Project Oakdale (CDS Lite) – Exploring Data Migration
I will keep calling it CDS Lite in the smallest hope that this one day might get the name CDS Lite. It just makes perfect sense to give it a name like this. Allright, enough about the hope for a better naming future… I know the system is only in preview and many things will change in the next months, but I thought I would give it a go at importing data from CDS to CDS Lite. I had no idea… Continue Reading Thomas...
Omnichannel for Customer Service – Real-time Translations
Microsoft have just released loads of cool enhancements to their Omnichannel for Customer Service application! In this post I will review one of my favourite new features … real-time chat translations. The scenario being that your agent might speak one language but customers will obviously want to chat in any language. To support this wouldn’t it be useful if we could apply real-time… Continue Reading Neil...
Displaying SharePoint RichText field as HTML interpreted in SSRS
Originally posted on HowCanIHelpYou?: SSRS Reports have a placeholder property HTML – Interpret HTML tags as styles. That property allows you to use HTML tags while displaying report. We have to face the problem when we want to display SharePoint`s RichText field content is SSRS Report. RichText field may contain some characters that are stored different in SharePoint… Continue Reading Nishant Rana’s Article on their...
Microsoft Azure / Cloud Computing – Introduction
Cloud Computing enables companies to consume a complete resource – such as virtual machine, storage, or an application as a utility – just like electricity – rather than having to build and maintain computing infrastructure in-house. Cloud provider provides the cloud infrastructure which is shared across multiple clients. Clients can select which service to use … Continue reading… Continue Reading Nishant Rana’s...
Changing the fields on “Duplicates Detected”
Having spent a long time specialising in the duplicates and merge area of model driven apps, this is probably one of the most asked questions I’m asked that most people respond with something like “I never knew that”, or “I didn’t see that anywhere in the docs” so I figured I’d actually take the time to write the post as my buddy Matt Collins-Jones asked me the same question! Almost…...
Power Baseball League: Environment Set-Up
Just as you need to set up a play in baseball, we need to prep for the Power Baseball League by creating our environment. Following our conversation with Nick Doelman, we finalized our plan; build out a Power App that leverages the Common Data Service (CDS). This will give us the functionality of a relational database while providing the flexibility to build it out as we need. It also… Continue Reading Kylie Kiser’s...
Configure Model Driven App Access to the Users – Dynamics 365 CE
Hi Everyone, In this post, we will go through the steps that are required for the users to get Access on the required apps. Many times we get requirement to create a new Model-Driven App and when it is created System Administrator and Customizer have access on the app by default. For the other users, we have to give right access to get the App. The first thing that is needed to get… Continue Reading Gopinath’s Article on...
PL-400: Microsoft Power Platform Developer Exam
I’ve been continuing with taking new exams as they come out. Having recently taken the MB-400 exam (see MB-400 Power Apps & Dynamics 365 Developer Exam), I was slightly surprised to see the announcement that it was going to be replaced! Admittedly, I was also surprised (in a good way) that I passed the MB-400, not being a developer! It’s been quite amusing to tell people that I’m a… Continue Reading...
Customer Service Workspace App – Dynamics 365 CE 2020 Wave 2 Release
Hi Everyone, Today I was exploring new features that were released in 2020 Release Wave 2 and found a new App named as Customer Service Workspace has been released. This seems to be a game changer for Service Agents which gives Multiple Tabs and Sessions on UCI App itself. Make sure you enable 2020 Release Wave 2 of Dynamics 365 CE to get this App. Click on + button to open the… Continue Reading Gopinath’s Article on their...
Public Preview of GitHub Actions for Power Platform ALM
There is a new kid in town! Not long after the Power Apps Build Tools for Azure Dev Ops were released out of beta under the new name of Power Apps Build Tools (https://marketplace.visualstudio.com/items?itemName=microsoft-IsvExpTools.PowerPlatform-BuildTools) the new set of GitHub actions for Power Platform ALM have been released in public preview (
DynamicsCon Recording – Dani Kahil on Envisioning Power Platform and Dynamics 365 Solutions Using Design Thinking
Have you ever wanted to know how Design Thinking can help during your Dynamics 365 or Power Platform projects? Here is the recording of my presentation at DynamicsCon. “Envisioning Power Platform and Dynamics 365 Solutions Using Design Thinking” Continue Reading noreply@blogger.com (Dani Kahil)’s Article on their blog DynamicsCon Recording – Dani Kahil on Envisioning Power Platform and Dynamics 365 Solutions...
Hide Formselector on the Form – Dynamics 365 CE/CRM
Hi Everyone, Today I got a requirement to hide FormSelector on the Form as Users would have access to multiple forms but we have to navigate them to right form based on a field value on the record and we shouldn’t give an option to change the form to the User. My initial thought was it’s not possible to hide formselector but one of my colleagues came up with the below piece of the code… Continue Reading...
Retrieve OptionSet Metadata using JavaScript – Dynamics 365 CE/Microsoft Dynamics CRM
Hi Everyone, Today I got a requirement to retrieve Optionset Metadata using JavaScript. Here is the code for the same. function getOptionSetMetadata(schemaName) { var schemaName = “industrycode”; // You can pass this as a parameter to this function and comment this line. var optionSetFetch = `<fetch version=’1.0′ output-format=”xml-platform” mapping=’logical’… Continue Reading...
How to get type of the instance (production/sandbox/something else) using code
I was working on the plugin where logic had to work differently depending on the type of the instance, i.e. if code is executed in Sandbox environment – do A, if code is executed in Production – do B. I never developed anything similar before and search engines did not bring anything valuable. After research … Continue Reading Andrew Butenko’s Article on their blog How to get type of the instance...
Overview Of Satisfaction Metrics in D365 Customer Voice
Dynamics 365 Customer Voice has a fantastic feature that never existed in Forms Pro OR in Voice of the Customer, and that’s Satisfaction Metrics. You can use specific questions to add up to 10 metrics to a project, giving an organization the ability to track the levels of satisfaction in a variety of ways. Three types of metrics can be applied to different questions: NPS: A Net Promoter… Continue Reading Megan V....
PowerAutomate: Self-reference is not supported when updating the value of variable
Originally posted on Ajit Patra: We often come across requirements in which we want to add certain value to the same variable e.g. for integer variable, x=x+5 or for string variable, test=test+”additional”. We were trying to achieve the same thing using PowerAutomate. However, while doing this using Set Variable action, we got an error saying… Continue Reading Nishant Rana’s Article on their blog PowerAutomate:...
Where is Breadcrumb navigation in Dynamics 365 CE – 2020 Release Wave 2?
Hi Everyone, Today I have updated my trail instance to 2020 Release Wave 2 and navigating here and there to understand the changes. I was so used to click on Breadcrumb in the top navigation as shown below and I couldn’t see the same after enabling 2020 Release Wave 2. Yes, that’s right. Breadcrumb navigation is gone now and there is a new button added on the Ribbon. Hope this… Continue Reading Gopinath’s...
Solicitations for Cloud Computing Need to Reflect Cloud Reality
For several years the information technology industry has been migrating from traditional on premises deployment of software in the data center to cloud computing hosted by industry leaders such as Amazon Web Services and Microsoft Azure. Solicitations for new software often fail to reflect the reality of cloud computing. Here are some of the ways that solicitations (also called tenders and… Continue Reading...
Steve Reads Jukka’s Post
In one of our private MVP channels, another MVP “joked” that Jukka Niiranen should consider reading his blog like I do, so I “joked” that I would do it for him, and then Jukka “joked” that he “fully approved this innovative art performance“, and so…. all jokes aside… a Special Edition of Steve Reads his Posts, where I instead, Read one of Jukka’s posts. But before I do… Continue Reading Steve Mordue MVP’s Article on...
Timeline Control Features in Dynamics 365 CE – 2020 Wave 2 Release
Hi Everyone, Today I was going through the new features of Dynamics 365 CE 2020 Wave 2 Release and it seems we have good improvements on Timeline Control. Expand the timeline records by default.Hide “What you’ve missed.”Show email as Conversation or as individual messages.Hide status. Expand the timeline records by default – This would give visibility of full content by default…. Continue Reading Gopinath’s Article...
Using Power Virtual Agent in Dynamics 365 Sales
How great would it be if Dynamics 365 users would have access to a chat bot directly from a form in Dynamics 365? Think about a sales person that is working on an opportunity in Dynamics 365, and he or she has some questions that he/she wants answered while working on the opportunity, without having to navigate all over Dynamics 365? How great would it be if we could loadRead More Continue Reading Dian Taylor’s Article on their...
What I learnt working on IT projects
Don’t build solutions on assumptions, ambiguity and ignorance #HoskWisdom IT projects are a challenge, a good deal of fail and all of them are difficult. IT project can need lots of people, time, ideas and hard work. Projects face obstacles, problems and changes of priorities, these changes can defeat you or you look at them as opportunities to make the solution better, the quote… Continue Reading Hosk’s Article on their...
Using Social Media – Personal Brand Series
Part Three of my series covers Social Media. Which platforms should you use, and how should you use them? Is creating a fun and clever handle a good idea, or should you just go with your own first and last name? I’ve put together some thoughts on how to get started, what I think is important, and included some thoughts from some friends. You can check out the video on YouTube! Continue Reading Megan V. Walker’s Article on their...
Use custom browser protocol to launch desktop applications from Dynamics 365
Recently we had a requirement to launch a .NET desktop application installed in the user’s machine from within Dynamics 365 and also pass parameters to it. One of the ways of implementing is by using the Custom URL Protocol. Modern browsers and operating systems allow us to implement a custom URL protocol and register an … Continue reading “Use custom browser protocol to launch desktop… Continue Reading Nishant...
Pass Execution Context to JS Script function as a parameter from a Ribbon button in Dynamics 365 | Ribbon Workbench
One of the most common searches around customizing ribbon buttons is to send the Execution Context / Form Context as a parameter to the JavaScript function your Ribbon button is set to call. Pass Form Context to the JS in Ribbon Let’s see how you can pass form context as a parameter to the JS method on from your Ribbon button Let’s say you have a ribbon on the Opportunity that does… Continue Reading...
Microsoft Ignite Sessions #MSIgnite2020
Here are links to all the sessions for the Power Platform, Dynamics 365, and IoT. Power Apps Power Apps at Microsoft Ignite Virtual Conference As has been the case this entire year due to these unprecedented circumstances, we will be delivering Microsoft Ignite virtually this year September 22-24. If you have not registered already, there’s still time so we hope you take a few minutes and Register Here. Power Automate Power...
Advanced Find Icon missing – Dynamics 365 UCI Online
Hi Everyone, Today I was working on Dynamics 365 CE UCI online version and noticed that Advanced Find button is missing. I am sure that we don’t have any control on those button via Custom code or configurations. Thought of raising a support ticket with Microsoft and before doing that did a quick search and came to know that someone has disabled the setting in System Settings. I… Continue Reading Gopinath’s Article...
Word Template in Power Automate – Introduction
I love Word Templates. Not sure if that’s ever been apparent with all my posts on Word Templates or my presentations on them, but I do. I think they are a great, yet sometimes, underappreciated part of D365/CDS. They do have some drawbacks like inability to sort results, only being able to get results from entities directly related to the entity you are running it from etc.However, there is… Continue Reading Matt...
App Switcher, Back option and other changes in Dynamics 365 – 2020 Release Wave 2
Below are some of the updates in the product as part of 2020 Release Wave 2. To switch between the Dynamics 365 Apps, we need to click on down arrow icon next to Dynamics 365. With 2020 Release Wave 2, we can click on the app name i.e. which opens up the pop-up windows listing … Continue reading “App Switcher, Back option and other changes in Dynamics 365 – 2020 Release Wave 2” Continue Reading Nishant...
How to send Dynamics 365 Emails using Power automate/Flows ?
In this blog i will try to demonstrate how we can use power automate to send dynamics 365 emails. Before power automate you might have used workflows to send emails in dynamics 365 . As you all know microsoft is upgrading to Power Apps with low code no code development , you might have seen a message within a classic workflow saying “we recommend you to switch to flows instead of classic… Continue Reading Rehan...
Avoiding Parallel Execution within Power Apps / Common Data Service Plug-ins
The Power Apps Solution Checker provides developers with a great mechanism to verify the quality of custom code targeting either Dynamics 365 Online or the Common Data Service. We can use the recommendations it produces to help write better, more optimised code, that will better benefit our deployments and the individuals working with the apps we’ve built. Typically, the recommendations it… Continue Reading The CRM...
Download a File from a Canvas Power App using a button | Power Platform
Let’s say you give a simple button to download a standard PDF file to the user. It could be a pre-defined file which already exists somewhere and your App readily has the URL to the file. You only need to provision a button to the user to download and they can simply click it and download the file to the device. Let’s see how! Scenario Let’s say salespeople in your organization have… Continue Reading...
Apply Solution Upgrade in Pipeline
In todays article I would like to describe how it is possible to apply a Solution Upgrade directly in your Azure DevOps pipeline. Background Let me give you some background information first. Update/Upgrade While working with managed solutions you do have two different options when importing a solution: Update It will add components that have been added to the solution and… Continue Reading Benedikt’s Article on their blog...
Find me at Microsoft Ignite #MSIgnite
Find links to all my sessions on LinkedIn https://www.linkedin.com/posts/juliansharp_msignite-activity-6713382679250776064-wg-9 Continue Reading Julian Sharp’s Article on their blog Find me at Microsoft Ignite #MSIgnite Find links to all my sessions on LinkedIn https://www.linkedin.com/posts/juliansharp_msignite-activity-6713382679250776064-wg-9 Blog Syndicated with Julian Sharp’s...
Microsoft Ignite Intro to Tech Skills: Dynamics 365
This session is a 30 minute introduction to Dynamics 365 and how you can get started on your journey into skilling up for Dynamics 365 apps and discover the resources available to you. There are three sessions in different time zones: LRN115 Tuesday LRN116 Wednesday LRN117 Wednesday Check out the Learning Zone https://myignite.microsoft.com/learning-zone for more skilling sessions and… Continue Reading Julian Sharp’s...
Microsoft Ignite Learn Workshop: Work with external data in a Power Apps canvas
On Thursday 24 I will be on the chat answering questions and assisting on the Microsoft Learning workshop, Work with external data in a Power Apps canvas. This is a guided online workshop using material from Microsoft Learn https://aka.ms/Learn/PowerAppsExternalData Sign up at https://myignite.microsoft.com/sessions/80a76dc5-8cf3-4ef9-bb8d-d3bfdaf98d4d Check out the Learning Zone
Microsoft Ignite Learn Workshop: Shape data in a Power Apps canvas app
On Wednesday 23 I will be on the chat answering questions and assisting on the Microsoft Learning workshop, Shape data in a Power Apps canvas app. This is a guided online workshop using material from Microsoft Learn https://aka.ms/Learn/PowerAppsShapeData Sign up at https://myignite.microsoft.com/sessions/df7c7313-e055-4132-bd98-8f228958e3bb PS Take part in the Cloud Skills Challenge to earn… Continue Reading Julian...
Microsoft Ignite Table Talk: The Dynamics Community in action
Table Talks are scheduled 30 minute Microsoft Teams meetings for the community to connect face-to-face. One of the best things about Ignite isn’t the sessions but the organic conversations you have while walking the hallways. As Ignite is virtual Talk talks are a way to meetup and have those valuable discussions. Come and meetup with Alex Chandiwana, Stefano Demiliani, Mohamed Mostafa, Antti… Continue Reading Julian...
Microsoft Ignite Table Talk: How Learning changes careers
Table Talks are scheduled 30 minute Microsoft Teams meetings for the community to connect face-to-face. One of the best things about Ignite isn’t the sessions but the organic conversations you have while walking the hallways. As Ignite is virtual Talk talks are a way to meetup and have those valuable discussions. Come and meetup with Ed Baker, Salman Chishti, Tiago Costa, Gareth Jones, myself… Continue Reading Julian...
Expandable Rich Text editor control in Power Apps
Data input should be simple and efficient in any application for the end users. This improves usability of the app and overall user experience. Today, we will learn how to make a rich text field expand in a modal box so that it gives more space for end users to input data. Here is a sample app with this control: I am breaking the design down to 2 areas : UI ChangesRich Text… Continue Reading Kaushal K’s Article on their...
Azure AD – How to create your own SAML-based application using new Azure Portal
Originally posted on tsmatz: With new Azure Portal (https://portal.azure.com/), Azure AD provides very flexible SAML-based configuration, but some folks ask me where to do that ? In this post, I show you the answer for this question using some bit of SAML-based federation sample code of PHP and Node.js. Note : For the settings using Azure… Continue Reading Nishant Rana’s Article on their blog Azure AD – How to create...
Microsoft.Crm.CrmException: Webresource content size is too big
Hi Everyone, Today, I have received an error saying “Webresource content is too big” when I was importing PCF solution to one of our instances. The fix is simple, the solution size which I was importing was more than 5 MB and the max file size limit for attachments was 5,120 (5 MB) in the instance. Updating the value to 10 MB (10,240) fixed the issue. Settings –> Administration… Continue Reading...
Calculate the Age from Date of Birth in JavaScript
Hi Everyone, Today I have got an requirement to calculate the Age based on Date of Birth. Here is the way to get the Age using JavaScript. function getAge(dateString) { // var dateString = ’12/02/1988′ var today = new Date(); var birthDate = new Date(dateString); var age = today.getFullYear() – birthDate.getFullYear(); var m = today.getMonth() -… Continue Reading Gopinath’s Article on their blog Calculate...
Displaying a Customizable Map on a Power Apps portals Web Page
A popular out-of-the-box feature of Power Apps portals that came from the original Adxstudio product is the ability to display a map on a web page based off of data from an entity list. In order to render the map, you need to configure an entity list to display the map and point data as well as host the entity list on a webpage based on a rewrite page template and not based on a web… Continue Reading Nick Doelman’s Article...
Get Geo Co-ordinates from Address values in Common Data Service Records
This is a reference post for another blog post I am working on. I figured it would be a good as standalone post as well. Power Automate has opened up a whole new world of connectors and APIs that would traditionally have been reserved for professional developers. A great use case for Power Automate calling an external API (application programming interface) is to get the geo coordinates… Continue Reading Nick Doelman’s...
I recommended Zoho!
In this past week, I had two potential customers who were deciding between our RapidStartCRM Power Apps or Zoho. For one of them, I had no choice but to recommend Zoho. I you want to know why, keep reading. Customer Number 1 I got a call from Bob, the owner of Little Bitty Inc., in Podunk, Nebraska. Bob was managing the finances for his 5-person business in his checkbook, and managing his… Continue Reading Steve Mordue...
Required fields are over-rated (the final part)
4 parts! A 4 part blog post about required fields. Who knew that was possible?! In case you missed previous, here’s part 1, part 2 and part 3. For 3 posts, I’ve spoken about why required fields can be bad and why the phrase “System Required” can be misleading depending on your users and the path the data takes into your system so let’s change pace and talk about what you can do. In the… Continue...
Enforcing System Required Plugin
During the wrapping up of my required fields series, I wrote a custom plugin to solve the problem that CDS simply doesn’t solve in a safe way – I’ve open sourced that code if you decide you would also like to use it. The raw code can be found on github here and the solution can be found here. This guide will assume you have installed the solution and will explain how to set up the… Continue Reading Matt’s...
Convert C# Object to JSON string
Hi Everyone, Check this post for Convert JSON object to C# Object. Here is the easy way to convert C# to JSON String without using external references. [DataContract] public class MyClass { [DataMember] public string Firstname { get; set; } [DataMember] public string Lastname { get; set; } } static void… Continue Reading Gopinath’s Article on their blog Convert C# Object to JSON string Hi Everyone, Check this post for...
Power Baseball League: Initial App Design with Nick Doelman
Another thing I like about baseball but completely unrelated to the sport, is my baseball shoes. Aren’t they so adorable with their baseball stitching? Also note that the stadium is empty because we got their super early for more popcorn eating time. To CRM Or Not To CRM Special Guest Nick Doelman joins us as we start to design our app. We want to determine if we need traditional CRM… Continue Reading Kylie Kiser’s...