Introduction In this article we are going to discuss how we can use Voice of the Customer to design our Dynamics 365 training feedback survey or it can be used for any feedback survey similarly. If you are new to, I will suggest you check our earlier articles Getting Started with Voice of the Customer Requirement We need to capture… Read more »
Introduction: We can use entity list to render records of entity from specific view configured in entity list. Entity list provide many options like sorting result set, re-labelling view columns, action buttons and more. We can configure details page in entity list which can be opened to view more details about the record or for edit/updating. In this article we… Read more »
Introduction: In this article, we are going to discuss how we can display a success message with a back button on the Dynamics 365 portal web page once the record is submitted. Requirement: Display specific message after case submission with a back button to go back to case list in Dynamics 365 portal. Solution: To implement the above requirement, we… Read more »
Recently working on Dynamics 365 V8.2 environment, I faced “Bad Request” error in my create request and while I tried to debug the code, I found error: “An undeclared property ‘him_supplierid’ which only has property annotations in the payload but no property value was found in the payload. In OData, only declared navigation properties and declared named streams can be… Read more »
There is a common requirement to filter subgrid based on the lookup field, but there is no easy way to implement it without writing code. In this post I am going to discuss a quick workaround to implement this requirement. Let’s see how we can implement this. Requirement: We want to show marketing list for accounts in contact form based… Read more »
Sometime we may need to set default value for the entity field in portal forms. In this post we are going to discuss, how we can leverage entity form metadata to fulfil this requirement. Requirement: Identify if case is created from Dynamics 365 Portal. Solution: If you have worked with custom service module earlier then you might be aware of… Read more »
We all know that we can create group of our Dynamics 365 CE entities in a more logical manner using apps, if you are interested in creating new app, you can refer our earlier post for the same. In this article we are going to discuss about Dynamics 365 app specific URLs. Requirement: Let’s say we have created a custom app… Read more »
Some time back I wrote a post for retrieving image attached to notes using OData, as now for Dynamics 365 CE, we use Web API, so I am going to share how we can do it using Web API. Microsoft Dynamics CRM store all the notes and attachment in annotation entity. Most of the out of box entity used to… Read more »
Requirement: Get Optionset label based on optionset value using client side code. Solution: We have different option to implement this requirement. Earlier we wrote a post to get option set label using formatted values, today we are going to discuss how we can use stringmap to get optionset label using Web API. Stringmap entity store details about optionsets, it has… Read more »
If you are looking for sample code to create connection record using WebAPI for Dynamics 365 CE, this post will help you. I am creating connection record for opportunity, you can change lookups entity based on your requirement. Hope it will help someone !!