We often get the requirement from Business to check specific User access of Model Driven Apps. Business wants to know a specific user has access to how many model driven apps. Also, If you would like to troubleshoot Model Driven App permissions access this post will help you. Power platform provided us with this capability…… Continue reading Power Platform App Access Checker
It’s been while since I have written any blog. Today blog will be on quick tip to group attribute and get result in c# using Fetch xml and Linq. While working on one of the requirement I was asked to get the data from CRM and group it by Owner. I have used below code…… Continue reading Dataverse Group by Attribute in Fetchxml C#
When we write code for plugins/Custom Workflow/Console Application in Late bound style, We often need logical name and relationship name of an entity attributes. A tool that you can use to find this information easily is the Metadata Browser. This is an app you can download and install in your organization. Download Metadata Browser Tool…… Continue reading {Dynamics CRM} Browse the metadata for your CRM Instance
Sample data is great for any demo and testing of a feature in CRM instance. We can install and uninstall Sample Data from CRM by navigating to Settings->Data Management->Sample Data We could also install and uninstall Sample Data using Web API and Organization Service through C# code. Using the Web API Install sample data using…… Continue reading {Common Data Service} Install and Uninstall Sample Data programatically
One of integration performance issue is to set related entity lookup field where we need to get record ID and then set the lookup field while creating/updating record from C#. As per latest update of SDK, we can now set lookup field using Alternate Key without having to first get record ID. This will improve…… Continue reading {CDS Developer Quick Tip} Set Lookup field using Altername key during Create and Update record from C#
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
In today’s blog we will see how to enable rich text Notes in Timeline. Earlier we used to enter only normal text in Notes in timeline. To enable this feature navigate to Advanced Settings->Settings Then go to Administartion->System Settings->Generate Tab Tick Use rich text to make it easier to format notes created in Timeline. Click…… Continue reading {Dynamics 365} Enable Rich Text Notes in Timeline
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
Model-driven apps in Dynamics 365 includes a basic diagnostic tool that analyzes the client-to-organization connectivity and produces a report. To run the Diagnostics tool, follow these steps. On the user’s computer or device, start a web browser, and sign in to an organization. Enter the following URL, https://myorg.crm.dynamics.com/tools/diagnostics/diag.aspx, where myorg.crm.dynamics.com is the URL of your organization. Click Run. The…… Continue reading Dynamics CRM 365 Performance Tuning and Optimization Diagnostic Tool
In today’s blog I will show you how to Allow Appointment to be saves as Draft. One of business requirement was from client to save the appointment as draft which can be later updated. Currently we don’t have OOB settings which can be used to enable this feature. To achieve this I am going to…… Continue reading {Dynamics 365 Quick Tips} Allow Appointment to be Saved As Draft
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