Customization and Configuration · Dynamics CRM Migration · Power Platform Dataflows

{Power Platform} Migrate data using Odata Dataflows

A dataflow is a collection of entities (entities are similar to tables) that are created and managed in environments in the Power Apps service. You can add and edit entities in your dataflow, as well as manage data refresh schedules, directly from the environment in which your dataflow was created. In today’s blog I will…… Continue reading {Power Platform} Migrate data using Odata Dataflows

Azure · CDS Single Page Application · Customization and Configuration · Dynamics CRM Javascript · Javascript

Dynamics CRM Create Single Page Application using ADAL.JS to connect to CDS

We can create a Single Page Apps (SPAs) which uses JavaScript to work with Common Data Service data. To provide this, Cross-Origin Resource Sharing (CORS) is enabled so that your SPAs can bypass browser restrictions that normally prevent requests that cross domain boundaries. you can use the Azure Active Directory Authentication Library for JavaScript (adal.js) and it…… Continue reading Dynamics CRM Create Single Page Application using ADAL.JS to connect to CDS

C# Code · Customization and Configuration

Office365 authentication type and OrganizationServiceProxy class for connecting to Common Data Service Deprecated

Use of the WS-Trust authentication security protocol when connecting to Common Data Service is no longer recommended and has been deprecated. This change impacts custom client applications that use “Office365” authentication and the Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy or Microsoft.Xrm.Tooling.Connector.CrmServiceClient classes. How do You know If your code is using WS-Trust authentication? When using the CrmServiceClient class with a connection string:…… Continue reading Office365 authentication type and OrganizationServiceProxy class for connecting to Common Data Service Deprecated

Customization and Configuration · Dynamics 365 Quick Tips · Functional Info

Dynamics 365 Enable Send Direct Email Action in Unified Interface

Recently we had a requirement to send bulk email from Lead home grid. Initially we thought to implement custom button to be added on Home grid on Lead entity. And call custom action to send bulk email. However when we researched on microsoft doc, We have found out OOB feature Send Direct Email which is…… Continue reading Dynamics 365 Enable Send Direct Email Action in Unified Interface

Customization and Configuration · D365 Error

{Dynamics 365} Minimum privilege required for Lead qualification

In this blog I will discuss about the minimum privilege required for Lead Qualification. As we already know when we qualify a Lead record Opportunity, Account and Contacts gets created in system. We have different scenarios which will be applicable for any project requirement when we talk about Lead qualification The lead is owned by…… Continue reading {Dynamics 365} Minimum privilege required for Lead qualification

Customization and Configuration · Dynamics 365 Quick Tips · Functional Info

{Dynamics 365} Set business process flow while creating an entity record

Recently while working on one of the client requirement we wanted to set specific Business Process Flow while creating a record from Integration. When we create multiple Business Process Flow for a particular entity system follows some predefined rules to associate BPF to a record. However when we create record from integration we can set…… Continue reading {Dynamics 365} Set business process flow while creating an entity record

Customization and Configuration · Functional Info · Low Code No Code

Dynamics CRM Automatically move record to owner default queue

In today’s I will explain how can be directly route CRM Dynamics record to Owner’s default create when record gets created or assigned. Many a times we get this requirement and we think to implement custom code to achieve this. However there is an  OOB feature already available. Step – 1 To achieve this requirement…… Continue reading Dynamics CRM Automatically move record to owner default queue

Customization and Configuration · Functional Info · Low Code No Code

Dynamics 365 Enable Custom Entity to show in Activity Party Email TO, CC and BCC field

Recently when I was working on one of the project requirement, we wanted to enable Custom Entity to be available while selecting records in Email Activity party field To, CC and BCC. To achieve this requirement we have to enable the custom entity metadata settings. Step – 1 Navigate to Settings->Customization->Customize the system Step -…… Continue reading Dynamics 365 Enable Custom Entity to show in Activity Party Email TO, CC and BCC field

Azure · Customization and Configuration

Call an action from Logic Apps

Step1: client-Id Step2: ClientSecret Step3: Resource is the CRM url Step4: Body: concat(‘grant_type=client_credentials&client_id=’,variables(‘clientId’),’&client_secret=’,variables(‘Clientsecret’),’&resource=’,variables(‘resource’)) Step5: { “properties”: { “access_token”: { “type”: “string” } }, “type”: “object” } Step6: new_Test_Action is the Action name In the Body we need to pass input parameter of an Action “InputParameter_name”:”Value” Happy coding!!!!

C# Code · Customization and Configuration

Dynamics 365 Online Sql Query To CDS

Recently Microsoft has released new product feature where we can directly connect to SQL and write query into CSD Database. Currently this is in preview and not recommended for Product environment. This feature will only allow you to perform Read only operations, it does not allow to perfrom DDL statement. To check if you CRM…… Continue reading Dynamics 365 Online Sql Query To CDS