Requirement Create attachment in Dynamics 365 CE from the stream which will be available in MultipartContent response. Details Let’s say are getting MultipartContent in HttpResponse. This response contains stream which we want to use to create and attach pdf file in notes. We can use following code: The code first checks if the HTTP response is not null and if… Read more »
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 »
Introduction We know there are many out of the box fields created when we create a custom entity, but do you know when you create specific data type fields, some hidden fields are created using the field name. Today we are going to discuss that. Details Let say we need to create two fields first one “Location” in my entity… Read more »
Requirement Quote product should be synched to opportunity when quote is activated. Implementations In traditional sales life cycle we create quote from opportunity which inherit all the opportunity data as well as products from opportunity. but sometimes while working on the quote negotiations with the customer some information can be updated on the quote products or may new product is… Read more »
Requirement Field should be locked on the form as well as on the business process flow. Details Sometimes we need to make field read only on the business process flow. Let’s see what options we have to make field read only on entity forms. Using Field Behavior This is the first and the easiest way of making field read only…. Read more »
Requirement Error logging using D365 CE Plugin. Details Let’s see what options we can use for the error logging. ITracing Service First option that we have for the error logging in D365 CE plugins is using ITracing service. To usethis option first we need to make sure we enable below setting in D365 CE environment. Once this option is enabled… Read more »
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 »
Introduction Recently faced one issue where Create Order button was missing from Quote entity form in one of the sandbox environment, I am going to provide step here how I fixed it. Details When we faced this issue in Sandbox environment, first thing I checked if it is available in production or not, and it was there, next thing I… Read more »
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 »
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 »
