Category Archives: Dynamics 365 CE Online

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 »

Executing workflow from command button using Web API

WebAPI

Introduction In our earlier sample, we discussed how to call actions using Web API, today we are going to share sample code to execute workflow from command button using Web API. Requirement Let’s say we got some requirement to validate some logic on click of the command button and need to send email using workflow. Let’s see how we can do that…. Read more »

SystemUserAccessMode is not either of (NonInteractive, SetupUser)

While creating work order record, I got following error: “Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The user with SystemUserId=2….. in OrganizationContext=5…… is not licensed, and its SystemUserAccessMode is not either of (NonInteractive, SetupUser)……..” First thing I checked if the current user Access Mode is not set to Administrative or non-interactive as the error message was saying, but it was… 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 »

Access Entity based on N:N relationship for Dynamics 365 Portal

DynamicsPortal

Introduction In this article we are going to discuss how we can configure Dynamics 365 portal Web Roles and entity permission to access entity data based on the system N:N relationship. We are using Dynamics 365 trial and provisioned portal trial. Please refer our earlier article for setting up Dynamics 365 trial if you want to setup a Dynamics 365… Read more »

Query intersect entity and it’s attribute- Sample Code

Introduction When we setup system N:N relationship between two entities an intersect entity is created internally, which is not accessible directly. Let’s say we have N:N relationship between case and workorder entity. And if you will try to see attributes of this entity, you will find following attributes So in case we want to query this entity, we need to… 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 »

Getting Started with Dynamics 365 Portal – Webinar

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Introduction Are you new to Dynamics 365 Portal and want to know how to get started? Join us on 1 Sep for Free Webinar in Getting Started with Dynamics 365 Portal. In this article we will discuss some quick question about Dynamics 365 Portal add-on. Why We need Dynamics 365 Portal? Sometimes our customer, partners want to access their data,… 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 »