Google is everywhere and thanks to Android based smartphones, so are Google Maps. But in the case of Microsoft Dynamics 365 or the entire Microsoft ecosystem, we do not need Google Maps. Microsoft already has Bing Maps and there are many solutions on AppSource which integrate Bing Maps in a number of ways. So why… Continue reading Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 1 of 3
As of September 2019, Microsoft has announced that the legacy web client is deprecated. Customers must transition to Unified Interface before October 1, 2020. Microsoft will continue to provide support, security and other critical updates to the legacy web client until October 1, 2020, but won’t release any additional functionality beyond what has already been… Continue reading Steps to move existing Legacy(Classic Interface) to UCI(Unified Client Interface) in Microsoft Dynamics 365
This is a blog intended to let the readers know the way to solve the error that you get normally when trying to delete a custom Business Process Flow. Many times when you try to delete the custom Business Process Flow, a pop-up would be opened saying that you cannot delete this Business Process Flow… Continue reading Solve error while deleting a custom Business Process Flow – Microsoft Dynamics 365 for Sales.
In the Unified Interface form, the lookup field shows up the recently searched records as shown in the below screen-shot. It is a very useful feature. But in some scenarios, it conflicts with the implemented functionality. For example, If you have applied a custom filter logic to the Contact Lookup field on the Case entity… Continue reading Disable recent item selection in the Lookup field of the Unified Interface form – Microsoft Dynamics 365 for Sales.
From the D365 CRM portal, it is now very easy to attach files to the Notes record of an entity. In the Additional Settings area of the Entity form, there is a section named “Add Attach File”. You just need to select the checkbox for “Attach File”. Doing this will add a File Control on… Continue reading Attach files to Notes record of Microsoft Dynamics 365 CRM/CE from the D365 CRM Custom Portal
Power BI provides several different ways to fetch data from Dynamics 365 CE and today I will share my know-how on them. 1. Dynamics 365 Online Connector This method is mostly used to fetch data from Dynamics 365 CE. Initially, this was the only method to fetch data from CE. To use this, go to Get… Continue reading Power BI > How to fetch Dynamics 365 CE data
Let’s learn today how to filter the sub-grid on a form based on the lookup field value. Below is an example where we will create a sub-grid of a custom entity named “Agents” on the Contact entity form which will display records based on the “Account Name” lookup field value on the Contact form. For… Continue reading Filter subgrid based on the lookup field value in Microsoft Dynamics 365 CE
Hello DAX-sters! We have already created a report where we can choose what data we can show – dynamically. You can refer to the blog here. How about we get the freedom to choose even how the data can be shown, i.e. weekly, monthly, quarterly, or yearly? Every so often we need the availability of… Continue reading Power BI > Dynamic Scales & Values
Many of us often face difficulties understanding the dataset size limits in different scenarios and different capacities. So, here is a quick understanding of the same. Different type of capacities: 1. Shared Capacity 2. Premium Capacity 3. Azure Power BI Embedded Capacity Power BI provides either Shared Capacity or Premium Capacity. Power BI, by default,… Continue reading Power BI > Size limits to consider while choosing the right capacity
Power BI has been growing day by day with the new features that the Power BI team is bringing every month. One of the great features for those who are working with Sharepoint Online is that we can use “Sharepoint Online” List as a data source in Power BI to get an overview about Sharepoint… Continue reading Power BI > Sharepoint Online List as Data Source
The Microsoft Flow provides us no-code solutions which help us to achieve the requirements faster. But, what if we want to manage the things based on the errors or breaks in the flow and if the flow is failed due to some reason? In this blog, I will explain to you how to handle errors or… Continue reading Error Handling in Microsoft Flow
The Microsoft D365 CE/CRM provides the feature to run the selected SSRS reports manually. But I had the requirement to schedule the execution of report on a user-specified frequency like daily, weekly or monthly and send the report to the user via email as an attachment. But I did not find any OOB feature in… Continue reading Automatically schedule the SSRS Report and send it as PDF attachment with the email in Microsoft D365 CE/CRM
Problem Statement: We have different SQL databases for different tenants(or clients), and we want the same SSRS report to fetch data from different databases based on the user who is executing the report. To achieve this, we can have a data source that is dynamic by using an expression-based connection string. Below is a quick explanation… Continue reading SSRS – How to handle multi tenants in single instance?
Let’s learn today to sort the data of PowerApps based on the current GPS location. In the below example, we are having Microsoft Dynamics CRM 365 as the database of the PowerApp. This PowerApp was basically developed for one of our client requiring a mobile application that will be used by their Customer care department… Continue reading Sort the PowerApps data using the GPS Location
Waiting workflows in dynamics 365 are best suited in situations when it is required by the process to wait for a specific period of time duration before execution. Basically, in waiting workflows, there has been always confusion between “Timeout” and “Wait” conditions. This is now pretty much clarified with one of our below requirements in… Continue reading Waiting workflows using parallel wait branches in Microsoft Dynamics 365 CE/CRM
In many scenarios, we need to call the APIs or services that are not available as the inbuilt connectors of the PowerApps. In that case, you can create your own custom connector with the required triggers and actions. Creating a custom connector is a very smooth process. What you need is only the correct API… Continue reading Connect to an API from the PowerApps using the custom connector
There are some tasks in Microsoft Dynamics CRM, which are to be executed either using a plug-in or a custom workflow. This may require to be given a lot of time in writing the code. So, prior to writing a code, one should always look for a No-code/Low-code solution in the “Dynamics-365-Workflow-Tools” of GitHub. The “Dynamics-365-Workflow-Tools” is a… Continue reading Workflow Tools in Microsoft Dynamics CRM 365 CE / CRM
There are basically two ways to create and publish the Function App in the Microsoft Azure. One of the ways is to create the Function App directly in the Microsoft Azure and publishing it from there itself. The second way is to create the Function App in the Visual Studio and publishing it from the… Continue reading Make Microsoft Azure Function App editable or read-only
Many times, it is noticed that the Activities tab is not visible on the custom entity forms. I also faced the same issue. In one of the forms of a custom entity, the Activities tab was not visible in the Social Pane. So, I changed the Activities Tab Properties of that form as shown in… Continue reading Missing Activities tab in the Social Pane of Microsoft Dynamics 365 CE / CRM form
I was not aware of something called personal email templates until I got the below warning while exporting one of the solutions in Dynamics 365. Later by analyzing the missing component, I was able to figure out that if a personal email template is used in any of the components in a solution like a… Continue reading Personal and Organization Email Templates in Microsoft Dynamics 365 CE / CRM
At times we are stuck with issues which look very clear but takes everything out of you to resolve them. Recently, I had faced one of them during the deployment of one of my FunctionApp at Azure. Actually, I had to deploy a FunctionApp from the VisualStudio. I deployed it successfully but while selecting the… Continue reading Azure FunctionApp Error: The binding type(s) ‘serviceBusTrigger’ are not registered[SOLVED]
There are generally two ways how one can register to the CRM Portal. The first way is by clicking on the Sign in -> Register from the top right corner of the CRM Portal landing page. Once registered, contact will be created in the Dynamics 365 CE. This process is to be followed when an external… Continue reading Send the CRM portal invitation code to multiple contacts from Dynamics 365 Customer Engagement / CRM
The integration of Microsoft D365 CE with SharePoint has enabled the document management in SharePoint precisely in the form of folders and subfolders, in a structured way. Today in this blog, let’s learn how we can upload the documents in SharePoint from the D365 CE using the Dot Net c# web API code with a… Continue reading Upload document to SharePoint from Microsoft D365 CE using C# Web API & manage SharePoint document metadata
This blog is intended to explore a quick idea on the basic operations like sorting, filtering and searching of data in PowerApps. Please know: In all the below examples, we are taking D365 CRM tables as the data source. SORTING In PowerApps, we can view the records in a particular sequence using the Sort or… Continue reading Sorting, Filtering & Searching features of PowerApps
It is fun to play with the styles applied for the screen components in the PowerApps. This seems to be like the one we achieve using the cascading style sheet in the HTML files. If same font size, font weight, color etc. are to be used in the overall canvas app screens then, there is… Continue reading Apply common styles for all the screen components in PowerApps
In our previous blog, we have explained how to handle DLQ using the Azure Functions. Please refer: https://inkeysolutions.com/blogs/handling-dead-letter-queuedlq-using-azure-functions/ Lets now learn how to read the messages from the DLQ using the Logic App: First and foremost, we need to identify the message received in the Dead Letter Queue. So, the trigger step in the Logic… Continue reading Handling Dead Letter Queue(DLQ) using Logic App
Microsoft Azure Service Bus is a secure platform for transferring the messages across various platforms and applications. This is a reliable service for asynchronous data transfer using messages. Queues are one among the data structures used while transmitting the data across the cloud. Messages are stored in the queue until processed at the receiver’s end.… Continue reading Handling Dead Letter Queue(DLQ) using Azure Functions
The PowerApps is used to build the business apps that can be run in a browser or phone or tablet and the Microsoft flow is used to automate the workflows across the multiple applications and services. Using Microsoft flow in the PowerApps is creating wonders in the business world, making almost everything possible with just one click on the… Continue reading Send data to the Microsoft flow from the PowerApps and receive the response from the Microsoft flow
Power BI has been growing day by day with the new features that Power BI team is bringing every month. There was a time when we used to face difficulty whenever it was needed to create same designing for multiple reports but with different datasets, because we couldn’t just copy paste the visual from one… Continue reading Power BI > Copy Visuals between pbix files – II
Today, the majority of the business have based their roots with Azure. Above all the benefits, the main attraction of the Azure functions is that it helps in the simplification of developing the applications. They can also be debugged locally to identify the errors or to know the sanity status of the function. This can… Continue reading Debug the Azure Functions locally
Microsoft has released a very exciting feature – Conditional formatting by Field Value. Hence, we plan to explain how we took it’s best use with an example. There are times when we want to conditionally format a field that returns both text values and decimal numbers. To understand this better, let’s take some sample data… Continue reading Power BI > Conditional Formatting the Table > Use Case
Let’s learn today, how to add an external assembly as a reference in an azure function with a small example. This will help you to reuse the already developed functionalities (i.e.,) if there is a requirement that some of the functionalities are needed inside the azure function, which are already developed in any of the… Continue reading Add an external assembly as a reference in the Azure function
Many a times in the Microsoft Dynamics 365, the Automatic Record Creation Rules, which we create on the queue entity fail for incoming email activities if the sender’s email address exists as a Contact as well as a User record. I had faced the same issue when I was trying to set the sender of… Continue reading Resolve the error in the “Automatic Record Creation Rules” of the Queue entity, when the sender of the email is a Contact as well as a User in the Microsoft Dynamics 365.
There are times when you don’t want null values to be displayed in the matrix, or only those items which has data in the table in Power BI. Suppose we have data as in the below image: And we want those names which has all the three types, S1, S2 and S3. Simply plotting the… Continue reading Power BI > Hide NULL or BLANK values in Matrix visual
Today in this blog, I will explain you how to setup various resources in Azure to integrate the external website with dynamic crm 365 using Azure Logic App and Service Bus. You will have to create below resources in Azure to integrate external website with Microsoft Dynamics 365:- 1. Resource group 2. Service Bus Namespace… Continue reading Setup Azure portal resources to integrate external website with Microsoft Dynamics 365
Using Logic App we can create, update, return list of records etc from the CRM. Today in this blog, I will explain how to access the Azure Logic App using Service Bus from an external website. First, create a web API to access the Azure Logic App using Service Bus. Please refer the below link… Continue reading Access the Azure Logic App using Service Bus to connect Microsoft Dynamics 365 from an external website
Today in this blog, I will explain how we can communicate with the Microsoft dynamics 365 from an external website using Azure Service Bus & Logic App. Using Logic App we can create, update, return list of records etc from the CRM. Below is an example of how we can create the record in the… Continue reading Integrate external web resource with Microsoft Dynamics 365 using Azure Service Bus & Logic App
Today in this blog, I will explain how the Excel Online and the Import data tool, the out-of-the-box features of the Microsoft Dynamics 365 are helpful and in what scenarios they can be used. Import Data This tool offers the feature to create or update single or multiple records in Microsoft Dynamics 365. If you… Continue reading Excel online and Import data tool in Microsoft Dynamics 365
After using Microsoft Power BI Desktop after so long, there is one very basic feature we feel missing , i.e. we can’t copy or move any visual from one Power BI desktop file to another file. Microsoft Power BI Desktop does not provide this feature, however we can achieve this by using Power BI Service.… Continue reading Power BI > Copy visuals to another pbix file
Many a times, in Microsoft dynamics CRM, we may want to execute some part of the plugin as logged in user or calling user(As mentioned in plugin step registration) or SYSTEM user. Today, in this blog, I will explain the UserId and InitiatingUserID properties of the iPuginExecutionContext, which are used for getting the user id,… Continue reading Execute a plugin in the context of the logged in user or calling user or SYSTEM user in Microsoft Dynamics 365
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