Configure Model Driven App Visibility

Modeldrivenapp

Introduction This article is about configuring security of model driven app, you can refer details section to make your custom app visible to other users. Details When a new model driven app is created only System Administrator and System Customizer have access to the app. In order to provide access to new app to other users we need to make… Read more »

Copy Share Point Document From One Entity to Another

MicrosoftFlow1

Introduction In earlier article we discussed how we can create Document Location Record using Flow, now let’s say if after creating document location record we also wants to copy document from one entity to another, in our case we are creating contact from account and let’s say we want tot copy Share Point document from accounts to contact. In this… Read more »

Creating Document Location Record using Flow

MicrosoftFlow1

Introduction When we create entity record manually and upload document to that entity under Document grid, Dynamics 365 CE creates Document Location record and setup folder in Share Point for that entity, but if we are creating entity record using other option and want to attached document to entity, first we need to create Document Location record and Share Point… Read more »

Resend Pending Emails After Editing

Problem Recently we got one requirement to resend some pending emails after changing from, In this article I am going to share steps to the same. Solution Pending emails are read only so we can’t edit them, incase you want to perform any changes to these emails you can use following below steps. 1. Change Email stage to draft so… Read more »

TypeError: Cannot read property ‘value’ of null

Problem Recently got one issue reported from old code where FetchXML request is executed with XrmServiceToolkit. It was throwing “TypeError: Cannot read property ‘value’ of null”. Solution We are already in process of upgrading all the old code to new Xrm.WebApi code but this was kind of showstopper as custom html web resource was not loading because of this issue…. Read more »

Row Layout option is missing in Multiline Field

Problem Recently faced a strange issue, where I need to create number of rows to a multiline field but Row Layout option was missing. I am going to share quick tip to solve this issue. Solution I faced this issue for the first time, never saw a multiline field without row layout option. First I checked other multiline field and… Read more »

Make sure to keep primary field in Lookup view – UCI

Problem Recently faced one issue where lookup control was showing as “No Name”, so we are going to discuss steps to solved it. Solution When I saw this issue, first thing I checked primary field in the parent entity if it contains data or not, but it was not blank. Another strange thing I noticed, as soon as I saved… Read more »

Moving Azure Function Configuration – Quick Tip

Requirement Sometimes we need to use same configuration to different Azure function app, specially while we are writing Azure Function for Dynamics 365 CE where we need similar kind of configuration details to connect to Dynamics 365 CE, let see how we can do that. If you are new Azure Function Configuratoin, please refer this first. Details If we have… Read more »

Calling Entity bound Actions using Xrm.Web API with Entity Collection

Requirement In this article we are going to discuss about calling entity bound action which have entity collection as parameter, we need to created this parameter from array list, while sending entity collection we need to send customer lookup as well, so let’s see how we can do that. Details Earlier, we discussed about calling out of the box actions… Read more »

Overriding out of box command button behavior – Step by Step UCI

Requirement: Sometime back we published a post for overriding out of the box command button behavior which works fine for the web client but one of our blog reader reported through twitter (Power of Social media ) that this customization is not working with UCI, so I thought of re-writing the same for the UCI. Details: Let’s see how we… Read more »