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 »
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 »
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 »
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 »
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 »
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 »
Requirement As we know in Dynamics 365 CE, Business Process Flows (BPF) play a pivotal role in guiding users through predefined stages of business processes. These stages can vary from depending on the customer requirement for example we may have requirement to complete specific stage or specific data field before creating Quote and let’s say because of this requirement we… Read more »
Requirement Add validation on child entity form based on parent entity. Details Sometimes we want to check name of the parent entity in the child entity quick create form for validation. We can use JavaScript for this validation. For the demo let’s say when someone will try to create contact record from subgrid under Account we want to display a… Read more »
Requirement Quote product should be synched to opportunity when quote is activated. Implementations In traditional sales life cycle we create quote from opportunity which inherit all the opportunity data as well as products from opportunity. but sometimes while working on the quote negotiations with the customer some information can be updated on the quote products or may new product is… Read more »
Requirement Implementing Gallery data filtering using radio button. Details let’s say we have requirement to filter gallery data based on the selection of the radio button like below To implement filter, I am using collection here and Dataverse Account entity as data source where I have records of different types (using Relationship Type attribute for customer category) so first let’s… Read more »
