Category Archives: CRM Dvelopment Series

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 »

Dynamics 365 CE and Azure Function Part 1

DynamicsAzure

Introduction This is our first article in the series, of Dynamics 365 and Azure function integration. We will be discussing how we can import data from CSV file to Dynamics 365 using an Azure function, during these series we will be discussing the following options, 1. Introduction to Azure Function 2. Connecting Azure function to Dynamics 365 3. Setup Server to… Read more »

Comparing dates in Dynamics 365 Portals using liquid

DynamicsPortal

Introduction In this article, we are going to discuss how we can compare two dates using liquid in Dynamics 365 portal web template. If you are new to Dynamics 365 portals, Please refer our earlier article for setting up Dynamics 365 trial  and you can refer this KB to provision portal in your trial. Requirement Let’s say we have one customer appointment entity where… Read more »

Change “The form could not be submitted..” message in Dynamics 365 Portal

DynamicsPortal

In my earlier article, we discussed how to implement custom javascript validation message, now let’s say we want to change the title of the validator. So first thing I tried to check it’s element using inspect. And used following code But even though this label was changed, but validator title was same Then I tried following code, in console And… Read more »

Update Dynamics 365 Data using Flow

MicrosoftFlow1

Introduction In our earlier article we discussed how we can create data in Dynamics 365 CE using Microsoft Flow from excel file. Now in this article we are going to discuss how we can update existing data using flow. Requirement: In our earlier example we used following excel table to upload data to contact entity, Now let’s say we have… Read more »

Uploading data to Dynamics 365 using Microsoft Flow

MicrosoftFlow1

Introduction In this article we will discuss how we can create data in Dynamics 365 CE using Microsoft Flow using excel file. Requirement: Let’s say we have requirement to read excel file from one drive for business and create Dynamics 365 CE contacts. We have contact.xlsx file in one drive for business having following fields Solution: We can easily implement… Read more »

Get Option Set value based on label in Microsoft Flow

MicrosoftFlow1

Introduction In this article, we will discuss how we can get option set value in Microsoft flow using string map entity. Requirement Let’s say we need to process one import file which will be available in one drive for business and we want to get option set value of relationship type label available in RelationshipType column. Solution In my earlier… Read more »

Modifying Profile Page in Dynamics 365 Portal

webportal

Introduction In this article we are going to discuss how we can customize Dynamics 365 portal profile page. Requirement Let’s say we got following requirement to change profile page 1. Hide Parent account 2. Hide Manage access 3. Change Text to “Please make sure your personal information is up to date” 4. Hide Email confirmation 5. Hide Preferred Language 6…. Read more »

Capturing Survey Response for Grid Questions- Voice of the Customer

VOC6

Introduction In our last article we discussed about training feedback survey using Voice of the customer, if you are new to voice of the customer, please refer our earlier article for getting started. In this article we are going to discuss how we can capture survey response, especially for grid questions. Requirement Let’s say we want to capture training feedback… Read more »