Category Archives: MS CRM 4.0

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 »

Canvas app with Bing Maps in Dynamics 365 CE -2

part2_9

Introduction This is second article about using Bing maps in Canvas app. In the first article we discussed about how we can show event organizer data in the gallery control and render them in the Bing maps. In this article we are going to show event as well as event organization details in Bing maps. Details In last app we… Read more »

Canvas app with Bing Maps in Dynamics 365 CE -1

demoapp

Introduction Sometime back I wrote Show child accounts on Bing Maps using client side code, today in this this article I will be discussing how we can show Bing maps in Canvas app and embed it in Model driven app. In this sample app we are going to show Event organizers on the Bing maps and it will look like… Read more »

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 »