Getting All Global Optionset options using Xrm.WebApi -{Quick Tip}

Requirement Recently we got one requirement where we wanted to get global option set values to show it over html page, I faced one issue of not getting all the option set after changing global option set. In this post I am going to share trick how to fix it, if you have same requirement this will help you. Details… Read more »

Download Word Document Template using JavaScript- Dynamics 365 CE

ExportWT

Requirement We got one requirement where we wanted to download Word Document based on the word template after validating some conditions. I am going to share sample code which can be used to download word document based on the template name. Solution We create a flyout button similar to existing word template flyout and hide out of the box flyout… Read more »

Add Flyout and identify Selected Option – Dynamics 365 CE

customflyout

Requirement Add a custom Flyout menu with buttons and identify which button is clicked. Solution Sometimes we need to add a custom flyout ribbon button and need to write code depending on the button which is clicked. Normally that is done using menu, but I will be adding button to flyout and using command there to perform action. I will… Read more »

Dynamics 365 CE Date Conversion in Power Automate

ConvertTimeZone

Problem Recently while working on Power Automate to send notification if custom activity record is completed before 15 day but still invoicing is not done yet, I was facing time zone issue while comparing date. I will provide details how I sold this issue. Solution Initially I started creating my flow where I used Recurrence and fetched my entity records… Read more »

Completing Activity using Custom Ribbon Button

Requirement Sometimes we have requirement to change activity status using custom button. Here we are going to discuss how we can complete activity using WebAPI and action using a custom ribbon button placed on the subgrid. Solution We are going to complete activity using custom action and then we will be calling our custom action using WebAPI. We will add… Read more »

Update entity from Canvas App using Patch

PatchToUpdateLookupfield

Introduction In earlier article we discussed about how updating entity from canvas app using Power Automate. This process is works fine if you don’t want to update current entity because executing Flow will take some time and you won’t be able to see the changes quickly so in this post we are going to discuss other option to update entity… Read more »

Update entity from Canvas App with Power Automate

part3_2

Introduction This is third article about using Bing maps in Canvas app. In earlier articles we discussed about how we can show event organizer data in the gallery control and render them in the Bing maps. Today we are going to discuss how to update entity data from canvas app. Canvas app with Bing Maps in Dynamics 365 CE –… Read more »

Duplicate lookup reference was found -{Quick Tip}

inspector-160143_640

Introduction While importing data into Dynamics 365 with lookup fields, sometime we get duplicate reference found error, if you are getting same error then here is the quick tip for you . Details While we are importing data into Dynamics 365 CE with lookup field, Dynamics try to relate lookup records based on the primary field name by default. So… Read more »