Category Archives: Dynamics 365

How to set all Party list values while migrating data of Activities using SSIS

While doing data migration of Activity entities like Email, Phone call which has Party list fields like to, from, bcc, cc etc. where we set all values i.e. lookups of different entities like Account, Contact, Lead, User, Queue etc. and manually entered an email address for e.g. abc@gmail.com. While setting these party-list values, I was… Read More »

Solved – Links Not Redirecting to Respective Webpage or App in Android Device from Dynamics 365 Mobile App

In one of our recent project, we were facing the issue where we had links on our design Html page and these links were working fine on desktop and IOS devices. But when we tried opening same on android mobile it fails. Let’s take an example: – We are developing one html web resource that… Read More »

Working on Lookup field of Dynamics 365 in Power BI

Introduction: Recently, we had a business requirement to show lookup fields name in our Power BI Reports. In Power BI Lookup columns show its guid and not name. So after some research and play around we found a solution to this problem. We achieved it by using LOOKUPVALUE function. Here as you can see in… Read More »

Connect to the Power BI Using Common Data Service (CDS)

Introduction: The Common Data Service is an integral part of the Business Application Platform, providing secure cloud storage for your app data and integrating with Office 365 and Dynamics 365. Common Data Service (CDS) is one of the way to pull data from Dynamics 365. Common Data Service (CDS) enables us to easily build and extend… Read More »

Multiple language options on a single web page in Microsoft Portal

Introduction: Recently we had a business requirement to use a localization (Multiple language options) on a single page i.e. not for the whole portal website. But we don’t want to use out of box localization concept since it applies to whole portal website as shown in above screenshot. So after some research and play around… Read More »

Obtain OrganizationService using Application User in Dynamics 365

Introduction: The Application User is the concept that allows us (developers) programmatic access to Dynamics 365 data and entities. Prior to the introduction of Application User concept we were using licensed user account’s User Name and Password to authenticate to CRM and perform operations. As a developer, you may have come across with the situation… Read More »

Guide Lines on Identifying PI Data in Dynamics 365 to Comply with GDPR

The General Data Protection Regulation (GDPR) by the European Union is designed to protect the personal information of the EU citizens, which means every organization around the globe who have their customers who are citizens of the EU must comply to this law. As per this law, an organization should not hold any personal information… Read More »

PowerApps – Alter Component(s) properties based off of other field(s) value using Rules

Introduction: We all know, PowerApps, helps you build business apps. The potential that PowerApps beholds is humongous. PowerApps can help us build an app as basic as a Survey App or maybe a complex one which could have a potential of being a calculator. Well! This blog post is dedicated to describing one of the… Read More »

Automatically Send Greeting Email on Birthdays (Leap Year Scenario) using Microsoft Flow – Part 2

Introduction: In one of our recent blog we saw, How to automatically send greeting email on Birthdays using Microsoft Flow. In order to take customer relations to a next level, any company or establishment would surely like to greet their valuable customers regardless of whether they are born on 29 Feb or not. This blog… Read More »