Category Archives: CRM Dvelopment Series

Copy Share Point Document From One Entity to Another

MicrosoftFlow1

Introduction In earlier article we discussed how we can create Document Location Record using Flow, now let’s say if after creating document location record we also wants to copy document from one entity to another, in our case we are creating contact from account and let’s say we want tot copy Share Point document from accounts to contact. In this… Read more »

Creating Document Location Record using Flow

MicrosoftFlow1

Introduction When we create entity record manually and upload document to that entity under Document grid, Dynamics 365 CE creates Document Location record and setup folder in Share Point for that entity, but if we are creating entity record using other option and want to attached document to entity, first we need to create Document Location record and Share Point… Read more »

Resend Pending Emails After Editing

Problem Recently we got one requirement to resend some pending emails after changing from, In this article I am going to share steps to the same. Solution Pending emails are read only so we can’t edit them, incase you want to perform any changes to these emails you can use following below steps. 1. Change Email stage to draft so… Read more »

TypeError: Cannot read property ‘value’ of null

Problem Recently got one issue reported from old code where FetchXML request is executed with XrmServiceToolkit. It was throwing “TypeError: Cannot read property ‘value’ of null”. Solution We are already in process of upgrading all the old code to new Xrm.WebApi code but this was kind of showstopper as custom html web resource was not loading because of this issue…. Read more »

Row Layout option is missing in Multiline Field

Problem Recently faced a strange issue, where I need to create number of rows to a multiline field but Row Layout option was missing. I am going to share quick tip to solve this issue. Solution I faced this issue for the first time, never saw a multiline field without row layout option. First I checked other multiline field and… Read more »

Make sure to keep primary field in Lookup view – UCI

Problem Recently faced one issue where lookup control was showing as “No Name”, so we are going to discuss steps to solved it. Solution When I saw this issue, first thing I checked primary field in the parent entity if it contains data or not, but it was not blank. Another strange thing I noticed, as soon as I saved… Read more »

Moving Azure Function Configuration – Quick Tip

Requirement Sometimes we need to use same configuration to different Azure function app, specially while we are writing Azure Function for Dynamics 365 CE where we need similar kind of configuration details to connect to Dynamics 365 CE, let see how we can do that. If you are new Azure Function Configuratoin, please refer this first. Details If we have… Read more »

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 »