Category Archives: MS CRM 4.0

Create Order Button is Missing on Quote Dynamics 365 CE

Introduction Recently faced one issue where Create Order button was missing from Quote entity form in one of the sandbox environment, I am going to provide step here how I fixed it. Details When we faced this issue in Sandbox environment, first thing I checked if it is available in production or not, and it was there, next thing I… Read more »

Getting Share Point Document URL in Dynamics 365 CE

MicrosoftFlow1

Introduction Sometime we required to get full path of the image which we have uploaded to Share Point document for specific entity. In this article I am going to demonstrate how Microsoft Flow can be used to implement this requirement. Feel free to comment if there is another easy of doing this. This article is assuming you have basic understanding… 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 »