Tag Archives: Dynamics 365 CRM

isRTL property of UserSettings API in PCF Control to Determine Language within Dynamics 365 CRM

Introduction As we know, PCF control can be run in multiple languages. Each language has a script to be written and it will be written with a direction. Some languages are written in the left-to-right direction, whereas some are written in the right-to-left. For example, English language script is written left to write, whereas Arabic… Read More »

Check whether the current logged in Dynamics 365 CRM user has necessary security privileges for a specific entity in PCF Control

Introduction In this blog, we will get the idea on how we can check current if the logged-in user has Read/Write/Update access to any specific entity or not. Scenario We have one Boolean type PCF control on the Account entity. Based on the Yes / No value of PCF control, we want to create a… Read More »

SSRS: How to get specific Row values from dataset of Fetch XML based Report in Dynamics 365 CRM

Introduction In this blog, we have explained how we can get any specific row value in the report, as we know SSRS have inbuilt functions like First, Last. Using these functions, we can get first row details or last row details but what if we need second, third, fourth… rows value. Recently, we had a… Read More »

Enhance Personal Settings in Dynamic 365 CE

Introduction In this blog, we have explained how to create an Email template and Email signature in UCI. Earlier, this feature was not present in UCI as shown in the below screenshot, but now it is available in the 2021 Wave 1 release. Feature Details 1. Personal settings are moved to a dedicated area switcher… Read More »

Webinar – Quickly move work from ‘Doing’ to ‘Done’ visualize Dynamics 365 CRM/Power Apps data in Kanban View or Mind Map view

A Big Thank You to all our Dynamics friends for making our latest Maplytics webinar a huge success! Riding on this success, we are excited to invite you to our upcoming webinar on Visualization apps for Dynamics 365 CRM/Power Apps. Kanban Board and Map My Relationships are two of our popular visualization apps which will… Read More »

Format input values using Formatting API in PCF Control within Dynamics 365 CRM

In our past projects, we created a PCF Control in which we had a requirement to format the input values like strings/numbers to the user currency/decimal format according to the user personalized settings set in Dynamics 365 CRM. To achieve this, we used a new Formatting API of Power Apps. This API makes our code… Read More »

CRM Report does not display in a different language – Resolved within Dynamics 365

Once report SSRS report is uploaded, you need to go to a specific record or collection of records to execute the report as shown below. For example, here we have created a report named “Account Details.” But since many times, both the user who configures the reports and the organization, use the same language, we… Read More »

How to connect Dynamics 365 CE with KingswaySoft

Introduction As we all know, KingwaySoft is the best and a helpful tool for data migration and integration processes. Due to the deprecation of the Online Discovery Services, now we need to connect CRM Online using OAuth for “Online Federation”. As you can see, KingswaySoft gives the below notification message that we need to use… Read More »

How to use Color Picker and Custom Theme in Portal Designer In Dynamics 365 PowerApps Portals

The PowerApps Portal is a game-changer in Dynamics 365 CRM that allows capabilities to integrate the Power Apps Portal with Dynamics 365 environment. In addition, it allows customers to see their records like Customer Information, Invoices, etc. The major part of PowerApps Portal is the intuitive and user-friendly UI. Microsoft also enhances the Portals in… Read More »

Introducing Custom API – The New Way of Creating Custom Actions in Dataverse

Custom Actions are one of the most useful methods of creating custom messages in Dynamics 365 CRM. Custom Actions enables us to create our own messages where we could register the plugin step the same way we register the Plugin step on Create, Update, Qualify Lead, etc. messages. Microsoft has now brought an extension for… Read More »