Introduction In Dynamics 365 CE, the audit feature plays a pivotal role in tracking data changes for compliance, security, and analytical insights. Sometimes we need to get Audit data based operation and specific entity. This blog will provide you sample code to get data from Audit using C#. Understanding Dynamics 365 Audit History Dynamics 365 CE’s Audit History provides a… Read more »
Requirement In Dynamics 365 Customer Engagement (CE), managing data is crucial for maintaining a clean and efficient database. When we delete records, out of the box auditing feature can help to see audit information of the deleted record but what if we want to see the reason why this record was deleted?. With a simple customization, we can implement this… Read more »
Introduction: In the world of cloud computing, Azure Functions have become a popular choice for developing serverless applications. These lightweight, event-driven functions offer scalability and cost-efficiency, making them an ideal solution for various use cases. Recently we got one such requirement where we need to read PostgreSQL database view and need to update data in Dynamics 365. We used Azure… Read more »
Requirement Add validation on child entity form based on parent entity. Details Sometimes we want to check name of the parent entity in the child entity quick create form for validation. We can use JavaScript for this validation. For the demo let’s say when someone will try to create contact record from subgrid under Account we want to display a… Read more »
Requirement Let’s say we want to fetch incremental data from BC for CRM using Kingswaysoft. Details While working with CRM and BC integration using Kingswaysoft, let’s say we want to get incremental data from Navision, for example records modified in last 2 minutes or so. In that case we need to have a datetime field in the NAV table which… Read more »
Problem The currency of the record does not match the currency of the price list. Details We have some custom workflow process which generates sales order which create sales order from customer asset. We suddenly started getting issue in sales order creation. When I started troubleshooting I found this error is generated by MultiCurrencyPlugin While troubleshooting I checked all the… Read more »
Requirement Quote product should be synched to opportunity when quote is activated. Implementations In traditional sales life cycle we create quote from opportunity which inherit all the opportunity data as well as products from opportunity. but sometimes while working on the quote negotiations with the customer some information can be updated on the quote products or may new product is… Read more »
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 »
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 »
