Category Archives: CRM Dvelopment Series

Filtering Gallery using Radio Button

Requirement Implementing Gallery data filtering using radio button. Details let’s say we have requirement to filter gallery data based on the selection of the radio button like below To implement filter, I am using collection here and Dataverse Account entity as data source where I have records of different types (using Relationship Type attribute for customer category) so first let’s… Read more »

Show ‘Create Document’ on Active Quotes only using Power Fx


Requirement Only show ‘Create Document’ button for Active Quotes. Details While working on the Dynamics 365 Sales implementation we mostly get these type of requirement where we want to show/hide button based on the entity status. We can use Ribbon Workbench and apply value rule to our button to hide and show it but here case is different as this… Read more »

Deactivate Child Records using plug-in


Requirement Deactivate child records using 1:N association using plugin. Details Sometimes we want to deactivate/activate records based on the Parent record deactivation/activation. We cam achieve this requirement writing plugin on the update of the parent entity where we can check statecode value wheather it’s 0 or 1 (Most of the activities have two states 0- Active, 1- Inactive) but we… Read more »

Entity not available in Modern Advanced find


Requirement Custom Entity should be visible in the Modern Advanced Find. Details Some time back Microsoft introduced Modern Advanced Find (New name of the Advanced find) which is enabled now if you have installed wave 2 updates in your D365 environment and classical Advanced Find will be hidden. This will be confusing to end users if they are not aware… Read more »

Implementing Prompt dialog in D365 CE Part 2


Requirements Let’s say we have requirement where user can put opportunity on hold but before doing he needs to enter comment which should be saved in the opportunity. In the earlier part we discussed of creating prompt and updating opportunity, in this part we will discuss next items. Details We have our prompt page ready now we need to create… Read more »

Implementing Prompt dialog in D365 CE Part 1


Requirements Let’s say we have requirement where user can put opportunity on hold but before doing he needs to enter comment which should be saved in the opportunity. Details Let’s say we want to implement this requirement using prompt dialog where user can provide comments before setting opportunity on hold. To implement this requirement we have to do following things:… Read more »

Custom security role is not available while sharing app

Requirement Sharing custom model driven app with user using specific security role. Details Let say we have created a new security role called HIMBAP QA in our model driven app and we want to share our custom model driven with user with this security role assigned. So let try that. 1. Navigate to, select your environment -> app ->… Read more »

Fixing “This app isn’t opening correctly” error


Problem Getting Error while opening Canvas app embedded in model driven form. Solution Recently we faced following error while trying to open canvas app. Earlier this app was working fine and this error occurred after new changes deployed to this environment. Based on the error message, I started troubleshooting it and checked ID of the user and verified if this… Read more »

Error Logging using D365 CE Plugin


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 »

Fixing Internal_CompanyNotFound in CRM to BC integration


Requirement Integrating Dynamics 365 CE and BC with Business Central v2.0 API endpoints using KingswaySoft Details Recently I was working on a POC for Dynamics 365 CE and BC integration where we wanted to test integration using BC V2.0 endpoints. Based on Microsoft documentation Following is the standard BC V2.0 API URL format: Where environment represent dev,test or production environment… Read more »