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 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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
