Category Archives: CRM Dvelopment Series

Implementing Prompt dialog in D365 CE Part 2

onHoldcomment

Requirements Let’s say we have requirement where user can put opportunity on hold but before doing he needs to enter comment which should be saved in the opportunity. In the earlier part we discussed of creating prompt and updating opportunity, in this part we will discuss next items. Details We have our prompt page ready now we need to create… Read more »

Implementing Prompt dialog in D365 CE Part 1

OnHolddialog

Requirements Let’s say we have requirement where user can put opportunity on hold but before doing he needs to enter comment which should be saved in the opportunity. Details Let’s say we want to implement this requirement using prompt dialog where user can provide comments before setting opportunity on hold. To implement this requirement we have to do following things:… Read more »

Custom security role is not available while sharing app

Requirement Sharing custom model driven app with user using specific security role. Details Let say we have created a new security role called HIMBAP QA in our model driven app and we want to share our custom model driven with user with this security role assigned. So let try that. 1. Navigate to https://make.powerapps.com/, select your environment -> app ->… Read more »

Fixing “This app isn’t opening correctly” error

Canvasapp1

Problem Getting Error while opening Canvas app embedded in model driven form. Solution Recently we faced following error while trying to open canvas app. Earlier this app was working fine and this error occurred after new changes deployed to this environment. Based on the error message, I started troubleshooting it and checked ID of the user and verified if this… Read more »

Error Logging using D365 CE Plugin

Errorlogging5

Requirement Error logging using D365 CE Plugin. Details Let’s see what options we can use for the error logging. ITracing Service First option that we have for the error logging in D365 CE plugins is using ITracing service. To usethis option first we need to make sure we enable below setting in D365 CE environment. Once this option is enabled… Read more »

Fixing Internal_CompanyNotFound in CRM to BC integration

connection2

Requirement Integrating Dynamics 365 CE and BC with Business Central v2.0 API endpoints using KingswaySoft Details Recently I was working on a POC for Dynamics 365 CE and BC integration where we wanted to test integration using BC V2.0 endpoints. Based on Microsoft documentation Following is the standard BC V2.0 API URL format: https://api.businesscentral.dynamics.com/v2.0/tenant/environmenet/api/v2.0 Where environment represent dev,test or production environment… Read more »

Timezone conversion Issue in CRM to BC integration

timezoneissue1

Issue Recently we faced date issue while sending invoice data from Dynamics 365 to Business Central. Details We have implemented Dynamics 365 and Business Central integration using KingswaySoft toolkit. While testing invoice details created in Business central, we found issue with the date, it was one day behind the CRM date sent to BC. Earlier same SSIS packages with Azure… Read more »

Hiding Special buttons from Dynamics 365 CE

invoice1

Requirement Hide Create Invoice button on the Dynamics 365 Sales Professional app. Details: While working on Dynamics 365 CE implementation it’s normal to get request to hide some command buttons. Today I am going to demonstrate how to hide special buttons like Create Invoice button in Dynamics 365 CE Sales Professional app. Normally when we want to hide ribbon button… Read more »

Creating aggregated view using DataTable

vendorgrid

Requirement Let’s say we want to show aggregated total of the records based on the grouping. let’s understand this with below example: In above screenshot group 1 as what we have in our entity and 2 is what we want to show on the dashboard, just want to show single entry for the duplicate record and calculate total. Details: I… Read more »

New User not visible in Dynamics 365 CE – {Quick Tip}

user6

Problem New users not listed in Dynamics 365 CE. Details Recently I was setting up trial instance for client demo. I created test users in office 365 portal and as usual I waited to sync those users to my environment, but I was not able to see the users even after waiting for hours, after doing research I learned now… Read more »