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Category: Dynamics 365 CRM

Auto Number in Dynamics 365 Plugin or Dataverse plugin

Dataverse already having a AutoNumber data type which we can use to generate auto number for our tables field. But if for some reason if you want to implement Auto Number generation for tables then you can write a plugin which will do the work for you. It requires a configuration table to store current…
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Working with Plug-ins for entities with N:N relationship in DataVerse/Dynamics 365

We all know that (many-to-many) N:N relationship creates an Intersect table. When we add related record for an entity then the Event that is triggered is Associate. For N:N we cannot handle using Create or Update Message. This is specific to N:N relationship. So Here I am presenting how we can handle the plugin code…
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Connect D365 using ADAL from HTML page from a Single Page Web Application

ADAL script can be downloaded from https://secure.aadcdn.microsoftonline-p.com/lib/1.0.17/js/adal.min.js Create an Empty website and add an HTML page. use the below code for your HTML page. After updating the code, Register an Application in Azure Active Directory. Follow this tutorial to understand how to Register an App in Azure AD and provide required permission for Dynamics 365.…
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Read More than 5000 records in console app using paging and cookies in Dynamics 365

Normally when we read records from Dynamics 365 using console application it returns 5000 records but if you want to read more records then you have to use paging concept. you can use FetchXML or Query Expression to fetch data. use the below code to do it.

How to track emails and activities from outlook to Dynamics 365

Learn how to track emails and activities from outlook to Dynamics 365.

Connect Dynamics 365 from Console C# Application in MFA Enabled Access using Client Secret and Azure Client ID

We can connect Dynamics 365 using User Name, Password and Dynamics 365 URL and Client ID if Multi factor Authentication (MFA) is not used. When Multi-Factor Authentication is enabled this connection will not work. So for this we have to use Client Secrets for connection. Follow the steps below to connect MFA Enabled Dynamics 365…
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AdalServiceException: AADSTS7000218: The request body must contain the following parameter: ‘client_assertion’ or ‘client_secret’.

While trying to connect Dynamics 365 online from console app sometimes you get the exception. The solution is you have to enables Allow Public client Flow option for the App you registered. Go to Azure Active Directory and open the App Registration then choose Authentication and enable the Allow Public Client Flow then save. Now…
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Disable MFA in Dynamics 365 using Azure Active Directory

Sometimes it requires to Disable the Multi-Factor Authentication(MFA) in Dynamics 365. SO follow the steps below. Step-1: Open office.com and use your credential. Click on Admin icon. Next click on All Admin Center and Azure Active Directory. Click on Azure Active Directory Link. Now click on Properties then click on Manage Security Defaults the Switch…
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How to create Polymorphic or multi-entity lookup field in Microsoft DataVerse and Dynamics 365

Previously Lookup fields are only connected to one entity and Customer data type points to either Contact or Account entity but there was no provision to create custom polymorphic lookup. Now Microsoft introduced polymorphic lookup for custom fields. Using user Interface we cannot create this type of field we have to use code or XRMToolBox…
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How to call Power Automate (Flow) from Power Portal using HTTP Request Trigger

Power Portal is very popular and robust Power Apps in Microsoft Power Platform designed for public facing websites. Microsoft already stacked excellent features like Table List, Basic Forms, Table Permissions, Web Roles to seamlessly manage power portal. But sometimes it requires to have more complex integration business scenarios that cannot be achieved using out-of-the-box configuration…
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[Solved] Request to XRM API failed with error: ‘Message: Failed to find connection references with logical name(s) ‘shared-commondataser-5436b612-ee7e-46da-9055-cf00-bdcd2204’. Please check if connection references exists. Code: 0x80040216 InnerError: ‘.

While working with Power Automate you may face this error “Request to XRM API failed with error: ‘Message: Failed to find connection references with logical name(s) ‘shared-commondataser-5436b612-ee7e-46da-9055-cf00-bdcd2204’. Please check if connection references exists. Code: 0x80040216 InnerError: ‘.” When you get this issue: When you copy paste Actions steps of one Flow to Other and use…
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How to call Power Automate from Business Process Flow (BPF) as a Flow Step

Microsoft Dynamics 365 and Data Verse provides a feature inside Business Process Flow that we can add Instant Flows or Power Automate flows as a Step in a Stage. So let us see how we can configure the Instant Flow from BPF. NOTE : Only a Solution-aware flow can be called from a BPF as…
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OnSave Asynchronous event handler in Dynamics 365 model-driven apps(Very Useful)

OnSave event handler in Dynamics 365 or Data Verse is very commonly used by developers to write logics on data validations or creating related records etc. But if we write any logic inside OnSave event handler those are asynchronous then the Save operation do not wait till the operation gets completed. To address this issue…
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Update existing word template in Dynamics 365

Microsoft Dynamics 365 provides an EXPORT PDF functionality by which we can download QUOTE, Orders and other entities with related entities data as a PDF in a specific format. In the background it actually uses a word template and convert it to PDF. We can create our own template for our need otherwise we can…
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Use Visual Studio Code for Power Portal app editing and development

In this blog, we will see how we can use Power Apps CLI with PowerApps Portal and how we can edit the PowerApps Portal using Power Platform VS Code Extension. Visual Studio Code (VS Code) is a powerful source code editor that runs on your desktop and with built-in support for JavaScript, TypeScript, and Node.js and has a…
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Import Related Entity Records using Data Import in Dynamics 365 CE (Importing Lookup fields)

Data Import in Dynamics 365 is a very robust feature that we can use to import data from a .CSV file for any entity record such as Accounts, Contacts, Cases and many more. When it is single entity record with out lookup fields then its very straight forward process to import but when it requires…
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Display power Automate on Websites and Apps in Power Platform and Dynamics 365

Use flow widgets to integrate Power Automate into your app or website, giving your users a straightforward method to automate their personal or professional tasks. Iframes in a host document are used as flow widgets.  These widgets add Power Automate capabilities to a third-party app. Pre-requisites: A Microsoft Account or A work or school account You can…
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Duplicate reference found for transformation output parameter Unit Group while importing product in Dynamics 365

Sometimes when you import products in Dynamics 365 you might have seen the below error : Cause: As the Product contains Unit Group and Primary Unit lookups so the lookups are resolved by name. so if there will be primary units with same name present for different unit groups or different unit groups with same…
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CRUD Operation from Power Portal using WEB API Methods

We can perform crud operation from power portals using web API check the below code and watch the video to understand more, FULL CODE HERE

Create, Update, Delete records from Power Portals using Web API

Wrapper AJAX Function Create Record Update Record Delete Record Deactivate Record Read complete article here.

Plugin v/s Custom Workflow in Dynamics 365

PLUGINS CUSTOM WORKFLOWS Time out after 2 minutes. No Timeout restrictions. Good for short logics which executes faster. Good for Long running codes. Can trigger independently with messages in plugin registration tool configuration. Cannot trigger independently without a parent OOB workflow. More Triggers available in plugin registration tool. does not support more events except Create,…
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The table could not be updated:Languageld should not be null

Sometimes you might have seen this error. The table could not be updated:Languageld should not be null. Solution : Connect Microsoft Technical Team

How you can display icons on views in Dynamics 365 entities

Here is the snippet how to display icons in a row in Dynamics 365.

3 Tips to Ensure Successful Dynamics 365 Implementation

Today’s businesses need the right ERP to help their employees manage critical business processes, make better and quicker decisions, and make the most of their resources. If applied correctly, Microsoft Dynamics 365 will take the company to new heights. To Ensure Dynamics 365 Implementation Success Check out these four pointers for a good Dynamics 365…
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Microsoft Power Platform & Dynamics 365 Training Syllabus, Cost, Jobs

Microsoft Power Platform Training with Softchief Learn: Empowering Your Digital Transformation. In today’s digital era, organizations are constantly seeking ways to optimize their operations, enhance productivity, and drive innovation. Microsoft Power Platform has emerged as a robust suite of tools designed to empower businesses to achieve these goals through low-code/no-code solutions. At Softchief Learn, we…
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