Tips & Tricks – Update entity’s display name everywhere

Introduction This is the shortest blog I have ever written so far. One of my clients asked to rename OOB Case entity to Ticket and all the references where Case was mentioned should be replaced by Ticket. Ordinary Solution Typically, all of us start to modify the display name wherever we see the Case. This … Continue reading Tips & Tricks – Update entity’s display name everywhere

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Part 2: Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint

Introduction This is second part of blog, which I published few days back. Second part explains how we can use SharePoint integration to create folder structure and move the attachments to SharePoint using MS Flow. Note:I have removed basic steps in this blog as I have explained the steps in details in first part of … Continue reading Part 2: Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint

Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint

Introduction In this blog I have explained how Microsoft Flow helps in moving attachments from Notes to SharePoint without any coding. I have explained the steps with the help of use case scenario. This topic is divided into series of 2 blogs: First part explains how we can skip OOB SharePoint integration and create our … Continue reading Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint

Identify field level permissions for specific user/team

Introduction                 Nowadays, developers frequently write JavaScript code on entity forms to read/modify field values. But, in some scenarios, our JavaScript code may not receive the expected value from the field (even though the value is present in the field). The possible reason could be field level security.                If field level security is enabled for … Continue reading Identify field level permissions for specific user/team

Programmatically authenticate multi-factor enabled Dynamics 365 CRM environment

Introduction I observed that, recently our clients are focusing more towards security aspect and hence the typical first thing they do is enabling multi-factor authentication. Now from developer’s perspective, there is no issue in accessing CRM through User Interface, because developers can get OTP on their mobile phones. But, many times we use different third-party … Continue reading Programmatically authenticate multi-factor enabled Dynamics 365 CRM environment

You cannot delete this component while the following components depend on it.

Introduction In Dynamics 365, to delete any component, you must remove/delete all the dependencies of the component which you want to delete. For e.g. If you want to delete custom entity called Configuration, you will need to delete/remove all the dependencies of the component which are dependent on Configuration entity. Now many times users face … Continue reading You cannot delete this component while the following components depend on it.

Embed Microsoft Forms in your website and get leads in Dynamics 365 CRM without writing code

  Introduction We come across frequent requirement where customers ask to create a custom page and embed it in their website and write logic to get leads into Dynamics 365 CRM. In this blog, I have explained how without coding we can achieve this requirement. Approaches Traditional Approach We will create custom HTML page and … Continue reading Embed Microsoft Forms in your website and get leads in Dynamics 365 CRM without writing code