Category Archives: Dynamics 365

How to Identify missing permissions in Dynamics 365 CRM

Introduction: Dynamics 365 CRM security module plays a very crucial role in terms of managing data like limiting the access to data for each department/team/user in an organization. So, while working on CRM sometimes the end users, such as salespersons, might get some permission issues while accessing any record in the CRM. And they report… Read More: How to Identify missing permissions in Dynamics 365 CRM »

How to Read URL Parameters from URL using uriQuery() function in Power Automate

Introduction In this blog, we will see how to read the parameter from the URL in Power Automate. For example, let’s take the below URL: https://inogic.com?EmpId=1&EmpName=JohnThomas Here, we have passed Employee Id and Employee Name in the web URL and now we have to get those two parameters from URL. There is one inbuilt function… Read More: How to Read URL Parameters from URL using uriQuery() function… »

Behavior Properties in Canvas Power App

Canvas App is no code/low code business app with which you can design the app by dragging and dropping elements onto a canvas. Canvas app is used to build mobile apps with various functionalities. Recently, we had a client requirement and to fulfill this requirement we needed to create multiple screens where some of the… Read More: Behavior Properties in Canvas Power App »

How to Bulk Update Prices in Dynamics 365 CRM

Introduction While working on the Product Catalog, I noticed that there are “Updated Prices” button on the “Price List Item”, “Role Prices” and “Category Prices” table sub-grids present on the “Price List” table record that gives provision to bulk update the pricing i.e., increase/decrease prices by a certain percentage. Update Prices button on Price List… Read More: How to Bulk Update Prices in Dynamics 365 CRM »

How to Hide Portal Search for Anonymous Users in PowerApps Portal

Introduction We recently had a requirement in Power Apps Partner Portal where the client specifically wanted Portal search option you see in the navigation bar to be seen and accessible ONLY for users who logs into the portal. With this, non-authenticated users will have no unauthorized access to CRM data visible in portal even via… Read More: How to Hide Portal Search for Anonymous Users in PowerApps… »

Enhancement in Microsoft Dynamics 365/Dataverse NavigateTo()

Introduction In our last blog, we have seen how we can open a record in a Dialog using NavigateTo(). In this blog, we will see the latest enhancement which Microsoft has added recently. 1. Show Title while displaying custom HTML in a dialog Earlier when we wanted to open a custom HTML web resource using… Read More: Enhancement in Microsoft Dynamics 365/Dataverse NavigateTo() »

How to get the Entity Form details using Xrm.Utility.getEntityMainFormDescriptor Client API

Introduction Normally, using Xrm.Utility.getEntityMainFormDescriptor Client API, we get the details of default main form of specified entity in the form of sections and attributes list. If we want to get the list of all the entity attributes or sections that is visible on an entity form, then we can use this Client API. In this… Read More: How to get the Entity Form details using Xrm.Utility.getEntityMainFormDescriptor Client… »

Enhanced Experience for Adding Line Items/Products with 2021 Release Wave 1

Introduction In Dynamics 365 CRM 2021 release wave1, you will notice there are many features available in the Sales Hub app. In the previous blog, we have already explored Enhanced experience for adding line items/products with 2020 Release Wave 1 for Opportunity entity. Now, with this 2021 release wave 1, Microsoft has made available this… Read More: Enhanced Experience for Adding Line Items/Products with 2021 Release Wave… »

Quick Tip – Data in the Inline Suggestion View of Relevance Search in Dynamics 365 CRM

Introduction In the Enhanced Relevance Search Experience, you will notice that when you start entering the text in the relevance search box, you will be able to see the suggested results and those suggested results are based on the search performed on the Primary column of a table. Suggested result of a table shows the… Read More: Quick Tip – Data in the Inline Suggestion View of… »

Update Resolved and Cancelled Cases in Dynamics 365 CRM Programmatically

Introduction To make the easier life for Dynamics 365 CRM users and consultants, Microsoft always comes up with amazing features every six months. Here, we are going to see one such functionality that Microsoft has released in 2021 wave 1. This feature is useful for technical consultants. Earlier we were not able to update/edit Case… Read More: Update Resolved and Cancelled Cases in Dynamics 365 CRM Programmatically »