Category Archives: Dynamics 365 CE Online

Download Word Document Template using JavaScript- Dynamics 365 CE

ExportWT

Requirement We got one requirement where we wanted to download Word Document based on the word template after validating some conditions. I am going to share sample code which can be used to download word document based on the template name. Solution We create a flyout button similar to existing word template flyout and hide out of the box flyout… Read more »

Add Flyout and identify Selected Option – Dynamics 365 CE

customflyout

Requirement Add a custom Flyout menu with buttons and identify which button is clicked. Solution Sometimes we need to add a custom flyout ribbon button and need to write code depending on the button which is clicked. Normally that is done using menu, but I will be adding button to flyout and using command there to perform action. I will… Read more »

Dynamics 365 CE Date Conversion in Power Automate

ConvertTimeZone

Problem Recently while working on Power Automate to send notification if custom activity record is completed before 15 day but still invoicing is not done yet, I was facing time zone issue while comparing date. I will provide details how I sold this issue. Solution Initially I started creating my flow where I used Recurrence and fetched my entity records… Read more »

Completing Activity using Custom Ribbon Button

Requirement Sometimes we have requirement to change activity status using custom button. Here we are going to discuss how we can complete activity using WebAPI and action using a custom ribbon button placed on the subgrid. Solution We are going to complete activity using custom action and then we will be calling our custom action using WebAPI. We will add… Read more »

Duplicate lookup reference was found -{Quick Tip}

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Introduction While importing data into Dynamics 365 with lookup fields, sometime we get duplicate reference found error, if you are getting same error then here is the quick tip for you . Details While we are importing data into Dynamics 365 CE with lookup field, Dynamics try to relate lookup records based on the primary field name by default. So… Read more »

Canvas app with Bing Maps in Dynamics 365 CE -1

demoapp

Introduction Sometime back I wrote Show child accounts on Bing Maps using client side code, today in this this article I will be discussing how we can show Bing maps in Canvas app and embed it in Model driven app. In this sample app we are going to show Event organizers on the Bing maps and it will look like… Read more »

Getting Current User Details in Canvas Apps

Requirement While working on the Canvas app sometime we want to get user details like name, email or other details. We can use this details depending on the requirement. Today we are going to discuss how we can fetch user details using 3 ways. Details This article assume you basic knowledge of Canvas app, if you are new to Canvas… Read more »

Selected entity is read only for this client error- Dynamics 365 CE UCI

Issue Recently while trying to create record for warehouse entity, I got following error Details Dynamics 365 CE entity can be enabled or disabled for the Unified client. If entity is enabled for Unified client we can also make it read only if required. These setting is are available under Outlook and Mobile. When I checked in warehouse I found… Read more »