Category Archives: Dynamics 365

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 »

Show All Views in Unified Interface App- Quick Fix

Introduction Recently one of our customer started using Unified Interface Client and they reported that they are not able to see all the accounts view under Field Service App. This post is about how to fix this issue. Solution By default Unified interface only show some entity view for example if you will check in online trial under web client… 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 »

Working with Dynamics 365 Portals – Webinar

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Web Roles are used to implement Dynamics 365 Portals security, just like we use security roles in Dynamics 365 CE. Every Dynamics 365 portal user must have assigned some web roles to access Dynamics 365 CE records. In the web roles we can configure entity permissions to implement record based security just like we can do in Dynamics 365 CE… Read more »

The request channel timed out while waiting for a reply after 00:01:59.9687488

Introduction This post is about “The request channel timed out while waiting for a reply after 00:01:59.9687488. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout.” error, we got this error in our Azure function where… Read more »

Copy Phone call field to Case while converting -Nocode Solution

Introduction Today I saw one question on Microsoft Community, which helped me to write this article (If you are still not part of Microsoft Community forum you are really missing lot of learning, this is a great learning source, I have learned a lot from community forums, so join it today to share your knowledge with others and learn from… Read more »

Fetching data based on date field using WebAPI

WebAPI

Introduction Are you looking for sample code to fetch data from Dynamics 365 CE using WebAPI ? if yes this post will help. We are discussing how to fetch data based on the datetime field from account entity. Look for our other WebAPI Samples here Requirement Retrieve accounts records which created on or before today’s date. Solution Write writing WebAPI… Read more »

Working with Dynamics 365 Portals- Webinar

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Are just started working with Dynamics 365 Portals and have many questions in your mind related to customizing Dynamics 365 Portals and extending it’s capability ?? if yes, join on Webinar where we will be discussing following topics Quick Overview of Dynamics 365 Portals We will start with quick view of Dynamics 365 Portals and why you need them. Setup… Read more »