Category Archives: Dynamics 365 CE Online

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 1

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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 »

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 »

Get contact based on name and it’s BU- Sample Code

If you got requirement to get contact record based on it’s full name and it’s business unit name, this sample code will help you. Sharing following sample code to get contact using Query Expression. Hope it will help someone !!

Dynamics 365 CE and Azure Function Part 5

DynamicsAzure

Introduction This is our last article in the series of Dynamics 365 and Azure function integration. In earlier articles, we discuss how we can delete blob storage after our azure function trigger executed. Now we are going to discuss how can we trigger azure function from Microsoft Flow. You can refer our earlier articles from following links Dynamics 365 CE… 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 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 »

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 »