Category Archives: Dynamics CRM

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 »

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… »

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 »

Microsoft Document Automation Application using AI Builder Form Processing Model

Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More: Microsoft Document Automation Application using AI Builder Form Processing Model »

Managing header and footer of the form in Dynamics 365 using Client API

Introduction In this blog, we will see how to show/hide header and footer parts using Client API. As we know, form is divided in 3 parts i.e. Header, Body and Footer. Let’s discuss how to show/hide header and footer section using script. Header Section: The header is divided into 3 elements 1. Header Command Bar.… Read More: Managing header and footer of the form in Dynamics 365… »

Using Enhanced Delegation for CDS in Canvas App

Introduction Canvas App is used to perform all kinds of functionalities on the mobile app. In some apps we need to perform various operations. For example, we can search a particular word using a specific letter and finding the count of records as a result. To achieve this, we use functions in the Canvas App.… Read More: Using Enhanced Delegation for CDS in Canvas App »

How to show Command Bar on PCF Component added to Sub-grid

Introduction PowerApps Component Framework is a natural successor of Web Resource. It gives us the choice to create field and dataset components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. While we were working on a request for a dataset PCF component that… Read More: How to show Command Bar on PCF Component added to… »

Automate a process to pick files from the on-premises network and upload them to Dynamics 365 CE (Online)

Introduction Using the Power Automate (Flow) and an on-premises data gateway, we can automate a process for organizations where they want to communicate their systems from on-premises networks to Cloud. For example, automating a routine task when a defined event triggers on on-premises networks or local servers. Defined event maybe when a file is created… Read More: Automate a process to pick files from the on-premises network… »