Imagine yourself managing a sprawling Dynamics 365 solution, bloated with thousands of components, including web resources, entities, and plugins, many of which are unused web resources with no dependencies. Cleaning them up via the Power Apps maker portal (https://make.powerapps.com/) means scrolling through endless lists and manually deleting each one, a tedious and error-prone task. One… Read More »
In Dynamics 365, the traditional way of sharing records involves manually managing user and team permissions. But what if you could simply generate a secure link and share it, so that anyone who clicks on it instantly gets access to the record? Sounds interesting, right? Microsoft’s GenerateSharedLink Action solves this problem by allowing users to… Read More »
Microsoft introduces an enhanced Import from Excel experience for Dataverse, aimed at simplifying how App makers bring structured data into existing tables. Previously, importing Excel files, especially those with multiple sheets, was limited, often requiring manual mapping and strict formatting. With the new experience, the process is more streamlined, intelligent, and reliable, making it easier… Read More »
In Dynamics 365, JavaScript plays a crucial role in customizing forms and enhancing the user experience. One useful function in D365 form scripting is “setIsValid()”, which allows developers to control field validation dynamically. In this blog post, we’ll explore a real-world business use case for “setIsValid()” and demonstrate how it can improve data integrity and… Read More »
Verifying user privileges in Dynamics 365, such as access to prvReadQuote for compliance or operational purposes, often involves identifying which users hold specific privileges. Initially, a complex FetchXML query was used to retrieve this data, but it posed significant challenges: The FetchXML was large, hard to maintain, and error-prone due to its multiple joins and… Read More »
In today’s competitive sales environment, equipping your team with the right tools can significantly contribute to success. One such powerful tool is the Sales Qualification Agent — a smart assistant designed to streamline prospect evaluation and outreach efforts. Before your sales team can fully leverage its capabilities, it’s crucial to lay the groundwork through proper… Read More »
Are you working on a Dynamics 365 Customer Engagement (CE) project and struggling to integrate a payment system that requires access to sensitive data—like a customer’s full bank account number? You’re not alone. Imagine this: you’re developing with backend plugins, operating under elevated privileges, and fully expecting the System Admin service to give you unrestricted… Read More »
Introduction In Microsoft Dataverse (Power Apps), there is often a need to retrieve summarized or aggregated data, such as counts, averages, sums, minimums, or maximums, rather than retrieving every individual record. Traditional query methods using QueryExpression focus on row-level data retrieval and do not inherently support aggregate functions. This creates challenges for developers who need… Read More »
Managing customer interactions efficiently requires having all related information, documents, screenshots, and other supporting files, readily accessible. One way to streamline this process in Dynamics 365 is by leveraging the Attachment Control component on forms. The Attachment Control is a powerful UI component that allows customer service representatives (also called agents or service reps) to… Read More »
In every Dynamics 365 or Power Apps implementation, it’s common to require fields where users select values from predefined lists—such as Job Title, Customer Category, Priority, or Region. These lists are typically implemented using Choice fields (Option Sets) or custom Lookup fields referencing separate entities. A common challenge when configuring Option Sets in Dynamics 365… Read More »