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Category: Dynamics 365 CRM

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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Microsoft Dynamics 365 CE CRM Developer Syllabus

Microsoft Dynamics 365 is becoming the largest implemented Enterprise Business Application in these days and starting from small scale industry to mid and large scale industry use this D365 applications to leverage its customer relationship and customer engagement with Finance and operations capability. So learning Dynamics 365 and Power Platform is now in demand so…
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Portals liquid references in Dynamics 365

LIQUID OPERATORS (Click here for the details) ==      Equals!=       Does not equal>        Greater than<         Less than>=      Greater than or equal to<=      Less than or equal toOr      Condition A or condition BAnd    Condition A and condition B startswith  tests whether a string starts with a given substring. endswith    tests whether a string ends with a given substring contains      tests for…
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Enable Bing Map in Dynamics 365

Open a model driven app and then select Settings > Advanced Settings. Select Settings > Administration > System Settings. On the General tab, select Show Bing Maps on forms, and then select OK. Watch the video below for more practical methods.

Show or Hide header/footer and ribbon menu dynamically in Dynamics 365 Model Driven App forms

Now we have an API which allow you to do just that and in-fact much more. But before we go ahead and explore the API’s available, let’s explore the section of the header the API help us interact with. There are primarily 3 methods which are important here. getCommandBarVisible/ setCommandBarVisible getBodyVisible/ setBodyVisible getTabNavigatorVisible/ setTabNavigatorVisible use…
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Prevalidation v/s PreOpration in Dynamics 365

In Dynamics 365, Pre-Validation and Pre-Operation stages are both Pre-events which occurs before the core operation. But there is significance differences between them which will give you points to decide when to use Pre-validation and When to use Pre-Operation. Pre-Validation Pre-Operation Pre-validation stage executes outside Database Transaction which will not rollback the entire operations written…
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CRUD Operation in Console Application using C# in Dynamics 365

The below code can be used when you want to write business logic to perform CRUD (Create, Retrieve, Update and Delete) from C# Console Application to Connect Dynamics 365 Online Environment. The App ID is copied from Azure Active Directory App Registration Screen. To see how you can Register an application in Azure watch the…
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Invalid Argument – Microsoft.Crm.ObjectModel. TargetAttributeValidationPlugin in Dynamics 365

While you are working on Plugins you may face such kind of exception so in this post I have explained about the solution and Root Cause. ERROR YOU GET SOLUTION The ROOT Cause of this error is when Dynamics 365 is Expecting a Different Data Type of a Field Value and You are passing with…
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Unhandled Exception: System.ServiceModel. FaultException while registering Plugin in Dynamics 365 Online

Sometimes you will get issues while registering plugins for Dynamics 365 online like below. The solution is given below scroll. EXCEPTION WHILE REGISTERING PLUGIN SOLUTION: Its just about selecting correct and compatible versions of .NET Framework and Core Assembly. While creating Class Library Project for Plugin Choose Class Library Project with .NET Framework and the…
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Clone a Record in Dynamics 365

Using Form Script and Ribbon Workbench we can create a functionality which will clone a record info to another record. Read the below article to understand the process. Cloning is one of the methods which can reduce the time spent on data entry, particularly if the same case record data being entered is similar. Cloning…
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An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication which has been deprecated and no longer supported in your environment. Please use oAuth2.0 authentication in Dynamics 365 / CDS – Console App

If you are facing error while connecting Dynamics 365 from Console Application then use OAuth to connect using below code. update your code as per below.

An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail – System.ServiceModel.Security.MessageSecurityException – FaultException: Authentication Failure – Console Application C# Dynamics 365

While connecting with Dynamics 365 from Console Applications if you are getting the below error then read this blog for solution. System.ServiceModel.Security.MessageSecurityException: ‘An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.’FaultException: Authentication Failure Solution If Your Multi-Factor Authentication is enabled then this…
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How to create a SSRS Report using Visual Studio and Fetch XML for Dynamics 365

In this post I will explain how to create a SSRS Report for Dynamics 365 Application. For this post we need to have SQL Data Tools 2015 (Choose the correct version of visual studio) and Report Authoring Extension package. If you want to watch the video then watch the below video where I have explained…
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Top 5 Dynamics 365 CE/ CRM Books for Developers and Consultants

In my experience I have gone through many Dynamics 365 Books and I know which books are good for developers and consultants. I never recommend candidates who I deliver training to read books because there are many online resources available. But its always a good practice to have some good books of D365 in your…
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