Recently, while working with the Field Service app, we ran into a strange issue. Every time we tried to create a new Account with address information, the system threw an error: At first, this message didn’t tell us much as this is generic message. A “403 Forbidden” usually means something is blocked or not authorized, but I was using Sys… Read more »
Recently, one of our customers reported that they were unable to import contacts into the Dynamics 365 CE environment. They received the following error during the import: If you’re facing the same issue, don’t worry — I’ll walk you through the steps I followed to identify and fix this error. Check Duplicates Field in Import file The first thing I… Read more »
Requirement Modern business applications demand automation, whether it is a heavy data driven model drive app or light weight canvas app. Microsoft Power Automate makes it easy to streamline workflows directly within the Microsoft ecosystem. Let’s say we want to run Power Automate on demand for some particular record just like we can run classical workflow by setting it run… Read more »
Details In Dataverse, when we create a new table, we define a Primary Name column. This column’s value is what appears in lookup fields. For example, if I have an Account lookup in my table, it will show the Account Name, because ‘Account Name’ is the primary column for the Account table. By default datatype for this column is Single… Read more »
Normally, writing a plug-in is a requirement when working on any Dynamics 365 CE implementation. The number of plug-ins written depends on the complexity of the implementation. In the early days, before the citizen developer era 🙂 , writing a plug-in required .NET knowledge. But now, even citizen developers can write plug-ins without any .NET knowledge and that what we… Read more »
Details Sometimes we have requirement to open entity form or I will say refresh complete form from a custom dialog. Normally while we want to refresh complete form, we use Xrm.Navigation.openForm to open entity form. We can use following code to open entity form. In above code we can pass entity name and entity id, it will open entity records,… Read more »
Requirement Occasionally we need to generate report for the User and their security role for the different purpose. In this post I am going to share quick steps to get this report. Solution Although we have one out of the box report available called “User Summary” report which we can access from reports area if you have or from Advanced… Read more »
Problem Recently while setting SharePoint integration in Power Pages we faced below issue. Solution Recently while setting up Document integration in Power Pages for Customer form, we configured all the actions required for the integration. SharePoint integration was already working fine in Sales app. After verifying configuration steps when tried to look in to Power Pages, we got above error…. Read more »
Requirement A very common requirement I see many times where CE developer need to auto populate party list or other field on the email form at the time of create. This post will provide sample code which for the same. Details Let’s say we are working on the quote entity and when we will create email from quote entity using… Read more »
Are you wondering why View Hierarchy button is not visible? if yes then this post will help you. Recently while checking latest threads on Dynamics 365 CE forum, I found one question regarding this. I am was also not aware of such announcement so I thought of checking it myself. I know it was visible by default in account so… Read more »