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