Author Archives: Roohi Shaikh

Using XRM Tooling Login Control in your WPF Applications

For designing any application for Dynamics 365 CRM that is not a web resource but rather a standalone application, the first thing that is required is designing an interface to accept details to connect with Dynamics 365. Back in the old days, we used to include a couple of text boxes for user id and… Read More »

Project Oakdale – AKA – APP Development (RAD) for Teams

First impression, Looks like SQL – creating table experience – and yes Tables, not entities. Next thought, Back to MS Access days – do nothing and have a fully functioning app! That’s Project Oakdale! And no, it is CDS framework but it does not include Common Data Model entities – so I had the impression… Read More »

Formatting Output result for your actions in Custom Connector

Continuing with the series on Custom Connector, today I touch upon output results of your actions. If you have worked with any of the existing connectors including Common Data Service connectors, you will notice that when you choose an action like List or Read, the CRM record object returns individual field values of the record… Read More »

Power Automate: Send an email using the Email Template – Part 2

Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More »

Power Automate: Send an email using the Email Template – Part 1

Introduction What options do we have for sending an email using the email template on specific events/actions in Dynamics CRM? We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ request for this. Now we can do the same thing using Power Automate as well. This… Read More »

Field Comparisons now available for Queries in Power Platform

Dynamics 365 CRM and the platform underneath has always provided for a proprietary query language called FetchXML. With the introduction of CRM Online, this became the defacto query language as SQL commands could no longer be used (well querying data through sql is being reintroduced, under preview right now, but that is another topic for… Read More »

Impersonation within Azure Function or Custom Connector when using AAD authentication

In the earlier blog posts, we discussed setting up an Azure function with AAD authentication and then creating a custom connector for the Azure function that also requires AAD authentication to make a connection to the connector. Given that the Azure function is configured for AAD authentication in the Authentication / Authorization section of the… Read More »

Building Custom Connectors for Power Apps and Power Automate Flows – Part 2

With our Azure function ready in the earlier post. We now look at the steps to create a custom connector for this Azure function. Do remember, we have enabled AAD authentication for our Azure function. The APP registration provided while enabling AAD authentication was set for multi-tenant authentication. While we have an easy way to… Read More »

Building Custom Connectors for Power Apps and Power Automate Flows – Part 1

Custom logic has until now and still being developed mostly as plugin or workflow assemblies. If you wanted to extend the default behavior of the platform on certain actions like create or update record, you developed either a plugin or workflow and then had to use the Plugin Registration Tool to register this on the… Read More »