Introduction Recently while working on Field Service project, we got requirement to setup SharePoint integration where customer wanted to use Folder stricture based on the Account entity. By default entity based folder structure is not supported for work order entity so we used Flow to implement this requirement, in this article we are going to discuss the same. Requirement Implement… Read more »
Web Roles are used to implement Dynamics 365 Portals security, just like we use security roles in Dynamics 365 CE. Every Dynamics 365 portal user must have assigned some web roles to access Dynamics 365 CE records. In the web roles we can configure entity permissions to implement record based security just like we can do in Dynamics 365 CE… Read more »
Introduction This post is about “The request channel timed out while waiting for a reply after 00:01:59.9687488. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout.” error, we got this error in our Azure function where… Read more »
Introduction Today I saw one question on Microsoft Community, which helped me to write this article (If you are still not part of Microsoft Community forum you are really missing lot of learning, this is a great learning source, I have learned a lot from community forums, so join it today to share your knowledge with others and learn from… Read more »
Introduction Are you looking for sample code to fetch data from Dynamics 365 CE using WebAPI ? if yes this post will help. We are discussing how to fetch data based on the datetime field from account entity. Look for our other WebAPI Samples here Requirement Retrieve accounts records which created on or before today’s date. Solution Write writing WebAPI… Read more »
Are just started working with Dynamics 365 Portals and have many questions in your mind related to customizing Dynamics 365 Portals and extending it’s capability ?? if yes, join on Webinar where we will be discussing following topics Quick Overview of Dynamics 365 Portals We will start with quick view of Dynamics 365 Portals and why you need them. Setup… Read more »
Introduction Sometime we want to update the account associated to the opportunity, for example let’s say if opportunity status is changed to won, we want to update some of the attributes in the account record. This post is quick tip about doing these changes. Requirement Change Relationship type of the account to Customer when opportunity status changes to WON. Solution… Read more »
Introduction Recently while working on one business requirement where client had two business unit and they were using contacts specific to business unit which means they can have duplicate records for contact or account. While email coming into CRM they wanted to update email from with correct contact from correct business unit if wrong contact is auto populated by CRM…. Read more »
If you got requirement to get contact record based on it’s full name and it’s business unit name, this sample code will help you. Sharing following sample code to get contact using Query Expression. Hope it will help someone !!
Introduction This article we will be discussing how we can use FullCalendar in Dynamics 365 Portals. We will see how we can set different layout options and events. Requirement Show Booking information in Dynamics 365 Portal using Calendar control. Details We got requirement where client wanted to see all work order booking under calendar control. The first thing I tried… Read more »