Category Archives: Dynamics 365

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 »

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 »

Overriding out of box command button behavior – Step by Step UCI

Requirement: Sometime back we published a post for overriding out of the box command button behavior which works fine for the web client but one of our blog reader reported through twitter (Power of Social media 🙂 ) that this customization is not working with UCI, so I thought of re-writing the same for the UCI. Details: Let’s see how… 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 »

Implementing Dynamics 365 Customer Engagement

Happy to share news that my 3rd book is published now. This book will help you learn about Dynamics 365 Customer engagement implementation options as well as you will learn about how to customize and extend Dynamics 365 CE. This book is divided into following 12 chapters: Introduction to Dynamics 365 CE This chapter will help you to understand basic… Read more »

Bulk Deletion Job Canceled Automatically – {Quick Tip}

Introduction Dynamics 365 allows us to delete our data in bulk. We can define query to select target data which we want to delete. We can also schedule if require and configure notification by providing email, which is used to send notification once bulk job is completed. If you are new to bulk deletion job then you can check this… Read more »

Filtering User Lookup based on the Team

Requirement While working on the Dynamics 365 CE implementation where we are using teams, sometime we want to filter user lookup based on the teams. Our requirement to check security type in our project entity if it is project based we need to filter user lookups based on the project teams which is created using project name, so let’s see… Read more »