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Customize Opportunity Close Dialog Box - Dynamics 365 Sales
Hi Everyone,There was a ask from many customer to customize Opportunity Close Dialog Box as they want put some more information while closing it.To Customize Opportunity Close Dialog Box, first we have...
View ArticleGet GridContext form the button on the Subgrid - SelectedControl
Hi Everyone,Today I was working on adding a button on the some sub grid and on click I have to refresh that Grid after doing some business operation. To refresh the grid, we have to get the Grid...
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Modal Popups in CE - Xrm.Navigation.navigateTo - Dynamics 365 CE
Hi Everyone,Today I was browsing something and came to know that one of the awaiting feature from many years has been released.Many times we get the requirement to open something in Modal Popup and we...
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When role is assigned to a Team - Dynamics 365
Hi Everyone,If you have observed there is a new setting on Security Role saying "When role is assigned to a team". Let's get into little deeper on that here.As we all know that every user must be...
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Common Data Service (Current Environment) is not visible
Hi Everyone,Today, I have started exploring Power Automate and while working on that I observed that sometimes Common Data Service (Current Environment) is not visible.After some search, understood...
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Calling Flow (Power Automate) from PowerApps - Dynamics 365 CE
Hi Everyone,In this article, I am going to create a simple Power APP and call a Flow from it.Login to your Power Apps environment - https://us.create.powerapps.com/studio/Select Blank App -> Phone...
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Parallel Loop in Power Automate (Microsoft Flow) - Degree of Parallelism
Hi Everyone,Today I was exploring something on flows and came to know about "Degree of Parallelism". Here is the more information on the same.There are many situations, we might loop through the...
View ArticleGet/Set Lookup field value using JavaScript in Dynamics CRM/Dynamics 365 CE
Hi Everyone,Sometimes, it is really good to keep required and repeated code handy. Here is the JavaScript code for getting and setting value from CRM/CE Lookupfield.// Get the Lookup Value.function...
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Terminate Control - Power Automate (Microsoft Flows)
Hi Everyone,As we all know that Dynamics 365 CE Product Team is recommending Power Automate (Microsoft Flows) instead of Background workflows in CRM. That way, things will be executed completed outside...
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Enable Enhanced email - Dynamics 365 CE Sales
Hi Everyone,Today, I was exploring new features of Dynamics 365 CE and saw this new feature in Dynamics 365 for Sales under App Settings as Enhanced email.The existing experience is when we click on...
View ArticleStep by Step process to configure Application User for getting Server to...
Hi Everyone, Here are the steps to configure Application User for getting Server to Server Authentication. Create Azure App on Azure 1) Navigate to https://admin.microsoft.com and sign in, or from...
View ArticleServer to Server Authentication in Power Automate (Microsoft Flow) - Service...
Hi Everyone, We all know that how important role that Server to Server Authentication is playing now a days. All CDS connections runs under some user context and sometimes we might have to go with...
View ArticleReference Panels - Dynamics 365 Customer Engagement
Hi Everyone, Today I was working on some form design and noticed that there is new thing under tabs as Reference Panel. Explored it little bit and here are more details on the same. It can display...
View ArticleDynamics 365 Customer Engagement Diagnostics Tool for Online - Check Latency
Hi Everyone, Sometimes the performance of the system would be very bad and the customers might complain that was working fine last day. We all know that Performance is the big thing and have to...
View ArticleDynamics 365 CE - Optimistic Concurrency - Handling Concurrent Transactions
Hi Everyone, Let's discuss something on Optimistic Concurrency today. What are Concurrent Transaction? When two or more users need to update a same record at the same time, the changes made by the...
View ArticleBusiness Process Flow is not showing when we do Switch Process - Dynamics 365
Hi Everyone, Today, I was working on Business Process Flows and I have created a new BPF as per the requirement, Saved, Validated and Published. When I was testing noticed that new BPF is not showing...
View ArticleWhat's new - Personal Wall not showing on UCI Dashboard - Dynamics 365 CE
Hi Everyone, Today, I got a requirement to show Personal Wall on a custom Dashboard on UCI. We all know that we just have to add PersonalWall.htm web resource on the Dashboard, after adding I have...
View ArticleUnder Operator in Dynamics 365
Hi Everyone, Today I was working on some reporting requirement and it was like I have Account Info and we have to get all Opportunities related to the child accounts of the given account. Confused,...
View ArticlePhone Call Regarding Object Type in Microsoft Flow - Power Automate
Hi Everyone, Today I got a requirement to update the Case record when a phone call record is created or update under Case. Yes, it is very simple requirement and we can use OOB Workflow and finish it...
View ArticleApplication User creation - Dynamics 365
Hi Everyone, To create an unlicensed "application user" in your Dynamics 365 organization, follow these steps. This application user will be given access to your organization's data on behalf of the...
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