Requirement Power Pages provides a flexible platform to build low-code, externally facing web applications on top of Dataverse. A common requirement in Power Pages applications is to perform operations on Dataverse records for example update a record using custom button. This is useful when we want to update related table record. In this blog, I’ll walk you through how to… Read more »
Details In Dataverse, when we create a new table, we define a Primary Name column. This column’s value is what appears in lookup fields. For example, if I have an Account lookup in my table, it will show the Account Name, because ‘Account Name’ is the primary column for the Account table. By default datatype for this column is Single… Read more »
Normally, writing a plug-in is a requirement when working on any Dynamics 365 CE implementation. The number of plug-ins written depends on the complexity of the implementation. In the early days, before the citizen developer era 🙂 , writing a plug-in required .NET knowledge. But now, even citizen developers can write plug-ins without any .NET knowledge and that what we… Read more »
Requirement Sometimes we have requirement to hide/show command buttons in D365 CE UI based on a values of the fields and those fields are not part of the Entity form. Details When we want to hide/show fields based on the entity field, we have to following options: Value Rule – This is used for the simple logic and fields should… Read more »
Details Sometimes we have requirement to open entity form or I will say refresh complete form from a custom dialog. Normally while we want to refresh complete form, we use Xrm.Navigation.openForm to open entity form. We can use following code to open entity form. In above code we can pass entity name and entity id, it will open entity records,… Read more »
Requirement Create attachment in Dynamics 365 CE from the stream which will be available in MultipartContent response. Details Let’s say are getting MultipartContent in HttpResponse. This response contains stream which we want to use to create and attach pdf file in notes. We can use following code: The code first checks if the HTTP response is not null and if… Read more »
Introduction While working on Dynamics 365 CE we often need to streamline communication processes using Power Automate. While we want to send emails to our customer, one effective way to do this is by using email templates. Email templates streamline the communication process by providing users with a standardized framework for creating emails, ensuring brand consistency and saving time. These… Read more »
Introduction In our previous post, we explored the utilization of email templates for custom entities, leveraging the capability to retrieve fields from the primary entity. However, suppose we have a scenario where we need to extract fields from a related entity and incorporate them into our emails. In this post, we will delve into the implementation of this specific use… Read more »
Introduction: In the dynamic landscape of modern business operations, effective communication stands as a cornerstone for achieving success. Within Dynamics 365 CE, various communication avenues are available to engage with customers through activities. While the platform offers several out-of-the-box options for sending notifications to customers, there are occasions when we must extend the capabilities of Dynamics 365 CE to meet… Read more »
