Leveraging SendEmailFromTemplate to Send Emails to Unresolved Addresses

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Introduction While working on Dynamics 365 CE we often need to streamline communication processes using Power Automate. While we want to send emails to our customer, one effective way to do this is by using email templates. Email templates streamline the communication process by providing users with a standardized framework for creating emails, ensuring brand consistency and saving time. These… Read more »

Getting Additional Fields from Lookup while using Email Template

Introduction In our previous post, we explored the utilization of email templates for custom entities, leveraging the capability to retrieve fields from the primary entity. However, suppose we have a scenario where we need to extract fields from a related entity and incorporate them into our emails. In this post, we will delve into the implementation of this specific use… Read more »

Creating Email Template for Custom Entities in Dynamics 365 CE

Introduction: In the dynamic landscape of modern business operations, effective communication stands as a cornerstone for achieving success. Within Dynamics 365 CE, various communication avenues are available to engage with customers through activities. While the platform offers several out-of-the-box options for sending notifications to customers, there are occasions when we must extend the capabilities of Dynamics 365 CE to meet… Read more »

Leveraging Power BI Parameters for Efficient Data Source Configuration

Introduction In a recent project involving Power BI, our focus was on establishing connections to an on-premise Business Central instance. To access the business sandbox, customer opened sandbox service port for us. Additionally, for production purposes, we configured a Data Gateway within the Power BI service. However, upon completion of development, we encountered an issue during the deployment of the… Read more »

D365 CE Integration – Shopify Webhook Registration Automatically Removed

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Introduction In earlier blogs we discussed about Dynamics 365 CE and Shopify integration. While testing our integration which we implemented using Azure Function and Shopify Webhook, we found Shopify Webhook registrations are automatically removed after some time. In this blog post, we’ll delve into troubleshooting steps to address this challenge and ensure a stable and reliable integration between Dynamics 365… Read more »

Dynamics 365 CE integration with Shopify using Webhook

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Introduction In a previous article, we delved into valuable resources and integration options for Dynamics 365 CE and Shopify. Today, we will discuss integration process utilizing Shopify Webhook and Azure Function. Details As we are going to discuss approach for integration using Webhook and Azure function so let’s first understand what is Webhook and Azure Function. Webhook Webhook is based… Read more »

Dynamics 365 CE and Shopify Integration Options

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Introduction For those familiar with Dynamics 365 Customer Engagement (CE), the opportunities for integrating it with various applications are well-known. When deploying Dynamics 365 CE for an organization utilizing e-commerce platforms like Shopify, the integration of these robust solutions holds immense potential to boost productivity and foster growth. Today, we will discuss about options to integrating Dynamics 365 CE with… Read more »

Retrieving Audit Data for a Specific Entity in D365 CE Using C#

Introduction In Dynamics 365 CE, the audit feature plays a pivotal role in tracking data changes for compliance, security, and analytical insights. Sometimes we need to get Audit data based operation and specific entity. This blog will provide you sample code to get data from Audit using C#. Understanding Dynamics 365 Audit History Dynamics 365 CE’s Audit History provides a… Read more »

Implementing Reason for Delete in D365 CE

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Requirement In Dynamics 365 Customer Engagement (CE), managing data is crucial for maintaining a clean and efficient database. When we delete records, out of the box auditing feature can help to see audit information of the deleted record but what if we want to see the reason why this record was deleted?. With a simple customization, we can implement this… Read more »

An attribute with the specified name already exists

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Introduction We know there are many out of the box fields created when we create a custom entity, but do you know when you create specific data type fields, some hidden fields are created using the field name. Today we are going to discuss that. Details Let say we need to create two fields first one “Location” in my entity… Read more »