Problem Statement: Recently, we configured customer self-service, and when we tried to search for a knowledge article, no results were showing. The search was not working as expected. When we enter a keyword in the search field on the Support Page …
Introduction In this blog, we will deploy the PCF code component using the CLI. With this approach, you won't need to manually import the solution into the Dataverse environment. Instead, you can run CLI commands to import your solution directly into the target environment. Prerequisites A Microsoft Dataverse environment with…
What is Formula Column? Formula columns support Power Fx, a low-code language that is very flexible. It uses an Excel-like syntax, making it accessible to users with basic Excel knowledge. Power Fx can handle complex operations and logic, and it can also be used to calculate data. Which Datatypes are supported…
In today’s business landscape, seamless data integration across platforms is crucial for efficiency and productivity. Many organizations use SharePoint for document management and data storage, while Dynamics 365 CRM is widely used for managing customer relationships. This post explores how to make data stored in SharePoint lists available to Dynamics…
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…
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 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? 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 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…
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…
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.…
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…
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…
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…
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…
Introduction: In this blog, we will configure Viva Sales with Outlook and D365 CE. Prerequisites- …
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…
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 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.…
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…
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…
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 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…
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 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 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”…
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…
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 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…
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…
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? 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? 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 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. 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 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. 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? 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 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 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 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 ->…