Category Archives: CRM Dvelopment Series

Dynamics 365 CE integration with Shopify using Webhook

Introduction In a previous article, we delved into valuable resources and integration options for Dynamics 365 CE and Shopify. Today, we will discuss integration process utilizing Shopify Webhook and Azure Function. Details As we are going to discuss approach for integration using Webhook and Azure function so let’s first understand what is Webhook and Azure Function. Webhook Webhook is based… Read more »

Dynamics 365 CE and Shopify Integration Options

Introduction For those familiar with Dynamics 365 Customer Engagement (CE), the opportunities for integrating it with various applications are well-known. When deploying Dynamics 365 CE for an organization utilizing e-commerce platforms like Shopify, the integration of these robust solutions holds immense potential to boost productivity and foster growth. Today, we will discuss about options to integrating Dynamics 365 CE with… Read more »

Retrieving Audit Data for a Specific Entity in D365 CE Using C#

Introduction In Dynamics 365 CE, the audit feature plays a pivotal role in tracking data changes for compliance, security, and analytical insights. Sometimes we need to get Audit data based operation and specific entity. This blog will provide you sample code to get data from Audit using C#. Understanding Dynamics 365 Audit History Dynamics 365 CE’s Audit History provides a… Read more »

Hide Subgrid button based on BPF Field

Requirement As we know in Dynamics 365 CE, Business Process Flows (BPF) play a pivotal role in guiding users through predefined stages of business processes. These stages can vary from depending on the customer requirement for example we may have requirement to complete specific stage or specific data field before creating Quote and let’s say because of this requirement we… Read more »

Filtering Gallery using Radio Button

Requirement Implementing Gallery data filtering using radio button. Details let’s say we have requirement to filter gallery data based on the selection of the radio button like below To implement filter, I am using collection here and Dataverse Account entity as data source where I have records of different types (using Relationship Type attribute for customer category) so first let’s… Read more »

Show ‘Create Document’ on Active Quotes only using Power Fx

Requirement Only show ‘Create Document’ button for Active Quotes. Details While working on the Dynamics 365 Sales implementation we mostly get these type of requirement where we want to show/hide button based on the entity status. We can use Ribbon Workbench and apply value rule to our button to hide and show it but here case is different as this… Read more »

Deactivate Child Records using plug-in

Requirement Deactivate child records using 1:N association using plugin. Details Sometimes we want to deactivate/activate records based on the Parent record deactivation/activation. We cam achieve this requirement writing plugin on the update of the parent entity where we can check statecode value wheather it’s 0 or 1 (Most of the activities have two states 0- Active, 1- Inactive) but we… Read more »

Entity not available in Modern Advanced find

Requirement Custom Entity should be visible in the Modern Advanced Find. Details Some time back Microsoft introduced Modern Advanced Find (New name of the Advanced find) which is enabled now if you have installed wave 2 updates in your D365 environment and classical Advanced Find will be hidden. This will be confusing to end users if they are not aware… Read more »

Implementing Prompt dialog in D365 CE Part 2

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

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 »