Category Archives: CRM Dvelopment Series

Enable Entity Records for Dynamics 365 Partner Portals

DynamicsPortal

Introduction If you are working with Partner Portal, you may notice that you are not able to see records in Portal even though you have all the required permission setup correctly. We are going to discuss another quick check that you can do while not getting data. Solution Most common reason when you are not able to see the data… Read more »

Filtering Lookup based on the link entity

Introduction Recently we got one request to filter lookup based on the account as well as parent account of the account. This blog post is about how we implemented this requirement. Solution If we want to filter lookup based on the other lookup we can simply edit target field properties and can set Related Record Filtering option. We can select… Read more »

SharePoint integration for Work Order- Part 2

MicrosoftFlow1

Introduction Recently while working on Field Service project, we got requirement to setup SharePoint integration where customer wanted to use Folder stricture based on the Account entity. By default entity based folder structure is not supported for work order entity so we used Flow to implement this requirement. This is our second article, please check first article before reading this… Read more »

SharePoint integration for Work Order- Part 1

MicrosoftFlow1

Introduction Recently while working on Field Service project, we got requirement to setup SharePoint integration where customer wanted to use Folder stricture based on the Account entity. By default entity based folder structure is not supported for work order entity so we used Flow to implement this requirement, in this article we are going to discuss the same. Requirement Implement… Read more »

Updating from party in Email

Introduction Recently while working on one business requirement where client had two business unit and they were using contacts specific to business unit which means they can have duplicate records for contact or account. While email coming into CRM they wanted to update email from with correct contact from correct business unit if wrong contact is auto populated by CRM…. Read more »

Datetime zone issue in Liquid – Dynamics 365 Portals

DynamicsPortal

Introduction This article is about the date time format and zone issue in Dynamics 365 Portal. Dynamics 365 CE store date time in UTC format in CRM DB and when you will display date field on Dynamics 365 Portals it will display same date which sometime leads to incorrect date & time. If you are facing same issue this article… Read more »

Fix Duplicate Record Found for Entity error – Dynamics 365 Portals

DynamicsPortal

Introduction This article is about fixing “Duplicate Record Found for Entity error..” in Dynamics 365 Portals. Details Sometime Dynamics 365 CE display confusing error, for example recently one user got following error while assigning a Web Role to user This error seems confusing as it’s saying Duplicate error, but when I looked into this issue, I found this issue was… Read more »

Dynamics 365 CE and Azure Function Part 3

DynamicsAzure

Introduction This is our third article in the Dynamics 365 and Azure series, in first article we discussed basic introduction about azure function and set azure function app. In second article we discussed how we can connect to Dynamics 365 organization using hard coded user name and password. Today we are going to discuss how we can get rid of… Read more »

Dynamics 365 CE and Azure Function Part 2

DynamicsAzure

Introduction This is our second article in the Dynamics 365 and Azure series, in first article we discussed basic introduction about azure function and set azure function app. In this article we are going to discuss how we can read CSV file from blob storage and process it to create/update contact record in Dynamics 365. Let’s say we have following… Read more »

Page Redirect options in entity form Dynamics 365 Portals

DynamicsPortal

Introduction This is common while working with Dynamics 365 Portals we need to setup page redirection. Sometimes we want to use existing query string parameter sometime we need to use a different parameter. Today I am going to discuss different options which can be used to set page redirection in entity form through configurations. Details Page redirection can be configured… Read more »