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...
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…...
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...
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...
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...
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...
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]
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...
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...
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…....
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]
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…...
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...
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
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...
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...
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...
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…...
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...
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...
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...
Button Flow in Power Automate to replicate a Quick Create Form in D365 CE
I wanted to try a quick example of a Flow Button. I thought, why not make a simple Quick Create like form to enter data in Dynamics from Flow itself? So here’s a little form I did – Create Button Flow in Power Automate Now, let’s start of by creating a Flow button itself. Choose the template to create a Flow button. And give a suitable name and select the Flow trigger which is a button Now,… Continue Reading...
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...
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 – ...
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...
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...
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...
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...
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...
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…...
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...
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...
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...
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…...
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...
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...
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...
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...
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...
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...
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…...
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...
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...
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...
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...
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...
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...
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...
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...
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