Introduction In this article we will discuss how we can create data in Dynamics 365 CE using Microsoft Flow using excel file. Requirement: Let’s say we have requirement to read excel file from one drive for business and create Dynamics 365 CE contacts. We have contact.xlsx file in one drive for business having following fields Solution: We can easily implement… Read more »
Introduction In this article, we will discuss how we can get option set value in Microsoft flow using string map entity. Requirement Let’s say we need to process one import file which will be available in one drive for business and we want to get option set value of relationship type label available in RelationshipType column. Solution In my earlier… Read more »
Introduction In our last article we discussed about training feedback survey using Voice of the customer, if you are new to voice of the customer, please refer our earlier article for getting started. In this article we are going to discuss how we can capture survey response, especially for grid questions. Requirement Let’s say we want to capture training feedback… Read more »
Introduction: In this article, we are going to discuss how we can display a success message with a back button on the Dynamics 365 portal web page once the record is submitted. Requirement: Display specific message after case submission with a back button to go back to case list in Dynamics 365 portal. Solution: To implement the above requirement, we… Read more »
We all know that we can create group of our Dynamics 365 CE entities in a more logical manner using apps, if you are interested in creating new app, you can refer our earlier post for the same. In this article we are going to discuss about Dynamics 365 app specific URLs. Requirement: Let’s say we have created a custom app… Read more »
Some time back I wrote a post for retrieving image attached to notes using OData, as now for Dynamics 365 CE, we use Web API, so I am going to share how we can do it using Web API. Microsoft Dynamics CRM store all the notes and attachment in annotation entity. Most of the out of box entity used to… Read more »
Requirement: Support user should be redirected to support page after login to Dynamics 365 portal instead of home page. But later they can navigate to home page. Solution– In order to implement this requirement, here we need to implement two checks: 1. Check if user is a support user. 2. Check if he is navigating to home page for the… Read more »
This is our second article regarding virtual entity, if you have not checked our earlier article, we will suggest you to check that first here. In this article we are going to demonstrate about create OData Web API without Entity Framework and hosting it in Azure to consume into Dynamics 365. Let say we have employees data that we want… Read more »
We have seen this question many times in Dynamics CRM forums, “How can I show my custom db data into CRM forms with saving it into Dynamics CRM” and the possible options are to develop a custom control using scripting for example HTML or host a custom report/web page on iframe if you are working with CRM version