Category Archives: CRM Dvelopment Series

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 »

Display Success Message with Back button on Dynamics 365 Portal

webportal

Introduction: In this article, we are going to discuss how we can display a success message with a back button on the Dynamics 365 portal web page once the record is submitted. Requirement: Display specific message after case submission with a back button to go back to case list in Dynamics 365 portal. Solution: To implement the above requirement, we… Read more »

Dynamics 365 App Specific URL for your entity

We all know that we can create group of our Dynamics 365 CE entities in a more logical manner using apps, if you are interested in creating new app, you can refer our earlier post for the same. In this article we are going to discuss about Dynamics 365 app specific URLs. Requirement: Let’s say we have created a custom app… Read more »

Creating html web resource to show image attached in Notes using Web API

WebAPI

Some time back I wrote a post for retrieving image attached to notes using OData, as now for Dynamics 365 CE, we use Web API, so I am going to share how we can do it using Web API. Microsoft Dynamics CRM store all the notes and attachment in annotation entity. Most of the out of box entity used to… Read more »