Category Archives: MS CRM 4.0

Fix Duplicate Record Found for Entity error – Dynamics 365 Portals

Introduction This article is about fixing “Duplicate Record Found for Entity error..” in Dynamics 365 Portals. Details Sometime Dynamics 365 CE display confusing error, for example recently one user got following error while assigning a Web Role to user This error seems confusing as it’s saying Duplicate error, but when I looked into this issue, I found this issue was… Read more »

Dynamics 365 CE and Azure Function Part 3

Introduction This is our third article in the Dynamics 365 and Azure series, in first article we discussed basic introduction about azure function and set azure function app. In second article we discussed how we can connect to Dynamics 365 organization using hard coded user name and password. Today we are going to discuss how we can get rid of… Read more »

Dynamics 365 CE and Azure Function Part 2

Introduction This is our second article in the Dynamics 365 and Azure series, in first article we discussed basic introduction about azure function and set azure function app. In this article we are going to discuss how we can read CSV file from blob storage and process it to create/update contact record in Dynamics 365. Let’s say we have following… Read more »

Page Redirect options in entity form Dynamics 365 Portals

Introduction This is common while working with Dynamics 365 Portals we need to setup page redirection. Sometimes we want to use existing query string parameter sometime we need to use a different parameter. Today I am going to discuss different options which can be used to set page redirection in entity form through configurations. Details Page redirection can be configured… Read more »

Dynamics 365 CE and Azure Function Part 1

Introduction This is our first article in the series, of Dynamics 365 and Azure function integration. We will be discussing how we can import data from CSV file to Dynamics 365 using an Azure function, during these series we will be discussing the following options, 1. Introduction to Azure Function 2. Connecting Azure function to Dynamics 365 3. Setup Server to… Read more »

Comparing dates in Dynamics 365 Portals using liquid

Introduction In this article, we are going to discuss how we can compare two dates using liquid in Dynamics 365 portal web template. If you are new to Dynamics 365 portals, Please refer our earlier article for setting up Dynamics 365 trial  and you can refer this KB to provision portal in your trial. Requirement Let’s say we have one customer appointment entity where… Read more »

Change “The form could not be submitted..” message in Dynamics 365 Portal

In my earlier article, we discussed how to implement custom javascript validation message, now let’s say we want to change the title of the validator. So first thing I tried to check it’s element using inspect. And used following code But even though this label was changed, but validator title was same Then I tried following code, in console And… Read more »

Update Dynamics 365 Data using Flow

Introduction In our earlier article we discussed how we can create data in Dynamics 365 CE using Microsoft Flow from excel file. Now in this article we are going to discuss how we can update existing data using flow. Requirement: In our earlier example we used following excel table to upload data to contact entity, Now let’s say we have… Read more »

Query intersect entity and it’s attribute- Sample Code

Introduction When we setup system N:N relationship between two entities an intersect entity is created internally, which is not accessible directly. Let’s say we have N:N relationship between case and workorder entity. And if you will try to see attributes of this entity, you will find following attributes So in case we want to query this entity, we need to… Read more »

Uploading data to Dynamics 365 using Microsoft Flow

Introduction In this article we will discuss how we can create data in Dynamics 365 CE using Microsoft Flow using excel file. Requirement: Let’s say we have requirement to read excel file from one drive for business and create Dynamics 365 CE contacts. We have contact.xlsx file in one drive for business having following fields Solution: We can easily implement… Read more »