Clone Relationships of same Entity for existing records within Dynamics 365 CRM using Click2Clone

Click2Clone is a powerful product to clone records in Dynamics 365 CRM. You can Clone records of One Entity to another Entity along with relationships, Set reference of the Source and Target record for both to identify each other, deep clone the records and many others. Till now, we were using Set References feature to… Read More »

Execute a workflow using Xrm.WebApi.online.execute method via JavaScript in Dynamics 365 CRM v9

Introduction In this blog, we are going to create a request using ExecuteWorkflow action and would execute the request that would execute a custom workflow. This approach would eliminate the need to create an Ajax request and is supported across web client, UCI and Mobile. For demonstration purpose, we have created a custom workflow. This… Read More »

Qualify Lead in Dynamics 365 through the Canvas App with Microsoft flow

Introduction PowerApps is a data platform that provides rapid application development environment to build custom apps for your business needs. In PowerApps you can only perform operations such as create, update and delete. However, to perform more operation you can go for other options such as Microsoft Flow etc. In this case we created an… Read More »

New Release of Attach2Dynamics – Support for Azure Blob Storage & Move/Copy Sales Literature Attachments

Each time with our new release, we ensure that your tasks are carried out effectively and efficiently. Initially Attach2Dynamics supported SharePoint and Dropbox cloud storage systems. However, keeping in mind the growing popularity and demand of Azure Blob Storage, we realized the need to incorporate it too in our product. Hence, to make the task… Read More »

Import or Export Records from PowerApps for Dynamics 365 CE

Introduction In this blog, we will explore more on how to import and export records from one PowerApps application to another PowerApps application just like import/export functionality of Dynamics 365 CE. Import and Export controls are controls used for importing and exporting data from the local file in PowerApps application. Let’s just start exploring this… Read More »

One way to overcome “429” error (concurrent requests limit exceeded error) in Dynamics 365 CRM Web API

Introduction With JavaScript, we have real-time interaction with Dynamics 365. Microsoft gives us feasibility to use CRM Web API in JavaScript to perform operations such as Create, Update, Delete, Retrieve, etc. But there is a limitation on the number of API requests made by each user, per organization instance, within a five-minute sliding window. Please… Read More »

Call a workflow on Stage Exit of a last stage in business process flow of Dynamics 365 CE

Introduction As Dynamics 365 CRM’s native feature, we can call on-demand workflows from inside a business process flow. We can configure this from the new business process flow designer, by dragging a workflow component to a process stage, or to the Global Workflows section. As you know, we have written a blog on global workflow… Read More »

EasyRepro – Open record using Grid.OpenRecord() in Dynamics 365 Unified Interface

Introduction EasyRepro is a framework which is used to automate UI testing for dynamics customers Projects. Problem Grid.OpenRecord() method is used for opening the record from home page. This method opens the record by clicking on the first available anchor tag in the list of records, which makes it necessary to have the first column… Read More »