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Category: Dynamics 365 CRM

Save Outlook email attachments in OneDrive using Power Automate

Open Power Automate and Create new flow and name it as per your wish. Use connector outlook and trigger is “When a email received”. make sure to use Include Attachment and Only with Attachment as YES. Now we have to read all attachments and loop through the attachment and connect OneDrive to create document. In…
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How to enable Dataverse Search in Power Apps

Now the modern search is Dataverse search. So how can we enable it lets see here. Login to https://admin.powerplatform.microsoft.com/. and select the environment and click on b. Choose Product Feature and select Dataverse Search navigate to Search panel and Enable it and Save it. Now open any model driven app and you will see Dataverse…
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Solution Overview gives all information about a solution in power apps

In modern power apps solution design there are many features added. One of this is solution overview. This gives information about the solution in details. Login Office.com and Click on Power Apps. Select correct environment and choose Solutions from sitemap. click on a solution. Make sure the solution preview in ON. Now click on your…
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Developer Resource has a new place in power apps

Previously the Developer resources option was available in Advanced Setting option of Dynamics 365 but now its available in Power Apps home page making a better navigations. Check the screenshot below: Login Office.com and click on Power Apps link. It will open Power Apps and click on Gear icon to open options. Now click on…
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How to load side panels on a form in model driven apps in power apps

Side panels gives a better user experience to display relevant records on a table form. You classic way of loading panel is to use loadpanel method but now there is a better way to load multiple side panels with scripts. see below how we can load multiple panes. To load a side panel to display…
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Add check box in every row of gallery and use collection object to store selected record

lets say We have a canvas app and a gallery and we want to use some check box every row of the gallery so that we can do some bulk operation by selecting checkboxes and we will use a collection object to store the selected rows and un-selected rows. Add a gallery and associate the…
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[Super useful] Enable Pop-up dialog feature for lookup fields on form to edit or create the record associated with it in Dataverse/ dynamics 365

If you want to use pop-up control to create/edit the record associated with the lookup for a form then follow the below steps to enable it. Open Office.com and navigate to the form of table which contains the lookup. click on the lookup control on the form in form design mode and enable two properties.…
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Disable most recently used items in lookup controls in Dataverse/ Dynamics 365

When we work with table records using table forms sometimes lookup controls display most recently used items when we click the lookup. But now there is a way to disable it. Login to Office.com and navigate to table and open the specific form where the lookup exist. click on the lookup and go to properties…
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How to backup folders using Power Automate Desktop (Easy way)- no coding

Taking backup of our daily used files and folders are very important to avoid system failures and its now very easy to configure without writing any code using Power Automate Desktop. Watch the video here or scroll down to read the article. Step 1 : Open Power Automate Desktop and Create a new Flow Open…
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C#. NET Interviews Questions and Answers for Dynamics 365 CE/CRM Developer Role

If you are applying for a Role of Dynamics 365 CE/CRM Developer you might be asked C#.NET questions so I have prepared basic questions that is asked as a must for all developers. Go though all questions and answers and practice before interview. You can download the PDF here.

How to use formula in Business Rules for Automations in Dataverse/ Dynamics 365

Business Rules is a game changer and we all know it. With out writing JavaScript and C# code plugins we just just configure to automate/validate many business logic using Business Rules. In this post I will tell you how you can leverage Business Rules using formula. Business Requirement: Calculate hourly rate of course by using…
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Add new fields on registration page or Edit Registration Page in Power portal

In this post we will see how you can edit or add new fields to registration page and update data in Dynamics 365. As because there is no easy way to do this, so this article will help you to do the changes. Lets start, The requirement is I want to Add a new Choice…
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Canvas App Free complete basic to advanced video course

Recently Rory Neary has created a full free course for community to learn Power FX in canvas apps zero to hero. Go and enroll. https://powerplatformlearn.newzenler.com/courses/power-apps Course Curriculum Getting Started18 Lessons 01-0100-00020-Welcome 🟣⏱2PREVIEW Course UpdatesPREVIEW 01-100-25_Course Navigation and Orientation 🟣🕒6PREVIEW 01-0100-00040-CourseOverview 🟣⏱7PREVIEW 01-0100-00045 GettingStarted🟣⏱2PREVIEW 01-0100-00050-Beginnings🟣⏱4PREVIEW 01-0100-00100-WhatareCanvasPowerApps🟣⏱3PREVIEW 01-0100-00110-WhatMakesUpACanvasApp 🟣⏱5PREVIEW 1-100-115_The Power Apps Universe 🟣⏱9PREVIEW 01-0100-00120-CommonMisconceptions 🟣⏱4PREVIEW 01-0100-00150-CoolStuff…
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Integrate Customer Voice with Dataverse/Dynamics 365 using Power Automate

Customer Voice is a robust enterprise application to capture customer and employee feedbacks directly from enterprise surveys using ready-made templates and workflows. Now we can leverage the survey sending process from Dataverse or Dynamics 365 using Power Automate ensuring no-code concept. So let us start how we can achieve this. STEP-1 : Configure Customer Voice…
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Use of Date & Time Expressions Guide for Power Automate – Complete Tutorial

Date and Time field manipulations are very common in business applications. In Power Automate we can use a list of Data & Time related expressions to manage data time fields. In this post we will discuss all expressions about data and time field expressions. The below is the list of data & time expressions available…
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Know about Power Platform Tools | Developer Toolkit for Visual Studio 2019

In this blog we will see how we can use Power Platform Toolkit for our projects in Visual Studio 2019. Power Platform Tools for Visual Studio supports the rapid creation, debugging, and deployment of plug-ins and other customizations. Power Platform Tools for Visual Studio is similar in appearance and function to the Developer Toolkit we were…
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Steps to get a free Microsoft 365 E5 developer subscription​ for 90 days renewable

Now developers can get a free, renewable 90-day Microsoft 365 E5 developer subscription. As per the subscription you can get below benefits. You can be your own administrator and can prototype apps and solutions on your sandbox subscription. This includes 25 user licenses for development purposes. Access core Microsoft 365 workloads and capabilities (Windows not included), including:…
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15 Important facts of Solution Patch in Dynamics 365

Solution Patch is a great way to create and publish solutions that contain subcomponents of entities rather than publishing the entire entity and all of its assets. Although its a best way to migrate small changes or hot fixes to target environment for a parent solution we have to remember some important facts. Important Notes…
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New look for Solution editing in full screen is upcoming for Dataverse

Solutions in Dataverse is the important feature to combine customization components target to be distributable. In last many months the solution editing is revamped with modern way of editings. Still adding more features which will remove the classic solutions. We are a upcoming full screen solution design experience. let us see how it works. Login…
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How to create a shared mailbox for Dynamics 365 Team

Normally when we create teams (Owner Teams/Access Teams/Queues) in Dynamics 365 we require a shared mailbox so that any communication done using the mailbox can be accessed by all members of the team. So in this post we will see how we can create a shared mailbox and use it in teams. Login Office 365…
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Create a Office 365 Group and Add users in the group

Microsoft Says “Microsoft 365 Groups is a service that works with the Microsoft 365 tools you use already so you can collaborate with your teammates when writing documents, creating spreadsheets, working on project plans, scheduling meetings, or sending email.” So the point here is by creating a group we can collaborate with each other that…
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How to add users in Office 365 online

For Dynamics 365 online the Users are added using office 365 online then it will be synched automatically to Dynamics 365. Follow the steps below to add users. Open https://www.office.com/apps and click on Admin icon. Now in the Admin screen Expand Users menu. if you don’t find users menu click on Show All Option to…
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[Solved] User is not showing in Dynamics 365 online users area created in office 365

When you create a User using Office 365 for Dynamics 365 online then sometimes it does not appear in Dynamics 365 Advanced Settings-> Users area. Also if you select “Users with no security Roles” then also you cannot find the user to assign a security role. So follow the below method to solve this. First…
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[Step-by-Step] Custom API in Microsoft Dataverse/Dynamics 365 Configuration and Demo with Plugin

In this post I will explain how you can configure Custom API Request, Custom API Request Parameters and Custom API Response Parameter. DataVerse supports creating custom API so that external applications call the API to perform some custom action. We can also call Plugins from the Custom API. In this post I will show you…
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[Step-by-step] Connect Dynamics 365 Online from Postman using WebAPI Auth 2.0 Authentication

Postman is a very robust application software for testing Web APIs. Dynamics 365 supports Web API interactions to communicate with table data from Public clients using access tokens or ID tokens. Also we can use OAuth 2.0 Authentication to connect for performing WEB API operations. Lets see here step by step how we can connect…
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[Solved] response_type ‘token’ is not enabled for the application in Dynamics 365 and Postman connection

While connecting Dynamics 365 Online using Postman or any other custom code if you get the below error then use the solution here. response_type ‘token’ is not enabled for the application Solution: Open Azure Active Directory and navigate to App Registration area then select the App for which you are using the Client Id. Then…
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