Category Archives: Dynamics 365

How to get Paging Cookie while retrieving data using Fetch XML Query in Microsoft Flow

Introduction Microsoft Flow is bringing new connectors day by day to ease the life of its users. With the new connector for Common Data Service, while performing the List Records action, now we have the provision to use Select Query, Fetch XML Query and Skip token, rest of the other things remaining the same. Today,… Read More: How to get Paging Cookie while retrieving data using Fetch… »

Refresh Power BI Dataset programmatically from Dynamics 365 CRM

Introduction Many of you are aware of manual refresh and schedule refresh feature of Power BI. Schedule refresh have refresh limit set based on the type of Power BI license. Users can add power BI report to CRM via CRM dashboard and Power BI dashboard. Also user’s data gets updated frequently and refreshing Power BI… Read More: Refresh Power BI Dataset programmatically from Dynamics 365 CRM »

How to Track the BCC emails in Dynamics 365 CRM

Introduction     Recently we had a requirement that BCC emails should be received in Dynamics 365 CRM i.e. while sending email if user adds another user as a BCC then email should be received against that user in Dynamics 365 CRM. But only the emails of ‘To’ and ‘CC’ participants gets tracked in Dynamics 365… Read More: How to Track the BCC emails in Dynamics 365 CRM »

Add/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced Find query

Introduction Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need. In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be… Read More: Add/Remove members from Marketing List in Dynamics 365 CE UCI… »

Show Dynamics 365 CRM Views in Canvas App Using CDS

Introduction In Dynamics 365 CRM, we have views which gives quick reference for records. While exploring Canvas apps, we found a new feature which helps us to display the views in the Canvas apps. In this blog, we are going to display the views in Canvas app using CDS connector. In Dynamics 365 CRM, we… Read More: Show Dynamics 365 CRM Views in Canvas App Using CDS »

How to rearrange traditional sub-grid in Dynamics 365 CRM Unified Interface

Introduction Dynamics 365 CRM Unified Interface version 9.x. and above has brought many changes in the UI forms. This has made forms more appealing to eyes when used on different sized screens. You must have experienced the different behavior of sub-grid while operating on different screens (like Web, Tablet, Phone, etc.) For example, when you… Read More: How to rearrange traditional sub-grid in Dynamics 365 CRM Unified… »

Use of Relative URLs in Dynamics 365 CRM Classic Web & Unified Interface SiteMap

Introduction In this blog, we’ll see how to use Relative URLs in Dynamics 365 CRM Classic Web, and Dynamics 365 CRM Unified Interface, and the difference between the two while opening a Relative URL. There are some entities in Dynamics 365 CRM which are not directly available or accessible on the SiteMap (e.g. Document Template,… Read More: Use of Relative URLs in Dynamics 365 CRM Classic Web… »

Save Time! Now get all the records of Dataset Grid control Swiftly

Introduction With the help of PCF (PowerApps Component Framework) Control, we design control for Dataset Grid, which we can add on any OOB and custom entity to show records that are available in the selected view. We show data for the available set of columns that are added in the selected view. To show all records data in Dataset Grid… Read More: Save Time! Now get all the records of Dataset Grid… »

Find records in Dynamics 365 CRM using Semicolon Separated Text

Introduction In this blog, we will see how to find records using semicolon separated text in lookup field in Dynamics 365 CRM. Recently, we were working on a requirement to check whether the records value are being updated correctly or not. So, to test this we followed the steps mentioned below: 1. Go to Advanced… Read More: Find records in Dynamics 365 CRM using Semicolon Separated Text »

Integrating PowerApps and Power BI to build Multifaceted Apps

Introduction: PowerApps and Power BI can work together regardless of who is hosting. You can embed a PowerApps inside Power BI or vice versa. By combining Power BI and PowerApps together users can build great apps possessing powerful analysis and visualization as well as capability of enabling people to act right away at the same… Read More: Integrating PowerApps and Power BI to build Multifaceted Apps »