- March 15, 2022
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How to Trigger Plugin when Opportunity is won?
Introduction Recently, we had a requirement to update a field on opportunity record whenever an opportunity was closed as won. My first thought was that it was pretty straightforward and registered the plugin using this step: Message – Update Primary Entity – opportunity But it did not fire the plugin when opportunity was closed as […]
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- March 15, 2022
How to change the default font style and font size of columns in Dynamics 365 CE
Introduction: In this blog, we will discuss how to change the font style and font size in Dynamics 365 CE. Step 1: Go to Sales Hub App in Dynamics 365 and click on “Settings” from the top right corner and then click on “Advanced Settings”. From the settings click on the “Solutions” and then select […]
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- March 14, 2022
How to make a DetailList scrollable?
Introduction Recently, we created a DetailList type of PCF control to display some data. As this list was going to display hundreds of records, we couldn’t scroll through them as there was no scroller present. Solution After a bit of research we found that a scroller can be added by importing “ScrollablePane” component from Fluent […]
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- March 14, 2022
Create Parent – Child Record in Single D365 Web API Request
POST request is used to create a record, So we’ll use POST request to create Parent – Child record. Select the POST request, Set the Dynamics API URL and entity set name in the header. 1.1 Create a Contact Entity Record with New Parent Account Record To create Parent Account Record, Use Relationship’s Referencing Entity […]
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- December 21, 2021
Use postman to Create record in Dynamics with the Web API
POST request is used to send data to create a record. Select the POST request, Set the Dynamics API URL and entity set name in the header. How to get API URL : Advance Settings >> Customizations >> Developer Resources Create a Contact Entity Record with all Data Types Request Body Data: { //Single line […]
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- December 13, 2021
How to open panel on click of record of basic list in PCF?
Introduction In this blog, I am going to show you how to open a panel when a hyperlink is clicked using PCF control. Solution I have created a sample detail list that has some data which is generated randomly. As you can see the “Name” column of this list contains hyperlinks. Now to open panel […]
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- November 21, 2020
Quick Tip – How to Check the PCF Control in Dynamics 365 Environment
Introduction As we know PCF control allows us to develop the reusable component that can be used in Model Driven or Canvas Apps. The PCF control can be imported in CRM as managed or Unmanaged Solution. So, while working we came across a Question that, In which entity the PCF control details (i.e. Information of […]
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- November 10, 2020
How to convert SSRS report in word format using JavaScript?
Introduction In this blog, I am going to explain how we can export SSRS reports as Word Document. To know how we can execute SSRS reports, you can refer below blog: https://themscrmexpert.wordpress.com/2016/12/19/how-to-send-ssrs-report-as-a-pdf-in-email-in-dynamics-crm-online/ Solution To get SSRS report in word format, first we need to execute SSRS report, you can refer above link to execute report. […]
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- October 15, 2020
File Data Type of CDS with Power Automate
Introduction In this blog, we are going to see the details about the new addon added by the Microsoft in CDS. During fields creation on CDS entities. We saw the below types: So, in this blog we have explored the use of file data type field using power automate. Before we see the example of […]
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- September 10, 2020
How to add or remove user from Access team template programmatically
Introduction In Dynamics 365 Business Applications, the access team is used to share the records with other users with different level of access rights like Read, Write, Delete etc. In this blog, we are going to see how we can add/remove users to/from access team. Also, we will see how we can retrieve the user […]
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