Blog

Unhandled Exception: System.InvalidOperationException: Unable to locate the “PluginProfiler.Solution.zip” file

April 28, 2020

While working with Plugin debugging, you might have faced the issue below on clicking Install “Plugin Profiler” in Plugin Registration tool in dynamics 365. Unhandled Exception: System.InvalidOperationException: Unable to locate the “PluginProfiler.Solution.zip” file. The error comes when you open Plugin Registration tool as an External Tool in Visual studio. SO to Resolve this issue you…
Read more

[Resolved] The requested record was not found or you do not have sufficient permissions to view it. Error in Dynamics 365.

April 3, 2020

You might have faced the error mentioned below saying that “The requested record was not found or you do not have sufficient permissions to view it” in Dynamics 365. Once you download a long notepad file will show some technical details but its very difficult to understand the technical stuffs written there. This error normally…
Read more

Enable Apps for Users in Dynamics 365

March 31, 2020

I have recently added an User to the Dynamics 365 Platform and assigned the D365 CE Subscription. But when the user logs in he is not able to see the Sales Hub and some other apps in the dynamics 365 home page. We have cross checked also that the security role has been assigned to…
Read more

How to download Dynamics 365 SDK Toolkit (Multiple Ways)

March 11, 2020

Using CD.tools website you can download the SDK zip File. Open the website CD.tool and click on Get SDK Tools. There are multiple options we can get the Dynamics 365 SDK Tool kit. 1. Download SDK ZIP to local On clicking of Get SDK Tools you can find a button called “Download SDK Zip File”.…
Read more

Display Parent Entity Information on a Child Entity using Quick View Form in Dynamics 365 CE

March 11, 2020

Quick view form is a configuration by which we can show parent entity information on a child entity without writing code. Lets see how to do this. Step-1: Create a Quick View form in Parent Entity Lets say we want to show the login user’s Manger and Business Unit on a Lead form while creating…
Read more

Integrate Outlook with Dynamics 365 CE

March 6, 2020

Dynamics 365 can be integrate with Outlook using the Dynamics 365 App for Microsoft Outlook. Microsoft Dynamics 365 App for Outlook is an Office add-in that you can quickly add to your users’ mailbox so they can track communication and review Dynamics 365 for Customer Engagement applications’ information in Outlook. Lets see how to proceed.…
Read more

OneNote Integration with Dynamics 365 CE

March 5, 2020

The process of OneNote Integration with Dynamics 365 is a easy process. you need to navigate to Advanced Settings in Dynamics 365 CE and then click Settings-> Document Management. In the document management section you will find a option “OneNote Integration”. On click on this option a pop-up will open where we can choose for…
Read more

How to Integrate OneDrive for Business with Dynamics 365 Customer Engagement

March 5, 2020

Integrating OneDrive with Dynamics 365 is preety much straight forward. Follow the steps below to understand the process of integration. Step-1 : Enable the Integration Settings in Dynamics 365 CE Login Dynamics 365 CE and navigate to Advanced Settings-> Settings-> Document Management and then click on “Enable OneDrive for Business”. Click the checkbox and proceed…
Read more

How to Integrate SharePoint with Dynamics 365 Customer Engagement

March 5, 2020

Assuming you have a SharePoint subscription I am proceeding with the post. To Integrate with SharePoint follow the below steps. Step-1: Open Office Portal and Open SharePoint Browse Office Portal with the address http://portal.office.com/. Login using your Dynamics 365 CE credential. Once Logged in click on SharePoint icon from the App Dashboard. Now the SharePoint…
Read more

How to Integrate Power BI with Dynamics 365 Customer Engagement

March 4, 2020

In this post we will discuss how to Integrate Power BI with our Dynamics 365 Customer Engagement App. Lets follow below steps. Step-1 : Login to Power BI and Instal App for Dynamics 365 Go to Power BI Portal. https://powerbi.microsoft.com/en-us/landing/signin/ Sign in using Dynamics 365 CE Online credential. You may be prompted to sign up…
Read more

How to develop Power Automate (formerly Flow) Apps for Dynamic 365 CE

March 4, 2020

Power Automate a very powerful concept to be used for robust integration requirements for cloud or native business applications. Power Automate is a service that helps us create automated workflows between our favorite apps and services to synchronize files, get notifications, collect data and more. We can create different type of Power Automate apps as…
Read more

Create a Sample Canvas App using Gallery, Form in Dynamics 365 instance data

March 3, 2020

Power Platform is the Game changer in these days. Power Apps such as Model-driven apps and Canvas apps crossed all app development limits. So more learning on these Power Apps more will be your grip towards the Dynamics World. This post is not a new post but to refresh the practical concept of Canvas app…
Read more

Create record using Entity Form in Dynamics 365 Portal

March 3, 2020

Using entity form we can achieve Create record operation in Portals. lets see how to do. Step-1: Create an Entity Form in Dynamics 365 Portal App Open Dynamics 365 CE Portal App and Navigate to Entity Form. Create a New Entity Form with below Values: Name : Customer Create Entity Form Entity Name : Contact…
Read more

View Details Page configuration for an Entity List for Dynamics 365 CE Portal

March 2, 2020

Entity List is reponsible to show a list of records from Dynamics 365 or Common Data Service. In a list we may display less columns lets say Customer name and email but if there is a requirement that on click of the list item some more fields should be visible such as address, phone number…
Read more

Enable Search, Edit Page size in Dynamics 365 Portal

March 2, 2020

Open the Entity List and scroll down to see Search section and check the Enabled checkbox as given below screenshot. Also you can provide a Placeholder text for the searchbox lets say “Type your keyword”, Define a Tooltip as “Search Records in the List”. After that Save the Entity List. Now in the Power Portal…
Read more

Adding Multiple Views to the Entity List for Dynamics 365 Portal

March 2, 2020

In our last blog we have learned how to display Dynamics 365 CE entity data on Dynamics 365 Portal using Entity List with a single Entity View “Active View”. Now in this post we will see how to add more Views and change the caption of the views to the Entity List. Open the Entity…
Read more

Display records on Dynamics 365 Portals using Entity List

March 2, 2020

Using Entity List we can show/display Dynamics 365 Customer Engagement Entity records on Dynamics 365 Portals. Lets see how to do the configuration. I assume your organisation is already having a Dynamics 365 Portal and you as a consultant maintaining and configuring the portal. Step-1 : Decide the entity to display The first step is…
Read more

Create and Manage a Webpage, Add components, Change Navigation Menu for Portal in Dynamics 365 CE

February 18, 2020

In our last article we understand what is a Portal and how we can configure portals in Dynamics 365 instance. We can also create Portals in CDS environment by creating a new environment and provisioning the portal. In this post we will see how we can add new Webpage in our portal we have created…
Read more

Dynamics 365 Portals, Its Configuration & Customization

February 17, 2020

Introduction Dynamics 365 Power Portals are external-facing websites that allow users outside their organizations to sign in with a wide variety of identities, create and view data in Common Data Service or Dynamics 365 Instance, or even browse content anonymously. The full capabilities of Dynamics 365 Portals, previously offered only as an add-on to model-driven…
Read more

Build Logic App for Dynamics 365 CE to create a Task record when a Lead gets created

February 13, 2020

Azure Logic Apps is a cloud service that helps you schedule, automate, and orchestrate tasks, business processes, and workflows when you need to integrate apps, data, systems, and services across enterprises or organizations. Logic Apps simplifies how you design and build scalable solutions for app integration, data integration, system integration, enterprise application integration (EAI), and…
Read more

Retrieve, Create, Update, Delete data Client side using XRM Web API and FetchXML in Dynamics 365

February 13, 2020

The XRM WebAPI is a great way to achieve CRUD operation from client side scripts. Below are the code snippets to explain how we use it. Retrieve Single Record Retrieve Multiple Record Create Record Update Record Delete Record Thanks for reading.

200+ Interview Questions on Dynamics 365 Customer Engagement CRM to sure shot crack Interviews

January 16, 2020

Are you looking for answers of the below 200+ Dynamics 365 questions? Please click the below button to follow the instructions to get the Answer document in your email. Click the button below to follow the steps to get the answer document. GET ANSWERS NOW What you know about Azure and explain a bit how…
Read more

Auto numbering in Dynamics 365 Customer Engagement

January 3, 2020

Auto numbering feature has always been there in the Dynamics CRM application settings, but it was restricted to a few entities such as contracts, cases, articles, quotes, and so on. If we click Settings -> Administration -> Auto-Numbering option, we can see the auto numbering configuration panel with existing entities as below: Previously we could configure auto-numbering…
Read more

Word Template in Dynamics 365

December 17, 2019

Dynamics 365 provides a very powerful way of handling Word/ Excel Templates. Some repeated Document preparation can be automated by using Document Templates feature of Dynamics 365. Lets say your organization sends some customized template letters such as below screenshot (The screenshot is a random picture has no relation with the article. just showing to…
Read more

Dynamics 365 Themes Walkthrough

December 16, 2019

Dynamics 365 is a most powerful Business application which provides many business focused apps to achieve day-to-day business tasks. One of the feature is to change the look and feel of Dynamics 365 User Interface screen. Using Dynamics 365 Theme we can do following things: Using custom Logo to remove default Dynamics 365 Logo Change…
Read more