Category Archives: Dynamics 365 CE Online

Implementing Prompt dialog in D365 CE Part 2

onHoldcomment

Requirements Let’s say we have requirement where user can put opportunity on hold but before doing he needs to enter comment which should be saved in the opportunity. In the earlier part we discussed of creating prompt and updating opportunity, in this part we will discuss next items. Details We have our prompt page ready now we need to create… Read more »

Implementing Prompt dialog in D365 CE Part 1

OnHolddialog

Requirements Let’s say we have requirement where user can put opportunity on hold but before doing he needs to enter comment which should be saved in the opportunity. Details Let’s say we want to implement this requirement using prompt dialog where user can provide comments before setting opportunity on hold. To implement this requirement we have to do following things:… Read more »

Custom security role is not available while sharing app

Requirement Sharing custom model driven app with user using specific security role. Details Let say we have created a new security role called HIMBAP QA in our model driven app and we want to share our custom model driven with user with this security role assigned. So let try that. 1. Navigate to https://make.powerapps.com/, select your environment -> app ->… Read more »

Fixing UCI Custom View Filter Caching Issue

Problem Customer filter is applied to system view because of caching Details Recently we got one issue reported where system view was not displaying all the records based on the default filter, but when we tried to reproduce the issue when we tried to check the view directly but when we tried to follow steps based on the QA resource… Read more »

Fixing Internal_CompanyNotFound in CRM to BC integration

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Requirement Integrating Dynamics 365 CE and BC with Business Central v2.0 API endpoints using KingswaySoft Details Recently I was working on a POC for Dynamics 365 CE and BC integration where we wanted to test integration using BC V2.0 endpoints. Based on Microsoft documentation Following is the standard BC V2.0 API URL format: https://api.businesscentral.dynamics.com/v2.0/tenant/environmenet/api/v2.0 Where environment represent dev,test or production environment… Read more »

Timezone conversion Issue in CRM to BC integration

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Issue Recently we faced date issue while sending invoice data from Dynamics 365 to Business Central. Details We have implemented Dynamics 365 and Business Central integration using KingswaySoft toolkit. While testing invoice details created in Business central, we found issue with the date, it was one day behind the CRM date sent to BC. Earlier same SSIS packages with Azure… Read more »

Configure web resource for Dynamics 365 for phones- Quick Tip

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Requirement Custom html web resource placed on the dashboard should be visible on mobile client. Details By default our custom web resources are not visible on the mobile client, to make them visible we need to do following configurations Enable Mobile option on your web resource Open your web resource and you should see following options Here we have two… Read more »

Creating aggregated view using DataTable

vendorgrid

Requirement Let’s say we want to show aggregated total of the records based on the grouping. let’s understand this with below example: In above screenshot group 1 as what we have in our entity and 2 is what we want to show on the dashboard, just want to show single entry for the duplicate record and calculate total. Details: I… Read more »

Download File and Upload to Azure Blob Storage

Requirement Let’s say we have requirement to download file from website and upload it to Azure Blob Storage. In our case we are using excel file but you can do it for other files as well. Details First we need to setup Storage account and blob container in Azure. Once you have setup it, you need to get following details:… Read more »