Category Archives: CRM Dvelopment Series

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 »

Using App User in KingswaySoft Connection Manager

Requirement While working with KingswaySoft integration toolkit we have different ways to connect with Dynamics 365 CE. Today we are going to discuss how to use Dynamics 365 application user for authentication. Details To setup application user we first we need to register an app under Azure Activity Directory so let’s follow below steps 1. Go to Active Directory of… Read more »

Easy Fix for -“It is of type ‘Null’ but is expected to be a value…”- Power Automate

Problem While working with Switch control in Power Automate, if the field used in the switch control is blank we will get this error:- “It is of type ‘Null’ but is expected to be a value of type ‘String, Integer” I am going to share one possible way of handling which I used, if you have a better way please… Read more »

Creating Appointment for customers using Canvas App

Requirement Create appointments for customers using Canvas app and display existing appointments in gallery control. Details We are going to create a sample canvas app where we will have two screen in first screen we will be displaying existing appointments and we will use second screen to create new appointment so let see how we can do that. You need… Read more »

Getting All Global Optionset options using Xrm.WebApi -{Quick Tip}

Requirement Recently we got one requirement where we wanted to get global option set values to show it over html page, I faced one issue of not getting all the option set after changing global option set. In this post I am going to share trick how to fix it, if you have same requirement this will help you. Details… Read more »

Download Word Document Template using JavaScript- Dynamics 365 CE

ExportWT

Requirement We got one requirement where we wanted to download Word Document based on the word template after validating some conditions. I am going to share sample code which can be used to download word document based on the template name. Solution We create a flyout button similar to existing word template flyout and hide out of the box flyout… Read more »

Add Flyout and identify Selected Option – Dynamics 365 CE

customflyout

Requirement Add a custom Flyout menu with buttons and identify which button is clicked. Solution Sometimes we need to add a custom flyout ribbon button and need to write code depending on the button which is clicked. Normally that is done using menu, but I will be adding button to flyout and using command there to perform action. I will… Read more »

Dynamics 365 CE Date Conversion in Power Automate

ConvertTimeZone

Problem Recently while working on Power Automate to send notification if custom activity record is completed before 15 day but still invoicing is not done yet, I was facing time zone issue while comparing date. I will provide details how I sold this issue. Solution Initially I started creating my flow where I used Recurrence and fetched my entity records… Read more »

Completing Activity using Custom Ribbon Button

Requirement Sometimes we have requirement to change activity status using custom button. Here we are going to discuss how we can complete activity using WebAPI and action using a custom ribbon button placed on the subgrid. Solution We are going to complete activity using custom action and then we will be calling our custom action using WebAPI. We will add… Read more »