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Category : Dynamics-365 Sales

Sales accelerator in D365 Sales

Introduction: In this blog we will see how Sales accelerator works and also how 'My work list' displays the work items. When the Dynamics 365 Sales Hub application is opened, by default it will open the Sales accelerator. In your environment, if you do not have any work items i.e., activities which…

How to Create Product Catalog in Dynamics 365 for Sales - Part 1

In this blog series we will learn how to set up a product catalog in D365 Sales. The Product Catalog contains the following components: Unit Group and Unit Product, Product Family, and Product Bundle Currency Price List and Price List Item Discount List and Discount This first part will focus on…

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…

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…

Retrieving and Removing Option Set/Multi-Select Option Set Values in D365 CE with Web API

This blog post will provide instructions on retrieving or removing the metadata of an Option Set or Multi-Select Option Set using the Web API. 1.1 Get Option Set/Multi-Select Option Set metadata from Web API In MSCRM, the String Map table can be utilized to retrieve details regarding option sets. This…

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 read users added in an Access team for a single record?

How to read users added in an Access team for a single record? Introduction In this blog, I am going to explain how to retrieve users added in an access team for a single record easily. Most of you know that an Access team owns no records and has no…

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…

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…

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 lock fields on editable grid in D365 CE?

Introduction: Recently I got a situation where I need to lock the fields in editable grid. I tried to find the solution on internet. I found a suggestion as to use business rule having scope to “Entity”. But it did not worked as it was locking the fields on forms…

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…

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 ->…

Create Notes with Attachment using Web API in Dynamics 365

Create Notes with Attachment using Web API in Dynamics 365 Create Notes record with Attachment for Contact Entity var note = {}; note.subject = "Notes Subject"; note.notetext = "Notes Text"; note.filename = "FileName.txt"; note.documentbody = "Base64String"; note["objectid_contact@odata.bind"] = "/contacts(00000000-0000-0000-000000000000)"; Xrm.WebApi.createRecord("annotation", note).then( function success(result) { alert("Success"); }, function(error) { alert(error.message); });…

How to set a Scheduled Flow to run on specific dates of a month

How to set a Scheduled Flow to run on specific dates of a month? Introduction In this blog, we are going to learn how to set a scheduled flow to run on specific dates of a month. We all know that a scheduled flow can be set to run based…

How to show icons on Dynamics 365 Table View

How to show icons on Dynamics 365 Table View Introduction : This blogs will guide us on how to show icons on the view for the selected Table. Step 1: Open Power Apps and click on Solutions. After selecting the solution, click on Add existing and select Table to show…

How to Trigger Plugin when Opportunity is won?

How to Trigger Plugin when Opportunity is won? Introduction Recently, we had a requirement to update a field on opportunity record whenever an opportunity was closed as won. My first thought was that it was pretty straightforward and registered the plugin using this step: Message – Update Primary Entity –…

How to change the default font style and font size of columns in Dynamics 365 CE

How to change the default font style and font size of columns in Dynamics 365 CE Introduction: In this blog, we will discuss how to change the font style and font size in Dynamics 365 CE. Step 1: Go to Sales Hub App in Dynamics 365 and click on “Settings”…

How to make a Detail List scrollable?

How to make a DetailList scrollable? Introduction Recently, we created a DetailList type of PCF control to display some data. As this list was going to display hundreds of records, we couldn’t scroll through them as there was no scroller present. Solution After a bit of research we found that…

Create Parent – Child Record in Single D365 Web API Request

POST request is used to create a record, So we’ll use POST request to create Parent – Child record. Select the POST request, Set the Dynamics API URL and entity set name in the header. 1.1 Create a Contact Entity Record with New Parent Account Record To create Parent Account…

How to Export data from Dynamics 365

How to Export data from Dynamics 365 INTRODUCTION: In this blog we will see how to handle different scenarios for exporting data from Dynamics 365. EXPORTING DATA FROM DYNAMICS 365: Dynamics 365 will allow us to export data using multiple ways. We will now discuss how to export data from…

How to Import data into Dynamics 365

How to Import data into Dynamics 365 Introduction: In this blog we will discuss how to import data using different file types. Dynamics 365 will allow us to import data using different file types. Now we will see how to import data using each file type. IMPORTING DATA TO DYNAMICS…

How to open lookup control on click of custom button?

How to open lookup control on click of custom button? Introduction In this blog, we are going to see how we can open a lookup control with the click of a custom button. Example We are going to add a custom button named “Open Lookup Control” on the Account entity…

How to convert SSRS report in word format using JavaScript?

How to convert SSRS report in word format using JavaScript? Introduction In this blog, I am going to explain how we can export SSRS reports as Word Document. To know how we can execute SSRS reports, you can refer below blog: https://themscrmexpert.wordpress.com/2016/12/19/how-to-send-ssrs-report-as-a-pdf-in-email-in-dynamics-crm-online/ Solution To get SSRS report in word format,…

Environment Variable in CDS

Environment Variable in CDS Introduction In this blog, we will see the behavior of Environment Variable in CDS environment. There are scenarios where we need some set of configurable values in our CDS instance. Such as Product Key, Endpoint URL etc. With the extended capability of PowerApps, now we have…

File Data Type of CDS with Power Automate

File Data Type of CDS with Power Automate Introduction In this blog, we are going to see the details about the new addon added by the Microsoft in CDS. During fields creation on CDS entities. We saw the below types: So, in this blog we have explored the use of…

How to add or remove user from Access team template programmatically

How to add or remove user from Access team template programmatically Introduction In Dynamics 365 Business Applications, the access team is used to share the records with other users with different level of access rights like Read, Write, Delete etc. In this blog, we are going to see how we…

How to include custom CSS File in React PCF Control?

How to include custom CSS File in React PCF Control? Introduction In the previous blog, we have seen the how-to setup the react in PCF control. Now, in this blog, we will see how we can configure custom “.CSS” file in React PCF Control Project. Problem If we directly add…

QuickBooks: Generate Access Token using refresh Token

QuickBooks: Generate Access Token using refresh Token Introduction In this blog, we are going to see the way to generate Quick Books access token using refresh token. To generate access token, we need to have the below Quick Books values: Refresh Token – As per the Quick Book documentation this…

Simplify Agreement Booking Recurrence With One Click

Simplify Agreement Booking Recurrence With One Click Introduction In Field Service, you can create work orders automatically by using agreements and the interval in which the work orders are created can be set up by using booking recurrence from the agreement booking setup, but this might be confusing and time…

Run as Option in Power Automate

Run as Option in Power Automate Introduction In this blog, we are going to explorer the “Run As” option of power automate as highlighted below: This option allows to execute the Power Automate under the Selected option of “Run as” property. Run as Option Details Below are the details about…

How to migrate Closed (Won or Lost) Opportunities?

How to migrate Closed (Won or Lost) Opportunities? Introduction In this blog I have explained how to migrate historical Closed (Won or Lost) Opportunities. Solution We will use comma separated (CSV) file as import file. Here are some important things you need to consider: Get your import file ready: Make…

How to change view of subgrid conditionally using JavaScript?

How to change view of subgrid conditionally using JavaScript? Introduction Recently, we got a situation where we must show different fields on sub grid on a condition. We cannot hide or show fields on sub grid, but we can change view of sub grid. In this blog, I have explained…

Enhanced PDF generation from sales records

Enhanced PDF generation from sales records Introduction Earlier, when we wanted to create PDF file of sales record, we were able to view it only after downloading it. The PDF file used to be named automatically same as the template name. In this blog, I have explained how we can…

How to open forms as popup dialog in D365?

How to open forms as popup dialog in D365? Introduction Sometimes, clients want to edit or create new record without living current page. To create new record, we can use Quick Create form. But when we open existing record, then it will leave current page and opens a form page.…

How to change main form of an entity conditionally using JavaScript?

How to change main form of an entity conditionally using JavaScript? Introduction Sometimes we need to hide or show some fields on the form according to a field value or a condition. We can do it using business rule. but when we want to hide or show large number of…

Adobe Sign for Microsoft Dynamics 365 for Sales

Adobe Sign for Microsoft Dynamics 365 for Sales Introduction In this blog I have explained features of Adobe Sign for Microsoft Dynamics 365 for Sales and how we can use it. Adobe Sign is e-signature solution that gets your documents signed faster without leaving Dynamics 365. We can send, sign,…

Dynamics 365 – Opportunity close form is now customizable

Dynamics 365 – Opportunity close form is now customizable Can we customize opportunity close dialog?   This is the frequently asked question by many customers and our answer has always been NO. But after 2019 Wave 2 release, our answer is YES. We can add custom fields in opportunity close…

2019 release wave 2 – Add product lines without Price List

2019 release wave 2 – Add product lines without Price List Introduction Setting up product catalog has always been time consuming tasks for business owners. To add product to appear selection for salespeople in line item entries, it WAS mandatory to add it as Price List Item. With 2019 release…