Working with Complex Data Types in Canvas Apps using Common Data Service (Current) Connector – Lookups & Polymorphic Lookups

A couple of years ago I had visited this topic but back then it was using the Dynamics 365 connector which is now deprecated. New connector changed ways – time to write again more for a personal reference and glad if it helps others out there too. First – let’s look at adding a lookup… Read More: Working with Complex Data Types in Canvas Apps using Common… »

Map My Relationships: Visualize Relationships between Dynamics 365 CRM Entities or Related Records in a Single View

After the prolific response we have been getting from everyone on our productivity apps for Dynamics 365 CRM and our recently concluded webinar series including sessions on visual tools like Kanban Board and Map My Relationships, we would like to express our warm gratitude to the Dynamics community on behalf of whole Inogic team. We… Read More: Map My Relationships: Visualize Relationships between Dynamics 365 CRM Entities… »

How to set value for Multi-Select attribute in Dynamics 365 CRM using XPath in EasyRepro

Multi-Select attribute

Introduction Automate Testing can be done in a proficient way in Dynamics 365 CRM through EasyRepro. It covers mass functionalities for support in fields, command bar and much more. As we know, Option Set fields cannot be set like a string field so we use the below syntax to tackle the option set field. xrmApp.Entity.SetValue… Read More: How to set value for Multi-Select attribute in Dynamics 365… »

#CommunitySummit Europe 2020 – Join us Online 30 June to 03 July – Lets together learn, connect and engage!

Well, we had been waiting to meet our Dynamics CRM and PowerApps friends in person at Barcelona but probably we have a way now to connect but just virtually this time. Community Summit and extreme365 brings Microsoft Business Applications community together to learn, collaborate, and connect about Dynamics 365 and Power Platform Applications (Power BI, Power Apps, Power Automate, Virtual Agent).… Read More: #CommunitySummit Europe 2020 – Join us Online 30 June to… »

Option to change Data type to AutoNumber for existing Text fields now available with the new maker experience for Power Platform!

Power Platform

Back in the old days, we had to write custom plugins to auto-generate code values to automatically assign sequential numbers to records being created. To overcome this issue of having to generate unique values at all times through custom code and to support the auto generation of a codes based on a given seed and… Read More: Option to change Data type to AutoNumber for existing Text… »

Create Recurring Invoices, Payment Reminders, Penalty and Billing Schedules right within Dynamics 365 CRM!

Create Recurring Invoices

Any software that provides automation minimizes the manual effort and optimizes the accuracy of its implementation. In Microsoft Dynamics 365 CRM there is a wide scope of the automation of manual tasks to expedite the business process. In Dynamics 365 for Sales, there is a process that is iterative in itself, i.e. creating and managing recurring… Read More: Create Recurring Invoices, Payment Reminders, Penalty and Billing Schedules right… »

The async operation was skipped because the org is in ‘Disable Background Processing’ mode

Disable Background Processing

Recently we came across this error at a customer site. We had them come back to us stating their workflows did not fire. For On-Premises deployments, it would have always been to first check if the Async services were running but for Online, we couldn’t control the services could we? While for Production environments, we… Read More: The async operation was skipped because the org is in… »

How to get user’s security role name using client API in Dynamics 365 CRM

Introduction While doing any development with Dynamics 365 CRM, there might be a requirement of handling a few things like form attributes based on the security role. In many projects or applications of Dynamics 365 CRM where developers have to handle a few fields or tabs of CRM by showing/hiding the same to Dynamics 365… Read More: How to get user’s security role name using client API… »