Filtering User Lookup based on the Team

Requirement While working on the Dynamics 365 CE implementation where we are using teams, sometime we want to filter user lookup based on the teams. Our requirement to check security type in our project entity if it is project based we need to filter user lookups based on the project teams which is created using project name, so let’s see… Read more »

Using Configuration with Azure Function

Introduction Sometimes we need want to store configuration data in our Azure Function which we can be referenced in our Azure Function, these configuration data includes storing server urls, connection strings, credentials etc. This is very useful when we want to deploy our Azure function in different environment, we don’t need to do any changes in our Azure function code,… Read more »

Build, Customize and Deploy your Canvas app with CDS

If you don’t know about Power Platform 25 Virtual Conference you are definitely missing lost of valuable contents. Experts from around the globe conducting these session on different topics like Dynamics 365 XrmToolBox Power Apps Power Automate PowerApps Portals Power BI AI Builder Power Virtual Agents You can join them without any registration here aka.ms/power24group6. You can join session based… Read more »

Developing Scheduler for Dynamics 365 CE using Azure Function Part 2

Introduction This is our second article about developing scheduler for Dynamics 365 CE using Azure Timer Function. In earlier article we developed a simple sample Azure Timer Function, now we are going to discuss how to deploy and configure scheduling for the Azure Timer Function. Solution Let’s first discuss how to schedule Timer to run it on specified times. Based… Read more »

Developing Scheduler for Dynamics 365 CE using Azure Function Part 1

Introduction Sometimes we require to develop scheduler job for Dynamics 365 CE online. Currently we have different options to implement scheduler for Dynamics 365 CE online for example using workflow, Power Automate, Azure etc. In this article we are going to discuss how we can use Azure time trigger to develop scheduler for Dynamics 365 CE. Let’s say we have… Read more »

Fixing : Expected non-empty string regarding OptionSet

Introduction This is quick post about fixing “Expected non-empty string” error. If you are facing same issue this post going to help you!. Solution Recently while removing option from option set which seems to be added during data import, we got this “Expected non-empty string“. First we tried to search regarding this error if someone got it already, we found… Read more »

Enable Entity Records for Dynamics 365 Partner Portals

Introduction If you are working with Partner Portal, you may notice that you are not able to see records in Portal even though you have all the required permission setup correctly. We are going to discuss another quick check that you can do while not getting data. Solution Most common reason when you are not able to see the data… Read more »

Filtering Lookup based on the link entity

Introduction Recently we got one request to filter lookup based on the account as well as parent account of the account. This blog post is about how we implemented this requirement. Solution If we want to filter lookup based on the other lookup we can simply edit target field properties and can set Related Record Filtering option. We can select… Read more »

Show All Views in Unified Interface App- Quick Fix

Introduction Recently one of our customer started using Unified Interface Client and they reported that they are not able to see all the accounts view under Field Service App. This post is about how to fix this issue. Solution By default Unified interface only show some entity view for example if you will check in online trial under web client… Read more »

SharePoint integration for Work Order- Part 2

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. This is our second article, please check first article before reading this… Read more »