Category: Functional Info

CDS Power Platform · Dynamics 365 Quick Tips · Functional Info · Low Code No Code

Power Platform App Access Checker

BIPIN KUMAR2 Comments

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

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Microsoft Dataverse} Explore Custom API feature Part-4 in Dynamics 365

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In previous blog we have written .Net plugin code which will run in Main operation of Execution Pipeline and updated plugin type field on Custom API record. Today’s blog we will write plugin code and register on Pre-Operation event on Custom API message. Custom API does support Pre-Event operation unlike Custom Action. Create new class…… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-4 in Dynamics 365

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Microsoft Dataverse} Explore Custom API feature Part-3 in Dynamics 365

BIPIN KUMAR3 Comments

In previous blog we have created Custom API and related records. In today’s blog we will write .Net code on our Custom API message. Let me explain what we are going to do in our plugin code. We will pass Contact Record Guid as input parameter and then in plugin code we will use this…… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-3 in Dynamics 365

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Microsoft Dataverse} Explore Custom API feature Part-2 in Dynamics 365

BIPIN KUMAR5 Comments

In today’s blog we will continue exploring Custom API feature introduced by Microsoft. In previous blog I talked about the features and capabilities on Custom API. Also I did comparison between Custom API and Custom Action. Step – 1 Create new Custom API-> Navigate to make.powerapps.com and create new solution or open any existing solution->…… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-2 in Dynamics 365

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Microsoft Dataverse} Explore Custom API feature Part-1 in Dynamics 365

BIPIN KUMAR2 Comments

Custom APIs offer a new code-first way to define messages that you can add to Dataverse web services. Conceptually, Custom APIs are an extension to Custom Actions that have provided a no-code way to include custom messages Compare Custom API with Custom Action CapabilityWorkflow Custom ActionCustom APIDescriptionDeclarative logic with workflowYesNoWorkflow Actions can have logic defined…… Continue reading {Microsoft Dataverse} Explore Custom API feature Part-1 in Dynamics 365

Dynamics OOB Workflow · Functional Info

{Microsoft DataVerse} Issue – Workflow is not getting triggered

BIPIN KUMAR1 Comment

In today’s blog I would like to share quick fix on why workflow is getting triggered. We have created workflow to perform certain operation on Create of an entity record. However when User were creating an entity record, workflow was not getting triggered. User who was performing the operation does not have system admin role…… Continue reading {Microsoft DataVerse} Issue – Workflow is not getting triggered

CDS Power Platform · Customization and Configuration · Functional Info

{Dynamics CRM CE} Minimum privilege required to add User to Team and assign Role to them

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Recently while working on one of the requirement in my project we wanted to have a custom security role though which user can add another User to Team and assign Roles to them. We did not wanted to have System Admin/Customizer role assigned to perform this specific task. Business Management TabEntityPrivAccess LevelTeamReadOrgTeamAppendOrgTeamAppend ToOrgTeamWriteOrgUserAppendOrgUser Append To OrgSecurity RoleAppend…… Continue reading {Dynamics CRM CE} Minimum privilege required to add User to Team and assign Role to them

CDS Power Platform · Functional Info

{Power Platform} Run Diagnostics against Dynamics 365 User

BIPIN KUMAR1 Comment

Have you ever faced issue as why Dynamics CRM user not able to access CRM? To find out the answer to above question there is new capability available on Power Platform. Now you can run diagnostics against user to find out the basic details of an user in Dynamics CRM. Navigate to https://admin.powerplatform.microsoft.com/ and select…… Continue reading {Power Platform} Run Diagnostics against Dynamics 365 User

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Dynamics 365} Set default values from the primary entity while creating new record from C#

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When we create a record from Dynamics web application in the context of Parent entity then fields which are defined in relationship mapping will be automatically populated in Child record. For example – If we create Contact record from Account entity then fields such as Telephone 1 and address field auto populated. We can do…… Continue reading {Dynamics 365} Set default values from the primary entity while creating new record from C#

Customization and Configuration · Dynamics 365 Quick Tips · Functional Info

{Dynamics CRM} Browse the metadata for your CRM Instance

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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