Category Archives: CRM Dvelopment Series

Calling Entity bound Actions using Xrm.Web API with Entity Collection

Requirement In this article we are going to discuss about calling entity bound action which have entity collection as parameter, we need to created this parameter from array list, while sending entity collection we need to send customer lookup as well, so let’s see how we can do that. Details Earlier, we discussed about calling out of the box actions… Read more »

Downloading Notes Attachments using Paging

Introduction This article is about downloading Notes attachment from Dyanmics 365. If you have large number of records from where you want to download attachment, you can face different issues like timeout, slow downloading etc. Here I am going to provide sample code which you can use to download attachments from small set of data. Details To download attachment from… Read more »

Cannot connect to your Azure SQL DB logical server- Azure SQL Server

Recently I setup Azure SQL Server from Azure portal UI and I wanted to access it from outside so I configured all required steps so that it is accessible remotely like following screen: but still I was getting following error while trying to connect to Azure SQL Server from my machine: Cannot connect to your Azure SQL DB logical server/Azure… Read more »

Implementing Dynamics 365 Customer Engagement

Happy to share news that my 3rd book is published now. This book will help you learn about Dynamics 365 Customer engagement implementation options as well as you will learn about how to customize and extend Dynamics 365 CE. This book is divided into following 12 chapters: Introduction to Dynamics 365 CE This chapter will help you to understand basic… Read more »

Filtering User Lookup based on the Team

Requirement While working on the Dynamics 365 CE implementation where we are using teams, sometime we want to filter user lookup based on the teams. Our requirement to check security type in our project entity if it is project based we need to filter user lookups based on the project teams which is created using project name, so let’s see… Read more »

Using Configuration with Azure Function

DynamicsAzure

Introduction Sometimes we need want to store configuration data in our Azure Function which we can be referenced in our Azure Function, these configuration data includes storing server urls, connection strings, credentials etc. This is very useful when we want to deploy our Azure function in different environment, we don’t need to do any changes in our Azure function code,… Read more »

Developing Scheduler for Dynamics 365 CE using Azure Function Part 2

DynamicsAzure

Introduction This is our second article about developing scheduler for Dynamics 365 CE using Azure Timer Function. In earlier article we developed a simple sample Azure Timer Function, now we are going to discuss how to deploy and configure scheduling for the Azure Timer Function. Solution Let’s first discuss how to schedule Timer to run it on specified times. Based… Read more »

Developing Scheduler for Dynamics 365 CE using Azure Function Part 1

DynamicsAzure

Introduction Sometimes we require to develop scheduler job for Dynamics 365 CE online. Currently we have different options to implement scheduler for Dynamics 365 CE online for example using workflow, Power Automate, Azure etc. In this article we are going to discuss how we can use Azure time trigger to develop scheduler for Dynamics 365 CE. Let’s say we have… Read more »

Enable Entity Records for Dynamics 365 Partner Portals

DynamicsPortal

Introduction If you are working with Partner Portal, you may notice that you are not able to see records in Portal even though you have all the required permission setup correctly. We are going to discuss another quick check that you can do while not getting data. Solution Most common reason when you are not able to see the data… Read more »

Filtering Lookup based on the link entity

Introduction Recently we got one request to filter lookup based on the account as well as parent account of the account. This blog post is about how we implemented this requirement. Solution If we want to filter lookup based on the other lookup we can simply edit target field properties and can set Related Record Filtering option. We can select… Read more »