Category Archives: CRM Dvelopment Series

Using Configuration with Azure Function

DynamicsAzure

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 »

Developing Scheduler for Dynamics 365 CE using Azure Function Part 2

DynamicsAzure

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

DynamicsAzure

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 »

Enable Entity Records for Dynamics 365 Partner Portals

DynamicsPortal

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 »

SharePoint integration for Work Order- Part 2

MicrosoftFlow1

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 »

SharePoint integration for Work Order- Part 1

MicrosoftFlow1

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 »

Updating from party in Email

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 »

Datetime zone issue in Liquid – Dynamics 365 Portals

DynamicsPortal

Introduction This article is about the date time format and zone issue in Dynamics 365 Portal. Dynamics 365 CE store date time in UTC format in CRM DB and when you will display date field on Dynamics 365 Portals it will display same date which sometime leads to incorrect date & time. If you are facing same issue this article… Read more »

Fix Duplicate Record Found for Entity error – Dynamics 365 Portals

DynamicsPortal

Introduction This article is about fixing “Duplicate Record Found for Entity error..” in Dynamics 365 Portals. Details Sometime Dynamics 365 CE display confusing error, for example recently one user got following error while assigning a Web Role to user This error seems confusing as it’s saying Duplicate error, but when I looked into this issue, I found this issue was… Read more »