Recently I was looking for updates introduced in Dynamics 365 and came to know about sidePanes (I know, I am quite late :\), so I thought to open the lookup record within same parent page record i.e. If I click on "Parent Account" lookup field on a contact form then view the account record on the same contact page without navigating to any other page or tab or window. So, we can achieve this by following below line of codes in our JavaScript: function ExpandSidePane(executionContext) {     var formContext = executionContext.getFormContext();     var title = formContext.getA ..read more

Recently, I got a requirement in which I had to get the distinct count of records(from a custom table) associated with Appointment. To achieve this I wanted to go with the flow but since I recently have started working on Flow/ Power Automate, I had very little idea how to achieve this and hence I am adding the steps here which you can also follow to get this. Step 1: Choose the trigger point Step 2: Get the list of records for which you want count of distinct value Step 3: Initialize a variable of type array  Step 4: Add action 'Apply to each', here I am adding all Guids in a ..read more

In this blog I am going to show how we can update the currency exchange rates in Dynamics CRM periodically using the power automate. The most common issue we face in CRM is the currency conversion since there is no out of the box option available to update the currency available in Dynamics CE. Most of us do it either manually when working with multiple currencies and that takes a lot of effort and even, we don’t have any in-built option in Power Automate to auto-update currencies in CRM. So, here are the steps which you should apply for automatically updating the currency on periodic basis. S ..read more

As most you know MS has deprecating voice of the customer and June 2020 is the last deadline for all of us to move to Microsoft Forms Pro for getting feedback from customers. So in this blog I am going to explain few things which I did during transition to Forms Pro from VOC. First, a little information about forms pro: Basically, it's very much similar to Voice of customer and provides seamless integration for surveys with MS CRM. We can send surveys to D365 contacts either manually or automatically on change in records within our CRM like on Case resolution or case creation. Similar like V ..read more

Write the following on APP Start Code: Clear(colTreeElement);    ForAll(    TreeViewElement,    Collect(      colTreeElement,      {        ElmntName: Switch(          'Element Name',          "India",          Concatenate(            "India",            "                                     ",            "Score:4"          ),          "United States",          Concatenate(            "United States",            "                             ",            "Score:8"          ),          'Element Name'        ),        ElmntId: 'Element Id',        Lv: Level,        ParentId: 'Parent ID ..read more

Recently when I was debugging my code I got this error : Property 'field' on type 'Microsoft.Dynamics.CRM.entity' is not a navigation property or complex property'. Basically in my WebAPI query I was requesting data from Survey entity and also I was trying to read related entity(in my case it is Incident) data values so that I don't have to do another query. I have this 'Survey' entity and which has a lookup field called 'Regarding' (Schema name: regardingobjectid) which is a and can be related to any system defined entity. Simply when I used regardingobjectid in my query I got error : "Co ..read more

Recently I was working on a requirement where I had to build a WinForm application to get the records from multiple entity which looks like a very simple requirement and it was indeed but the problem came when I completed my code using WebAPI method and server-to-server authentication. The problem was the size of records which was more than 5000 and I had no idea how to query paging in this scenario. Paging using the webAPI is a bit different to using the SOAP endpoint, so I've described the structure of request that should be used and how to navigate to the next page from the response. * T ..read more

I am going to explain how we can use promise in our CRM script with little explanation about promise. Let's suppose you have multiple functions in your script and one of those function (name funA) does take time to execute and other function (name funB) in script depends on the result of that function (funA) result. A 'promise' is a special JavaScript object that links both these functions; funA & funB together. Promise makes the result available to funB when it is ready from functionA. Basic syntax of a promise is: var promise = new Promise(function (resolve, reject ..read more

In this post I am going to Show How we can create a web Service and consume it through javascript i.e Calling a web service in Javascript using Asp.Net/ Calling a WebService in Javascript in Microsoft Dynamics CRM. 1. First of all create a web service by going to Visual Studio-> Select New Website-> WebService -> Service.cs 2. Create a new WebMethod or update your HelloWorld WebMethod as below, I have create a sample Web service which accepts 2 parameters and based on that returns a string value: string[,] stocks = { { "Infy", "Infosys", "122.35" }, { "DSS", "Direction ..read more

In this blog I am going to explain how we could retrive/ delete all records from an entity in CRM using C#. For this demo I have taken a windows application, check the below steps and use the code as it is. This code also includes code how we could show Entity data in Gridview. 1. First of all take two different buttons. First button for retreiving records and 2nd button is for deleting records from an entity in CRM. 2. Place a Gridview control too in your form. 3. Now place code as below on Browse, Bulk_Upload button::         OrganizationService _orgservice = new OrganizationService(C ..read more