Category Archives: Dynamics 365 v9

Programmatically register Post or Pre Image for plugin step with required attribute parameters

Introduction There is a client requirement to register a plugin dynamically on update of owner field. In this blog we will explain how to get only required attribute parameters while registering Post or Pre image for plugin step. If you want to programmatically validate Pre/Post plugin step then please refer this. Below is code for… Read More: Programmatically register Post or Pre Image for plugin step with… »

Set null value to Date field in Dynamics 365 CRM using PowerApps

Introduction PowerApps lets you create, customize and run mobile apps with very less code. By using Dynamics 365 Connectors we can create mobile apps which can be shared within an organization. Users can run these apps in web browser and on their mobile devices. In this blog, we will explore how to set null value… Read More: Set null value to Date field in Dynamics 365 CRM… »

Sales Forecast for Dynamics 365 Sales – 2020 Release Wave 1 – Goals in a new look

Goals were introduced as an accelerator the first time around way back in CRM 4 or CRM 2011 days and it continued to be included as a part of the Sales offering within Dynamics 365 CRM till date with little to no update to this feature over the years. Honestly this was one area on… Read More: Sales Forecast for Dynamics 365 Sales – 2020 Release Wave… »

Power Automate Flows now available from within Business Process Flows

Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More: Power Automate Flows now available from within Business Process Flows »

How to remove private views in Field Service Mobile app(Woodford)

Introduction This blog is especially for users who have recently started working on Woodford solution for the field service mobile app for Dynamics 365 CRM. If you are developing in field service Woodford solution you must be aware that we need to redo the work for views on field service separately as we do in… Read More: How to remove private views in Field Service Mobile app(Woodford) »

Sales Team Member App shows up in Dynamics 365 CRM

In the last few months, there have been a lot of communication being shared around enforcement of the Team Member license. Team member license have been introduced as an option for light-weight users that only need to access customer information and perhaps record activities but not really involved in sales process involving Quotes, Orders or… Read More: Sales Team Member App shows up in Dynamics 365 CRM »

Associate / Disassociate two entities with 1: N and N: N relationship using Relate & Unrelate records in Power Automate

Introduction Power Automate has been introducing new features and one of them is ‘Relate/Unrelate Records’ feature. This is a step towards new common data service connector and it supports 1: N, N: N relationships. Now, let’s see with an example how it works. We have two entities ‘Contact’ and ‘Web Role’ and there is N:… Read More: Associate / Disassociate two entities with 1: N and N:… »

How to run PCF Control in Multilanguage using .resx (resource) files

Introduction In this blog, we will see how to run PCF Control in multiple languages. Let’s consider a scenario where we have one PCF field control, which contains some user interface part which we currently display in only one language i.e English. Now, we want to display PCF control UI part in more than one… Read More: How to run PCF Control in Multilanguage using .resx (resource)… »

New way for creating and updating records in Dynamics 365 CRM

Introduction We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The Import Data feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and Excel Online within Dynamics 365 CRM helps us to… Read More: New way for creating and updating records in Dynamics 365… »

No Organizer for appointments in Dynamics 365? Won’t sync to Outlook

Introduction Recently, I was working on an Appointment entity and faced a scenario where I needed to create appointment records in bulk for some testing purposes. This I did it using excel file in Data Import. The records were successfully created showing appropriate data in Appointment entity in Dynamics 365 CRM. But it was strange… Read More: No Organizer for appointments in Dynamics 365? Won’t sync to… »