knowledgecenter-breadcrum

Category

Category : Dataverse

Restoring Deleted Records in Dataverse Tables

In this blog post, I will be discussing how we can restore the deleted records from any table in Dataverse. Introduction: At some point of time, we all have deleted important records by mistake from Dataverse tables and wished to restore it back. Now restoring those deleted records is possible…

Associated Grid Control Component in Dataverse

The Associated Grid Control enables us to improve the simplicity and readability of forms by displaying related record details across up to 4 subgrids. This functionality is accessible for all tables. How to configure the Associated Grid Control : 1. In the form designer, choose the Associated Grid Control from…

Email Storage Made Easy: Dynamics 365 Storage Saving Tips

Email Storage Made Easy: Dynamics 365 Storage Saving Tips Introduction Microsoft's latest feature allows you to migrate email descriptions from CRM to Azure Blob Storage, reducing database storage pressure. By default, emails older than 12 months are migrated, but here's the kicker - you can now decide which emails get moved!…

How to enable the enhanced email template editor in Dynamics 365?

How to enable the enhanced email template editor in Dynamics 365? To activate the Enhanced Email Template editor for your App/Environment, follow these steps: Begin by creating a new solution or opening an existing one. Then, navigate to "Add existing" and select "Setting."   Within the settings, find and enable…

Troubleshooting Convert Rules Import Issue: Entity 'workflow' with ID Does Not Exist error in D365

Troubleshooting Convert Rules Import Issue: Entity 'workflow' with ID Does Not Exist error in D365 Problem Statement We implemented D365 Customer Service for one of our clients which heavily relied on Automatic Record Creation (ARC) rules. So, there were enhancements to ARC from time to time to cater to the client’s…

Optimizing Storage with SubscriptionTrackingDeletedObject Cleanup

What is SubscriptionTrackingDeletedObject? The "SubscriptionTrackingDeletedObject" table is linked to the "DeletionService," which handles two types of cleanup: organization-wide and record-specific. For the latter, when records are initially deleted from entity tables, they are also added to the "dbo.SubscriptionTrackingDeletedObject " table. This table supplies the DeletionService with ObjectIDs of removed items…

Troubleshooting Storage Capacity: Why Sales Insights Disabling Doesn't Free Up Space

Increase in storage space due to Sales Insights. We had installed Sales Insights just for demo purposes, and we observed that our storage capacity got increased because of that. However, even after uninstalling Sales Insights, our storage capacity remained unchanged. We also had difficulties locating and uninstalling the related solution.…

How to Link a Custom Table Record in a Post Activity in D365 CE

When we are trying to connect a record in a Post Activity, we are only able to see the standard tables listed below. Suppose I have a custom entity named "Assignment," and I want to display it under Timeline Post. In order to link the custom entity, some additional steps…

Creating a Power Automate(MS Flow) to Save Email Attachments to a SharePoint

Introduction: – Creating a MS Flow to Save Email Attachments to a SharePoint Library Use Case: In this use case, an automated flow monitors the Outlook inbox for incoming emails with a specific subject line and email address. When such an email arrives, the flow automatically extracts and saves the…

Creating a Popup Dialog Window with Custom HTML Form in Dynamics 365 using Xrm.Navigation

In Dynamics 365, Xrm.Navigation (Client API reference) is used to provide navigation-related methods while writing custom scripts. One of the methods called “navigateTo” is used to navigate to the specified table list, table record, HTML web resource, or custom page. More information on the Microsoft Documentation. https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-navigation/navigateto Syntax Xrm.Navigation.navigateTo(pageInput,navigationOptions).then(successCallback,errorCallback); In…

How to use FetchXml with link-entity in WebAPI D365 CE

What is Link-Entity 1. To combine data from different records in your query you need to use the <link-entity> element. 2. Each <link-entity> needs 3 key pieces of information:</link-entity></link-entity> 2.a. The entity types to link to 2.b. The attribute in the main entity to join from 2.c. The attribute in…

Install Viva Sales for Outlook and D365 CE

Introduction: In this blog, we will configure Viva Sales with Outlook and D365 CE. Prerequisites-                                                                      …

Create surveys using Customer Voice

Dynamics 365 Customer voice helps us to capture, analyze and act on customer and employee feedback. Dynamics 365 Customer voice surveys contains several types of questions: choice, date, Likert, ranking, rating, text, and Net Promoter Score (NPS). In our blog we will explain how to create and send survey invites…

How In-App Notifications in D365 CE Can Revolutionize Your Workday

In-app notifications provide real-time updates within the D365 platform, keeping you informed about important events and changes as they happen. Whether it’s a new case assigned to you, a customer inquiry that needs a response, or a critical deadline approaching, in-app notifications ensure that you’re always in the loop. Today,…

Batch Request to Create, Update and Delete records in Dynamics 365 CE

Batch Request allows us to make multiple API calls within a single API call.  We’re limited to 1000 API calls in a single batch request. The HTTP method only supports POST, PATCH & DELETE in Batch Request. In this Blog, We’re calling 3 API calls in a single Batch Request.…

Configure live chat with Power Virtual Agent in D365 Customer Service.

Introduction: In this blog post, we will be exploring the process of setting up live chat and chatbot. We will begin by covering the fundamentals and then move on to all the necessary steps required to configure it successfully. So, let’s get started! Licenses required: Purchase licenses from Microsoft 365…

How to manage Projects using Viva Goals

Introduction :- Viva Goals is a new addition to the Viva Suite for setting and managing business objectives, and Microsoft Life Goals aims to provide ‘the missing link between employee experience and business results’ by setting clear and consistent business goals. What is Microsoft Viva Goals? Microsoft’s Viva platform incorporates…

Filter in expand query of OData (D365 CE)

Introduction: In this Blog, we will learn how to use filter in expand of OData. Example: Let’s say we have an account with multiple contacts, and we want to filter out only the contacts who have their contact method listed as ‘Email’. How to write API Request: a. You can…

Create A Login Page, Validate Login and Send Email using Cloud Flows in Canvas App

Create A Login Page, Validate Login and Send Email using Cloud Flows in Canvas App In this Blog, we will learn how to create A Login Page and Validate Login using Credentials (for example if a user is one of the contacts in the Contact Table in Dataverse, he will…

Create invoice and fulfil order button not visible on sales order D365 CE.

Introduction: This issue occurs when the sales order is integrated with the third-party application. when the Back office processing integration is enabled then create invoice and fulfill order button will not be visible and the new submit button will be visible Resolution: Go to App settings -> Overview -> Back…

Create Live-Chat Channel in trial subscription D365 CE

Create Live-Chat Channel in trial subscription D365 CE Introduction: In this blog, will see how to create a Live-Chat Channel in Customer Service with trial subscription. There are different Channels available for Customer Service which are listed below   Chat Chat is an engagement channel that enables your agents to…

FetchXML vs XML

FetchXML vs XML Introduction If you’re new to Microsoft Dynamics 365 and come across FetchXML, you might assume it’s simply a way to fetch data in an XML document. However, that’s not quite how it works. While XML is typically used for storing and transporting data, in Dynamics 365, “XML”…

How to call Cloud Flow from JavaScript.

Introduction: -In this blog we are going to see how to call cloud flow from JavaScript.  Use Case-: On clicking the ‘Call Flow’ button, we update the name field of the Accounts table in the dataverse. Steps: –  Creating a button in the Model-driven app:- You can check out the…

Automatic Record Creation in Dynamics 365 when an email is received.

Summary : In this blog we will discuss how to create case in Dynamics 365 automatically when an email is received using Automatic record creation and update rules(ARC) in Dynamics Customer Service Hub. Step 1: Go to https://make.powerapps.com/ and sign-in. Select your environment and then select “Apps” from left-hand pane…

Convert HTML Description into Plain Text of Email Message Record

Convert HTML Description into Plain Text of Email Message Record Introduction: In this blog, we will see how we can extract the plain text from email message record in Dataverse. As we know, when we create email record with description then the description content will be stored in the form…

How to retrieve data from an sub-grid using JavaScript in D365 CE?

Introduction In this blog, we will discuss how we can fetch data directly from sub-grid without using FetchXML in JavaScript. It is always easy to fetch the data from the fields on form but what about fetching the data from the sub-grid added on the forms? Here is how we…

Newly introduced client script methods for D365 CE

This blog will talk about the new client script methods that can enhance UI/UX experience. addOption This method adds an option to your choice/choices control. formContext.getControl(arg).addOption(option, index); Example removeOption  Removes an option from a choice/choices control. formContext.getControl(arg).removeOption(value); Example clearOptions  Clears all options from a choice/choices control. formContext.getControl(arg).clearOptions(); Example setFocus  Sets…

How to create columns of different data types using Plugin

How to create columns of different data types using Plugin? Introduction In this blog, we will learn how to create text and integer type of fields using plugin. We all know how we can create fields using entity customizations but not many of us know to do that using code.…

How to show or hide ribbon buttons using Power Fx formula?

How to show or hide ribbon buttons using Power Fx formula? Introduction I recently found out that we can add or edit ribbon buttons/command bar in PowerApps itself. Add Ribbon Buttons and Edit Command Bar within Power Apps – Dynamics 365 <iframe class="wp-embedded-content" data-secret="HPQ4nI2OxE" frameborder="0" height="338" marginheight="0" marginwidth="0" sandbox="allow-scripts" scrolling="no"…

Set up a Postman Environment and Application User for Dynamics 365 CE

Set up a Postman Environment and Application User for Dynamics 365 CE This blog explains how to set up postman environment to query D365 CE data and how to create application user. Create Azure App Create new App Registration in Azure, under Azure Active Directory. Click on New Registration to register…

[SOLVED] System. Exception: You cannot start a transaction with a different isolation level than is already set on the current transaction.

[SOLVED] System.Exception: You cannot start a transaction with a different isolation level than is already set on the current transaction. Introduction I faced an error while publishing customisation of an entity using plugin which is “System.Exception: You cannot start a transaction with a different isolation level than is already set…

Add Ribbon Buttons and Edit Command Bar within Power Apps – Dynamics 365

Add Ribbon Buttons and Edit Command Bar within Power Apps – Dynamics 365 Dynamics 365 Wave 2 has introduced an advanced and time saving feature to Add Ribbon Buttons within Power Apps. Now it will take less time for Ribbon Button Customizations. Adding Ribbon Buttons using Ribbon Workbench is very…

Enhanced email (pop-up) experience available from the timeline.

Enhanced email (pop-up) experience available from the timeline. Introduction Previously, when we wanted to compose or update an email from the timeline, the form would open in a new window. And, even for attachments, we can’t preview them, we have to download them to view them. Which was not a…

How to run bulk duplicate detection job?

How to run bulk duplicate detection job? Introduction To maintain the integrity of data, we should have rules in place to reduce duplicate records in the system. If we have duplicate detection rule, then system will automatically notify us about possible duplicate record when we create or update a record.…

How to Retrieve Entity Main Form Details using JavaScript

How to Retrieve Entity Main Form Details using JavaScript In this blog, we will see how we can retrieve the details about “Entity Main” Form. Details such as No of attributes present on Form. Section Tabs Id We can use below method to retrieve details about entity main form. Xrm.Utility.getEntityDefaultMainFormDescriptor(entityName,…

Quick Tip – Restrict Customer Lookup to show only account or contact

Quick Tip – Restrict Customer Lookup to show only account or contact In this blog we will see how we can restrict the customer lookup type field to show only account or contact without using “addPreSearch” method. To restrict the customer lookup, we can use below method. For more info:…

Search within current view in Dataverse

Search within current view in Dataverse Introduction: New feature is added to dynamics 365 which allows you to search for a record in the current view only. In this blog, I am going to explain how to limit the search to the current view only. Step-by-Step: Go to Settings ->…