Category Archives: Dynamics 365 CE Online

Embed a Power BI Report as a System Dashboard in Dynamics 365 CE Using Environment Variables

Introduction In today’s data-driven world, integrating powerful analytics tools like Power BI with your Dynamics 365 CE can significantly enhance decision-making processes. Embedding Power BI reports directly into Dynamics 365 CE as system dashboards provides seamless access to actionable insights without leaving the CE interface. This article will guide you through embedding a Power BI report as a system dashboard… Read more »

Disable Copilot Features in Dynamics 365 CE

Introduction Copilot in Dynamics 365 Customer Engagement (CE) is a powerful feature that assists users in various tasks, from data entry to suggesting relevant actions. However, there may be instances where you need to disable Copilot features for specific environment. In this guide, we’ll walk you through the process of disabling Copilot in Dynamics 365 CE, ensuring a smoother user… Read more »

Leveraging SendEmailFromTemplate to Send Emails to Unresolved Addresses

Introduction While working on Dynamics 365 CE we often need to streamline communication processes using Power Automate. While we want to send emails to our customer, one effective way to do this is by using email templates. Email templates streamline the communication process by providing users with a standardized framework for creating emails, ensuring brand consistency and saving time. These… Read more »

Leveraging Power BI Parameters for Efficient Data Source Configuration

Introduction In a recent project involving Power BI, our focus was on establishing connections to an on-premise Business Central instance. To access the business sandbox, customer opened sandbox service port for us. Additionally, for production purposes, we configured a Data Gateway within the Power BI service. However, upon completion of development, we encountered an issue during the deployment of the… Read more »

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 »

Implementing Reason for Delete in D365 CE

Requirement In Dynamics 365 Customer Engagement (CE), managing data is crucial for maintaining a clean and efficient database. When we delete records, out of the box auditing feature can help to see audit information of the deleted record but what if we want to see the reason why this record was deleted?. With a simple customization, we can implement this… Read more »

Connecting Azure Functions with PostgreSQL

Introduction: In the world of cloud computing, Azure Functions have become a popular choice for developing serverless applications. These lightweight, event-driven functions offer scalability and cost-efficiency, making them an ideal solution for various use cases. Recently we got one such requirement where we need to read PostgreSQL database view and need to update data in Dynamics 365. We used Azure… Read more »

Check Parent Entity Name From Child entity form D365 CE

Requirement Add validation on child entity form based on parent entity. Details Sometimes we want to check name of the parent entity in the child entity quick create form for validation. We can use JavaScript for this validation. For the demo let’s say when someone will try to create contact record from subgrid under Account we want to display a… Read more »