D365 Demystified Now, in case you are working on forms in Dynamics 365 CRM, and you want to know what all data is changed – There are 2 ways to get this Scenario Let’s look at the below scenario where this is useful – You have a record which you are about to Edit. This is how it looks as of now. Now, I have an OnSave event on which I’m calling a function to capture what all is being saved. Now, below is what I want to change and then click Save to save the changes. And then click Save. Now, I want to capture all this data upon Saving to know and further process what has been changed. Let ..read more

If you have been working on dynamics projects, I bet fetch xml is your best friend as it’s really an easiest way to query and execute in order to get required results. Along with that, constructing it in advanced find is super easy too. Don’t forget about amazing XRM toolboxes which helps you creating even complex fetch xml queries. It all sounds fun and easy till your fetch XML becomes really heavy with so many joins or you have a requirement where you need to make many joins. A Quick tip! You can have a maximum of 10 joins in fetch xml for dynamics CE. You will notice that retrieval from ..read more

No change tracking available under entity definition. To be able to add an entity to data export service, you would need to make sure the change tracking option is enabled on the entity definition. we generally go to Settings – > solution or customize the system -> look for the entity and under “Data services” option, you should see the change tracking option. However it’s not the case anymore. The option has disappeared from classic UI entity definition. So where is this setting now? Well, you will find it in https://make.powerapps.com portal now. In order to see it, go to powerapps ..read more

  Just a short blog on how you can use an application user or clientId & secret while using scribe integration for connection to Microsoft Dynamics Customer Engagement.  Now we know we can very use a standard dynamics user with scribe. However, you will most likely hit the API limits. You can read about here : https://docs.microsoft.com/en-us/power-platform/admin/api-request-limits-allocations#microsoft-power-platform-requests-allocations-based-on-licenses The only option remains is to use an application user which allows much much more number of request in 24 hours you can make ..read more

  Here is the step by step process for adding Dynamics 365 Marketing to your dynamics 365 instance. You can sign up for, install, and use a trial version of Dynamics 365 Marketing for free. Trials last for 30 days. Few important points to remember : You will receive a trial Dynamics 365 instance together with your Marketing trial. You must run the Marketing trial on a trial instance, and can’t install it on a production instance. You can’t convert a trial instance into a production instance. You can install, at most, one Dynamics 365 Marketing trial per Microsoft 365 tenant. Go to the ..read more

This is going to be a very short blog as I am going to just reference my previous blogs to achieve a solution for this. I have talked about Customer Journey entity in dynamics in a recent post here:  The ‘Mysterious’ Customer Journey Entity In Dynamics 365 Marketing. By now, we know that it’s not easy or straight forward to get any details from a customer journey from the back-end. In a customer journey, customers are not directly added but rather through a “Marketing Segment”. Now we have seen in the blog above on how to get segment details used in the journey. Once we have the segment ..read more

In today’s blog I am going to be talking about ‘Customer Journey’ entity in dynamics 365 for marketing app or to be specific the ‘Customer Journey Designer’ which looks like below:   I call it ‘Mysterious’ because whatever happens in the journey ‘stays’ in the customer journey. i.e there is no way or its difficult to get the segment/contents being used in it. I am talking about Marketing Email, Marketing Page, Marketing Form etc. The question you might want to ask is why would I need that information? well, because of may be below: You might have some validations on the content you can ..read more

A segment in 365 for marketing app is an essential feature which lets you create a list of related contacts based on some criteria( similar to advanced find). Later it is used to target customers in a customer journey. While you can define a criteria/search for contacts and add them in a Dynamic segment, you don’t have this facility in a “Static” Segment because contacts are manually added on a per-contact basis. hence, there should be ability to import these contacts in to a static segment.  Now, there is no out of the box way I could find by which we can bulk update contacts into a segm ..read more

Out of the box on opportunity form, we have a connection sub grid named “stakeholders”. You can add new connections of type stakeholder from this subgrid which is amazing , however what if we need ability to create any other type connections from opportunity.  Connections ofcourse has inbuilt functionality for opportunity to behave this way. The subgrid uses a default view “All Stakeholders” hence it will let you add only stakeholder connections.  Let’s change this view to “All Active Connections” : Select this view, save changes & publish the form. Lets see what happens now ..read more

A ..read more