Category Archives: Dynamics 365

Submitting Time/Expense entries on my behalf through delegate in Dynamics 365 (PSA)

Introduction: Many times it happens that due to some reason i.e. long vacation/absence user unable to create/submit time entry or expense records. So user might want for that particular time slot, let the other authorize user make the time/expense entries on behalf of him. And hence get rid of the headache of missing any of… Read More: Submitting Time/Expense entries on my behalf through delegate in Dynamics… »

Integrating Dynamics 365 with Azure Functions – Part 3

Introduction: In our last post about Azure functions, we saw how to register the workflow assembly and execute the workflow using Microsoft Flow in Dynamics 365. Continuing with our series to call webhooks from CRM, let us register the Azure function created as a Webhook. We register this using the Plugin Registration Tool (PRT) From the PRT… Read More: Integrating Dynamics 365 with Azure Functions – Part 3 »

Handle Alternate Key Exception: “Event failed due to an exception” in Dynamics 365

Introduction: We all know Alternate Key is used for the unique identification of an entity records in Dynamics 365 in the place of the primary key. The alternate key can be a combination of more than one attributes in Dynamics 365. Using alternate key user can identify a unique record in the system. In this… Read More: Handle Alternate Key Exception: “Event failed due to an exception”… »

Working with String (RESX) web resource in Dynamics 365 v9.0

Working With RESX webresoure

Introduction: As we all know the new release of Dynamics 365 i.e v9.0 has come up with many new features. Along with these features Microsoft also introduced below new web resources for Dynamics CRM. Vector Format (SVG) String (RESX) In this blog, we are going to check how to work with web resource type “String… Read More: Working with String (RESX) web resource in Dynamics 365 v9.0 »

Integrating Dynamics 365 with Azure Functions – Part 1

Introduction: Azure function is a serverless architecture where your code is hosted in the cloud and you do not need any infrastructure to host this. Traditionally extending business logic for Dynamics 365 Customer Engagement (D365 CE) included creating plugin and workflow assemblies which would be deployed to CRM using Plugin registration tool. The assembly could… Read More: Integrating Dynamics 365 with Azure Functions – Part 1 »

Appointments on Schedule Board in Dynamics 365 Field Service

Introduction: Schedule board in an important feature in Dynamics 365 which gives an overview of the resource availability and bookings user can make. Whenever the Field Service solution is installed, the schedule board shows the work orders by default. But what about the other entities? What if I want to schedule the appointments too on… Read More: Appointments on Schedule Board in Dynamics 365 Field Service »

Create New Records in Dynamics CRM using Microsoft Flow

Microsoft Flow

Introduction: Microsoft Flow is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers help. In one of our blog “Microsoft Flow – Create a record in Dynamics 365 using Gmail Connector”, we saw how to create a record in Dynamics 365 using Gmail Connector.… Read More: Create New Records in Dynamics CRM using Microsoft Flow »

New Email Feature in Dynamics 365 v9.0

New Email Feature

With the release of Dynamics 365 v9.0, Microsoft has introduced many new features that make our Dynamics 365 even better. With the new User Interface changes, we just can’t stop looking at it. The new User Experience added in the Dynamics 365 has become more consistent across multiple devices such as desktop, mobile and, tablet.… Read More: New Email Feature in Dynamics 365 v9.0 »

Fixed – “You Need Microsoft Dynamics 365 License To Continue” Error While Reactivating Workflow

Introduction: Recently, while working we tried to make changes to an old workflow. Where we deactivated that workflow and then again activated the same workflow after making some changes, but we faced an error saying “You need Microsoft Dynamics 365 license to continue”. As we were working with System administrator Role and that user also… Read More: Fixed – “You Need Microsoft Dynamics 365 License To Continue”… »