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

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

BIPIN KUMAR4 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

BIPIN KUMAR1 Comment

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

C# Code · Customization and Configuration · Dynamics Plugins

{Dynamics CRM 365 CE} Using a Party List as a Lookup for a Quickview Form

BIPIN KUMAR1 Comment

Dynamics Community Forum Question – My goal is to create a quick view for a few fields for our contact record on one of our activities (in this case the phone call). I can’t use the “Call from” because it’s a Party List and not a Contact Lookup field. Solution Approach Create new custom field…… Continue reading {Dynamics CRM 365 CE} Using a Party List as a Lookup for a Quickview Form

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

Customization and Configuration

{Common Data Service} Timezone, Language, Duration and Ticker Symbol Field Format

BIPIN KUMAR1 Comment

I have been asked to Create dropdown which will list down all timezones in Dynamics CRM. Earlier I was thinking to go with HTML web resource then I came to know the field format. The following table lists the format string values to expect for each type of attribute schema type and format option. Application…… Continue reading {Common Data Service} Timezone, Language, Duration and Ticker Symbol Field Format

Dynamics CRM Javascript · Javascript

{Dynamics CRM 365} Client Side Form event pipeline

BIPIN KUMAR1 Comment

You can define up to 50 event handlers for each event. Each event handler is executed in the order that it is displayed in the Event Handlers section in the Events tab of the Form Properties dialog box. Use the execution context getDepth method to know the sequence that an event handler is being executed in relative to other event handlers.…… Continue reading {Dynamics CRM 365} Client Side Form event pipeline