Microsoft Flow: Is it possible to filter D365 Update flow?
Hi All,Is it possible to filter dirty fields when using D365 CE "When a record is updated?" flow trigger? I wanted to run or trigger the flow when only the Status field is updated. Thanks!
View ArticleSave and refresh record entity after finishing dialog process
Hi All, I have created a dialog process, I call it when a button on the ribbon is clicked.I wanna when dialog has finished its job( the dialog window closed and finished) the record entity save and...
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Integrating Dynamics 365 with Azure Functions – Part 3
Introduction:In our last post about Azure functions, we saw how to register the workflow assembly and execute the workflow using Microsoft Flow in Dynamics 365. Continuing with our series to call...
View ArticleRetrieve Role Privileges and export into XL Sheet
Hi,I have an requirement where user can select security role and need to exports all the related privileges to Xl sheet . Any suggestions.Thanks in advance
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Submitting Time/Expense entries on my behalf through delegate in Dynamics 365...
Introduction:Many times it happens that due to some reason i.e. long vacation/absence user unable to create/submit time entry or expense records. So user might want for that particular time slot, let...
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CRM 2016 Online Email Signature issue
I have created a email signature in my personal options, however, whenever I click on "insert signature" I get a generic error - "An error has occurred. Please return to homepage and try again". I...
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Error on create entity on dynamics portal
Hello!When i create record of an entity on dynamics portal then following error display which is not understandable for me so kindly help me about this!An unknown failure has occurred. Error ID #...
View ArticleHow to fetch intercept table data and display using c#
Hi Guys,How to get the records for each active contact which has a field called job title. And display that using C#I tried this:RetrieveMultipleRequest RM = new RetrieveMultipleRequest() { Query = new...
View ArticleSave and refresh record entity after finishing dialog process
Hi All, I have created a dialog process, I call it when a button on the ribbon is clicked.I wanna when dialog has finished its job( the dialog window closed and finished) the record entity save and...
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Worried about User Adoption – Now track records opened by users in Dynamics...
Automation has become a necessity in every type of business and Dynamics 365 CRM is one of the most preferred automation system implemented by various organizations around the globe. But its success...
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Parse JSON string that represents the Dynamics 365 plugin execution context...
Introduction:In our previous blogs of this Integrating Dynamics 365 with Azure Functions series, we have gone through a walkthrough with an example of creating an Azure Function and call the same...
View ArticleBusiness Process Flows
We have several custom business process flows applied to the Opportunity entity.We can have two concurrent business process flows running at the same time on a single record.The issue I face is the...
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Show Lookup Dialog in Dynamics 365 v9.0
Introduction:In Dynamics 365 v9.0 Microsoft introduces new development feature in Dynamics 365 to show lookup dialog using Xrm.Utility.lookupObjects method.Xrm.Internal.Opendialog is most commonly used...
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Worried about User Adoption – Now track records opened by users in Dynamics...
Automation has become a necessity in every type of business and Dynamics 365 CRM is one of the most preferred automation system implemented by various organizations around the globe. But its success...
View ArticleDynamic Content in Document Templates
Hello, I am playing around with the new Document Template feature for in CRM 2016. I am easily able to include fields in my documents by inserting the content controls as plain text from xml parts....
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Automate ILMerge for Workflows/Plugins to Merge Multiple Assemblies into One...
Introduction: Recently we got a business requirement where we need to merge two assemblies into single exe i.e. one .net assembly and another assembly which would serialize and deserialize, so we used...
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Error on create entity on dynamics portal
Hello!When i create record of an entity on dynamics portal then following error display which is not understandable for me so kindly help me about this!An unknown failure has occurred. Error ID #...
View ArticleThe role of Geo-Analytics in Sales Territory Management within Dynamics 365
Sales enabled organizations are always looking for ways to improve their sales pipeline. While new organizations struggle with efficiently utilizing their sales force, more seasoned organizations apply...
View ArticleCreate report in PDF
Hello Team,I have create a report in reporting section and now i want to create a custome work flow through that i can convert this report into pdf with the download option.Thanks
View ArticleOn record create generate it as PDF, send that PDF as Email attachment and...
Hi Everyone,Have a requirement!On Create of Record, I have to generate it as PDF, send that PDF as an attachment in Email and send Email and store that PDF in Notes section.But, problem is all should...
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