets in a Canvas Power App for 1:N  related CDS entities | Power Platform
Jul01

Dependent OptionSets in a Canvas Power App for 1:N related CDS entities | Power Platform

Most useful scenarios is to create what we commonly call as “Dependent OptionSets” in Dynamics 365 context. Scenario Here, Country and State are 2 entities in CDS. Each Country has N states i.e. Country is a parent entity of State entity. We’ll create 2 Drop-downs in a Canvas Power App i.e. 2 OptionSets namely Country and State that selection of Country will affect what should be… Continue Reading...

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ChildFlowUnsupportedForInvokerConnections error while using Child Flows [SOLVED] | Power Automate
Jun28

ChildFlowUnsupportedForInvokerConnections error while using Child Flows [SOLVED] | Power Automate

Often times, if you are using Child Flows and but you see some unexpected while Saving your parent Flows upon adding a Child Flow, which usually look like the below Assuming, you are aware of using Child Flows and that they can only be created inside a Solution. (Of course, that’s why you could encounter this issue since you’re able to set a Child Flow already ) Reason Issue Let’s say… Continue Reading...

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Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
Jun26

Excel Importing Notes (Annotation) entity in Dynamics 365 CRM

Preparing an Excel Template for Notes entity is a little tricky. Doesn’t work when you just Export directly as a Template from the Templates Wizard and try to include all columns and import as is. Why? Because there’s no Regarding field exported when you export/import that template. Here’s what you can do as a workaround. Scenario Now, let’s assume you want to Export a standard… Continue Reading...

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BPF Flow Step as a Trigger in CDS (Current Environment) connector | Power Automate
Jun24

BPF Flow Step as a Trigger in CDS (Current Environment) connector | Power Automate

Here’s an update to the Common Data Service (Current Environment) connector in Power Automate Remember, this is available only in Common Data Service (Current Environment) connector i.e. you’ll need to create you Flow inside a Solution in Power Automate Flow Step Now, you can call your Flow from a Business Process Flow, which existed for some time. But now, it’s available as a trigger… Continue Reading...

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Pass selected rows’ GUIDs to ribbon button in D365 | Ribbon Workbench
Jun21

Pass selected rows’ GUIDs to ribbon button in D365 | Ribbon Workbench

Whenever your Ribbon button customization involves doing something to selected records, here’s the most common application that you need to take action on the selected record’s GUIDs. Here’s how – CRM Parameter In Ribbon Workbench, let’s say you have a button command which is attached to a button and it calls a method ‘process’ which looks like this (it will be your method in your…...

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Pause a Flow using Delay and Delay Until | Power Automate
Jun17

Pause a Flow using Delay and Delay Until | Power Automate

In some use cases, you want to pause a Flow either by a duration you specify or until the timestamp you specify. Let’s look at both the ways – Delay and Delay Until in Schedule operation Delay In a simple application, you can make a Flow wait for a certain duration by using the Delay Action in Time And I’m selecting a standard 3 min waitAnd it will pause the execution until… Continue Reading...

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Generate Dynamics 365 record link in a Flow using CDS connector | Power Automate
Jun13

Generate Dynamics 365 record link in a Flow using CDS connector | Power Automate

There are several ways to formulate a Dynamics 365 record URL and make it clickable in a Flow in Power Automate. Here’s one of the ways I follow for most scenarios – Let’s say I want to open a PSA Time Entry record from my Flow, here’s how I do it Get record action to retrieve URL Since this post is focused on CDS connector, I can get the D365 record link in body of Get record action… Continue Reading...

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Text Functions in a Flow | Power Automate
Jun09

Text Functions in a Flow | Power Automate

As I was looking at some String/Text operations in Flow recently, here’s what I discovered. Looks like there are a lot more to come, so let’s look at some initial ones. Find text position A pretty simple feature to find the position the Search Text starts from in a String. Here, I’m trying to find where does ‘yes’ in string ‘Priyesh’ starts from in the given text. And the… Continue...

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Restore older version of a Canvas Power App | Power Platform
Jun03

Restore older version of a Canvas Power App | Power Platform

When you users report of an issue and you need some time to look into it but can’t hold the users, you just want to restore to a previous version for the time being. Here’s how you can restore/revert to an older version of the Canvas App you’ve deployed. Current Version Let’s say my current version had a button called Profile under the label Accounts. But in the new version, I had… Continue Reading...

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Implement character length validation in a Canvas Power App | Power Platform
Jun01

Implement character length validation in a Canvas Power App | Power Platform

Often times, you want to know the size of text entered in a field and want to indicate a user that they need to restrict the text to your specific size, like Twitter. And make sure the user is restricted within the limits. So, I’ve added a button to show that validation – And you want to dynamically check the length as you type to see how much is remainingAnd maybe also add some… Continue Reading...

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Logged In User details in a Canvas Power App
May30

Logged In User details in a Canvas Power App

You do get some details of the logged in user in a Canvas Power App. Let’s look at what all is available – User() Function User() function provides 3 pieces of information you can retrieve at this point in terms of logged in user. Email Use User().Email to populate a Text field with the Email address of the logged in user. Full Name Use User().FullName to fetch the… Continue Reading priyeshwagh777’s Article on...

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Loop through array of objects in a Flow & Create records in CDS | Power Automate
May27

Loop through array of objects in a Flow & Create records in CDS | Power Automate

One of the most common scenarios that are looked out for are ways to loop through an array of objects received (say, from HTTP response) and create CDS records Sample Data Let’s say this is the sample data coming in which is an array of objects. This is coming from my HTTP trigger which I created and hosted. It could be anything else in your case And the body looks something like this… Continue Reading...

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Implementing Exit app, Logout and Confirm Exit features in a Canvas Power App
May24

Implementing Exit app, Logout and Confirm Exit features in a Canvas Power App

Most common scenarios are where you need users to be able to Exit the Canvas Power Apps in the below ways –Scenario – Let’s say you put a close button somewhere in your App. Exit the current App but stay logged-in to Power Apps.Exist and Logout Power Apps entirely.In both above cases, ask user for confirmation before exiting. So let’ look at these scenarios one by one – Exit from… Continue Reading...

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Get Count of records retrieved in CDS connector in a Flow | Power Automate
May20

Get Count of records retrieved in CDS connector in a Flow | Power Automate

In several applications, you need to know how many record were retrieved in the List records Action in a Common Data Service connector in order to take a decision. Scenario Typically, let’s say I know only 1 record should exist in order to take that record forward and do an action. But how do I know when only 1 record was received? That’s when you use Control Check Count Now, let’s say you… Continue Reading...

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Variables in Canvas Power Apps | Global and Context
May18

Variables in Canvas Power Apps | Global and Context

For all newbies, being able to use Variables is one the most curious questions put out immediately. Here’s a simplistic example of using Variables, both Global and Contextual in this post. Global Variable Global Variables as the name suggest, run through the entire App itself and can be changed and altered when needed. Global variables can hold boolean, string, number etc. Let’s say, I have… Continue Reading...

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Number Formatting in a Flow | Power Automate
May13

Number Formatting in a Flow | Power Automate

Quite obviously this is one of the most common asks in Flow to format a number. Here are some ways to do so using Format number Action in Flow (Power Automate). This is available in Format number action in a Flow in Power Automate. This is available in Number Functions connector. Commas and Decimals For a standard simple number, you can simply denote by # and commas or other symbols where… Continue Reading priyeshwagh777’s...

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Get N:N records in a Canvas Power App using Common Data Service connector | Power Platform
May09

Get N:N records in a Canvas Power App using Common Data Service connector | Power Platform

One of the most common asks when using CDS as Data Source in a Canvas Power Apps is – How do I get the data from N:N entities? Well, I’m attempting to explain this in the easiest way possible. Scenario Let’s assume Account entity has an N:N relationship with Account Plans entity Account <–N:N–> Account Plans. And in Dynamics 365, you simply add these records by going into related records and…...

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Call a Dynamics 365 Action from Flow [Bound and Unbound Actions] | Power Automate
May04

Call a Dynamics 365 Action from Flow [Bound and Unbound Actions] | Power Automate

Ever wondered how to call an Action from a Flow using the new Common Data Service (Current Environment) connector? There are 2 actions to perform this – Here’s a quick post to demonstrate that and the difference between Perform a bound action and Perform an unbound action in the CDS (Current Environment) connector. Note that the connector used here is Common Data Service (Current Environment)… Continue Reading...

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Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip
May02

Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip

Most common asks on Schedule Board in D365 PSA is about how we can modify the Project tab view we see? Resource Requirement Entity The Resource Requirement entity is what controls what views are available for you on the Schedule Board – To be able to find what this view is about, you’ll need to go to the Resource Requirement entity Now, if I open this record, you can make changes to this… Continue Reading...

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Switch-Case in a Flow | Power Automate
Apr28

Switch-Case in a Flow | Power Automate

Some of the common operations / decision making one wants to perform in terms of programming is definitely switch-case! Here’s how you can do it in power automate Scenario To keep things simple, I will simply reflect the name of the OptionSet value in a variable in Flow – Here’s my OptionSet called Account Type with values Customer [1], Vendor [2] & Partner [3]   My Flow will be… Continue Reading...

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Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.
Apr25

Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.

This is a little tricky upgrade from PSA v2 to PSA v3. I’m sure by this time of the year, most of you must have upgraded and this post by me comes a little late than it should. Here’s my experience and what help from Microsoft Support I needed to complete the Upgrade successfully. So usually, this is what you expect when you initiate the upgrade process. You go to the Instance Picker from… Continue Reading...

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Dynamics 365 Solutions’ New Experience in Power Apps, Solution Checker and more
Apr21

Dynamics 365 Solutions’ New Experience in Power Apps, Solution Checker and more

If you’ve recently noticed Settings > Solutions area in Dynamics 365, you’ll see a notification that this has been moved And you’ll be redirected to Solutions Area in Power Apps – Solution Checker Solution Checker is a helpful feature where it runs a validation of components in the Solution itself – If you see for your custom Solutions, if you haven’t ever Run a check on the solution, the…...

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Setting Retry Policy for an HTTP request in a Flow | Power Automate

Often times, There could be an issue where your HTTP request isn’t hitting well. So, to overcome this, you might want your Flow to Retry after a certain duration and for some number of times. You want to setup a Retry policy for the same. Here’s how you do it! Setting Retry Policy Follow this to setup a Retry Policy of your Flow Locate your HTTP step and navigate to Settings Once you’re in… Continue Reading...

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Debug Ribbon button customization using Command Checker in Dynamics 365 CE Unified Interface
Apr14

Debug Ribbon button customization using Command Checker in Dynamics 365 CE Unified Interface

Developers, it’s a little irksome to keep struggling with issues around making your ribbon buttons work correctly during the development phase. At times, you wonder why your button didn’t show up on the form although you had set everything up correctly. Or even for out-of-box button, that didn’t show? Scenario In this example, I’ll find out by my Project Service Quote record doesn’t have a… Continue...

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Using Parse JSON to read individual List Records in Flow|Power Automate
Apr12

Using Parse JSON to read individual List Records in Flow|Power Automate

This is a scenario I came across when I was using Common Data Service connector [not Common Data Service (Current Environment)] connector to read Opportunities tied to an Account. Example In this scenario, I wanted to retrieve the Opportunities tied to an Account. So, my filter query was _parentaccountid_value(‘ACCOUNT_IDENTIFIER’) Here’s my Flow starts. I want to read Opportunities that are… Continue Reading...

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Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
Apr09

Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE

This is one of the most useful common scenarios where you have to approach a Global Administrator every time to Approve Emails. Even when you want to create a few Queues or test Mailboxes on a non-production environment. I would recommend this to be used only on Sandbox instance and let Production instance have this layer of approval of Global Administrators, but then it depends what you want… Continue Reading...

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Make HTTP request from Flow in Power Automate
Apr07

Make HTTP request from Flow in Power Automate

One of the most common asks I’ve come across lately is people asking whether or not, we can make external HTTP requests using Flow in Power Automate. Well, yes! Let’s quickly take a look at how you can do that. Scenario To keep the example really simple, I have an API that I can use to call to get weather information. (By the way, you’ll find MSN Weather connector in Power Automate too) So,… Continue Reading...

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Pass data to HTML Web Resource using browser’s sessionStorage in Dynamics 365 CE
Apr02

Pass data to HTML Web Resource using browser’s sessionStorage in Dynamics 365 CE

If you’re using Xrm.Navigation.openWebResource(webResourceName, windowOptions, data), you probably are already using ‘data’ to the HTML Web Resource you are opening. Here, I’m using an alternate method. I use JSON to send my data since it is widely preferred and used. Basically, I’ll Stringify my JSON object and add it to session storage, then – retrieve it from sessionStorage and Parse is…...

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Retrieve only active Dynamics 365 CE licensed Users in CDS connector in Power Automate
Mar30

Retrieve only active Dynamics 365 CE licensed Users in CDS connector in Power Automate

Let’s say you have a requirement where you want to work only on Dynamics 365 and you are using Office 365 Get User Profile action to retrieve all users. In this example, I have some Dynamics 365 Customer Engagement licenses assigned to uers. And I want to retrieve only the Active D365 Users in my Common Data Service Connector. Here’s how I do it – Retrieve Users with Filter Condition Now, the… Continue Reading...

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Refresh button missing on Roll-Up fields in D365 UCI? Quick Tip.
Mar26

Refresh button missing on Roll-Up fields in D365 UCI? Quick Tip.

As we are transitioning to the Unified Interface, some visual cues are a little misplaced or say, hidden. If your Roll-up field on the Classic UI appeared like this where you could simply click on refresh and update the Roll-up field It doesn’t seem to be the case in terms of UCI- It’s Hidden! So, simply click on the Calculator icon – And the Recalculate button will be revealed which… Continue Reading...

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AutoNumber field in CDS | PowerApps
Mar23

AutoNumber field in CDS | PowerApps

The most desired feature is ability to create/customize your own auto-number field. ANd CDS let’s your do just that! I remember the good old days when I had to write a plugin to function for AutoNumber which used to configuration from a supposedly separate Configuration entity and it scary to maintain the code and entity. But this solves all that with so much ease!   Create an AutoNumber… Continue Reading...

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Call Azure Function from Dynamics 365 CRM using Webhooks
Mar19

Call Azure Function from Dynamics 365 CRM using Webhooks

This is a vast topic to cover in a blog. But I wanted to write from a bird-eye’s view of how this will pan out in an implementation where you perform a certain operation in Dynamics 365 CRM and an Azure Function is called to perform further operations. This post is written keeping in mind fair knowledge of Azure Functions, Storage accounts and subscriptions in mind. I’ll try to keep the… Continue Reading...

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Show Loading Screen in Dynamics 365 using Client API reference
Mar16

Show Loading Screen in Dynamics 365 using Client API reference

Suppose, you want to show a loading/waiting screen to let people know there’s some heavy processing going on in the back-end and they shouldn’t navigate away to do anything else with the record, you can use loading screen by using showProgressIndicator() and removeProgressIndicatory() methods. Xrm.Utility methods There are 2 methods are documented in the Xrm.Utility of Microsoft Docs that you… Continue Reading...

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Global Notification in Dynamics 365 Unified Interface App [Preview]
Mar11

Global Notification in Dynamics 365 Unified Interface App [Preview]

Here’s a great feature to add a warning/error notification which is scoped globally unlike setFormNotification() which is commonly used and remains within a form itself. Xrm.App.addGlobalNotification(notificationObject).then(success, error); serves this purpose. Let’s see how – Disclaimer: Please be aware this is a preview feature yet and I’ll update on this post once this is out of… Continue Reading...

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Create a To-Do List Item of Important Outlook Emails using Power Automate
Mar09

Create a To-Do List Item of Important Outlook Emails using Power Automate

Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate and select the trigger as Office 365 Outlook. Select ‘When a new email arrived… Continue Reading...

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Show Ribbon button only on record selection in Dynamics CRM
Mar06

Show Ribbon button only on record selection in Dynamics CRM

One of the most common asks is to show ribbon buttons to only be shown when at least 1 record in Dynamics 365 ribbon button are selected. Here’s how you can do it – Enable Rule in Ribbon Workbench This can be achieved using Enable Rule for the button you wish to show on selection using Ribbon Workbench. Let’s say your button ‘Promote’ (in this case) is on the Main View of the Account entity…....

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RSS notifications to your phone using Power Automate
Mar03

RSS notifications to your phone using Power Automate

RSS is powerful and taming it wisely really helps! Here’s an example where I used it to get a notification whenever a new blog was posted by Microsoft in their Dynamics 365 Blog page. It is my attempt to stay updated on the latest posts so that I don’t miss anything. Scenario Let’s say, for example, this is the website I want to read RSS feeds from. So click on the RSS icon –

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Custom View Filter JS code not working in Dynamics 365 CE. Why? [Quick Tip]
Feb27

Custom View Filter JS code not working in Dynamics 365 CE. Why? [Quick Tip]

One of the major pet-peeve is not understanding why the code isn’t working. And you for sure know you’ve written the correct code. But, thing just don’t work. One such tricky situation is that of applying custom filter to fields using JavaScript in Dynamics 365 Customer Engagement apps. Scenario Let’s say you have a custom filter to be applied to a field and you’ve written your JS code on Load…...

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Selecting (Current) in Environment in Power Automate CDS connector and why it matters
Feb25

Selecting (Current) in Environment in Power Automate CDS connector and why it matters

If you’re new to Power Automate, you must be wondering why am I given an option to select either (Current) or the actual name of the environment. Why can’t I just select the actual name? Well, here’s why – Importing into Other environments So, when you import your Flow / Power Automate into other environment, be it from Sandbox to Production or to entirely different org in different tenant,… Continue...

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Easier template selection & Manage Activities with ease in Dynamics 365 | 2020 Wave 1 Feature
Feb24

Easier template selection & Manage Activities with ease in Dynamics 365 | 2020 Wave 1 Feature

Easier template selection and a improved Activities management view are pretty important features that got added in this 2020 Wave 1 Early Access. Here’s what they are! Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and… Continue Reading...

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Hide Custom Ribbon Button [Easy Way] – Ribbon Workbench
Feb19

Hide Custom Ribbon Button [Easy Way] – Ribbon Workbench

Ribbon Workbench – At times, you have some custom ribbon buttons in place. And you don’t really want to delete it and lose the configuration, but just hide it temporarily. Here’s what I usually do! So, this is your custom button called Promote on the Account form, for example. And you want to temporary hide it. And you can’t simply right click and select Hide. Just like you can simply… Continue Reading...

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Kanban view in D365 for Sales | 2020 Wave 1 Early Access Feature
Feb17

Kanban view in D365 for Sales | 2020 Wave 1 Early Access Feature

Another desired feature for Dynamics 365 Salespeople is here in the 2020  Wave 1 Early Access feature-set. Kanban view for Opportunities in D365 Sales! Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since… Continue Reading priyeshwagh777’s...

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Kanban view in D365 Sales | 2020 Wave 1 Early Access Feature
Feb17

Kanban view in D365 Sales | 2020 Wave 1 Early Access Feature

Kanban View in D365 is another desired feature for Dynamics 365 Salespeople is here in the 2020  Wave 1 Early Access feature-set! Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since it’s not recommended for… Continue Reading priyeshwagh777’s...

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Unified Interface App URLs – 3 different ways
Feb13

Unified Interface App URLs – 3 different ways

Couple of different ways you can generate/get your Unified Interface App’s URL from. And another one if you want to go an unusual way –   App ID Method This being the easiest and most obvious way to save your App URL when you create a new Unified Interface app – Or when you’re in the App Designer, look for the Properties of the App itself and in the bottom, you’ll see the URL, you can save…...

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Save generated PDFs to SharePoint directly – 2020 Wave 1 | Early Access Feature
Feb11

Save generated PDFs to SharePoint directly – 2020 Wave 1 | Early Access Feature

With Wave 1 of 2020, Early Access lets you use fantastic features in Dynamics 365 CE. For Sales customers, this little feature will definitely be a delight! Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since… Continue Reading...

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Additional columns in PSA v3 Schedule view
Feb09

Additional columns in PSA v3 Schedule view

A simple and most common questions asked are if we can add more columns to the Schedule view in D365 Project Service Automation v3. Well, yes! And it’s pretty simple too. So, out-of-the-box, this is what you see on the Schedule view Adding Field to the Schedule Control PSA v3 out-of-the-box has all these custom controls put up on the Project form. So for Schedule, the custom control used is… Continue Reading...

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Check Managed Solution failures in Solution History in D365 CE
Feb05

Check Managed Solution failures in Solution History in D365 CE

At times, solution upgrades failed for Managed solution and you have to get in touch with Microsoft support to figure out and get this through – Example: You’re upgrading a solution like Project Service Automation (or any other for that matter) Solution Failure Solution History So, instead of directly opening a support ticket with Microsoft, it’s best to dig a little into Solution History to… Continue Reading...

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