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 !!
Recently while doing Dynamics 365 Portal deployment, got following dependency error regarding Web Notifications. Checking target organisation I found web notification solution is already installed there. While troubleshooting, I found a helpful thread and Adxstudio Portal KB. We don’t need to use web notification now for Dynamics 365 portal, this solution is kept for the compatibility of the Adxstudio Portal… Read more »
Recently while working on portal production deployed, we got error for missing components for Field service, but Field Service solution was already installed and setup in production. While doing troubleshooting I found the production organization was missing “PartnerPortalFieldService” solution. To get this solution, we have to install it manually using portal from Portal Actions After that we got this solution. Hope it will help… Read more »
Requirement: Support user should be redirected to support page after login to Dynamics 365 portal instead of home page. But later they can navigate to home page. Solution– In order to implement this requirement, here we need to implement two checks: 1. Check if user is a support user. 2. Check if he is navigating to home page for the… Read more »
Requirement: Add a custom button on Portal Page to cancel operation. Solution: While working on Dynamics 365 portal, sometime we need to add additional buttons on the web page. We can create liquid template if we want to implement some complex logic and buttons, but if it just matter of quick custom button we can use Web Page Script area…. Read more »
Requirement: Dynamics 365 Portal user should be able to access cases from it’s parent customer as well as sub account of it’s parent customer. Solution: We can implement this requirement using Web roles where we can configure entity permissions to access sub accounts and cases in dynamics 365 portal. We need two following entity permissions here: 1. Entity Permissions to… Read more »
Let’s say you are working on Dynamics 365 portal dev environment and you want to quickly add your demo users. You can following below instruction to add users without invitation. 1. Open to contact record whom you want to add as portal user 2. Make sure you are on the Portal Contact form 3. Navigate to Web Authentication section 4…. Read more »
Recently I saw one question in CRM forum where user was interested in using Business Rules to implement data validation for Data Import? so can we do that ?? The answer is Yes !!, of course we can do that, business provides support to run your logic on server side right, if you don’t know this, check our earlier article… Read more »