Hiding Special buttons from Dynamics 365 CE

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Requirement Hide Create Invoice button on the Dynamics 365 Sales Professional app. Details: While working on Dynamics 365 CE implementation it’s normal to get request to hide some command buttons. Today I am going to demonstrate how to hide special buttons like Create Invoice button in Dynamics 365 CE Sales Professional app. Normally when we want to hide ribbon button… Read more »

Configure web resource for Dynamics 365 for phones- Quick Tip

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Requirement Custom html web resource placed on the dashboard should be visible on mobile client. Details By default our custom web resources are not visible on the mobile client, to make them visible we need to do following configurations Enable Mobile option on your web resource Open your web resource and you should see following options Here we have two… Read more »

Creating aggregated view using DataTable

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Requirement Let’s say we want to show aggregated total of the records based on the grouping. let’s understand this with below example: In above screenshot group 1 as what we have in our entity and 2 is what we want to show on the dashboard, just want to show single entry for the duplicate record and calculate total. Details: I… Read more »

Download File and Upload to Azure Blob Storage

Requirement Let’s say we have requirement to download file from website and upload it to Azure Blob Storage. In our case we are using excel file but you can do it for other files as well. Details First we need to setup Storage account and blob container in Azure. Once you have setup it, you need to get following details:… Read more »

Setup your Dynamics 365 30 days Trial

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Problem Recently I got question regarding how to setup new Dynamics 365 trial with all the First Party apps in it. As we know now we can setup Dynamics 365 trial for the specific apps but I am going to explain step by step process for setting up your trial and get all apps. Details 1. Navigate to this url… Read more »

New User not visible in Dynamics 365 CE – {Quick Tip}

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Problem New users not listed in Dynamics 365 CE. Details Recently I was setting up trial instance for client demo. I created test users in office 365 portal and as usual I waited to sync those users to my environment, but I was not able to see the users even after waiting for hours, after doing research I learned now… Read more »

FCB ‘EnableRegionalDisco’ is disabled – Quick Tip

Details Suddenly yesterday we were not able to connect to our customer environment from Europe region through plugin registration tool, when I check error details I found below error details Error : FCB ‘EnableRegionalDisco’ is disabled Stack Trace : Server stack trace: at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)… Read more »

Using App User in KingswaySoft Connection Manager

Requirement While working with KingswaySoft integration toolkit we have different ways to connect with Dynamics 365 CE. Today we are going to discuss how to use Dynamics 365 application user for authentication. Details To setup application user we first we need to register an app under Azure Activity Directory so let’s follow below steps 1. Go to Active Directory of… Read more »

Easy Fix for -“It is of type ‘Null’ but is expected to be a value…”- Power Automate

Problem While working with Switch control in Power Automate, if the field used in the switch control is blank we will get this error:- “It is of type ‘Null’ but is expected to be a value of type ‘String, Integer” I am going to share one possible way of handling which I used, if you have a better way please… Read more »

Fixing – The runtime connection manager with the ID cannot be found

Issue Recently I was working on scheduling SSIS packages developed using Kingswaysoft toolkit for Dynamics 365 CRM, while testing my job I encountered following error: “Source: Data Flow Task Dynamics CRM Destination [11]  Description: The runtime  connection manager with the ID “{…}” cannot be found. Verify that the connection manager collection has a connection manager  with that ID..” Solution Based on the error message, it… Read more »